THE UCLA FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE UCLA FOUNDATION (EIN 95-2250801)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202341329349308234
- Schema version
- 2021v4.2
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T15:38:00-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952250801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCLA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JULIE SINA | InCareOfNm |
| Business Name Control | UCLA | BusinessNameControlTxt |
| Phone | 3107943193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10889 Wilshire Blvd STE 1500 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A SINA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3107943193 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE A | PersonFirstNm |
| Person Last | SINA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA R MCREYNOLDS DIRECTOR | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RHEA TURTELTAUB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 951405 2224 Murphy Hall | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,333,120,649 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uclafoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE UCLA FOUNDATION IS TO ACTIVELY PROMOTE PHILANTHROPY AND MANAGE DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $580,643 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $406,397,805 | PYContributionsGrantsAmt |
| CY Contributions Grants | $675,195,346 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,691,959 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,923,332 | CYProgramServiceRevenueAmt |
| PY Investment Income | $228,278,634 | PYInvestmentIncomeAmt |
| CY Investment Income | $207,988,814 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $636,368,398 | PYTotalRevenueAmt |
| CY Total Revenue | $885,107,492 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $358,674,746 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $357,514,782 | 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 | $38,010,285 | PYOtherExpensesAmt |
| CY Other Expenses | $40,531,667 | CYOtherExpensesAmt |
| PY Total Expenses | $396,685,031 | PYTotalExpensesAmt |
| CY Total Expenses | $398,046,449 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $239,683,367 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $487,061,043 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,049,182,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,999,387,840 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $472,831,937 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $494,705,904 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,576,350,399 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,504,681,936 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UCLA FOUNDATION IS THE GIVING, RECEIVING, AND INVESTING ARM OF THE UCLA CAMPUS. THE FOUNDATION ENABLES PRIVATE DONORS TO HELP BUILD, SUSTAIN AND ADVANCE ONE OF THE WORLD'S FINEST ACADEMIC AND RESEARCH INSTITUTIONS. PRIVATE PHILANTHROPY PROVIDES THE MARGIN OF EXCELLENCE THAT MAKES UCLA STAND OUT AND STAND ABOVE THE REST. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $341,690,170 | ExpenseAmt |
| Grant | $312,728,361 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE UCLA FOUNDATION PROVIDES GRANTS IN SUPPORT OF THE PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, LOS ANGELES CAMPUS INCLUDING SUPPORT FOR SCHOLARSHIPS, FELLOWSHIPS, RESEARCH, CHANCELLOR'S PRIORITIES, DEVELOPMENT, SPECIAL PROJECTS AND OTHER SUPPORT OF UCLA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,786,421 | ExpenseAmt |
| Grant | $44,786,421 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE UCLA FOUNDATION RAISES, RECORDS, AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS AND OTHER ORGANIZATIONS FOR THE BENEFIT OF UCLA 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 UCLA TO REIMBURSE FOR SERVICES AND FACILITIES PROVIDED TO THE FOUNDATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,721,034 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,192,689 | RevenueAmt |
| Desc | THE UCLA FOUNDATION OPERATES THE UNENDOWED INVESTMENT POOL (UIP) FOR ITSELF AND OTHER TAX-EXEMPT RELATED ENTITIES. ALL GIFTS INTENDED FOR CURRENT EXPENDITURE AS WELL AS UNSPENT ENDOWED POOL PAYOUT AND AFFILIATED ENTITY SHORT-TERM ACCOUNTS ARE INVESTED IN THE UIP. IN ADDITION, THE FOUNDATION ACTS AS THE CUSTODIAN FOR THE ENDOWED INVESTMENT POOL. INCOME EARNED ON POOLED ASSETS HELD BY THE FOUNDATION ARE DISBURSED TO PARTICIPANT TAX-EXEMPT RELATED ENTITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $397,197,625 | 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 | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 | Yes (true) | 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 143 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE SINA | PersonNm |
| Phone | 3107943193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10889 WILSHIRE BOULEVARD SUITE 110 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 |
|---|---|---|---|---|---|---|---|
| JUSTIN E BARTON | |||||||
| CHIEF INVESTMENT OFFICER | 10.0 | 40.0 | Yes (X) | Yes (X) | $0 | $699,362 | $107,442 |
| RHEA TURTELTAUB | |||||||
| EXECUTIVE VICE PRESIDENT | 10.0 | 40.0 | Yes (X) | Yes (X) | $0 | $518,539 | $128,917 |
