FIAT LUX RISK AND INSURANCE COMPANY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FIAT LUX RISK AND INSURANCE COMPANY (EIN 46-1828839)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202211369349315921
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T18:01:48-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461828839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fiat Lux Risk and Insurance Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIAT | BusinessNameControlTxt |
| Phone | 5109879289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1608 Rhode Island Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Confetti | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kevin | PersonFirstNm |
| Person Last | Confetti | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL LLOYD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1608 Rhode Island Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,612,493,581 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | The purpose of Fiat Lux is to finance the University of California's self insured retentions, to purchase reinsurance directly, and to issue to the university of California's certain bespoke insurance policies. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $740,534 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $687,315 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $395,891,073 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $432,480,950 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,312,613 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,266,169 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $440,203,686 | PYTotalRevenueAmt |
| CY Total Revenue | $443,747,119 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | 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 | $407,127,291 | PYOtherExpensesAmt |
| CY Other Expenses | $352,589,201 | CYOtherExpensesAmt |
| PY Total Expenses | $407,127,291 | PYTotalExpensesAmt |
| CY Total Expenses | $352,589,201 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,076,395 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $91,157,918 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,447,182,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,939,824,017 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,260,963,281 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,530,657,986 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $186,219,373 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $409,166,031 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION'S PRIMARY MISSION IS TO OPERATE FOR THE BENEFIT OF AND TO PROMOTE AND SUPPORT, DIRECTLY OR INDIRECTLY, THE INTERESTS AND PURPOSES OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA. IN FURTHERANCE OF THIS PURPOSE, THE ORGANIZATION PROVIDES: (A) IMPROVED RISK MANAGEMENT PRICING PREDICTABILITY AND COST STABILITY; (B) ENHANCED RISK MANAGEMENT, AND PROTECTION AND COVERAGE OF LESS TRADITIONAL RISKS AND ESOTERIC RISKS; (C) A FOUNDATION FOR DEVELOPMENT AND IMPLEMENTATION WITHIN THE REGENTS OF MORE FORMALIZED RISK FINANCING POLICIES AND PROCEDURES; AND (D) INSURANCE COVERAGE FOR EXTERNAL THIRD PARTIES, INCLUDING BUT NOT LIMITED TO, AGENTS, AFFILIATES, ASSOCIATIONS, JOINT VENTURES, AND PARTNERSHIPS OF OR IN WHICH THE REGENTS OF THE UNIVERSITY OF CALIFORNIA PARTICIPATES OR OWNS AN INTEREST PROVIDED THAT SUCH THIRD PARTY COVERAGE IS NO MORE THAN AN INSUBSTANTIAL PORTION OF THE ORGANIZATION'S OVERALL ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $351,289,302 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $432,480,950 | RevenueAmt |
| Desc | The purpose of Fiat Lux is to finance the University of California's self insured retentions, to purchase reinsurance directly, and to issue to the University of California's certain bespoke insurance policies. To date and in total the organization provides over 40 different coverages and risk financing arrangements to the University of California. | Desc |
| Total Program Service Expenses | $351,289,302 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ashley Lamell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8022642087 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Bank Street Suite 500 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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 |
|---|---|---|---|---|---|---|---|
| CHARLES F ROBINSON | |||||||
| Director/SECRETARY | 2.0 | 38.0 | Yes (X) | Yes (X) | $0 | $484,305 | $53,142 |
| CHERYL LLOYD | |||||||
