UC SANTA BARBARA FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UC SANTA BARBARA FOUNDATION (EIN 23-7314834)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-01
- IRS object ID
- 201400929349300200
- Schema version
- 2012v2.3
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-01T23:21:16-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237314834 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UC SANTA BARBARA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MELODIE LEE | InCareOfName |
| Name Control | UCSA | NameControl |
| Phone | 8058938585 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY OF CALIFORNIA | AddressLine1 |
| Address Line2 | SANTA BARBARA Suite | AddressLine2 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931061130 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC J SONQUIST | Name |
| Title | CFO | Title |
| Phone | 8058938585 | Phone |
| Date Signed | 2014-03-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRICEWATERHOUSECOOPERS LLP | Name |
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Eric J Sonquist | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4219 Cheadle Hall | AddressLine1 |
| City | UC Santa Barbara | City |
| State | CA | State |
| ZIP Code | 931062013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20474287 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IA.UCSB.EDU/UCSB-FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 93 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 85 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 93 | TotalNbrVolunteers |
| Total Gross UBI | 9790 | TotalGrossUBI |
| Contributions Grants Prior Year | 20759472 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17153399 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1925796 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1359546 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2643 | OtherRevenuePriorYear |
| Other Revenue Current Year | 102918 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22687911 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18615863 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15435218 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13257806 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2315249 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2652070 | OtherExpensePriorYear |
| Other Expenses Current Year | 2553668 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18087288 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15811474 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4600623 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2804389 | RevenuesLessExpensesCY |
| Total Assets BOY | 134483495 | TotalAssetsBOY |
| Total Assets EOY | 146991260 | TotalAssetsEOY |
| Total Liabilities BOY | 3995377 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3761356 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 130488118 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 143229904 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2006899 | Expense |
| Grants | 2006899 | Grants |
| Description | SCHOLARSHIPS AND AWARDS: MONIES WERE TRANSFERRED FROM THE UC SANTA BARBARA FOUNDATION TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA IN SUPPORT OF SCHOLARSHIPS AND AWARDS. THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA ASSUMES FIDUCIARY RESPONSIBILITY FOR AWARDING AND ADMINISTERING THE FUNDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11250907 | Expense |
| Grants | 11250907 | Grants |
| Description | UNIVERSITY PROGRAMS/OTHER DISBURSEMENTS: FUNDS ARE PROVIDED TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA WHICH ASSUMES RESPONSIBILITY FOR ACTUAL DISBURSEMENT FOR DEPARTMENT SUPPORT, INSTRUCTORS, RESEARCH AND SPECIAL PROJECTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13257806 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 93 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 85 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MELODIE LEE | NamePerson |
| Telephone Number | 8058935274 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UCSB FDN 1110 PHELPS UCSB | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931061130 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (93 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| STEVEN C MENDELL | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| STEPHEN E COOPER | |||||||
| TRUSTEE | 2.0 | X | |||||
| MARK A BERTELSEN | |||||||
| TRUSTEE | 2.0 | X | |||||
| BRUCE G WILCOX | |||||||
| CHAIR | 5.0 | X | X | ||||
| KATHRYN D MCKEE | |||||||
| Trustee | 2.0 | X | |||||
| SUSAN WORSTER | |||||||
| SECRETARY | 5.0 | X | X | ||||