| CHANCELLOR GENE D BLOCK | |||||||
| EXOFFICIO DIRECTOR | 10.0 | 40.0 | Yes (X) | $0 | $490,766 | $102,329 | |
| GREGG GOLDMAN | |||||||
| EXOFFICIO DIRECTOR (until 4/1) | 10.0 | 40.0 | Yes (X) | $0 | $448,869 | $80,586 | |
| ALLISON BAIRD-JAMES | |||||||
| EXOFFICIO DIRECTOR (as of 4/4) | 10.0 | 40.0 | Yes (X) | $0 | $336,114 | $95,528 | |
| JULIE A SINA | |||||||
| CHIEF FINANCIAL OFFICER | 10.0 | 40.0 | Yes (X) | Yes (X) | $0 | $349,279 | $81,665 |
| JOCELYN M TABATA | |||||||
| EXECUTIVE DIRECTOR (until 2/1) | 10.0 | 40.0 | Yes (X) | $0 | $157,106 | $51,562 | |
| ALISSA FYFE | |||||||
| EXECUTIVE DIRECTOR (as of 5/6) | 10.0 | 40.0 | Yes (X) | $0 | $77,661 | $28,407 | |
| CRAIG E EHRLICH | |||||||
| CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN T MAPES | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ALICIA MINANA DE LOVELACE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DREW J ZAGER | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| D'ARTAGNAN SCORZA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHERYL M LOTT | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHAU LE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID A ACKERT | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| DIANA INGRAM | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LESLIE GILBERT-LURIE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANN DALY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FLORENCE SLOAN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID P EISMAN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JULIO HERRERA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DENNIS KEEGAN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MELVIN D LINDSEY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE N SIMMONS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN E STOCKTON | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE JOHNSTON WELTON | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ZEV YAROSLAVSKY | |||||||
| DIRECTOR | 1.0 | 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 | $3,077,696 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $676,436 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Drumcliffe Partners IV LLC | |||||
| 4502 Schenley Road Suite 300 | BALTIMORE | MD | 21210 | INVESTMENT MGMT | $450,000 |
| Schumacher Consulting LLC | |||||
| 11055 Sanctuary Cove CT | LAS VEGAS | NE | 89135 | CONSULTING | $250,000 |
| Mitchell Silberberg Knupp | |||||
| 11377 West Olympic Blvd | LOS ANGELES | CA | 90064 | LEGAL | $101,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $675,195,346 | AllOtherContributionsAmt |
| Noncash Contributions | $105,739,054 | NoncashContributionsAmt |
| Total Contributions | $675,195,346 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ENDOWED FUND MGMT SERVICE FEES | 523930 | $1,897,626 | $1,332,459 | $565,167 | $0 |
| UNENDOWED FUND MGMT SERVICE FEES | 523930 | $25,706 | $10,230 | $15,476 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,923,332 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,097,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,097,118 | 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 | $586,424,853 | SecuritiesAmt |
| Other | $7,480,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $440,533,157 | SecuritiesAmt |
| Other | $7,480,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,891,696 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,891,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $145,891,696 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $885,107,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,342,689 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $580,643 | UnrelatedBusinessRevenueAmt |
| Exclusion | $207,988,814 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,514,782 | TotalAmt |
| Program Services | $357,514,782 | 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 |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $60,443 | TotalAmt |
| Program Services | $52,343 | ProgramServicesAmt |
| Management And General | $8,100 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,025 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $119,025 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $28,324,074 | TotalAmt |
| Program Services | $28,324,074 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,139 | TotalAmt |
| Program Services | $252,582 | ProgramServicesAmt |
| Management And General | $348,557 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,117 | TotalAmt |
| Program Services | $1,555 | ProgramServicesAmt |
| Management And General | $37,562 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,734 | TotalAmt |
| Program Services | $5,544 | ProgramServicesAmt |
| Management And General | $17,190 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,196 | TotalAmt |
| Program Services | $52,572 | ProgramServicesAmt |
| Management And General | $115,624 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,822 | TotalAmt |
| Program Services | $1,876 | ProgramServicesAmt |
| Management And General | $24,946 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,031 | TotalAmt |
| Program Services | $8,482 | ProgramServicesAmt |