| Director/PRESIDENT | 4.0 | 36.0 | Yes (X) | Yes (X) | $0 | $323,942 | $37,258 |
| NATHAN BROSTROM | |||||||
| Director/Chair/CFO (BEGAN JULY 2020) | 3.0 | 37.0 | Yes (X) | Yes (X) | $0 | $470,065 | $30,294 |
| Paul JENNY | |||||||
| DIRECTOR/CHAIR/CFO (THROUGH JULY 2020) | 3.0 | 37.0 | Yes (X) | Yes (X) | $0 | $248,965 | $11,729 |
| ERIN GORE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JANET A NAPOLITANO | |||||||
| DIRECTOR (THROUGH JULY 2020) | 1.0 | 39.0 | Yes (X) | $0 | $553,302 | $38,757 | |
| JARID BECK | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DRAKE | |||||||
| DIRECTOR (BEGAN AUGUST 2020) | 1.0 | 39.0 | Yes (X) | $0 | $256,446 | $6,887 | |
| RACHAEL NAVA | |||||||
| DIRECTOR | 1.0 | 39.0 | Yes (X) | $0 | $395,787 | $42,009 | |
| RONALD S CORTEZ | |||||||
| DIRECTOR | 2.0 | 38.0 | Yes (X) | $0 | $417,831 | $20,634 | |
| CHRIS C HARRINGTON | |||||||
| ASST. SECRETARY | 2.0 | 38.0 | Yes (X) | $0 | $262,444 | $5,041 | |
| NORMAN HAMILL | |||||||
| ASST. SECRETARY | 1.0 | 39.0 | Yes (X) | $0 | $241,410 | $15,887 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,654,497 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,638 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Willis Towers Watson | ||||||
| PO Box 514038 | Los Angeles | CA | 60673 | Consulting & Management | $644,497 | |
| Prime Actuarial Consulting LLC dba Bickmore Actuarial | ||||||
| 817 Bennett Ave | Medford | OR | 97504 | Actuarial Services | $340,246 | |
| Lundberg Enterprises LLC dba Praesidium | ||||||
| 2225 E Randol Mill Rd | Arlington | TX | 76011 | Loss Control Expenses | $225,112 | Suite 630 |
| Milliman Inc | ||||||
| 201 Edgewater Dr | Wakefield | MA | 01880 | Actuarial Services | $211,918 | Suite 289 |
| PriceWaterHouseCoopers LLP | ||||||
| PO Box 514038 | Los Angeles | CA | 90051 | Audit Services | $170,415 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Earned Premiums | Desc |
| Business | 524298 | BusinessCd |
| Total Revenue Column | $432,480,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $432,480,950 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $432,480,950 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,266,931 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $740,534 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,526,397 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,168,745,700 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,168,746,462 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$762 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$762 | TotalRevenueColumnAmt |
| Exclusion | -$762 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,747,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $432,480,950 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $740,534 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,525,635 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,596 | TotalAmt |
| Program Services | $750,953 | ProgramServicesAmt |
| Management And General | $367,643 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,019 | TotalAmt |
| Management And General | $43,019 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,005 | TotalAmt |
| Management And General | $232,005 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,805 | TotalAmt |
| Management And General | $158,805 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,046 | TotalAmt |
| Program Services | $1,165,046 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,000 | TotalAmt |
| Management And General | $159,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,056 | TotalAmt |
| Management And General | $6,056 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,768 | TotalAmt |
| Management And General | $33,768 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LOSSES AND LOSS ADJ EXP | $349,220,726 | $349,220,726 | |
| PREMIUM TAXES | $152,577 | $152,577 | |
| STATE TAX EXPENSE | $152,502 | $152,502 | |
| FEDERAL INCOME TAXES | $139,663 | $139,663 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,438 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,438 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,589,201 | TotalAmt |
| Program Services | $351,289,302 | ProgramServicesAmt |
| Management And General | $1,299,899 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,869,533 | BOYAmt |
| EOY | $157,424,644 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,491,638 | BOYAmt |
| EOY | $36,366,268 | 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 | $14,300,000 | BOYAmt |
