2019-05-14T18:17:55-05:00 2018-06-30 SEILER LLP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990 2017-07-01 942829914 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION % JOSEPH F CALGER UNIV 4154763618 220 MONTGOMERY ST 5TH FL SAN FRANCISCO CA 94104 JOESPH F CALGER ASST VICE CHANCELLOR 4155025940 2019-05-15 true DAVID M SACARELOS P00082838 6503654646 12.201.1.51 94293920191345000018 2019-05-14 P C1C87D4AE8A0A04F0CD2ABD349A6388E0D7ACFF9 0D8475C06E4721747ACF429EDD9CF917A74A2A75 2017 2019-02-21 02:37:17Z SAMUEL HAWGOOD 220 MONTGOMERY ST 5TH FLOOR SAN FRANCISCO CA 94104 1158494908 false X www.ucsf.edu X 1982 CA SEE SCHEDULE 0 35 34 0 60 3367324 998148 197815204 459384292 0 0 109027660 168769443 -131205 1320 306711659 628155055 228216239 284776314 0 0 0 0 0 0 0 6339084 10674538 234555323 295450852 72156336 332704203 1795289079 2187717104 292588810 337433816 1502700269 1850283288 SEE SCHEDULE O false false 284776314 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. 284776314 true true false false false false false false true true false true false false true false false true false false true false false false true false false true false true false false false false false false false true true false false false true true true false false false true 7 0 true 0 true true false false false false true true true 2 false false false X 35 34 true false false false false false false true true false false true true true true true true false false true false CA X JOSEPH F CALGER 4155025940 220 MONTGOMERY STREET 5TH FLOOR SAN FRANCISCO CA 94104 WILLIAM E OBERNDORF BOARD CHAIR 1.0 1.0 X X 0 0 0 ARTHUR KERN BOARD VICE CHAIR 1.0 0.0 X X 0 0 0 ANDREW ACH DIRECTOR 1.0 1.0 X 0 0 0 BARBARA BASS BAKAR DIRECTOR 1.0 0.0 X 0 0 0 NANCY HELLMAN BECHTLE DIRECTOR 1.0 0.0 X 0 0 0 LYNNE BENIOFF DIRECTOR 1.0 0.0 X 0 0 0 FAUSTINO BERNADETT JR MD DIRECTOR 1.0 0.0 X 0 0 0 ORLANDO BRAVO DIRECTOR 1.0 1.0 X 0 0 0 T ROBERT BURKE DIRECTOR 1.0 1.0 X 0 0 0 TODD CARTER DIRECTOR 1.0 0.0 X 0 0 0 SELINA GAW CHA DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM H DAVIDOW DIRECTOR 1.0 0.0 X 0 0 0 ROBIN RICHARDS DONOHOE DIRECTOR 1.0 0.0 X 0 0 0 DANA EMERY DIRECTOR 1.0 0.0 X 0 0 0 DORIS F FISHER DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM S FISHER DIRECTOR 1.0 0.0 X 0 0 0 ROBERT B FRIEND DIRECTOR 1.0 0.0 X 0 0 0 SAMEER GANDHI DIRECTOR 1.0 1.0 X 0 0 0 BRIAN GROSSMAN DIRECTOR 1.0 0.0 X 0 0 0 PHILIP HAMMARSKJOLD DIRECTOR 1.0 0.0 X 0 0 0 JULIA HARTZ DIRECTOR 1.0 0.0 X 0 0 0 CARL KAWAJA DIRECTOR 1.0 0.0 X 0 0 0 RICK KIMBALL DIRECTOR 1.0 0.0 X 0 0 0 GEORGE MARCUS DIRECTOR 1.0 0.0 X 0 0 0 NION MCEVOY DIRECTOR 1.0 0.0 X 0 0 0 AMY MCKNIGHT DIRECTOR 1.0 0.0 X 0 0 0 JASON MOMENT DIRECTOR 1.0 0.0 X 0 0 0 CARMEN POLICY DIRECTOR 1.0 0.0 X 0 0 0 LISA PRITZKER DIRECTOR 1.0 0.0 X 0 0 0 STEVEN READ DIRECTOR 1.0 0.0 X 0 0 0 RICHARD M ROSENBERG DIRECTOR 1.0 0.0 X 0 0 0 JACLYN SAFIER DIRECTOR 1.0 0.0 X 0 0 0 GEORGE SCANGOS DIRECTOR 1.0 0.0 X 0 0 0 AMANDA M WALLIS DIRECTOR 1.0 0.0 X 0 0 0 JOAN WEILL DIRECTOR 1.0 0.0 X 0 0 0 ANDREW K WOEBER DIRECTOR 1.0 0.0 X 0 0 0 JENNIFER ARNETT vice president 12.0 50.0 X 0 400828 25185 JOHN STEPHENS DOWNS SECRETARY 12.0 50.0 X 0 223836 23413 JOHN FORD VICE PRESIDENT 12.0 50.0 X 0 610732 30938 SAMUEL HAWGOOD PRESIDENT 5.0 50.0 X 0 817511 22639 PAUL JENNY TREASURER 5.0 50.0 X 0 368802 27965 0 2421709 130140 0 false true false ADVISORY RESEARCH 180 N STETSON AVE STE 5500 CHICAGO IL 60601 INV. MANAGEMENT 1081824 orrick 405 howard street SAN FRANCISCO CA 94105 legal services 192870 STATE STREET 1 Market Street Suite 910 SAN FRANCISCO CA 94105 CUSTODIAL ACCOUNT 466800 FOCUSED INVESTORS 9777 Wilshire Blvd Suite 910 BEVERLY HILLS CA 90212 INV. MANAGEMENT 692146 morrison Foerster LLP 425 market street SAN FRANCISCO CA 94105 legal services 122732 12 2128923 457255369 55701243 459384292 0 34205426 3367324 30838102 0 0 0 0 0 664800000 530235983 134564017 134564017 134564017 105190 2128923 103870 1320 1320 0 0 0 0 0 0 0 628155055 3367324 165403439 284776314 284776314 0 0 0 0 0 0 0 0 0 0 522369 522369 