| Management And General | $2,549 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $251,730 | TotalAmt |
| Program Services | $97,518 | ProgramServicesAmt |
| Management And General | $154,212 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $5,606 | TotalAmt |
| Program Services | $1,325 | ProgramServicesAmt |
| Management And General | $4,281 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENDOWED POOL DISTRIBUTIONS | $10,346,536 | $10,346,536 | $0 | |
| UNENDOWED POOL DISTRIBUTIONS | $374,498 | $374,498 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX | $163,029 | $163,029 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $17,687 | $909 | $16,778 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,046,449 | TotalAmt |
| Program Services | $397,197,625 | ProgramServicesAmt |
| Management And General | $848,824 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,026,387 | BOYAmt |
| EOY | $67,361,762 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,946,973 | BOYAmt |
| EOY | $3,912,626 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,744,023 | BOYAmt |
| EOY | $402,351,159 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,866,103 | BOYAmt |
| EOY | $20,080,185 | 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 | $250,000 | BOYAmt |
| EOY | $250,000 | 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 | -$255,264 | BOYAmt |
| EOY | -$31,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,805,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,125,000 | BOYAmt |
| EOY | $12,805,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,957,478 | BOYAmt |
| EOY | $219,864,059 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,225,605,454 | BOYAmt |
| EOY | $4,268,590,890 | 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 | $5,916,182 | BOYAmt |
| EOY | $4,203,324 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,049,182,336 | BOYAmt |
| EOY | $4,999,387,840 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,682 | BOYAmt |
| EOY | $27,418,915 | 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 | $5,614,394 | BOYAmt |
| EOY | $2,723,170 | 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 | $364,130,061 | BOYAmt |
| EOY | $385,979,844 | 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 | $102,272,800 | BOYAmt |
| EOY | $78,583,975 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,831,937 | BOYAmt |
| EOY | $494,705,904 | 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 | $4,576,350,399 | BOYAmt |
| EOY | $4,504,681,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,576,350,399 | BOYAmt |
| EOY | $4,504,681,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,049,182,336 | BOYAmt |
| EOY | $4,999,387,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $487,061,043 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$550,339,992 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,389,514 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $595,247,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $460,328,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $554,140,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $406,397,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $675,195,346 | CurrentTaxYearAmt |
| Total | $2,691,310,182 | 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 | $595,247,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $460,328,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $554,140,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $406,397,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $675,195,346 | CurrentTaxYearAmt |
| Total | $2,691,310,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $896,352,062 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,794,958,120 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,917,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,041,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,344,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,959,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,097,118 | CurrentTaxYearAmt |
| Total | $198,360,735 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,889,670,917 | TotalSupportAmt |
| Public Support CY170 | 0.62116 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69631 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 10 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $285,987,120 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $104,842,222 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $353,529,392 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,728,233,296 | BeginningYearBalanceAmt |
| Contributions | $231,143,672 | ContributionsAmt |
| Investment Earnings Or Losses | -$346,764,795 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $127,878,576 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,487,104 | AdministrativeExpensesAmt |
| End Year Balance | $3,456,246,493 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,757,129,308 | BeginningYearBalanceAmt |
| Contributions | $183,117,899 | ContributionsAmt |
| Investment Earnings Or Losses | $933,771,138 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $120,052,502 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $25,732,546 | AdministrativeExpensesAmt |