| EOY | $15,300,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,899 | BOYAmt |
| EOY | $206,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,836,548 | BOYAmt |
| EOY | $1,310,324,973 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,734,036 | BOYAmt |
| EOY | $420,201,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,447,182,654 | BOYAmt |
| EOY | $1,939,824,017 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,327 | BOYAmt |
| EOY | $1,039,699 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,260,954 | BOYAmt |
| EOY | $1,529,618,287 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,963,281 | BOYAmt |
| EOY | $1,530,657,986 | 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 | $186,219,373 | BOYAmt |
| EOY | $409,166,031 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,219,373 | BOYAmt |
| EOY | $409,166,031 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,447,182,654 | BOYAmt |
| EOY | $1,939,824,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $91,157,918 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $130,969,381 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $819,359 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943067788 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section C, Line 1 Majority director detail | FormAndLineReferenceDesc |
| Explanation | Control and management of the Regents of the University of California (the supported organization) is vested in the same persons that manage and control Fiat Lux Risk and Insurance Company (the supporting organization). Six out of the eight directors of the supporting organization must be officers and employees of the supported organization, and five of those six persons are in key management roles of the supported organization: 1) the President of the supported organization 2) the CFO of the supported organization (who serves as the supporting organization's BOD chair) 3) the General Counsel of the supported organization 4) the Chief Risk officer of the supported organization 5) the Chief Operating Officer of the supported organization | ExplanationTxt |
Schedule D IRS990ScheduleD
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| REINSURANCE RECOVERABLE | $420,201,316 |
| DUE FROM RRG | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $420,201,316 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Loss Reserves and Adjustments | $1,490,142,889 |
| UNEARNED PREMIUM RESERVES | $11,851,038 |
| RELATED PARTY PAYABLE | $27,624,360 |
| Reinsurance Premium Payable |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,529,618,287 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $575,237,391 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $130,969,381 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $819,359 | OtherRevenueAmt |
| Revenue Not Reported | $131,788,740 | RevenueNotReportedAmt |
| Revenue Subtotal | $443,448,651 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $158,805 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $139,663 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $298,468 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $443,747,119 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $352,290,733 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $352,290,733 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $158,805 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $139,663 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $298,468 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $352,589,201 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Change in Unearned Premium Reserves - 819359 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | FEDERAL INCOME TAXES - 139663 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | FEDERAL INCOME TAXES - 139663 |
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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES F ROBINSON | ||||||||||||||
| Director/SECRETARY | $0 | $435,184 | $0 | $8,916 | $0 | $40,205 | $0 | $24,406 | $0 | $28,736 | $0 | $537,447 | $0 | $0 |
| CHERYL LLOYD | ||||||||||||||
| Director/PRESIDENT | $0 | $283,187 | $0 | $0 | $0 | $40,755 | $0 | $16,598 | $0 | $20,660 | $0 | $361,200 | $0 | $0 |
| NATHAN BROSTROM | ||||||||||||||
| Director/Chair/CFO (BEGAN JULY 2020) | $0 | $399,586 | $0 | $5,201 | $0 | $65,278 | $0 | $8,167 | $0 | $22,127 | $0 | $500,359 | $0 | $0 |
| Paul JENNY | ||||||||||||||
| DIRECTOR/CHAIR/CFO (THROUGH JULY 2020) | $0 | $223,698 | $0 | $0 | $0 | $25,267 | $0 | $11,729 | $0 | $0 | $0 | $260,694 | $0 | $0 |
