UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION (EIN 94-2829914)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201941349349310079
- Schema version
- 2017v2.3
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T18:17:55-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942829914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA SAN FRANCISCO | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH F CALGER | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4154763618 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST 5TH FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOESPH F CALGER | PersonNm |
| Person Title | ASST VICE CHANCELLOR | PersonTitleTxt |
| Phone | 4155025940 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M SACARELOS | PreparerPersonNm |
| PTIN | P00082838 | PTIN |
| Phone | 6503654646 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.201.1.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94293920191345000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1C87D4AE8A0A04F0CD2ABD349A6388E0D7ACFF9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D8475C06E4721747ACF429EDD9CF917A74A2A75 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMUEL HAWGOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST 5TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,158,494,908 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ucsf.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE 0 | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $3,367,324 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $998,148 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $197,815,204 | PYContributionsGrantsAmt |
| CY Contributions Grants | $459,384,292 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $109,027,660 | PYInvestmentIncomeAmt |
| CY Investment Income | $168,769,443 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$131,205 | PYOtherRevenueAmt |
| CY Other Revenue | $1,320 | CYOtherRevenueAmt |
| PY Total Revenue | $306,711,659 | PYTotalRevenueAmt |
| CY Total Revenue | $628,155,055 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $228,216,239 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $284,776,314 | 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 | $6,339,084 | PYOtherExpensesAmt |
| CY Other Expenses | $10,674,538 | CYOtherExpensesAmt |
| PY Total Expenses | $234,555,323 | PYTotalExpensesAmt |
| CY Total Expenses | $295,450,852 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $72,156,336 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $332,704,203 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,795,289,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,187,717,104 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $292,588,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $337,433,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,502,700,269 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,850,283,288 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $284,776,314 | ExpenseAmt |
| Desc | For 2018, distributions to UCSF and related affiliates totaled $285 million. Distributions are based on UCSFs programmatic needs, subject to gift restrictions and the amount available in any particular year. They include transfers of gifts intended to fund capital projects, as well as gifts for other purposes and endowment income. 2018 distributions for capital projects, including the Center for Vision Neuroscience Building, the Mission Bay Precision Medicine Cancer Building, the Mission Bay Hospital Complex and the Child, Teen & Family Center and Department of Psychiatry Building, totaled $46 million. Noncapital distributions supporting research, faculty, student financial aid, patient care and other enterprise needs totaled 239 million. | Desc |
| Total Program Service Expenses | $284,776,314 | 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 | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | 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 | Yes (true) | 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 With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | JOSEPH F CALGER | PersonNm |
| Phone | 4155025940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET 5TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| WILLIAM E OBERNDORF | |||||||
| BOARD CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARTHUR KERN | |||||||
| BOARD VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW ACH | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| BARBARA BASS BAKAR | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NANCY HELLMAN BECHTLE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LYNNE BENIOFF | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FAUSTINO BERNADETT JR MD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ORLANDO BRAVO | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| T ROBERT BURKE | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| TODD CARTER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SELINA GAW CHA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM H DAVIDOW | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBIN RICHARDS DONOHOE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DANA EMERY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DORIS F FISHER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM S FISHER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT B FRIEND | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SAMEER GANDHI | |||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| BRIAN GROSSMAN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PHILIP HAMMARSKJOLD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JULIA HARTZ | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CARL KAWAJA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICK KIMBALL | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE MARCUS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NION MCEVOY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| AMY MCKNIGHT | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JASON MOMENT | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CARMEN POLICY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LISA PRITZKER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN READ | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD M ROSENBERG | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JACLYN SAFIER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE SCANGOS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| AMANDA M WALLIS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOAN WEILL | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANDREW K WOEBER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ARNETT | |||||||
| vice president | 12.0 | 50.0 | Yes (X) | $0 | $400,828 | $25,185 | |
| JOHN STEPHENS DOWNS | |||||||
| SECRETARY | 12.0 | 50.0 | Yes (X) | $0 | $223,836 | $23,413 | |
| JOHN FORD | |||||||
| VICE PRESIDENT | 12.0 | 50.0 | Yes (X) | $0 | $610,732 | $30,938 | |
| SAMUEL HAWGOOD | |||||||
| PRESIDENT | 5.0 | 50.0 | Yes (X) | $0 | $817,511 | $22,639 | |
| PAUL JENNY | |||||||
| TREASURER | 5.0 | 50.0 | Yes (X) | $0 | $368,802 | $27,965 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,421,709 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $130,140 | 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 |
|---|---|---|---|---|---|
| ADVISORY RESEARCH | |||||
| 180 N STETSON AVE STE 5500 | CHICAGO | IL | 60601 | INV. MANAGEMENT | $1,081,824 |
| orrick | |||||
| 405 howard street | SAN FRANCISCO | CA | 94105 | legal services | $192,870 |
| STATE STREET | |||||
| 1 Market Street Suite 910 | SAN FRANCISCO | CA | 94105 | CUSTODIAL ACCOUNT | $466,800 |
| FOCUSED INVESTORS | |||||
| 9777 Wilshire Blvd Suite 910 | BEVERLY HILLS | CA | 90212 | INV. MANAGEMENT | $692,146 |
| morrison Foerster LLP | |||||
| 425 market street | SAN FRANCISCO | CA | 94105 | legal services | $122,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,128,923 | FundraisingAmt |
| All Other Contributions | $457,255,369 | AllOtherContributionsAmt |
| Noncash Contributions | $55,701,243 | NoncashContributionsAmt |
| Total Contributions | $459,384,292 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,205,426 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,367,324 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,838,102 | 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 | $664,800,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $530,235,983 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $134,564,017 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,564,017 | TotalRevenueColumnAmt |
| Exclusion | $134,564,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $105,190 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,128,923 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $103,870 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,320 | TotalRevenueColumnAmt |
| Exclusion | $1,320 | ExclusionAmt |
| 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 | $628,155,055 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,367,324 | UnrelatedBusinessRevenueAmt |
| Exclusion | $165,403,439 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,776,314 | TotalAmt |
| Program Services | $284,776,314 | 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 |
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 | $522,369 | TotalAmt |
| Management And General | $522,369 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,680 | TotalAmt |
| Management And General | $270,680 | ManagementAndGeneralAmt |
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 | $9,202,813 | TotalAmt |
| Management And General | $9,202,813 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,676 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $678,676 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
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 | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,450,852 | TotalAmt |
| Program Services | $284,776,314 | ProgramServicesAmt |
| Management And General | $10,674,538 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,667,472 | BOYAmt |
| EOY | $395,263,223 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,734,348 | BOYAmt |
| EOY | $138,378,994 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
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 | $477,160,611 | BOYAmt |
| EOY | $407,135,108 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,614,584 | BOYAmt |
| EOY | $1,234,153,307 | 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 | $11,112,064 | BOYAmt |
| EOY | $12,786,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795,289,079 | BOYAmt |
| EOY | $2,187,717,104 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $13,718,741 | BOYAmt |
| EOY | $15,702,899 | 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 | $278,870,069 | BOYAmt |
| EOY | $321,730,917 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,588,810 | BOYAmt |
| EOY | $337,433,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $1,502,700,269 | BOYAmt |
| EOY | $1,850,283,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,700,269 | BOYAmt |
| EOY | $1,850,283,288 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795,289,079 | BOYAmt |