| DAVID G ADISHIAN | |||||||
| TRUSTEE | 2.0 | X | |||||
| RICHARD A AUHLL | |||||||
| TRUSTEE | 2.0 | X | |||||
| MARCIA L CARSEY | |||||||
| TRUSTEE | 2.0 | X | |||||
| ANN CADY COOPER | |||||||
| TRUSTEE | 2.0 | X | |||||
| DEANNA C DEHLSEN | |||||||
| TRUSTEE | 2.0 | X | |||||
| WILLIAM A DINSMORE III | |||||||
| TRUSTEE | 2.0 | X | |||||
| DIANDRA DE MORRELL DOUGLAS | |||||||
| TRUSTEE | 2.0 | X | |||||
| ROBERT W DUGGAN | |||||||
| TRUSTEE | 2.0 | X | |||||
| SCOTT FRANK | |||||||
| TRUSTEE | 2.0 | X | |||||
| WILLIAM GARLOCK | |||||||
| TRUSTEE | 2.0 | X | |||||
| MARILYN GEVIRTZ | |||||||
| TRUSTEE | 2.0 | X | |||||
| FREDERICK W GLUCK | |||||||
| TRUSTEE | 2.0 | X | |||||
| NORMAN N HABERMANN | |||||||
| TRUSTEE | 2.0 | X | |||||
| EVA HALLER | |||||||
| TRUSTEE | 2.0 | X | |||||
| THOMAS J HARRIMAN | |||||||
| TRUSTEE | 2.0 | X | |||||
| W ROGER HAUGHTON | |||||||
| TRUSTEE | 2.0 | X | |||||
| JUDITH HOPKINSON | |||||||
| TRUSTEE | 2.0 | X | |||||
| BLAIR HULL JR | |||||||
| TRUSTEE | 2.0 | X | |||||
| PETER C JORDANO | |||||||
| TRUSTEE | 2.0 | X | |||||
| FRED KAVLI | |||||||
| TRUSTEE | 2.0 | X | |||||
| MARVEL B KIRBY | |||||||
| TRUSTEE | 2.0 | X | |||||
| R MARILYN LEE | |||||||
| TRUSTEE | 2.0 | X | |||||
| CARL LINDROS | |||||||
| TRUSTEE | 2.0 | X | |||||
| MARK D LINEHAN | |||||||
| TRUSTEE | 2.0 | X | |||||
| SHEILA BOURKE MCGINITY | |||||||
| TRUSTEE | 2.0 | X | |||||
| DUNCAN A MELLICHAMP | |||||||
| TRUSTEE | 2.0 | X | |||||
| ALEX PANANIDES | |||||||
| TRUSTEE | 2.0 | X | |||||
| CEIL PULITZER | |||||||
| TRUSTEE | 2.0 | X | |||||
| LYNN P REITNOUER | |||||||
| TRUSTEE | 2.0 | X | |||||
| LADY LESLIE RIDLEY-TREE | |||||||
| TRUSTEE | 2.0 | X | |||||
| HARVEY B SCHECHTER | |||||||
| TRUSTEE | 2.0 | X | |||||
| MARK J SCHWARTZ | |||||||
| TRUSTEE | 2.0 | X | |||||
| KENNETH P SLAUGHT | |||||||
| TRUSTEE | 2.0 | X | |||||
| NORMAN F SPRAGUE III | |||||||
| TRUSTEE | 2.0 | X | |||||
| FREDRIC E STECK | |||||||
| TRUSTEE | 2.0 | X | |||||
| JAMES S TAYLOR | |||||||
| TRUSTEE | 2.0 | X | |||||
| WILLIAM S THOMAS JR | |||||||
| TRUSTEE | 2.0 | X | |||||
| MICHAEL TOWBES | |||||||
| TRUSTEE | 2.0 | X | |||||
| KENT VINING | |||||||
| TRUSTEE | 2.0 | X | |||||
| JAMES R WARREN | |||||||
| TRUSTEE | 2.0 | X | |||||
| PHILIP H WHITE | |||||||
| TRUSTEE | 2.0 | X | |||||
| GARY L WILCOX | |||||||
| TRUSTEE | 2.0 | X | |||||
| RICHARD A WILLIAMS | |||||||
| TRUSTEE | 2.0 | X | |||||
| DR HENRY T YANG | |||||||
| CHANCELLOR | 2.0 | X | 332964 | 124105 | 38.0 | ||
| JEAN K SCHUYLER | |||||||
| TRUSTEE | 2.0 | X | |||||
| SARAH ARGYROPOULOS | |||||||
| TRUSTEE | 2.0 | X | |||||
| DANIEL P BURNHAM | |||||||
| IMMEDIATE PAST CHAIR/NOM CHAIR | 5.0 | X | X | ||||
| GARY E ERICKSON | |||||||
| TRUSTEE | 2.0 | X | |||||
| JANICE JAGELSKI | |||||||
| TRUSTEE | 2.0 | X | |||||
| SUSAN TAI | |||||||
| TRUSTEE | 2.0 | X | |||||
| GEORGE THURLOW | |||||||
| Exec. Dir./Asst. Vice Chan. | 8.0 | X | 160358 | 70969 | 32.0 | ||
| JANE WILLIAMS | |||||||
| VICE CHAIR-INVEST & TREASURER | 5.0 | X | X | ||||
| ERIC J SONQUIST | |||||||
| CFO | 8.0 | X | 144517 | 62851 | X | 32.0 | |
| DR GLENN E LUCAS | |||||||
| EXEC. VICE CHANCELLOR | 2.0 | X | 276689 | 95272 | 38.0 | ||
| JOHN W MARREN | |||||||
| TRUSTEE | 2.0 | X | |||||
| PATRICK YAM | |||||||
| TRUSTEE | 2.0 | X | |||||
| JANET A ALPERT | |||||||
| TRUSTEE | 2.0 | X | |||||
| RICHARD A BOCCI | |||||||
| TRUSTEE | 2.0 | X | |||||
| GWENDOLYN A BROWN | |||||||
| VICE CHAIR - DEVELOPMENT | 5.0 | X | X | ||||
| WILLIAM K JONES | |||||||
| TRUSTEE | 2.0 | X | |||||
| DARRYL T MCCALL | |||||||
| TRUSTEE | 2.0 | X | |||||
| RONALD A RUBENSTEIN | |||||||
| TRUSTEE | 2.0 | X | |||||
| LILLIAN LOVELACE | |||||||
| TRUSTEE | 2.0 | X | |||||
| PAMELA M LOPKER | |||||||
| TRUSTEE | 2.0 | X | |||||
| JOSEPH H POLLOCK MD | |||||||
| TRUSTEE | 2.0 | X | |||||
| RICHARD K N RYU MD | |||||||
| TRUSTEE | 2.0 | X | |||||
| STEPHEN CROWE | |||||||
| TRUSTEE | 2.0 | X | |||||
| JUDITH STAPELMANN | |||||||
| TRUSTEE | 2.0 | X | |||||
| RICHARD BREAUX | |||||||
| TRUSTEE | 2.0 | X | |||||
| BEVERLY J COLGATE | |||||||
| EXECUTIVE DIRECTOR | 2.0 | X | 164069 | 68028 | X | 38.0 | |
| ROGER DAVIDSON | |||||||
| TRUSTEE | 2.0 | X | |||||
| JACK KROUSKUP | |||||||
| TRUSTEE | 2.0 | X | |||||
| ALAN J WYNER | |||||||
| TRUSTEE | 2.0 | X | |||||
| EDWARD E BIRCH | |||||||
| VICE CHAIR - DONOR RELATIONS | 5.0 | X | X | ||||
| SOPHIA ARMEN | |||||||
| TRUSTEE | 2.0 | X | |||||
| JOHN P ARNHOLD | |||||||
| TRUSTEE | 2.0 | X | |||||
| BARRIE BERGMAN | |||||||
| TRUSTEE | 2.0 | X | |||||
| KUM-KUM BHAVNANI | |||||||
| TRUSTEE | 2.0 | X | 149206 | 48442 | 38.0 | ||