| JANET A NAPOLITANO | ||||||||||||||
| DIRECTOR (THROUGH JULY 2020) | $0 | $510,414 | $0 | $5,944 | $0 | $36,944 | $0 | $28,500 | $0 | $10,257 | $0 | $592,059 | $0 | $0 |
| RACHAEL NAVA | ||||||||||||||
| DIRECTOR | $0 | $346,853 | $0 | $8,916 | $0 | $40,018 | $0 | $19,865 | $0 | $22,144 | $0 | $437,796 | $0 | $0 |
| RONALD S CORTEZ | ||||||||||||||
| DIRECTOR | $0 | $395,431 | $0 | $0 | $0 | $22,400 | $0 | $0 | $0 | $20,634 | $0 | $438,465 | $0 | $0 |
| MICHAEL DRAKE | ||||||||||||||
| DIRECTOR (BEGAN AUGUST 2020) | $0 | $218,051 | $0 | $0 | $0 | $38,395 | $0 | $0 | $0 | $6,887 | $0 | $263,333 | $0 | $0 |
| CHRIS C HARRINGTON | ||||||||||||||
| ASST. SECRETARY | $0 | $224,252 | $0 | $1,250 | $0 | $36,942 | $0 | $0 | $0 | $5,041 | $0 | $267,485 | $0 | $0 |
| NORMAN HAMILL | ||||||||||||||
| ASST. SECRETARY | $0 | $205,593 | $0 | $500 | $0 | $35,317 | $0 | $0 | $0 | $15,887 | $0 | $257,297 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 COMPENSATION OF TOP MANAGEMENT OFFICIAL | FormAndLineReferenceDesc |
| Explanation | THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY A RELATED ORGANIZATION, THE REGENTS OF THE UNIVERSITY OF CALIFORNIA, FOR THEIR SERVICES TO THE RELATED ORGANIZATION AND ORGANIZATION. THE PROCESS BY THE RELATED ORGANIZATION TO DETERMINE COMPENSATION include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION | The officers of the organization are compensated by a related organization, the Regents of the University of California for their services to the related organization and the organization. The process used by the related organization to determine compensation included all of the elements described in Line 15. NO EMPLOYEE IS COMPENSATED BY FIAT LUX, THEREFORE THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Board of Directors may appoint two (2) or more directors as an Executive Committee, to act in the name of and with the full power of the Board of Directors during the intervals between meetings of the Board of Directors on any matters requiring action by the directors. Two of such appointed directors shall include a director, if any, who serves as President of the Corporation and a director, if any, who serves as the CFO of the Corporation. No less than half the directors on the Executive Committee shall be directors of the Corporation who are employees of The Regents of the University of California. The Executive Committee shall not have the power to (a) fill vacancies on the Board of Directors, (b) adopt, amend or repeal Bylaws, nor (c) take or authorize any action requiring a supermajority vote of the Board of Directors as required by these Bylaws. |
| Form 990, Part VI, Line 3 Delegation of management duties | THE ORGANIZATION CONTRACTS THE SERVICES OF WILLIS TOWERS WATSON TO PROVIDE SPECIALIZED INSURANCE MANAGEMENT SERVICES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE ORGANIZATION WORKED WITH AN INDEPENDENT ACCOUNTING FIRM ENGAGED TO PREPARE THE FORM 990 RETURN. THE DRAFT RETURN PREPARED BY THE ACCOUNTING FIRM WAS REVIEWED BY SENIOR MANAGEMENT AND A COMPLETE COPY OF THE RETURN WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E. BOARD MEMBERS, OFFICERS, EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BOARD AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) ANY CONFLICTING ISSUES DURING THE COURSE OF A BOARD MEETING WHICH CANNOT BE RESOLVED IS REFERRED TO THE GOVERNANCE COMMITTEE; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in Unearned Premium Reserves - 819359; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| UCSD Garden View LLC | ||||||||||
| 9500 Gilman Drive 0982 | La Jolla | CA | 92093 | 452756620 | Own and Lease Real Estate | DE | $0 | $0 | The Regents of the University of California | |
| UC Health Ventures LLC | ||||||||||
| 1111 Broadway 14th floor | Oakland | CA | 94607 | Asset Holding | CA | $0 | $0 | The Regents of the University of California | ||
| Peyto LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 94607 | 474469745 | Asset Holding | DE | $0 | $0 | The Regents of the University of California | |
| UCFI LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 94607 | 812812559 | Asset Holding | DE | $0 | $0 | The Regents of the University of California | |
| Lake Merritt LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 94607 | 812825157 | Asset Holding | DE | $0 | $0 | The Regents of the University of California | |