| EOY | $2,187,717,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $332,704,203 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $36,324,876 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$18,370,765 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,075,295 | 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 | $321,515,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $387,811,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,051,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,815,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $459,384,292 | CurrentTaxYearAmt |
| Total | $1,586,577,799 | 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 | $321,515,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $387,811,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,051,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,815,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $459,384,292 | CurrentTaxYearAmt |
| Total | $1,586,577,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $372,295,630 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,214,282,169 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,839,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,537,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,132,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,784,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,205,426 | CurrentTaxYearAmt |
| Total | $107,498,794 | 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 | $1,694,076,593 | TotalSupportAmt |
| Public Support CY170 | 0.71678 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,088,502,562 | BeginningYearBalanceAmt |
| Contributions | $289,539,860 | ContributionsAmt |
| Investment Earnings Or Losses | $112,077,861 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $57,321,096 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,432,799,187 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $958,384,508 | BeginningYearBalanceAmt |
| Contributions | $47,525,361 | ContributionsAmt |
| Investment Earnings Or Losses | $132,289,091 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $49,696,398 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,088,502,562 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $947,825,866 | BeginningYearBalanceAmt |
| Contributions | $93,644,538 | ContributionsAmt |
| Investment Earnings Or Losses | -$42,722,570 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,788,326 | GrantsOrScholarshipsAmt |
| Other Expenditures | $575,000 | OtherExpendituresAmt |
| End Year Balance | $958,384,508 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $895,696,023 | BeginningYearBalanceAmt |
| Contributions | $74,438,304 | ContributionsAmt |
| Investment Earnings Or Losses | $14,011,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $36,166,019 | GrantsOrScholarshipsAmt |
| Other Expenditures | $154,000 | OtherExpendituresAmt |
| End Year Balance | $947,825,866 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $752,279,929 | BeginningYearBalanceAmt |
| Contributions | $53,247,571 | ContributionsAmt |
| Investment Earnings Or Losses | $121,891,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,723,274 | GrantsOrScholarshipsAmt |
| End Year Balance | $895,696,023 | 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 | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITIES | $203,948,995 | F |
| REAL ESTATE/REITS | $46,763,055 | F |
| OTHER INVESTMENTS | $5,977,963 | F |
| COMMINGLED EQUITY | $977,463,294 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,234,153,307 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $32,891,897 |
| FUNDS HELD FOR BENEFIT OF OTHE | $254,187,339 |
| ANNUITIES PAYABLE | $6,761,843 |
| PAYABLE FOR INVESTMENTS PURCHA | $8,779,133 |
| INTER-UNIT PAYABLE | $16,116,705 |
| DEFERRED TAX LIABILITY | $2,994,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $321,730,917 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART IV, LINE 2B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SERVES AS TRUSTEE FOR CHARITABLE REMAINDER TRUSTS. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT EXISTS EXCLUSIVELY TO SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Investments | N/A | $490,015,635 |
| Europe (Including Iceland and Greenland) | Investments | N/A | $85,656,903 |
| South Asia | Investments | N/A | $51,615,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $627,287,985 | SubtotalSpentAmt |
| Total Spent | $627,287,985 | 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 | PART I, LINES 3, COLUMN(F) | FormAndLineReferenceDesc |
| Explanation | TOTAL AMOUNT REPRESENTS BOOK VALUE OF INVESTMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | POSEY GALA | Event1Nm |
| Gross Receipts Event1 | $1,064,216 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,007,866 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $56,350 | GrossRevenueEvent1Amt |
| Event2 | GBCTB | Event2Nm |
| Gross Receipts Event2 | $972,625 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $951,375 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,250 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,709 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $68,455 | FoodAndBeverageEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $197,273 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $169,683 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,590 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $10,166 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $18,540 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,234,114 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,128,924 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $105,190 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,709 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $68,455 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,166 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,540 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $103,870 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,320 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | 943067788 | 501(C)(3) | $282,955,470 | see part iv |
| Oakland children's hospital and research center | |||||||
| 747 52nd st | oakland | CA | 94609 | 940382330 | 501(C)(3) | $1,820,844 | see part iv |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2 | GRANTS AND ALLOCATIONS ====================== All contributions RECEIVED BY the foundation ARE GRANTED TO THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AND ITS AFFILIATES, EXCLUSIVELY FOR THE benefit OF the University of California, San Francisco (UCSF). the REGENTS OF THE UNIVERSITY OF CALIFORNIA togther with ucsf foundation assumes responsibility for Monitoring its grants to ensure that such grants are used for proper purposes and are not otherwise diverted from its intended use. |
| PART II, LINE 1, COLUMN (H) | capital and other enterprise/programatic needs |
| PART II, LINE 2, COLUMN (H) | capital and other enterprise/programatic needs |
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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER ARNETT | ||||||||||||||
| vice president | $0 | $400,828 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,185 | $0 | $426,013 | $0 | $0 |
| JOHN STEPHENS DOWNS | ||||||||||||||
| SECRETARY | $0 | $223,836 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,413 | $0 | $247,249 | $0 | $0 |
| JOHN FORD | ||||||||||||||
| VICE PRESIDENT | $0 | $589,624 | $0 | $0 | $0 | $21,108 | $0 | $27,206 | $0 | $3,732 | $0 | $641,670 | $0 | $0 |
| SAMUEL HAWGOOD | ||||||||||||||
| PRESIDENT | $0 | $797,379 | $0 | $0 | $0 | $20,132 | $0 | $0 | $0 | $22,639 | $0 | $840,150 | $0 | $0 |
| PAUL JENNY | ||||||||||||||
| TREASURER | $0 | $366,888 | $0 | $0 | $0 | $1,914 | $0 | $20,546 | $0 | $7,419 | $0 | $396,767 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J | FormAndLineReferenceDesc |
| Explanation | The foundation does not have any employees. None of the listed individuals received any compensation from the filing organization. During FY18, each was an employee of the university of california, san francisco, a related organization. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON MOMENT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR - EQUITY MEMBER | RelationshipDescriptionTxt |
| Transaction | $1,484,408 | TransactionAmt |
| Transaction | INVESTMENT CONTRIBUTION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | A DIRECTOR IS A PORTFOLIO MANAGER AT AN INVESTMENT COMPANY AND HAS A 35% INTEREST IN THAT COMPANY. THE INVESTMENT COMPANY MANAGES INVESTMENTS ON BEHALF OF THE UCSF FOUNDATION. THE DIRECTOR RECUSES HIMSELF FROM ALL DISCUSSIONS AND VOTING RELATED TO THE COMPANY. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 263 | ContributionCnt |
| Noncash Contributions Rpt F990 | $55,635,996 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $65,247 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| 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 | 2 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, Column B | The organization is reporting the number of contributions. |
| SCHEDULE M, LINE 32 | THE FOUNDATION USES A BANK OR OTHER FINANCIAL INSTITUTION TO FACILITATE THE SALE OF PUBLICLY TRADED STOCK. THE FOUNDATION ALSO UTILIZES THE SERVICES OF THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | Organizations Mission ====================== The University of California, San Francisco(UCSF) is among the worlds leading universities dedicated to advancing health worldwide through biomedical research, graduate-level education in the life sciences and health professions, and excellent patient care. The UCSF Foundation and its volunteer Board of Overseers support UCSFs core mission by raising private funds for the University. UCSF is devoted at every level to serving the public in San Francisco and beyond. It delivers a substantial national and global impact by training the next generation of scientists and health care professionals, conducting breakthrough research, translating scientific discoveries into exceptional care, and making health advances more accessible to vulnerable populations. Gifts from private donors keep UCSF among the top health-science universities in the world by enabling the University to attract and retain top faculty members and students, funding research that leads to groundbreaking discoveries, and supporting the delivery of world-class, compassionate care. The University of California, San Francisco Foundation(The Foundation) encourages and manages individual, corporate, and foundation gifts to all UCSF schools and programs, and together with UCSF, ensures that gifts are used in strict accordance with donors wishes. Accomplishments =============== In 2018, distributions to UCSF and related affiliates totaled $285 million. Distributions are based on UCSFs programmatic needs, subject to gift restrictions and the funds available in any particular year. They include transfers of gifts intended to fund capital projects, gifts for other purposes, and endowment income. 2018 distributions for capital projects including the Center for Vision building, the Precision Cancer Medicine Building, the Mission Bay hospital complex, and the Child, Teen & Family Center and Department of Psychiatry building totaled $46 million. Noncapital distributions supporting research, faculty, student financial aid, patient care and other enterprise needs totaled $239 million |
| Form 990, Part I, Line 6 total number of volunteers | ===================== Board members serve on a voluntary basis. Form 990, part iv, line 35a ===================== Various charitable remainder trusts were controlled entities of the filing organization under section 512(B)(13). These charitable remainder trusts were reported on schedule R, part IV. form 990, part vi, Section B, Line 11 FORM 990 REVIEW PROCESS ===================== The Form 990 was prepared with the assistance of a paid preparer. The Foundation's Form 990 is reviewed by the Audit Committee, and made available to the Board of Directors for review prior to filing. The non-public Schedule B is reviewed by UCSF's Chancellor, UCSF's Vice Chancellor for Development, and the Chair of the Foundation's Board of Overseers. Form 990, Part VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ===================== The Board and Officers of the Foundation are subject to conflict of interest policies established by the Regents of the University of California under the constitution and laws of the State of California. In addition, Officers and Directors are required to respond to an annual conflict of interest questionnaire. The Assistant secretary reviews the questionnaires and discusses with senior management as appropriate. Depending on the nature of the conflict, the individual will be asked to recuse themselves from discussions and/or abstain from voting. |
| Form 990, Part VI, SECTION B, LINE 15 COMPENSATION POLICY | =================== The Foundation does not have any employees. None of the listed individuals received any compensation from the filing organization. During FY18, each was an employee of the university of California san Francisco, a related organization. Form 990, part VI, Section C, Line 19 AVAILABILITY OF DOCUMENTS ========================= THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION's GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY PROMULGATED BY THE REGENTS OF CALIFORNIA ARE AVAILABLE ON THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO'S WEBSITE AND UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 16B ===================== while there is no written policy regarding review of arrangements with taxable entities, prior to entering into such agreements the foundation engages the services of legal counsel to review the agreements, in part to ensure that the agreements are consistent with the foundation's mission and would not jeopardize the foundation's tax exempt status. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES ============================================= DEFERRED FEDERAL INCOME TAX BENEFIT -$3,075,295 |
| Form 990, Part VI, Section A, Line 2 Family Relationship | =================== Doris Fisher & William Fisher - Mother & Son |
| FORM 990, PART XI, LINE 8 | ===================== A PRIOR PERIOD ADJUSTMENT WAS MADE TO CONFORM TO NEW GOVERNMENTAL ACCOUNTING STANDARDS UNDER GASB 81. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAYSIDE PARTNERS GP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 montgomery st 5th fl | AddressLine1Txt |
| City | san francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | 531390 | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | -$1,000 | TotalIncomeAmt |
| End Of Year Assets | $466,718 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCSF FDN | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||
| 1111 FRANKLIN ST | OAKLAND | CA | 94607 | 943067788 | HIGHER ED | CA | 501(c)(3) | 6 | CA Govt | false |
| ucsf family house | ||||||||||
| 50 irving street | san francisco | CA | 94122 | 942722663 | SEE PART VII | CA | 501(c)(3) | 6 | NA | false |
| oakland children's hospital and research | ||||||||||
| 747 52nd st | oakland | CA | 94609 | 940382330 | hospital | CA | 501(c)(3) | 6 | CA Govt | false |
| UCSF Foundation Investment Company | ||||||||||
| 220 Montgomery street 5th Floor | San Francisco | CA | 94104 | 473599471 | See Part VII | CA | 501(c)(3) | 11a | UCSF Fdn | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bayside PartnersLP | ||||||||||||||
| 268 bush street 4203 | san francisco | CA | 941043503 | 943113538 | Real Estate | CA | UCSF Foundation | excluded | $131,899,423 | $466,718 | false | $22,331 | false | 0.91920 |
| truebridge capital venture partners llc | ||||||||||||||
| 1011 hamilton rd 400 | chapel hill | NC | 27517 | 823629417 | investments | NC | ucsf FOUNDATION | excluded | $0 | $1,727,343 | false | $0 | false | 0.99540 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charitbale Remainder Trusts (39) | ||||||||||||
| CA | Various | Trust | ||||||||||
| Pooled Income Fund (2) | ||||||||||||
| CA | Various | Trust | ||||||||||
| BVSF Holdings Inc | ||||||||||||
| CA | UCSF | C CORP | 220 montgomery street fifth fl | san francisco | CA | 94104 | 474079543 | INVESTMENT | $3,797,942 | $64,240,976 | 1.00000 | 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 | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | 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 | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Charitable Remainder Trusts (9) | ||
| S | $155,111 | FMV |
| UCSF FOUNDATION INVESTMENT COMPANY | ||
| M | $4,200,000 | FMV |
| bayside partners lp | ||
| s | $130,424,582 | FMV |
| truebridge capital venture partners llc | ||
| b | $1,769,150 | fmv |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, line 4(b) | Investment management services |
| part II, line 2(B) | TEMPORARY LODGING FOR PATIENTS AND THEIR FAMILIES |
| part III, line 1(a) | limited partnership interest in: BAYSIDE PARTNERS LP, 94-3113538 268 bush street #4203 san francisco CA, 94104-3503 |
| part III, line 2(a) | LIMITED PARTNERSHIP INTEREST IN: TRUEBRIDGE CAPITAL VENTURE PARTNERS LLC, 82-3629417 1011 HAMILTON RD #400, CHAPEL HILL, NC 27517 |