| JOHN F FORAN JR | |||||||
| TRUSTEE | 2.0 | X | |||||
| MARIO GALICIA | |||||||
| TRUSTEE | 2.0 | X | 13401 | 5065 | 38.0 | ||
| ROY C HARDIMAN | |||||||
| TRUSTEE | 2.0 | X | |||||
| JOHN MACFARLANE | |||||||
| TRUSTEE | 2.0 | X | |||||
| JUSTIN J MORGAN | |||||||
| TRUSTEE | 2.0 | X | |||||
| DIANA RAAB | |||||||
| TRUSTEE | 2.0 | X | |||||
| PHILIP L SPECTOR | |||||||
| TRUSTEE | 2.0 | X | |||||
| SARAH CLINE | |||||||
| TRUSTEE | 2.0 | X | 108779 | 40398 | 38.0 | ||
| GLENN DUVAL | |||||||
| TRUSTEE | 2.0 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1349983 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 515130 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GOLDMAN SACHS | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CALIFORNIA ST 44TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MGMT | DescriptionOfServices |
| Compensation | 681546 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 17153399 | AllOtherContributions |
| Noncash Contributions | 1858772 | NoncashContributions |
| Total Contributions | 17153399 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1627873 | TotalRevenueColumn |
| Unrelated Business Revenue | 9497 | UnrelatedBusinessRevenue |
| Exclusion | $1,618,376 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 918 | TotalRevenueColumn |
| Exclusion | $918 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1590097 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1858424 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -268327 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -268327 | TotalRevenueColumn |
| Unrelated Business Revenue | 293 | UnrelatedBusinessRevenue |
| Exclusion | -$268,620 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| TRANSFER FROM UC | 900099 | 100000 | $100,000 |
| MISCELLANEOUS REVENUE | 900099 | 2000 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 102000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18615863 | TotalRevenueColumn |
| Unrelated Business Revenue | 9790 | UnrelatedBusinessRevenue |
| Exclusion | $1,452,674 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13257806 | Total |
| Program Services | 13257806 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11898 | Total |
| Management And General | 11898 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99892 | Total |
| Management And General | 99892 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2262 | Total |
| Management And General | 2262 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| DEVELOPMENT OFFICE | 2363500 | 123000 | 2240500 |
| ANNUAL FUND | 74749 | 74749 | |
| MISCELLANEOUS | 1280 | 1280 | |
| BANK FEES | 87 | 87 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15811474 | Total |
| Program Services | 13257806 | ProgramServices |
| Management And General | 238419 | ManagementAndGeneral |
| Fundraising | 2315249 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 688127 | BOY |
| EOY | 209920 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11164252 | BOY |
| EOY | 11753824 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 951215 | BOY |
| EOY | 1233752 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473258 | BOY |
| EOY | 548218 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 37150 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28833 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10579 | BOY |
| EOY | 8317 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116063322 | BOY |
| EOY | 128389887 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5132728 | BOY |
| EOY | 4847331 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14 | BOY |
| EOY | 11 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134483495 | BOY |
| EOY | 146991260 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128271 | BOY |
| EOY | 108521 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473258 | BOY |
| EOY | 548218 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3393848 | BOY |
| EOY | 3104617 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3995377 | BOY |
| EOY | 3761356 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1312944 | BOY |
| EOY | 1119732 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54346012 | BOY |
| EOY | 59761484 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74829162 | BOY |
| EOY | 82348688 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130488118 | BOY |
| EOY | 143229904 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134483495 | BOY |
