2011-05-03T18:16:26-05:00 2010-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2009-07-01 942829914 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION UNIV 4154766922 220 MONTGOMERY STREET 5TH FLOOR SAN FRANCISCO CA 94104 STEVE DOWNS 4154763618 2011-04-25 true 6175305000 2009 2016-02-24 21:20:13Z SUSAN DESMOND-HELLMANN 220 MONTGOMERY ST 5TH FLOOR SAN FRANCISCO CA 94104 293034314 false X www.ucsf.edu/support X 1982 CA SEE SCHEDULE 0 41 40 0 45 -207734 -218234 141216356 123895788 0 0 -8155618 12365778 -100340 -26094 132960398 136235472 98347676 148724460 0 0 0 0 0 0 0 3034110 3595373 101381786 152319833 31578612 -16084361 681285737 739894548 26654155 43327811 654631582 696566737 SEE SCHEDULE O false false 148724460 148724460 DISBURSEMENTS TO THE REGENTS OF THE UNIVERSITY OF CALIFORNIA. 148724460 true true false false false false false true true true true false false false true false false false true false false true false true false false false false false false false true true false false false false true false false false true 0 0 0 true true false false false false true true false false false false false false 41 40 true false false false false false false true true false false false true true true true true false CA X X JOHN PLOTTS 4154765386 220 MONTGOMERY STREET 5TH FLOOR SAN FRANCISCO CA 94104 X BARBARA BASS BAKAR 1.0 X 0 0 0 NANCY HELLMAN-BECHTLE 1.0 X 0 0 0 WILLIAM K BOWES 1.0 X 0 0 0 DORIS F FISHER 1.0 X 0 0 0 NANCI BAKAR FREDKIN 1.0 X 0 0 0 T ROBERT BURKE 1.0 X 0 0 0 LEIGH SHERWOOD MATTHES 1.0 X 0 0 0 DIPANJAN DEB 1.0 X 0 0 0 HAROLD M MESSMER JR 1.0 X 0 0 0 PATRICIA C DUNN 1.0 X 0 0 0 RICHARD M ROSENBERG 1.0 X 0 0 0 KATHRYN A HALL 1.0 X 0 0 0 DIANE B WILSEY 1.0 X 0 0 0 RONALD CONWAY 1.0 X 0 0 0 FRANCES F BOWES 1.0 X 0 0 0 WILLIAM H DAVIDOW 1.0 X 0 0 0 KENNETH T DERR 1.0 X 0 0 0 ROBERT B FRIEND 1.0 X 0 0 0 EVE E JAFFE 1.0 X 0 0 0 F VAN KASPER 1.0 X 0 0 0 STEVEN L MERRILL 1.0 X 0 0 0 CATHERINE H PODELL 1.0 X 0 0 0 CARMEN POLICY 1.0 X 0 0 0 T GARY ROGERS 1.0 X 0 0 0 W CLARKE SWANSON JR 1.0 X 0 0 0 Jack S WADSWORTH JR 1.0 X 0 0 0 DENNIS J WONG 1.0 X 0 0 0 ANDREW GROVE PHD 1.0 X 0 0 0 ELLEN MAGNIN NEWMAN 1.0 X 0 0 0 MARY VAUGHAN LESTER 1.0 X 0 0 0 SUSAN MCLAUGHLIN 1.0 X 0 0 0 JACLYN SAFIER 1.0 X 0 0 0 LYNNE BENIOFF 1.0 X 0 0 0 ARTHUR H KERN 1.0 X 0 0 0 NAN TUCKER MCEVOY 1.0 X 0 0 0 JEANNE ROBERTSON 1.0 X 0 0 0 MYRON E ULLMAN III 1.0 X 0 0 0 JOHN LEE 1.0 X 0 0 0 ROBERT ROSNER 1.0 X 0 0 0 DAVID SWARTZ 1.0 X 0 0 0 DEBRA WETHERBY 1.0 X 0 0 0 MIKE YUEN 1.0 X 0 0 0 ROGER O WALTHER 1.0 X 0 0 0 ANDREW WOEBER 1.0 X 0 0 0 GIDEON YU 1.0 X 0 0 0 MICHAEL D IRWIN 12.0 X 0 203917 18062 BRUCE W SPAULDING 11.0 X 0 315008 69859 J MICHAEL BISHOP 5.0 X 0 408513 12317 JOHN STEPHENS DOWNS 12.0 X 0 173301 6952 ERIC VERMILLION 1.0 X 0 291286 21123 SUSAN DESMOND-HELLMANN 5.0 X 0 140192 1024 Carol Moss 12.0 X 0 67686 3153 STEPHEN J BARCLAY X 0 207766 5551 0 1807669 138041 0 true true false 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 20 BAY STREET SUITE 1905 TORONTO, ONTARIO, CANADA 0 CA M5J 2N8 INV. MANAGEMENT 116239 EAGLE CAPITAL MANAGEMENT 499 PARK AVE NEW YORK NY 10022 INV. MANAGEMENT 169937 STATE STREET ONE LINCOLN STREET