| End Year Balance | $3,728,233,297 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,613,184,314 | BeginningYearBalanceAmt |
| Contributions | $234,664,330 | ContributionsAmt |
| Investment Earnings Or Losses | $31,187,867 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $104,189,753 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,717,450 | AdministrativeExpensesAmt |
| End Year Balance | $2,757,129,308 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,388,123,760 | BeginningYearBalanceAmt |
| Contributions | $252,213,721 | ContributionsAmt |
| Investment Earnings Or Losses | $98,791,143 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $108,546,244 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,398,066 | AdministrativeExpensesAmt |
| End Year Balance | $2,613,184,314 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,956,638,327 | BeginningYearBalanceAmt |
| Contributions | $348,393,813 | ContributionsAmt |
| Investment Earnings Or Losses | $205,464,505 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $106,195,142 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $16,177,743 | AdministrativeExpensesAmt |
| End Year Balance | $2,388,123,760 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,805,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $12,805,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $12,805,000 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $9,232,046 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (13 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.C. SHORT-TERM INV POOL | $1,019,473,019 | F |
| HEDGE FUNDS - EQUITY ORIENTED | $1,411,605,427 | F |
| HEDGE FUNDS - MULTI-STRATEGY | $86,904,695 | F |
| HEDGE FUNDS - CREDIT ORIENTED | $118,204,325 | F |
| REAL ESTATE | $248,623,568 | F |
| COMMINGLED FUNDS-BALANCED FUND | $8,556,754 | F |
| COMMINGLED FUNDS-PRIVATE EQUIT | $840,890,604 | F |
| OTHER COMMODITIES | $432,496,674 | F |
| DOMESTIC EQUITY | $10,314,277 | F |
| FOREIGN EQUITY | $20,374,802 | F |
| FUTURES AND OPTIONS CONTRACTS | $0 | F |
| OTHER | $0 | F |
| COMMINGLED FUNDS-US BOND FUNDS | $61,914,699 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,268,590,890 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $9,417,511 |
| ANNUITIES PAYABLE | $14,229,477 |
| LIABILITIES TO LIFE BENEFICIAR | $15,724,158 |
| DEFERRED INFLOW OF RESOURCES | $36,239,785 |
| DUE TO THE UCLA INVESTMENT CO. | $2,973,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $78,583,975 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $294,174,443 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$550,339,992 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$8,389,514 | OtherRevenueAmt |
| Revenue Not Reported | -$558,729,506 | RevenueNotReportedAmt |
| Revenue Subtotal | $852,903,949 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,482,509 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,721,034 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $32,203,543 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $885,107,492 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $365,842,906 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $365,842,906 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,482,509 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,721,034 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $32,203,543 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $398,046,449 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ESCROW AND CUSTODIAL RELATIONSHIPS | SCHEDULE D, PART IV, LINE 2 THE FOUNDATION HOLDS ASSETS UNDER AGENCY RELATIONSHIPS BELONGING TO SUPPORT GROUPS OF UCLA AND OTHER VARIOUS OUTSIDE CHARITABLE ORGANIZATIONS. |
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES CAMPUS INCLUDING SCHOLARSHIPS, FELLOWSHIPS, STUDENT SUPPORT, FACULTY SUPPORT AND EDUCATIONAL PROGRAMS. |
| REVENUE ON BOOK NOT ON RETURN | SCHEDULE D, PART XI, LINE 2D ALLOWANCE FOR DOUBTFUL PLEDGES ADJUSTMENT $ (8,389,514) |
| REVENUE ON RETURN NOT ON BOOK | SCHEDULE D, PART XI, LINE 4B GROSS-UP FOR INVESTMENT EARNINGS ON ENDOWED POOL DISTRIBUTIONS NETTED ON AUDITED FINANCIALS $ 10,721,034 REVENUE ON RETURN NOT ON BOOK SCHEDULE D, PART XII, LINE 4B GROSS-UP FOR INVESTMENT EARNINGS ON ENDOWED POOL DISTRIBUTIONS NETTED ON AUDITED FINANCIALS $ 10,721,034 |
| FIN48 (ASC 740) FOOTNOTE | SCHEDULE D, PART X, LINE 2 THE FOUNDATION'S FINANCIAL STATEMENTS ARE PREPARED IN ACCORDANCE WITH GASB; THEREFORE, THERE IS NO ASC 740 FOOTNOTE REQUIRED. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $1,390,683,623 |
| East Asia and the Pacific | 0 | 0 | Investments | $20,374,802 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $88,086,684 |
| North America | 0 | 0 | Investments | $65,635,147 |
| Sub-Saharan Africa | 0 | 0 | Investments | $70,934,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,635,715,041 | SubtotalSpentAmt |
| Total Spent | $1,635,715,041 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING PROCEDURES | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE F, PART I, LINE 2 THE FOUNDATION TRANSFERS MONIES TO UCLA WHICH ASSUMES FIDUCIARY RESPONSIBILITY FOR ACTUAL DISBURSEMENT. CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. UCLA'S INTERNAL AUDIT DEPARTMENT PERFORMS A REVIEW OF GRANT EXPENDITURES MADE TO CAMPUS, USING A SAMPLING METHODOLOGY. ONCE THE GRANT SELECTION HAS BEEN MADE, THEY REVIEW ALL EXPENSES RECORDED TO CONFIRM THAT THE FUNDS WERE USED FOR THE AWARDED PURPOSE. INTERNAL AUDIT COMMUNICATES THEIR FINDINGS TO BOTH THE UCLA FOUNDATION'S AUDIT COMMITTEE AS WELL AS TO THE CHANCELLOR OF UCLA. THIS REVIEW IS PERFORMED ANNUALLY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (69 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| University of California Los Angeles | ||||||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | 956006143 | 501 (c) (3) | $329,792,437 | N/A | N/A | SCHOLARSHIP & EDUC PGMS | |
| Western Prelacy of the Armenian Apostolic Church | ||||||||||
| 6252 Honolulu Ave | La Crescenta | CA | 91214 | 952852633 | 501 (c) (3) | $8,050,000 | N/A | N/A | GENERAL SUPPORT | |
| Opportunity 180 | ||||||||||
| 11035 Lavender Hill Dr | Las Vegas | NV | 89135 | 611753910 | 501 (c) (3) | $4,300,000 | N/A | N/A | GENERAL SUPPORT | Suite 160 - 180 |
| Armenian General Benevolent Union | ||||||||||
| 55 East 59th Street | New York | NY | 10022 | 135200421 | 501 (c) (3) | $4,160,000 | N/A | N/A | GENERAL SUPPORT | 7th floor |
| Teach for All Inc | ||||||||||
| 25 Broadway | New York | NY | 10004 | 262122566 | 501 (c) (3) | $2,000,000 | N/A | N/A | GENERAL SUPPORT | 12th Fl |
| Fulfillment Fund of Las Vegas | ||||||||||
| 3850 Annie Oakley Drive | Las Vegas | NV | 89121 | 462083219 | 501 (c) (3) | $1,000,000 | N/A | N/A | GENERAL SUPPORT | |
| The Museum at Belcourt Inc | ||||||||||
| 159 Weybosset St | Providence | RI | 02903 | 821019801 | 501 (c) (3) | $1,000,000 | N/A | N/A | GENERAL SUPPORT | Suite 3 |
| California Community Foundation | ||||||||||
| 221 S Figueroa St | Los Angeles | CA | 90012 | 953510055 | 501 (c) (3) | $400,000 | N/A | N/A | GENERAL SUPPORT | Suite 400 |
| X Prize Foundation | ||||||||||
| 800 Corporate Pointe | Culver City | CA | 90230 | 521876879 | 501 (c) (3) | $400,000 | N/A | N/A | GENERAL SUPPORT | Suite 350 |
| TheSentryorg Inc | ||||||||||
| 1629 K Street NW | Washington | DC | 20006 | 208827879 | 501 (c) (3) | $365,000 | N/A | N/A | GENERAL SUPPORT | Suite 300 |
| ANCA Endowment Fund Inc | ||||||||||
| 1711 N Street | Washington | DC | 20036 | 364190026 | 501 (c) (3) | $350,000 | N/A | N/A | GENERAL SUPPORT | |
| Giants Community Fund | ||||||||||
| 24 Willie Mays Plaza | San Francisco | CA | 94107 | 943200061 | 501 (c) (3) | $350,000 | N/A | N/A | GENERAL SUPPORT | |
| Hammer Museum | ||||||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | 954217197 | 501 (c) (3) | $317,283 | N/A | N/A | GENERAL SUPPORT | |
| Creative Visions Foundation | ||||||||||
| 18820 Pacific Coast Highway | Malibu | CA | 90265 | 391902814 | 501 (c) (3) | $310,000 | N/A | N/A | GENERAL SUPPORT | Ste 201 |
| Armenian National Committee Western Division | ||||||||||
| 104 N Belmont Street | Glendale | CA | 91205 | 953885801 | 501 (c) (3) | $300,000 | N/A | N/A | GENERAL SUPPORT | 200 |
| UCLA Alumni Association | ||||||||||
| 405 HILGARD AVE | LOS ANGLES | CA | 90095 | 952286986 | 501 (c) (3) | $283,773 | N/A | N/A | ALUMNI & STD PGMS | |
| Homenetmen Glendale Ararat Chapter | ||||||||||
| 3347 N San Fernando Rd | Los Angeles | CA | 90065 | 237062425 | 501 (c) (3) | $250,000 | N/A | N/A | GENERAL SUPPORT | |
| New Venture Fund | ||||||||||
| 1201 Connecticut Ave | Washington | DC | 20036 | 205806345 | 501 (c) (3) | $250,000 | N/A | N/A | GENERAL SUPPORT | Suite 300 |
| Academy Foundation | ||||||||||
| 8949 Wilshire Boulevard | Beverly Hills | CA | 90211 | 952243698 | 501 (c) (3) | $200,000 | N/A | N/A | GENERAL SUPPORT | |
| Creative Armenia | ||||||||||
| 101 Groverton Place | Los Angeles | CA | 90077 | 812439399 | 501 (c) (3) | $200,000 | N/A | N/A | GENERAL SUPPORT | |
| Hillel at UCLA | ||||||||||
| 574 Hilgard Ave | Los Angeles | CA | 90024 | 460573247 | 501 (c) (3) | $150,000 | N/A | N/A | GENERAL SUPPORT | |
| Sahag Mesrob Armenian Christian School | ||||||||||
| 2501 N Maiden Lane | Altadena | CA | 91001 | 953534665 | 501 (c) (3) | $150,000 | N/A | N/A | GENERAL SUPPORT | |
| The Pennsylvania State University | ||||||||||
| 408 Old Main | University Park | PA | 16802 | 246000376 | 501 (c) (3) | $150,000 | N/A | N/A | GENERAL SUPPORT | |
| Western Diocese of the Armenian Church | ||||||||||
| 3325 N Glenoaks Blvd | Burbank | CA | 91504 | 956081942 | 501 (c) (3) | $150,000 | N/A | N/A | GENERAL SUPPORT | |
| One Armenia Inc | ||||||||||
| 3801 Collins Ave | Miami Beach | FL | 33140 | 461085868 | 501 (c) (3) | $125,000 | N/A | N/A | GENERAL SUPPORT | 1002 |
| All Hands and Hearts Smart Response Inc | ||||||||||
| 6 County Rd | Mattapoisett | MA | 02739 | 203414952 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Ste 6 |
| Armenian American Museum | ||||||||||
| 116 North Artsakh Avenue | Glendale | CA | 91206 | 472465341 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Suite 205 |
| Armenian Assembly of America | ||||||||||
| 734 15th Street NW | Washington | DC | 20005 | 521614093 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Suite 500 |
| Armenian Wounded Heroes Fund | ||||||||||
| 14-24 Abbott Road | Fair Lawn | NJ | 07410 | 812263520 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Unit 484 |
| Children of Armenia Fund | ||||||||||