| EOY | 146991260 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2804389 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9933562 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 3835 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14745024 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17505406 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11542101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20759472 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17153399 | CurrentTaxYear |
| Total | 81705402 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14745024 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17505406 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11542101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20759472 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17153399 | CurrentTaxYear |
| Total | 81705402 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5309585 | AmountsSubstContributorsTotal |
| Public Support Total170 | 76395817 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3329044 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2453578 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3115812 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1468788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1628791 | CurrentTaxYear |
| Total | 11996013 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1911 | CurrentTaxYearMinus1Year |
| Current Tax Year | 102000 | CurrentTaxYear |
| Total | 126481 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 93827896 | TotalSupport |
| Public Support Pertcentage170 | 0.81421 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85242 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113295430 | BeginningOfYearBalance |
| Contributions | 9391076 | Contributions |
| Investment Earnings Or Losses | 10423266 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1056578 | GrantsOrScholarships |
| Other Expenditures | 7750127 | OtherExpenditures |
| End Of Year Balance | 124303067 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 122718789 | BeginningOfYearBalance |
| Contributions | 5991351 | Contributions |
| Investment Earnings Or Losses | -4926656 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 975209 | GrantsOrScholarships |
| Other Expenditures | 9512845 | OtherExpenditures |
| End Of Year Balance | 113295430 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106541167 | BeginningOfYearBalance |
| Contributions | 6823039 | Contributions |
| Investment Earnings Or Losses | 19375586 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 940592 | GrantsOrScholarships |
| Other Expenditures | 9080412 | OtherExpenditures |
| End Of Year Balance | 122718788 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 97240800 | BeginningOfYearBalance |
| Contributions | 11072363 | Contributions |
| Investment Earnings Or Losses | 8437051 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1050055 | GrantsOrScholarships |
| Other Expenditures | 9158992 | OtherExpenditures |
| End Of Year Balance | 106541167 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117939547 | BeginningOfYearBalance |
| Contributions | 8033282 | Contributions |
| Investment Earnings Or Losses | -19436603 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1018889 | GrantsOrScholarships |
| Other Expenditures | 8276537 | OtherExpenditures |
| End Of Year Balance | 97240800 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.25000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37150 | OtherCostOrOtherBasis |
| Depreciation | 28833 | Depreciation |
| Book Value | 8317 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 8317 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 28553260 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9933562 | NetUnrealizedGainsInvestments |
| Other Revenues | 3835 | OtherRevenues |
| Revenue Not Rptd F990 | 9937397 | RevenueNotRptdF990 |
| Revenue Subtotal | 18615863 | RevenueSubtotal |
| Total Revenue Per Form990 | 18615863 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15811474 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 15811474 | ExpensesSubtotal |
| Total Expenses Per Form990 | 15811474 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part IV, Line 2b | State Street holds our trusts. | |
| Part V, Line 4 | The UC Santa Barbara Foundation Endowment is utilized to further the goals of the University of California, Santa Barbara. The Foundation seeks to maintain and nurture the University's quality and distinction. THE UC SANTA BARBARA FOUNDATION TRANSFERS MONIES TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA. Part XI, Line 2d Change in Charitable Remainder Trust Liabilities $3,835 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UC Santa Barbara | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3201 SAASB | AddressLine1 |