BOSTON MA 02111 CUSTODIAL SERVICES 130733 5 385344 123510444 19351949 123895788 0 12276438 -207734 12484172 0 0 156824607 156735267 89340 89340 89340 37481 385344 63575 -26094 -26094 0 0 0 136235472 -207734 12547418 148724460 148724460 0 0 0 0 0 0 0 0 0 0 3423 3423 47883 47883 0 0 2946291 2946291 596121 596121 0 0 0 0 0 0 0 0 0 0 0 1655 1655 152319833 148724460 3595373 0 99616377 63090832 62247358 59325470 476193478 547812365 35813980 64788501 7414544 4877380 681285737 739894548 0 13647125 8511155 9253007 18143000 20427679 26654155 43327811 X 654631582 696566737 654631582 696566737 681285737 739894548 X false true true X false X 89408574 138930378 128757474 141216356 123895788 622208570 89408574 138930378 128757474 141216356 123895788 622208570 165762362 456446208 14275039 16007563 16215110 12760712 12276438 71534862 693743432 341666 0.65795 0.79255 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 408804103 31746400 60048723 22914149 1145848 476539229 456057316 51224836 -76493030 20420019 1565000 408804103 0.22000 0.78000 false true true LIMTED PARTNERSHIPS 31172316 F LAND 11731892 F OTHER INVESTMENTS 21884293 F 64788501 0 OTHER LIABILITIES 1269731 AGENCY FUNDS HELD IN TRUST 12342949 PURCHASED 2144455 ANNUITIES PAYABLE 4670544 20427679 136235472 152319833 -16084361 58019516 58019516 41935155 191334791 58019516 -2946291 55073225 136261566 -26094 -26094 136235472 149399636 26094 26094 149373542 2946291 2946291 152319833 SCHEDULE D, PART IV, LINE 2B THE ORGANIZATION serves as trustee for charitable remainder trusts. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT EXISTS EXCLUSIVELY TO SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO. 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) Central America and the Caribbean 0 0 Investments 0 0 PED. EPILEPSY 144128 125352 18776 11349 DIR. CIRCLE 159679 157474 2205 6904 1 119018 102518 16500 19046 14555 11722 422825 385344 37481 19046 14555 29975 63576 -26095 false REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET OAKLAND CA 94607 943067788 501(C)(3) 148724460 Schlrships/Prog. Sup 1 0 PART I, LINE 2 GRANTS AND ALLOCATIONS 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. X false false false false false false false false false 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 SCHEDULE J 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. 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. METROPOLITAN REAL ESTATE MANAGEMENT Director- MANAGING MEMBER 800000 CONTRIBUTIONS & DISTRIBUTIONS false X 120 18396449 FMV X 1 955500 FMV 0 false true true SCHEDULE M, Column B The organization is reporting the number of contributions. SCHEDULE M, LINE 32 THE FOUNDATION USES A BANK OR OTHER FINANCIAL INSTITUTION TO FACILITATE THE SALE OF PUBLICLY TRADED STOCK. THE FOUNDATION ALSO UTILIZES THE SERVICES OF THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS. FORM 990, PART I, LINE 1 AND PART III, LINE 1 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. UNIVERSITY OF CALIFORNIA 1111 FRANKLIN ST OAKLAND CA 94607 943067788 HIGHER ED CA 501(C)(3) 6 CA Govt false true false false false false false false false false false true true true false false true false