| Joshua Tree Holdings LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 94607 | 320509434 | Asset Holding | DE | $0 | $0 | The Regents of the University of California | |
| Stockbridge SIV OP GP LLC | ||||||||||
| 4 Embarcadero Center Suite 3300 | San Francisco | CA | 94111 | 842386372 | Asset Holding | DE | $0 | $0 | Stockbridge Strategic Industrial Venture LLC | |
| Ultracore Strategic Industrial Venture LLC | ||||||||||
| 4 Embarcadero Center Suite 3300 | San Francisco | CA | 94111 | 842403679 | Asset Holding | DE | $0 | $0 | Strategic Industrial Venture OP LP | |
| University Community Land Company LLC | ||||||||||
| 5200 North Lake Road | Merced | CA | 95343 | 043618067 | Hold real estate | CA | $0 | $0 | The Regents of the University of California | |
| Ruette Nice LLC | ||||||||||
| 1111 Franklin Street | Oakland | CA | 94607 | 853515877 | Hold real estate | CA | $0 | $0 | The Regents of the University of California | C/O CIO Office |
| Glenwick Place LLC | ||||||||||
| 1111 Franklin Street | Oakland | CA | 94607 | 853661279 | Hold real estate | CA | $0 | $0 | The Regents of the University of California | C/O CIO Office |
| U Leverage Lender LLC | ||||||||||
| 1111 Franklin Street | Oakland | CA | 94607 | 943067788 | Obtain/administer funds to be used in furtherance of the purpose of the Regents | CA | $0 | $0 | The Regents of the University of California | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (34 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 | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||||||
| 1111 FRANKLIN ST 10 FL | OAKLAND | CA | 94607 | 943067788 | Public Educational Institution | CA | 501(c)(3) | 2 | NA | false | |||||||
| University of California Berkeley Foundation | |||||||||||||||||
| 2080 Addison Street Ste 4200 | Berkeley | CA | 94720 | 946090626 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| The UCLA Foundation | |||||||||||||||||
| 10920 Wilshire Boulevard Suite 900 | Los Angeles | CA | 90024 | 952250801 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| UC Santa Barbara Foundation | |||||||||||||||||
| UC Santa Barbara | Santa Barbara | CA | 93106 | 237314834 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| UC Santa Cruz Foundation | |||||||||||||||||
| 1156 High Street | Santa Cruz | CA | 95064 | 237394590 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| University of California San Francisco Foundation | |||||||||||||||||
| 220 Montgomery St 5th Floor | San Francisco | CA | 94104 | 942829914 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| University of California Merced Foundation | |||||||||||||||||
| 5200 North Lake Road | Merced | CA | 95343 | 943250114 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| University of California Irvine Foundation | |||||||||||||||||
| 100 Theory Suite 250 | Irvine | CA | 92617 | 952540117 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| The UC Davis Foundation | |||||||||||||||||
| 1460 Drew Avenue Suite 100 | Davis | CA | 95618 | 946081352 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| UC San Diego Foundation | |||||||||||||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | 952872494 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| UC Riverside Foundation | |||||||||||||||||
| 3148 Hinderaker Hall | Riverside | CA | 92521 | 237433570 | Educational Foundation | CA | 501(c)(3) | 5 | NA | false | |||||||
| Berkeley Lab Foundation | |||||||||||||||||
| 1111 Franklin St 8th Floor | Oakland | CA | 94607 | 462907726 | To support scientific and educational purposes | CA | 501(c)(3) | Type I | The Regents of the University of California | false | |||||||
| UCLA Technology Development Corporation (formerly Westwood Technology Trans | |||||||||||||||||
| 10889 Wilshire Blvd Ste 920 | Los Angeles | CA | 90095 | 471931028 | To manage intellectual property on behalf of the UCLA campus | CA | 501(c)(3) | Type I | The Regents of the University of California | false | fer) | ||||||
| La Casa de California en Mexico AC | |||||||||||||||||
| To serve the expanding missions of the UC in Mexico | The Regents of the University of California | false | MX | ||||||||||||||
| University of California Foundation Limited | |||||||||||||||||
| To promote higher education at UC in Hong Kong | The Regents of the University of California | false | HK | ||||||||||||||
| University of California Trust (UK) Limited | |||||||||||||||||
| To promote the UC and its mission in Europe | The Regents of the University of California | false | UK | ||||||||||||||
| Fundacion UC Davis-Chile Life Sciences Innovation Center | |||||||||||||||||
| To conduct scientific research in Chile | The Regents of the University of California | false | CI | ||||||||||||||
| Childrens Hospital & Research Center at Oakland | |||||||||||||||||
| 747 52nd Street | Oakland | CA | 94609 | 940382330 | Healthcare | CA | 501(c)(3) | 3 | The Regents of the University of California | false | |||||||
| Baychildrens Physicians | |||||||||||||||||
| 6425 Christie Ave Ste 100 | Emeryville | CA | 94608 | 861175591 | Medical Foundation | CA | 501(c)(3) | 10 | The Regents of the University of California | false | |||||||
| Regency Broadway Properties Inc | |||||||||||||||||
| 1111 Broadway Ste 2100 | Oakland | CA | 94607 | 455211495 | Title Holding | CA | 501(c)(3) | Type I | The Regents of the University of California | false | |||||||
| Global Programs | |||||||||||||||||
| Scientific Research and Training | The Regents of the University of California | false | TZ | ||||||||||||||
| Global Programs for Research and Training | |||||||||||||||||
| Scientific Research and Training | The Regents of the University of California | KE | |||||||||||||||
| Global Programs for Research and Training | |||||||||||||||||
| Scientific Research and Training | The Regents of the University of California | UG | |||||||||||||||
| Global Programs for Research and Training | |||||||||||||||||
| Scientific Research and Training | The Regents of the University of California | MZ | |||||||||||||||
| Global Programs for Research and Training | |||||||||||||||||
| Scientific Research and Training | The Regents of the University of California | WA | |||||||||||||||
| Global Programs for Research and Training | |||||||||||||||||
| Scientific Research and Training | The Regents of the University of California | SF | Bldg B 2nd Floor Unit 3 | 10 85 Francis Baard St | Hatfield | Pretoria | SF | ||||||||||
| Global Programs for Research and Training | |||||||||||||||||
| Scientific Research and Training | The Regents of the University of California | LA | Parkham House Unit 10 Number 111 | Rue Phanompenh | Chanthabouly District | Vientiane Capital | LA | ||||||||||
| Berkeley Education Alliance for Research in Singapore Limited | |||||||||||||||||
| Scientific Research | The Regents of the University of California | false | SN | ||||||||||||||
| Associao da Universidade da Califrnia no Brasil | |||||||||||||||||
| Operation of Study Abroad Programs | The Regents of the University of California | false | BR | ||||||||||||||
| Centre Etudes de lUniversite de Californie | |||||||||||||||||
| Operation of Study Abroad Program | The Regents of the University of California | false | FR | ||||||||||||||
| Association Californie Rhone-Alpes | |||||||||||||||||
| Operation of Study Abroad Program | The Regents of the University of California | false | FR | ||||||||||||||
| The University of California Home Loan Program Corporation | |||||||||||||||||
| 1111 Franklin Street 6th Floor | Oakland | CA | 94607 | 465081042 | Mortgage loan assistance in support of the recruitment & retention of UC faculty & senior managers | CA | 501(c)(3) | 10 | The Regents of the University of California | false | |||||||
| The U Holding Company Inc | |||||||||||||||||
| 9500 Gilman Drive | La Jolla | CA | 920930982 | 853335347 | Holding title to real property | CA | 501(c)(2) | The Regents of the University of California | false | ||||||||
| The Regents of the University of California (UCLA) (Cameroon) | |||||||||||||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | Research and educational efforts | NA | CM | |||||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Address Line2USAddress/AddressLine2Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Regency Valley Center LLC | ||||||||||
| 28 State Street 10th Floor | Boston | MA | 02109 | 461517540 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Lakewood LLC | ||||||||||
| 28 State Street 10th Floor | Boston | MA | 02109 | 455524981 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Evans Ranch LLC | ||||||||||
| 28 State Street 10th Floor | Boston | MA | 02109 | 462124490 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Wood South LLC | ||||||||||
| 28 State Street 10th Floor | Boston | MA | 02109 | 460896176 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Lion LLC | ||||||||||
| 100 Waugh Drive Suite 600 | Houston | TX | 77007 | 463500823 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Sandy Springs LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 464699169 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Coral Gables LLC | ||||||||||