| Address Line2 | Extramural Fund Accounting | AddressLine2 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 931062040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 956006145 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 13257806 | AmountOfCashGrant |
| Description Of Non Cash Assistance | n/a | DescriptionOfNonCashAssistance |
| Purpose Of Grant | SCHOLARSHIPS AND UNIVERSITY PROGRAM SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS - EXPLANATION | Identifier |
| Return Reference | SCHEDULE I, PART I | ReturnReference |
| Explanation | THE FOUNDATION TRANSFERS MONIES TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA, WHICH ASSUMES RESPONSIBILITY FOR ACTUAL DISBURSEMENT. CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|
| DR HENRY T YANG | |||||||
| CHANCELLOR | 332964 | 0 | 0 | 12766 | 111339 | 457069 | 0 |
| GEORGE THURLOW | |||||||
| Exec. Dir./Asst. Vice Chan. | 160358 | 0 | 0 | 6732 | 64237 | 231327 | 0 |
| ERIC J SONQUIST | |||||||
| CFO | 144517 | 0 | 0 | 5876 | 56975 | 207368 | 0 |
| DR GLENN E LUCAS | |||||||
| EXEC. VICE CHANCELLOR | 276689 | 0 | 0 | 10823 | 84449 | 371961 | 0 |
| BEVERLY J COLGATE | |||||||
| EXECUTIVE DIRECTOR | 164069 | 0 | 0 | 6806 | 61222 | 232097 | 0 |
| KUM-KUM BHAVNANI | |||||||
| TRUSTEE | 149206 | 0 | 0 | 5930 | 42512 | 197648 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART III | Identifier |
| Explanation | NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FY13, EACH WAS AN EMPLOYEE OF THE UC SANTA BARBARA, A RELATED ORGANIZATION. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1858772 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule M, Part I, Column (b) | Identifier |
| Return Reference | Based on number of contributions. | ReturnReference |
| Explanation | Schedule M, Part I, Question 32b The Foundation maintains numerous brokerage accounts to facilitate the sale of publicly traded stock. The Foundation contracts with local Real Estate Agents to assist in the sale of Real Property when gifted. The Foundation also utilizes the services of the University of California Santa Barbara to assist with the solicitation and processing of non-cash gifts. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION | FORM 990, PART I, LINE 1 AND PART III, LINE 1 | THE UC SANTA BARBARA FOUNDATION ACTIVELY WORKS TO FURTHER THE GOALS OF THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA. THE FOUNDATION SEEKS TO MAINTAIN AND NURTURE THE UNIVERSITY'S QUALITY AND DISTINCTION. ON BEHALF OF THE CAMPUS, THE FOUNDATION RAISES AND ADMINISTERS FUNDS THAT SUPPORT UCSB'S OBJECTIVES OF TEACHING, RESEARCH, AND PUBLIC SERVICE. THE FOUNDATION ALSO PROVIDES COUNSEL AND GENERAL ASSISTANCE TO THE CAMPUS, ITS STUDENTS, FACULTY, AND STAFF. BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 KENNETH P. SLAUGHT HAS A BUSINESS RELATIONSHIP WITH MARK D. LINEHAN. MARK D. LINEHAN HAS A BUSINESS RELATIONSHIP WITH JAMES S. TAYLOR. |
| PROCESS USED BY THE ORGANIZATION TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11A | BEFORE FILING, THE FORM 990 MUST BE REVIEWED AND APPROVED FOR SUBMISSION BY THE AUDIT COMMITTEE. A COPY IS DISTRIBUTED TO THE FULL BOARD AFTER THE AUDIT COMMITTEE APPROVES THE 990. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C ON AN ANNUAL BASIS, THE FOUNDATION DISTRIBUTES CONFLICT OF INTEREST LETTERS TO ALL BOARD MEMBERS, WHO THEN COMPLETE THE QUESTIONNAIRE AND RETURN IT TO THE FOUNDATION. THE ASSISTANT DIRECTOR OF THE FOUNDATION REVIEWS RETURNED FORMS FOR COMPLIANCE. |
| EMPLOYEE REVIEW OF PROCESS OF DETERMINING COMPENSATION | Form 990, Part VI, Line 15 | THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FY13, EACH WAS AN EMPLOYEE OF THE UC SANTA BARBARA, A RELATED ORGANIZATION. Availability of Form 1023 FORM 990, PART VI, LINE 18 THE ORGANIZATION DOES NOT HAVE FORM 1023 ON ITS WEBSITE, BUT IT IS AVAILABLE UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE THROUGH INFORMATION SERVICE WEBSITES SUCH AS GUIDESTAR. AVAILABILITY OF GOVERNING DOCUMENTS AND POLICIES FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES | CHANGE IN CHARITABLE REMAINDER TRUST LIABILITIES $3,835 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UC Santa Barbara | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956006145 | EIN |
| Primary Activities | EDUC/RESEARCH | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 6 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA govt | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (6) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | FUNDRAISING | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |