UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION (EIN 94-2829914)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-03
- IRS object ID
- 201141239349300749
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-03T18:16:26-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942829914 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA SAN FRANCISCO | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4154766922 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET 5TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE DOWNS | Name |
| Title | FOUNDATION SECRETARY | Title |
| Phone | 4154763618 | Phone |
| Date Signed | 2011-04-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN DESMOND-HELLMANN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST 5TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 293034314 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.ucsf.edu/support | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE 0 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | -207734 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -218234 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 141216356 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 123895788 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -8155618 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12365778 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -100340 | OtherRevenuePriorYear |
| Other Revenue Current Year | -26094 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 132960398 | TotalRevenuePriorYear |
| Total Revenue Current Year | 136235472 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 98347676 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 148724460 | 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 | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3034110 | OtherExpensePriorYear |
| Other Expenses Current Year | 3595373 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 101381786 | TotalExpensesPriorYear |
| Total Expenses Current Year | 152319833 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 31578612 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -16084361 | RevenuesLessExpensesCY |
| Total Assets BOY | 681285737 | TotalAssetsBOY |
| Total Assets EOY | 739894548 | TotalAssetsEOY |
| Total Liabilities BOY | 26654155 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43327811 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 654631582 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 696566737 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 148724460 | Expense |
| Grants | 148724460 | Grants |
| Description | DISBURSEMENTS TO THE REGENTS OF THE UNIVERSITY OF CALIFORNIA. | Description |
| Total Program Service Expense | 148724460 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | 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 | true | 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 |
| 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 |
| 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | 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 | false | 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 |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN PLOTTS | NamePerson |
| Telephone Number | 4154765386 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET 5TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| BARBARA BASS BAKAR | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| NANCY HELLMAN-BECHTLE | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| WILLIAM K BOWES | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DORIS F FISHER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| NANCI BAKAR FREDKIN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| T ROBERT BURKE | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LEIGH SHERWOOD MATTHES | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DIPANJAN DEB | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| HAROLD M MESSMER JR | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| PATRICIA C DUNN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| RICHARD M ROSENBERG | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| KATHRYN A HALL | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DIANE B WILSEY | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| RONALD CONWAY | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| FRANCES F BOWES | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| WILLIAM H DAVIDOW | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| KENNETH T DERR | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT B FRIEND | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| EVE E JAFFE | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| F VAN KASPER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| STEVEN L MERRILL | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| CATHERINE H PODELL | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| CARMEN POLICY | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| T GARY ROGERS | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| W CLARKE SWANSON JR | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Jack S WADSWORTH JR | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DENNIS J WONG | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| ANDREW GROVE PHD | |||||||
| HONORARY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| ELLEN MAGNIN NEWMAN | |||||||
| CHAIR EMERITUS | 1.0 | X | 0 | 0 | 0 | ||