| 28 State Street 10th Floor | Boston | MA | 02109 | 464223098 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Bressi LLC | ||||||||||
| 1 Financial Plaza Suite 1700 | Hartford | CT | 061032604 | 452079758 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Meridian Holding LLC | ||||||||||
| 230 Park Avenue 12th Floor | New York | NY | 10169 | 464608475 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Gaslamp Square Retail Owner LLC | ||||||||||
| 230 Park Avenue 12th Floor | New York | NY | 10169 | 463324898 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Portrait LLC | ||||||||||
| 230 Park Avenue 12th Floor | New York | NY | 10169 | 461955503 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Phase II Oak Park LLC | ||||||||||
| 230 Park Avenue 12th Floor | New York | NY | 10169 | 463291978 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Phase I Oak Park LLC | ||||||||||
| 230 Park Avenue 12th Floor | New York | NY | 10169 | 462887810 | Hold and manage real estate | DE | NA | N/A | ||
| Regency 411 D St LLC | ||||||||||
| 230 Park Avenue 12th Floor | New York | NY | 10169 | 352471003 | Hold and manage real estate | DE | NA | N/A | ||
| Regency 701 B Street LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 464729880 | Hold and manage real estate | DE | NA | N/A | ||
| Regency 44th Street LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 452095269 | Hold and manage real estate | DE | NA | N/A | ||
| University Associates Silicon Valley LLC | ||||||||||
| 2505 Augustine Dr | Santa Clara | CA | 95054 | 270375383 | To design and build a sustainable educational | DE | NA | N/A | ||
| UCSD Ambulatory Surgery Center LLC | ||||||||||
| 8929 University Center Lane | San Diego | CA | 92122 | 261232189 | To serve as an ambulatory surgery center | DE | UCSD-SCA Holdings II LLC | N/A | Suite 103 | |
| Regency Columbia Center LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 455317597 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Columbia Square LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 463014037 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Northport LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 472293943 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Indigo Austin LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 465121470 | Hold and manage real estate | DE | NA | N/A | ||
| Broadway Franklin LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 471814282 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Tropicana LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 474112239 | Hold and manage real estate | DE | NA | N/A | ||
| Regency TriPacific LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 813434626 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Arborpoint LLC | ||||||||||
| 1 Financial Plaza Suite 1700 | Hartford | CT | 061032604 | 453642611 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Oakland A LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 821569706 | Hold and Manage Real Estate | DE | NA | N/A | ||
| Regency Oakland B LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 821585698 | Hold and Manage Real Estate | DE | NA | N/A | ||
| Regency Main Plaza LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 822689982 | Hold and Manage Real Estate | DE | NA | N/A | ||
| Regency Redwood Center LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 823233056 | Hold and Manage Real Estate | DE | NA | N/A | ||
| Tahoe Ltd | ||||||||||
| 981375593 | Asset Holding | NA | N/A | MP | ||||||
| Regency Chatsworth | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 824593966 | Hold and Manage Real Estate | DE | NA | N/A | ||
| Regency Cherry Hill LLC | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 831544028 | Hold and Manage Real Estate | DE | NA | N/A | ||
| Regency Bluecore | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 832013582 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Westloop | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 831996991 | Hold and manage real estate | DE | NA | N/A | ||
| Regency Vista Park | ||||||||||
| 1111 Broadway Suite 2100 | Oakland | CA | 946078928 | 824517566 | Hold and manage real estate | DE | NA | N/A | ||
| UCLASP Holdings LLC aka SCOI | ||||||||||
| 924 Westwood Blvd Suite 505 | Los Angeles | CA | 90024 | 833497196 | Owns and operates ambulatory surgery centers | DE | NA | N/A | ||
| Stockbridge SIV Reno LLC | ||||||||||
| 4 Embarcadero Center | San Francisco | CA | 94111 | 842378787 | Asset Holding | DE | The Regents of the University of California | N/A | ||
| Strategic Industrial Venture OP LP | ||||||||||
| 4 Embarcadero Center | San Francisco | CA | 94111 | 842366295 | Asset Holding | DE | Stockbridge Strategic Industrial Venture LLC | N/A | ||
| Center for Orthopedic Surgery (COSI) LLC | ||||||||||
| 6815 Noble Avenue | Van Nuys | CA | 91405 | 203140907 | Ambulatory surgery center | CA | UCLASP Holdings LLC | N/A | ||
| Bahamas Surgery Center LLC | ||||||||||
| 2400 Bahamas Drive | Bakersfield | CA | 93309 | 208025178 | Ambulatory surgery center | CA | UCLASP Holdings LLC | N/A | ||
| Journey Lite of the Central Coast LLC | ||||||||||
| 339 S Moorpark Rd Ste 339 | Thousand Oaks | CA | 91361 | 204997865 | Ambulatory surgery center | DE | UCLASP Holdings LLC | N/A | ||
| Valencia ASC LLC | ||||||||||
| 24355 Lyons Ave 120 | Santa Clarita | CA | 913212300 | 954879092 | Ambulatory surgery center | CA | UCLASP Holdings LLC | N/A | ||
| Regency Gardens Pointe LLC | ||||||||||
| 28 State Street 10th Floor | Boston | MA | 02109 | 274271457 | Hold and manage real estate | CA | NA | N/A | ||
| Regency Dulles | ||||||||||
| 28 State Street 10th Floor | Boston | MA | 02109 | 450621797 | Hold and manage real estate | DE | NA | N/A | ||
| 636 Sixth Avenue Owner LLC | ||||||||||
| 230 Park Avenue 12th Floor | New York | NY | 10169 | 274329187 | Hold and manage real estate | DE | NA | N/A | ||
| UCSD-SCA Holdings I LLC | ||||||||||
| 8929 University Center Lane | San Diego | CA | 92122 | 813287291 | Owns ambulatory surgery centers | DE | NA | N/A | Suite 103 | |
| UCSD-SCA Holdings II LLC | ||||||||||
| 8929 University Center Lane | San Diego | CA | 92122 | 813144140 | Owns ambulatory surgery centers | DE | NA | N/A | Suite 103 | |
| UCSD Center for Surgery of Encinitas LP | ||||||||||
| 477 N El Camino Real | Encinitas | CA | 92024 | 822326631 | Ambulatory surgery center | CA | UCSD-SCA Holdings I LLC | N/A | Building C Suite 100 | |
| UCSD Surgical Center of San Diego LLC | ||||||||||
| 4910 Directors Place Suite 100 | San Diego | CA | 92121 | 822218664 | Ambulatory surgery center | CA | UCSD-SCA Holdings I LLC | N/A | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UC HEALTH RRG | ||||||||||||||||||
| 1608 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | 813768942 | INSURANCE | DC | Na | C Corporation | $0 | $0 | 0 | false | ||||||
| Eureka Insurance Company PCC | ||||||||||||||||||
| 1608 Rhode Island Ave Nw | Washington | DC | 200363206 | 822295487 | Insurance | DC | Na | C Corporation | $0 | $0 | 0 | false | ||||||
| Eureka One IC | ||||||||||||||||||
| 1608 Rhode Island Ave NW | Washington | DC | 200363206 | 833747089 | Insurance | DC | Na | C Corporation | $0 | $0 | 0 | false | ||||||
| SEQUOIA IC AN INCORPORATED CELL OF EUREKA INSURANCE COMPANY PCC | ||||||||||||||||||
| 1608 RHODE ISLAND AVE NW | WASHINGTON | DC | 200363206 | 352681255 | INSURANCE | DC | Na | C Corporation | $0 | $0 | 0 | false | ||||||
| Regency 44TH Property Inc | ||||||||||||||||||
| 1111 Broadway Ste 2100 | Oakland | CA | 94607 | 455243682 | Hold and manage real estate | DE | Na | C Corporation | $0 | $0 | 0 | false | ||||||
| UC San Diego Health Accountable Care Network Inc | ||||||||||||||||||
| 9300 Campus Point Dr 1-620 | La Jolla | CA | 92037 | 821648830 | Medical services | CA | Na | C Corporation | $0 | $0 | 0 | false | ||||||
| Azure Lake (Cayman LLC) | ||||||||||||||||||
| 981398141 | Asset Holding | Na | C Corporation | $0 | $0 | 0 | false | C/O Stuarts Corporate Services Ltd | PO Box 2510 | Grand Cayman | CJ | KY11104 | CJ | |||||
| Stockbridge Strategic Industrial Venture LLC | ||||||||||||||||||
| 4 Embarcadero Center Suite 3300 | San Francisco | CA | 94111 | 842350300 | Asset Holding | DE | Na | C Corporation | $0 | $0 | 0 | false | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part VII Related Organizations | FormAndLineReferenceDesc |
| Explanation | DUE TO THE INCREASINGLY COMPLEX ORGANIZATION STRUCTURE OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AND AFFILIATES, THE FILING ORGANIZATION HAS ELECTED TO REPORT ALL ORGANIZATIONS WITHIN THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AS RELATED, REGARDLESS OF OWNERSHIP INTEREST OR "CONTROL" AS DEFINED BY THE INSTRUCTIONS TO SCHEDULE R. THE INTENT OF THIS REPORTING IS TO PROMOTE TRANSPARENCY AND INCREASE CONSISTENCY ACROSS THE NUMEROUS FORM 990 SUBMISSIONS BY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA. | ExplanationTxt |