270680 270680 0 0 9202813 9202813 678676 0 678676 0 0 0 0 0 0 0 0 0 0 0 0 0 295450852 284776314 10674538 0 0 0 209667472 395263223 64734348 138378994 0 0 0 0 0 0 0 0 0 0 0 0 0 0 477160611 407135108 1032614584 1234153307 0 0 0 0 11112064 12786472 1795289079 2187717104 0 0 0 0 0 0 0 0 13718741 15702899 0 0 0 0 0 0 278870069 321730917 292588810 337433816 X 0 0 0 0 1502700269 1850283288 1502700269 1850283288 1795289079 2187717104 X 332704203 36324876 -18370765 -3075295 X false true X true false X 321515472 387811402 220051429 197815204 459384292 1586577799 0 0 321515472 387811402 220051429 197815204 459384292 1586577799 372295630 1214282169 11839166 12537651 18132274 30784277 34205426 107498794 0 0 1694076593 0.71678 0.75010 X false true X 1088502562 289539860 112077861 57321096 1432799187 958384508 47525361 132289091 49696398 1088502562 947825866 93644538 -42722570 39788326 575000 958384508 895696023 74438304 14011558 36166019 154000 947825866 752279929 53247571 121891797 31723274 895696023 0.37000 0.50000 0.13000 false true true PRIVATE EQUITIES 203948995 F REAL ESTATE/REITS 46763055 F OTHER INVESTMENTS 5977963 F COMMINGLED EQUITY 977463294 F 1234153307 0 OTHER LIABILITIES 32891897 FUNDS HELD FOR BENEFIT OF OTHE 254187339 ANNUITIES PAYABLE 6761843 PAYABLE FOR INVESTMENTS PURCHA 8779133 INTER-UNIT PAYABLE 16116705 DEFERRED TAX LIABILITY 2994000 321730917 SCHEDULE D, PART IV, LINE 2B 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. Central America and the Caribbean Investments N/A 490015635 Europe (Including Iceland and Greenland) Investments N/A 85656903 South Asia Investments N/A 51615447 627287985 627287985 true false true true true false PART I, LINES 3, COLUMN(F) TOTAL AMOUNT REPRESENTS BOOK VALUE OF INVESTMENTS. POSEY GALA 1064216 1007866 56350 GBCTB 972625 951375 21250 6709 68455 2 197273 169683 27590 10166 18540 2234114 2128924 105190 6709 68455 10166 18540 103870 1320 false REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET OAKLAND CA 94607 943067788 501(C)(3) 282955470 see part iv Oakland children's hospital and research center 747 52nd st oakland CA 94609 940382330 501(C)(3) 1820844 see part iv 2 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 false false false false false false false false false JENNIFER ARNETT vice president 0 400828 0 0 0 0 0 0 0 25185 0 426013 0 0 JOHN STEPHENS DOWNS SECRETARY 0 223836 0 0 0 0 0 0 0 23413 0 247249 0 0 JOHN FORD VICE PRESIDENT 0 589624 0 0 0 21108 0 27206 0 3732 0 641670 0 0 SAMUEL HAWGOOD PRESIDENT 0 797379 0 0 0 20132 0 0 0 22639 0 840150 0 0 PAUL JENNY TREASURER 0 366888 0 0 0 1914 0 20546 0 7419 0 396767 0 0 SCHEDULE J 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. JASON MOMENT DIRECTOR - EQUITY MEMBER 1484408 INVESTMENT CONTRIBUTION false SCHEDULE L, PART IV 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. X 263 55635996 FMV X 1 65247 FMV 2 false true true 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. 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. BAYSIDE PARTNERS GP LLC 220 montgomery st 5th fl san francisco CA 94104 531390 DE -1000 466718 UCSF FDN 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 true Bayside PartnersLP 268 bush street 4203 san francisco CA 941043503 943113538 Real Estate CA UCSF Foundation excluded 131899423 466718 false 22331 false 0.91920 truebridge capital venture partners llc 1011 hamilton rd 400 chapel hill NC 27517 823629417 investments NC ucsf FOUNDATION excluded 0 1727343 false 0 false 0.99540 Charitbale Remainder Trusts (39) CA Various Trust Pooled Income Fund (2) CA Various Trust BVSF Holdings Inc 220 montgomery street fifth fl san francisco CA 94104 474079543 INVESTMENT CA UCSF C CORP 3797942 64240976 1.00000 true false true false false false true false false false false true false true true true false true false true Charitable Remainder Trusts (9) S 155111 FMV UCSF FOUNDATION INVESTMENT COMPANY M 4200000 FMV bayside partners lp s 130424582 FMV truebridge capital venture partners llc b 1769150 fmv 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