| MARY VAUGHAN LESTER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| SUSAN MCLAUGHLIN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JACLYN SAFIER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LYNNE BENIOFF | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| ARTHUR H KERN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| NAN TUCKER MCEVOY | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JEANNE ROBERTSON | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| MYRON E ULLMAN III | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JOHN LEE | |||||||
| INVESMENT COM MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT ROSNER | |||||||
| INVESTMENT COM MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DAVID SWARTZ | |||||||
| INVESTMENT COM MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DEBRA WETHERBY | |||||||
| INVESTMENT COM MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| MIKE YUEN | |||||||
| INVESTMENT COM MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| ROGER O WALTHER | |||||||
| AUDIT COM MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| ANDREW WOEBER | |||||||
| AUDIT COM MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| GIDEON YU | |||||||
| AUDIT COM MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| MICHAEL D IRWIN | |||||||
| SECRETARY/VP (UNTIL 10/01/09) | 12.0 | 0 | 203917 | 18062 | X | ||
| BRUCE W SPAULDING | |||||||
| EXEC. VP (UNTIL 12/31/09) | 11.0 | 0 | 315008 | 69859 | X | ||
| J MICHAEL BISHOP | |||||||
| PRESIDENT (UNTIL 10/01/09) | 5.0 | 0 | 408513 | 12317 | X | ||
| JOHN STEPHENS DOWNS | |||||||
| SECRETARY | 12.0 | 0 | 173301 | 6952 | X | ||
| ERIC VERMILLION | |||||||
| TREASURER | 1.0 | 0 | 291286 | 21123 | X | ||
| SUSAN DESMOND-HELLMANN | |||||||
| PRESIDENT (AS OF 10/01/09) | 5.0 | 0 | 140192 | 1024 | X | ||
| Carol Moss | |||||||
| SECRETARY/ VP (AS OF 10/01/09) | 12.0 | 0 | 67686 | 3153 | X | ||
| STEPHEN J BARCLAY | |||||||
| FORMER TREASURER | 0 | 207766 | 5551 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1807669 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 138041 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| COLONIAL CONSULTING | ||||||||||
| 750 THIRD AVENUE 2OTH FLOOR | NEW YORK | NY | 10017 | INV. MANAGEMENT | 200000 | |||||
| DODGE COX | ||||||||||
| 555 CALIFORNIA STREET 40TH FLOOR | SAN FRANCISCO | CA | 94104 | INV. MANAGEMENT | 362454 | |||||
| GRYPHON INTERNATIONAL | ||||||||||
| INV. MANAGEMENT | 116239 | 20 BAY STREET SUITE 1905 | TORONTO, ONTARIO, CANADA | 0 | CA | M5J 2N8 | ||||
| EAGLE CAPITAL MANAGEMENT | ||||||||||
| 499 PARK AVE | NEW YORK | NY | 10022 | INV. MANAGEMENT | 169937 | |||||
| STATE STREET | ||||||||||
| ONE LINCOLN STREET | BOSTON | MA | 02111 | CUSTODIAL SERVICES | 130733 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 385344 | FundraisingEvents |
| All Other Contributions | 123510444 | AllOtherContributions |
| Noncash Contributions | 19351949 | NoncashContributions |
| Total Contributions | 123895788 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12276438 | TotalRevenueColumn |
| Unrelated Business Revenue | -207734 | UnrelatedBusinessRevenue |
| Exclusion | $12,484,172 | 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 | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 156824607 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 156735267 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 89340 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89340 | TotalRevenueColumn |
| Exclusion | $89,340 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37481 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 385344 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 63575 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26094 | TotalRevenueColumn |
| Exclusion | -$26,094 | ExclusionAmount |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136235472 | TotalRevenueColumn |
| Unrelated Business Revenue | -207734 | UnrelatedBusinessRevenue |
| Exclusion | $12,547,418 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148724460 | Total |
| Program Services | 148724460 | 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 | 3423 | Total |
| Management And General | 3423 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47883 | Total |
| Management And General | 47883 | 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 | 2946291 | Total |
| Management And General | 2946291 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596121 | Total |
| Management And General | 596121 | ManagementAndGeneral |
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 | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1655 | Total |
| Management And General | 1655 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152319833 | Total |
| Program Services | 148724460 | ProgramServices |
| Management And General | 3595373 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99616377 | BOY |
| EOY | 63090832 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62247358 | BOY |
| EOY | 59325470 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 476193478 | BOY |
| EOY | 547812365 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35813980 | BOY |
| EOY | 64788501 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7414544 | BOY |
| EOY | 4877380 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 681285737 | BOY |
| EOY | 739894548 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 13647125 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8511155 | BOY |
| EOY | 9253007 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18143000 | BOY |
| EOY | 20427679 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26654155 | BOY |
| EOY | 43327811 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 654631582 | BOY |
| EOY | 696566737 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 654631582 | BOY |
| EOY | 696566737 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 681285737 | BOY |