| 149 Fifth Avenue | New York | NY | 10010 | 113579187 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Suite 500 |
| Generation Alive | ||||||||||
| 418 W Sharp Ave | Spokane | WA | 99201 | 562598004 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | |
| Greater Los Angeles Veterans Education and Researc | ||||||||||
| 11301 Wilshire Boulevard | Los Angeles | CA | 90073 | 832316783 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Building 114 Room 218 |
| Los Angeles Police Foundation | ||||||||||
| 633 W 5th St | Los Angeles | CA | 90071 | 954700442 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Ste 960 |
| National Foster Youth Institute | ||||||||||
| 3550 Wilshire Blvd | Los Angeles | CA | 90010 | 460809227 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Suite 1601 |
| Planned Parenthood of the Pacific Southwest | ||||||||||
| 1075 Camino Del Rio South | San Diego | CA | 92108 | 956111785 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | |
| Players Philanthropy Fund DBA 4MOM | ||||||||||
| 1122 Kenilworth Drive | Towson | MD | 21204 | 276601178 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Suite 201 |
| Skyhook Foundation | ||||||||||
| 1048 Irvine Ave | Newport Beach | CA | 92660 | 260380140 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Ste 617 |
| St John's Health Center Foundation | ||||||||||
| 2121 Santa Monica Blvd | Santa Monica | CA | 90404 | 956100079 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | |
| The HALO Trust | ||||||||||
| 1730 Rhode Island Ave NW | Washington | DC | 20036 | 522158152 | 501 (c) (3) | $100,000 | N/A | N/A | GENERAL SUPPORT | Suite 206 |
| The Genocide Education Project | ||||||||||
| 51 Commonwealth Ave | San Francisco | CA | 94118 | 593791802 | 501 (c) (3) | $90,000 | N/A | N/A | GENERAL SUPPORT | |
| Women Make Movies | ||||||||||
| 115 W 29th St | New York | NY | 10001 | 132740460 | 501 (c) (3) | $75,000 | N/A | N/A | GENERAL SUPPORT | Rm 1200 |
| Foundation for the Los Angeles Community Colleges | ||||||||||
| 770 Wilshire Blvd | Los Angeles | CA | 90017 | 954106993 | 501 (c) (3) | $69,000 | N/A | N/A | GENERAL SUPPORT | 8th Floor |
| Institute of Contemporary Art Los Angeles | ||||||||||
| 1717 E 7th St | Los Angeles | CA | 90021 | 953992968 | 501 (c) (3) | $55,000 | N/A | N/A | GENERAL SUPPORT | |
| American Israel Education Foundation | ||||||||||
| 251 H Street NW | Washington | DC | 20001 | 521623781 | 501 (c) (3) | $50,000 | N/A | N/A | GENERAL SUPPORT | |
| Armenian International Medical Fund | ||||||||||
| 14960 Dickens St | Sherman Oaks | CA | 91403 | 320078573 | 501 (c) (3) | $50,000 | N/A | N/A | GENERAL SUPPORT | Unit 301 |
| ARPA Institute | ||||||||||
| 18106 Miranda St | Tarzana | CA | 91356 | 954423297 | 501 (c) (3) | $50,000 | N/A | N/A | GENERAL SUPPORT | |
| Natural Resources Defense Council Inc | ||||||||||
| 40 West 20th Street | New York | NY | 10011 | 132654926 | 501 (c) (3) | $50,000 | N/A | N/A | GENERAL SUPPORT | |
| SOH USA (Support Our Heroes) | ||||||||||
| 607 Foothill Blvd | La Canada | CA | 91012 | 874139569 | 501 (c) (3) | $50,000 | N/A | N/A | GENERAL SUPPORT | 652 |
| The Paros Foundation | ||||||||||
| 2217 5th St | Berkeley | CA | 94710 | 205094630 | 501 (c) (3) | $50,000 | N/A | N/A | GENERAL SUPPORT | |
| UNITED STATES FUND FOR UNICEF | ||||||||||
| 125 Maiden Lane | New York | NY | 10038 | 131760110 | 501 (c) (3) | $50,000 | N/A | N/A | GENERAL SUPPORT | 10th Floor |
| West Los Angeles Police and Community Together Inc | ||||||||||
| 1663 Butler Ave | Los Angeles | CA | 90025 | 954351149 | 501 (c) (3) | $50,000 | N/A | N/A | GENERAL SUPPORT | |
| Armenian Film Foundation | ||||||||||
| 17328 Ventura Blvd | Encino | CA | 91316 | 953415629 | 501 (c) (3) | $40,000 | N/A | N/A | GENERAL SUPPORT | Ste 123 |
| Open Paths Counseling Center | ||||||||||
| 400 Corporate Pointe | Culver City | CA | 90230 | 953221061 | 501 (c) (3) | $40,000 | N/A | N/A | GENERAL SUPPORT | Suite 300 |
| LIFT Inc | ||||||||||
| 999 N Capitol St NE | Washington | DC | 20002 | 522168409 | 501 (c) (3) | $35,000 | N/A | N/A | GENERAL SUPPORT | Ste 310 |
| American Friends of the Hebrew University | ||||||||||
| 16633 Ventura Blvd | Encino | CA | 91436 | 131568923 | 501 (c) (3) | $33,689 | N/A | N/A | GENERAL SUPPORT | Suite 715 |
| Birthright Armenia Inc | ||||||||||
| 4000 Route 66 | Tinton Falls | NJ | 07753 | 200206085 | 501 (c) (3) | $25,000 | N/A | N/A | GENERAL SUPPORT | |
| City of Hope | ||||||||||
| 1500 E Duarte Road | Duarte | CA | 91010 | 951683875 | 501 (c) (3) | $25,000 | N/A | N/A | GENERAL SUPPORT | |
| Human Rights Watch | ||||||||||
| 350 Fifth Ave | New York | NY | 10881 | 132875808 | 501 (c) (3) | $25,000 | N/A | N/A | GENERAL SUPPORT | 34th Floor |
| Luzerne Music Center | ||||||||||
| 203 Lake Tour Rd | Lake Luzerne | NY | 12846 | 222765869 | 501 (c) (3) | $25,000 | N/A | N/A | GENERAL SUPPORT | PO Box 39 |
| School on Wheels | ||||||||||
| 3150 N San Fernando Rd | Los Angeles | CA | 90065 | 954422640 | 501 (c) (3) | $25,000 | N/A | N/A | GENERAL SUPPORT | Ste B |
| The Dominguez Dream | ||||||||||
| 4540 Duckhorn Drive | Sacramento | CA | 95834 | 200774784 | 501 (c) (3) | $25,000 | N/A | N/A | GENERAL SUPPORT | Suite 100 |
| Voice of San Diego | ||||||||||
| 110 West A St | San Diego | CA | 92101 | 201585919 | 501 (c) (3) | $20,000 | N/A | N/A | GENERAL SUPPORT | Suite 650 |
| Jazz Hands For Autism | ||||||||||
| 10880 Wilshire Blvd | Los Angeles | CA | 90024 | 471719982 | 501 (c) (3) | $15,000 | N/A | N/A | GENERAL SUPPORT | Ste 800 |
| Jonsson Cancer Center Foundation | ||||||||||
| 8-950 FACTOR BUILDING | Los Angeles | CA | 90095 | 952242757 | 501 (c) (3) | $15,000 | N/A | N/A | GENERAL SUPPORT | BOX 951780 |
| Cedars-Sinai Medical Center | ||||||||||
| 8700 Beverly Blvd | Los Angeles | CA | 90048 | 951644600 | 501 (c) (3) | $10,000 | N/A | N/A | GENERAL SUPPORT | |
| Children's Hospital Los Angeles | ||||||||||
| 4650 Sunset Blvd | Los Angeles | CA | 90027 | 951690977 | 501 (c) (3) | $10,000 | N/A | N/A | GENERAL SUPPORT | |
| Motion Picture & Television Fund | ||||||||||
| 23388 Mulholland Drive | Woodland Hills | CA | 91364 | 951652916 | 501 (c) (3) | $10,000 | N/A | N/A | GENERAL SUPPORT | Suite 220 |
| Project Information Literacy | ||||||||||
| 4760 Montecito Ave | Santa Rosa | CA | 95404 | 455529264 | 501 (c) (3) | $10,000 | N/A | N/A | GENERAL SUPPORT | |
| Race to Erase MS | ||||||||||
| 1875 Century Park East | Los Angeles | CA | 90067 | 841238541 | 501 (c) (3) | $10,000 | N/A | N/A | GENERAL SUPPORT | 280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 69 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING PROCEDURES | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE I, PART I, LINE 2 THE FOUNDATION TRANSFERS MONIES TO UCLA WHICH ASSUMES FIDUCIARY RESPONSIBILITY FOR ACTUAL DISBURSEMENT. CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. UCLA'S INTERNAL AUDIT DEPARTMENT PERFORMS A REVIEW OF GRANT EXPENDITURES MADE TO CAMPUS USING A SAMPLING METHODOLOGY. ONCE THE GRANT SELECTION HAS BEEN MADE THEY REVIEW ALL EXPENSES RECORDED TO CONFIRM THAT THE FUNDS WERE USED FOR THE AWARDED PURPOSE. INTERNAL AUDIT COMMUNICATES THEIR FINDINGS TO BOTH THE UCLA FOUNDATION'S AUDIT COMMITTEE AS WELL AS TO THE CHANCELLOR OF UCLA. THIS REVIEW IS PERFORMED ANNUALLY.GRANTS TO ORGANIZATIONS OTHER THAN UCLA ARE EITHER PROVIDED THROUGH DONOR AGREEMENTS (E.G., DONOR ADVISED FUNDS) OR ANOTHER SELECTION PROCESS. THE FOUNDATION UTILIZES PRE-AWARD PROCEDURES (E.G., VERIFICATION OF 501(C)(3) STATUS, ETC.) AND INQUIRIES TO ENSURE THE GRANTEE ORGANIZATION MEETS THE REQUIREMENTS FOR APPROVED PROGRAM FUNDING. NO POST-AWARD MONITORING IS DEEMED NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RHEA TURTELTAUB | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $0 | $512,203 | $0 | $0 | $0 | $6,336 | $0 | $109,608 | $0 | $19,309 | $0 | $647,456 | $0 | $0 |
| CHANCELLOR GENE D BLOCK | ||||||||||||||
| EXOFFICIO DIRECTOR | $0 | $470,990 | $0 | $0 | $0 | $19,776 | $0 | $71,093 | $0 | $31,236 | $0 | $593,095 | $0 | $0 |
| JUSTIN E BARTON | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $0 | $522,080 | $0 | $175,000 | $0 | $2,282 | $0 | $58,000 | $0 | $49,442 | $0 | $806,804 | $0 | $0 |
| GREGG GOLDMAN | ||||||||||||||
| EXOFFICIO DIRECTOR (until 4/1) | $0 | $442,533 | $0 | $0 | $0 | $6,336 | $0 | $64,579 | $0 | $16,007 | $0 | $529,455 | $0 | $0 |
| ALLISON BAIRD-JAMES | ||||||||||||||
| EXOFFICIO DIRECTOR (as of 4/4) | $0 | $326,114 | $0 | $10,000 | $0 | $0 | $0 | $65,546 | $0 | $29,982 | $0 | $431,642 | $0 | $0 |
| JULIE A SINA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $346,779 | $0 | $2,500 | $0 | $0 | $0 | $65,658 | $0 | $16,007 | $0 | $430,944 | $0 | $0 |
| JOCELYN M TABATA | ||||||||||||||
| EXECUTIVE DIRECTOR (until 2/1) | $0 | $155,606 | $0 | $1,500 | $0 | $0 | $0 | $35,703 | $0 | $15,859 | $0 | $208,668 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | POLICIES USED TO ESTABLISH CEO/EXECUTIVE DIRECTOR COMPENSATION | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE J, PART I, LINE 3 COMPENSATION PRACTICES FOR THE RELATED ORGANIZATION IN DETERMINING COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS INCLUDE: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PROCESS OF DETERMINING OFFICER COMPENSATION FORM 990, SCHEDULE J, PART II NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION DURING FYE 06/30/22. EACH WAS AN EMPLOYEE OF UCLA OR UCLA INVESTMENT COMPANY, RELATED ORGANIZATIONS, AND WAS COMPENSATED PRIMARILY FOR SERVICES TO THOSE ORGANIZATIONS. COMPENSATION INFORMATION REFLECTS ALL COMPENSATION RECEIVED DURING THE CALENDAR YEAR 2021. | 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 | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 489 | ContributionCnt |
| Noncash Contributions Rpt F990 | $105,739,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVAIL HI/LOW DON DAT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | |
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE M, PART I, COLUMN B THE NUMBER OF DONATIONS REPORTED IN COLUMN B IS BASED ON THE NUMBER OF GIFTS RECEIVED FROM DONORS. FORM 990, SCHEDULE M, LINE 32B OUTSIDE AUCTION HOUSES ARE USED ON AN "AS NEEDED" BASIS TO ASSIST IN THE SALE OF ART WORK, HOUSEHOLD ITEMS, COLLECTIBLES AND SIMILAR ASSETS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BUSINESS RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 SOME DIRECTORS WHO OWN PROPERTIES OR ARE BUSINESS OWNERS HAVE BUSINESS RELATIONSHIPS WITH CUSTOMERS AND VENDORS, INCLUDING SOME OTHER MEMBERS OF THE BOARD. EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, CHAIR-ELECT, IMMEDIATE PAST CHAIR, CHAIR OF THE UCLA INVESTMENT COMPANY, CHAIR OF THE PHILANTHROPY COMMITTEE, EXECUTIVE VICE-PRESIDENT, THE UCLA CHANCELLOR, AND THE CHIEF OPERATING OFFICER. THE EXECUTIVE COMMITTEE SETS THE AGENDA FOR THE MEETINGS OF THE BOARD OF DIRECTORS, NOMINATES THE CHAIR-ELECT AND THE CHAIR OF THE UCLA INVESTMENT COMPANY, REVIEWS PROPOSALS TO AMEND THE BYLAWS AND THE ANNUAL DIRECTORS CONFLICT OF INTEREST STATEMENTS, AND TO THE EXTENT ALLOWED BY LAW AND NOT OTHERWISE RESTRICTED BY THE BOARD OF DIRECTORS, FROM TIME-TO-TIME HAS ALL THE AUTHORITY OF THE BOARD OF DIRECTORS. |
| PROVIDING 990 TO GOVERNING BOARD | FORM 990, PART VI, SECTION B, LINE 11A MANAGEMENT WORKS WITH AN OUTSIDE ACCOUNTING FIRM IN PREPARING A DRAFT FORM 990. IN ACCORDANCE WITH ITS CHARTER, THE UCLA FOUNDATION AUDIT COMMITTEE REVIEWS THE DRAFT 990 DURING ITS ANNUAL SPRING MEETING. THE FINAL FORM 990 IS MADE AVAILABLE TO THE ENTIRE GOVERNING BODY THROUGH A SECURE INTRANET SITE PRIOR TO FILING WITH THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12 THE UCLA FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS, COMMITTEE MEMBERS, OFFICERS AND PAID STAFF WHO SUPPORT THE FOUNDATION ("MEMBERS"). MEMBERS ARE REQUIRED TO COMPLETE THE ACKNOWLEDGEMENT AND CERTIFICATION FORM IN THE ETHICS AND CONFLICT OF INTEREST STATEMENT ANNUALLY. CONFLICT DISCLOSURES REPORTED ON CERTIFICATION FORMS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND, IF NECESSARY, FORWARDED TO THE BOARD OF DIRECTORS FOR APPROVAL. AFTER DISCLOSURE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS CONCERNING THE TRANSACTION, INCLUDING DISCUSSION WITH THE INTERESTED MEMBER, THE INTERESTED MEMBER SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING VOTING MEMBERS. IF DETERMINED THAT A CONFLICT EXISTS, THE INTERESTED MEMBER MAY MAKE A PRESENTATION AT A BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. IF APPROPRIATE IN THE DISCRETION OF THE BOARD OR COMMITTEE, ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT SHOULD BE INVESTIGATED. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CAN BE OBTAINED FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IN THE ABSENCE OF SUCH AN ALTERNATIVE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IF A CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS REPORTED AND ALLOWED TO EXIST BY VOTE OF THE BOARD OF DIRECTORS, IT IS REQUIRED THAT THE CONFLICT BE RECONSIDERED ANNUALLY UNTIL IT IS RESOLVED. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINE 15A & B ALL UCLA FOUNDATION STAFF ARE EMPLOYEES OF THE REGENTS OF UNIVERSITY OF CALIFORNIA AND RECEIVE SALARY AND BENEFITS FROM THE UNIVERSITY. SALARY RANGES AND BENEFITS ARE DETERMINED BY UCLA IN ACCORDANCE WITH ITS CAMPUS POLICIES AND CLASSIFICATION GUIDELINES. UCLA IS RESPONSIBLE FOR PAYING ALL WAGES, AND REPORTING ALL WAGES, PAYROLL TAXES AND OTHER EMPLOYMENT-RELATED AMOUNTS ON ITS PAYROLL TAX RETURNS WHICH ARE FILED UNDER EIN 95-6006143. |
| AVAILABILITY OF GOVERNING DOCUMENTS AND POLICIES | FORM 990, PART VI, SECTION C, LINE 19 ARTICLES OF INCORPORATION, BYLAWS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 DECREASE IN ALLOWANCE FOR DOUBTFUL PLEDGES: $(8,389,514) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UCLA INVESTMENT COMPANY | ||||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | 452586739 | ENDOW MGMT | CA | 501 (C)(3) | 11.a | UCLA FOUND | Yes (true) |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||
| 405 S HILGARD AVENUE | LOS ANGELES | CA | 90095 | 956006143 | EDUC/RESEARCH | 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 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (42) | ||||||||
| 10920 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | CHARITABLE TR | CA | NA | Trust | Yes (true) |
| POOLED INCOME FUND (1) | ||||||||
| 10920 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | CHARITABLE TR | CA | NA | Trust | Yes (true) |
| NET INCOME UNITRUST (1) | ||||||||
| 10920 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | CHARITABLE TR | CA | NA | TRUST | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UCLA INVESTMENT COMPANY | ||
| M | $7,004,284 | UCLA INVEST CO |
| UCLA INVESTMENT COMPANY | ||
| Q | $488,839 | INVOICES PAID |
| CHARITABLE REMAINDER UNITRUST | ||
| B | $600,000 | SEE PART VII |
| CHARITABLE REMAINDER UNITRUST | ||
| C | $788,276 | SEE PART VII |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (UC) IS NOT A RELATED ORGANIZATION TO THE FILING ORGANIZATION AS DEFINED BY THE INSTRUCTIONS TO THE IRS FORM 990, INCLUDING THE INSTRUCTIONS TO SCHEDULE R. HOWEVER, UC POLICY PROVIDES THAT THE FILING ORGANIZATION IS ORGANIZED AND OPERATED FOR THE PURPOSE OF FOSTERING PRIVATE GIVING, MANAGING GIFT AND ENDOWMENT FUNDS, AND PROVIDING OTHER SUPPORT FOR THE BENEFIT OF UCLA. ACCORDINGLY, DUE TO THE CLOSE RELATIONSHIP BETWEEN THE FILING ORGANIZATION AND UC, AND FOR THE SAKE OF TRANSPARENCY, UC IS LISTED AS A RELATED ORGANIZATION. SCHEDULE R, PART V, LINE 2, TRANSACTION TYPE B GIFTS TO THE CHARITABLE REMAINDER UNITRUSTS ARE BASED ON AGREEMENT TERMS AND CONDITIONS. SCHEDULE R, PART V, LINE 2, TRANSACTION TYPE C CHARITABLE REMAINDER UNITRUSTS CONTRIBUTE TO THE UCLA FOUNDATION ALL ASSETS REMAINING AFTER ALL LIABILITIES HAVE BEEN MET UNDER THE AGREEMENT TERMS AND CONDITIONS. | ExplanationTxt |