| EOY | 739894548 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 89408574 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 138930378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 128757474 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 141216356 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123895788 | CurrentTaxYear |
| Total | 622208570 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 89408574 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 138930378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 128757474 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 141216356 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123895788 | CurrentTaxYear |
| Total | 622208570 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 165762362 | AmountsSubstContributorsTotal |
| Public Support Total170 | 456446208 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14275039 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16007563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16215110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12760712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12276438 | CurrentTaxYear |
| Total | 71534862 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 693743432 | TotalSupport |
| Gross Receipts From Admissions Etc | 341666 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.65795 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79255 | 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 | 408804103 | BeginningOfYearBalance |
| Contributions | 31746400 | Contributions |
| Investment Earnings Or Losses | 60048723 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 22914149 | GrantsOrScholarships |
| Other Expenditures | 1145848 | OtherExpenditures |
| End Of Year Balance | 476539229 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 456057316 | BeginningOfYearBalance |
| Contributions | 51224836 | Contributions |
| Investment Earnings Or Losses | -76493030 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 20420019 | GrantsOrScholarships |
| Other Expenditures | 1565000 | OtherExpenditures |
| End Of Year Balance | 408804103 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22000 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.78000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMTED PARTNERSHIPS | 31172316 | F |
| LAND | 11731892 | F |
| OTHER INVESTMENTS | 21884293 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 64788501 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $1,269,731 |
| AGENCY FUNDS HELD IN TRUST | $12,342,949 |
| PURCHASED | $2,144,455 |
| ANNUITIES PAYABLE | $4,670,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20427679 | TotalOfAmounts |
| Total Revenue | 136235472 | TotalRevenue |
| Total Expenses | 152319833 | TotalExpenses |
| Excess Or Deficit For Year | -16084361 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 58019516 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 58019516 | TotalAdjustments |
| Excess Or Deficit Per FS | 41935155 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 191334791 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 58019516 | NetUnrealizedGainsInvestments |
| Other Revenues | -2946291 | OtherRevenues |
| Revenue Not Rptd F990 | 55073225 | RevenueNotRptdF990 |
| Revenue Subtotal | 136261566 | RevenueSubtotal |
| Other Revenues Not Included | -26094 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -26094 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 136235472 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 149399636 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 26094 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 26094 | ExpensesNotRptdF990 |
| Expenses Subtotal | 149373542 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2946291 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 2946291 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 152319833 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, PART IV, LINE 2B | Identifier |
| Return Reference | THE ORGANIZATION serves as trustee for charitable remainder trusts. | ReturnReference |
| Explanation | SCHEDULE D, PART V, LINE 4 THE ENDOWMENT EXISTS EXCLUSIVELY TO SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO. schedule d, part x the foundation does not maintain any uncertain tax positions. SCHEDULE D, PART XII, LINE 2D INVESTMENT EXPENSE (2,946,291) SCHEDULE D, PART XII, LINE 4b Special Events (26,094) SCHEDULE D, PART XIIi, LINE 2d Special Events 26,094 SCHEDULE D, PART XIII, LINE 4A INVESTMENT EXPENSE (2,946,291) | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PED. EPILEPSY | NameOfEvent1 |
| Gross Receipts Event1 | 144128 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 125352 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18776 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 11349 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DIR. CIRCLE | NameOfEvent2 |
| Gross Receipts Event2 | 159679 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 157474 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2205 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 6904 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 119018 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 102518 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 16500 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 19046 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 14555 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 11722 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 422825 | GrossReceiptsTotal |
| Charitable Contributions Total | 385344 | CharitableContributionsTotal |
| Gross Revenue Total Events | 37481 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 19046 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 14555 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 29975 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 63576 | DirectExpenseSummaryEvents |
| Net Income Summary | -26095 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 FRANKLIN STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 943067788 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 148724460 | AmountOfCashGrant |
| Purpose Of Grant | Schlrships/Prog. Sup | 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 | PART I, LINE 2 | Identifier |
| Return Reference | GRANTS AND ALLOCATIONS | ReturnReference |
| Explanation | All contributions to the foundation EXCLUSIVELY benefit the University of California, San Francisco (UCSF). The Foundation transfers monies to the University of California, San Francisco, which assumes responsiblity for actual SPENDING. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN J BARCLAY | |||||||||||||
| 0 | 207766 | 0 | 0 | 0 | 0 | 0 | 1951 | 0 | 3600 | 0 | 213317 | 0 | 0 |
| MICHAEL D IRWIN | |||||||||||||
| 0 | 203917 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18062 | 0 | 221979 | 0 | 0 |
| BRUCE W SPAULDING | |||||||||||||
| 0 | 262232 | 0 | 0 | 0 | 52776 | 0 | 55591 | 0 | 14268 | 0 | 384867 | 0 | 0 |
| J MICHAEL BISHOP | |||||||||||||
| 0 | 391395 | 0 | 0 | 0 | 17118 | 0 | 0 | 0 | 12317 | 0 | 420830 | 0 | 0 |
| JOHN STEPHENS DOWNS | |||||||||||||
| 0 | 173301 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6952 | 0 | 180253 | 0 | 0 |
| ERIC VERMILLION | |||||||||||||
| 0 | 288236 | 0 | 0 | 0 | 3050 | 0 | 13901 | 0 | 7222 | 0 | 312409 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J | Identifier |
| Return Reference | The foundation does not have any employees. None of the listed individuals | ReturnReference |
| Explanation | received any compensation from the filing organization. During FY10, each was an employee of the university of california, san francisco, a related organization. Stephen Barclay was compensated by THE University of California, San Francisco for services to the university in a capacity unrelated to the services he provided the foundation. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | METROPOLITAN REAL ESTATE MANAGEMENT | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Director- MANAGING MEMBER | Relationship |
| Amount Of Transaction | 800000 | AmountOfTransaction |
| Description Of Transaction | CONTRIBUTIONS & DISTRIBUTIONS | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
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 | 120 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18396449 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 955500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| 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, Column B | Identifier |
| Return Reference | The organization is reporting the number of contributions. | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | ORGANIZATION'S MISSION | This Corporation is organized and operated exclusively for charitable purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code, for the exclusive use and benefit of the San Francisco Campus of the University of California (UCSF), a public trust existing under Article IX, Section 9 of the Constitution of California, and administered by the Regents of the University of California, a Corporation. As directed in the University's Administrative Guidelines for Campus Foundations, and affirmed each year by the UCSF Foundation Board of Directors: The UCSF Foundation is the sole UCSF campus organization recognized by the Chancellor as a Foundation and has the following characteristics: --is organized and operated solely in support of the University's interests; --has as its purpose the fostering of support for the benefit of the campus; and --among recognized organizations, provides the major support for the campus. |
| Form 990, Part I, Line 6 | TOTAL NUMBER OF VOLUNTEERS | Board members serve on a voluntary basis. form 990, part vi - Section A, Line 2 governance, management, and disclosure Two directors have a business relationship. 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, then distributed to the Board of Directors for review and questions prior to filing. THE Non-public Schedule B is provided to the Audit Committee for review. TWO donorS haVE been listed as anonymous on THE Schedule B THAT WAS distributed to the Audit Committee. 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. 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 FY10, each was an employee of the university of california san francisco, a related organization. Section C, Line 19 AVAILABILITY OF DOCUMENTS THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 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 VII HOURS AT RELATED ORGANIZATIONS The following individuals each spent 40 hours at the University of California, San Francisco: Bruce W. Spaulding J. Michael Bishop John Stephens Downs Michael D. Irwin Stephen J. Barclay Eric Vermillion SUSAN DESMOND-HELLMANN CAROL L. MOSS Schedule L, Part IV In accordance with policy the non independent director recuses himself from all discussion and voting related to these funds. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 FRANKLIN ST | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943067788 | EIN |
| Primary Activities | HIGHER ED | 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) |
|---|---|---|
| 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 | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |