Civic Intelligence

University of California Press Foundation

990 • Fiscal year 2015 • EIN 94-2682969

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 27, 2016

Organization ProfileWWW.UCPRESS.EDU/FOUNDATION
155 Grand Avenue No 400Oakland, CA 94612

(510) 883-8232

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

54th percentile

4.0%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

97th percentile

86%

Faster asset growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$16,749,851

Up $7,768,257 (+86%) from 2014

Net Assets

Up

$16,731,858

Up $7,750,264 (+86%) from 2014

Liabilities

Up

$17,993

Up $17,993 from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin54th percentile

Revenue

Up

$1,038,470

Up $147,396 (+17%) from 2014

Expenses

Down

$996,792

Down $274,174 (-22%) from 2014

Net Income

Up

$41,678

Up $421,570 (+111%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $14,131,637Liabilities 2011: $0Net Assets 2011: $14,131,6372011Assets 2012: $9,760,046Liabilities 2012: $0Net Assets 2012: $9,760,0462012Assets 2013: $9,326,378Liabilities 2013: $0Net Assets 2013: $9,326,3782013Assets 2014: $8,981,594Liabilities 2014: $0Net Assets 2014: $8,981,5942014Assets 2015: $16,749,851Liabilities 2015: $17,993Net Assets 2015: $16,731,8582015Assets 2016: $15,475,574Liabilities 2016: $17,890Net Assets 2016: $15,457,6842016Assets 2017: $17,112,078Liabilities 2017: $2,991Net Assets 2017: $17,109,0872017Assets 2018: $17,947,118Liabilities 2018: $68,800Net Assets 2018: $17,878,3182018Assets 2019: $18,467,353Liabilities 2019: $29,940Net Assets 2019: $18,437,4132019Assets 2020: $18,733,135Liabilities 2020: $39,372Net Assets 2020: $18,693,7632020Assets 2021: $23,332,542Liabilities 2021: $198,188Net Assets 2021: $23,134,3542021Assets 2022: $24,986,375Liabilities 2022: $0Net Assets 2022: $24,986,3752022Assets 2023: $28,302,269Liabilities 2023: $7,450Net Assets 2023: $28,294,8192023Assets 2024: $23,818,604Liabilities 2024: $7,700Net Assets 2024: $23,810,9042024

Highlighted filing

2015

Assets$16,749,851
Liabilities$17,993
Net Assets$16,731,858
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,355,315Expenses 2011: $1,591,147Net Income 2011: -$235,8322011Expenses 2012: $1,494,3032012Expenses 2013: $1,571,8992013Revenue 2014: $891,074Expenses 2014: $1,270,966Net Income 2014: -$379,8922014Revenue 2015: $1,038,470Expenses 2015: $996,792Net Income 2015: $41,6782015Revenue 2016: $719,895Expenses 2016: $1,151,721Net Income 2016: -$431,8262016Revenue 2017: $892,982Expenses 2017: $1,115,258Net Income 2017: -$222,2762017Revenue 2018: $1,680,532Expenses 2018: $1,125,185Net Income 2018: $555,3472018Revenue 2019: $946,961Expenses 2019: $1,212,947Net Income 2019: -$265,9862019Revenue 2020: $1,086,970Expenses 2020: $1,200,331Net Income 2020: -$113,3612020Revenue 2021: $983,531Expenses 2021: $1,494,218Net Income 2021: -$510,6872021Revenue 2022: $739,170Expenses 2022: $1,014,352Net Income 2022: -$275,1822022Revenue 2023: $1,156,781Expenses 2023: $770,551Net Income 2023: $386,2302023Revenue 2024: $1,235,759Expenses 2024: $1,430,551Net Income 2024: -$194,7922024

Highlighted filing

2015

Revenue$1,038,470
Expenses$996,792
Net Income$41,678
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 27, 2016
Return Version
2014v6.0
Gross Receipts
$1,038,470
Mission and Program Overview

Mission

The university of california press foundation (incorporated in 1981) is dedicated to raising philanthropic support and community visibility to ensure the long-term sustainability of uc press.

Uc press foundation provides financial support to the university of california press.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,920,838$16,108,362▲ $7,187,524
Prepaid Expenses and Deferred Charges$0$445,581▲ $445,581
Pledges and Grants Receivable$0$134,750▲ $134,750
Cash and Non-Interest-Bearing Accounts$60,756$61,158▲ $402
Total Assets$8,981,594$16,749,851▲ $7,768,257
Liabilities
Accounts Payable and Accrued Expenses$0$17,993▲ $17,993
Total Liabilities$0$17,993▲ $17,993
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,284,511$14,375,353▲ $7,090,842
Temporarily Rstr Net Assets$1,354,959$1,714,315▲ $359,356
Unrestricted Net Assets$342,124$642,190▲ $300,066
Total Net Assets Fund Balance$8,981,594$16,731,858▲ $7,750,264
Total Liabilities and Net Assets / Fund Balance$8,981,594$16,749,851▲ $7,768,257

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$16,108,362--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$14,872,670$67,850▲ $1,054,546$541,842$15,453,224
2013$13,112,095$152,512▲ $2,002,588$394,525$14,872,670
2012$12,187,061$154,613▲ $1,350,768$580,347$13,112,095
2011$12,506,062$274,583▲ $20,158$613,742$12,187,061
2010$10,791,301$196,286▲ $2,024,482$506,007$12,506,062
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Rebekah DarksmithDeputy DirectorPT$141,666$141,666

Board Members and Trustees

NameTitle
Elizabeth Birka-whiteChair
Michelle Ciccarelli LerachCo-chair
David Hayes-bautistaTrustee
James NaifyTrustee
Judith Kafka MaxwellTrustee
Lynne WitheyTrustee
Marcy KrinskTrustee
Marjorie RandolphTrustee
Michelle Lee FloresTrustee
Patricia KlausTrustee
Peter J SternTrustee
Richard DammTrustee
Stephen M SilbersteinTrustee
Stephen a ArdittiTrustee
Thomas J WhiteTrustee
Todor GrigorovTrustee & Treasurer (ex-officio)
Alison MuddittTrustee (ex-officio)
Revenue and Support

Revenue Composition

Contributions and Grants
$672,136
Program Service Revenue
$0
Investment Income
$366,334
Other Revenue
$0
All Other Contributions
$545,559
Change in Net Assets
$41,678

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$30,032Fair Market Value
Total Noncash Contributions2$30,032-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$777,460
Other Expenses$124,389
Salaries, Compensation, and Employee Benefits$94,943
Total Fundraising Expense$87,320
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$777,460--$777,460
Other Salaries and Wages$16,598$16,598$33,196$66,392
Fees for Services Other-$55,286-$55,286
Other Employee Benefits$5,146$5,146$10,291$20,583
Pension Plan Contributions$1,992$1,992$3,984$7,968
Advertising$326-$6,755$7,081
Travel-$2,893$2,893$5,786
Fees for Services Accounting-$5,575-$5,575
Conferences and Meetings-$3,263-$3,263
Office Expenses$844-$114$958
Other Expenses$272$0$0$272
Information Technology-$141$55$196
Total Functional Expenses$810,552$98,920$87,320$996,792
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Regents of the University of California (uc Press)Oakland, CAUniv of CaliforniaPublication and Program Subsidies$777,460
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The taxpayer's accounting firm forwarded the form 990 to university of california press foundation, who forwarded it to its finance committee and board of trustees for their review prior to filing the form 990. Trustees and committee members were encouraged to review the form 990 and to forward their questions to university of california press foundation or the accounting firm to be addressed.”

Form 990, Part VI, Section B, Line 12C

“University of california press foundation requires an annual affirmation that all trustees have received, read, understand, and agree to comply with the conflict of interest policy. In addition, the policy requires that trustees annually disclose any financial interest through business, investment, or family as described in the policy and that they immediately disclose any new such interests that arise at any time of the year. Trustees' disclosure must be made immediately upon the occurrence of any event requiring disclosure under this policy and before the consideration of an affected transaction or arrangement, if not previously disclosed in the most recent annual disclosure statement. Upon any such disclosure, the trustee shall leave the governing board and/or committee while the remaining trustees determine if a conflict of interest exists. If the governing board or committee determines the trustee has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are provided to the public upon request for the same period of time set forth in sec. 6104(d).”

Filing and Contact Details

Filer

Filer Name
Uc Press Foundation
EIN
94-2682969
Phone
5108838232
Address
155 GRAND AVENUE NO 400, OAKLAND, CA 94612

Signing Officer

Name
Todor Grigorov
Title
CFO of Uc Press
Phone
5108838299
Signed
2016-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todor Grigorov
Formed
1981
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
18

Preparer

Firm
Hood & Strong Llp
Address
100 FIRST STREET 14TH FLOOR, SAN FRANCISCO, CA 94105
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Cash to accrual adjustment 7,020,375.”

Financial Statement Notes

PART V, LINE 4:

“For endowments that donors have not specifically defined a spending policy, state law allows the foundation to appropriate so much of net appreciation on endowment investments as is prudent considering the foundation's long and short-term needs, present and anticipated financial requirements, expected total return on its investments, price level trends, and general economic conditions. Under the foundation's endowment spending policy, 4.75% of the 60-month rolling average market value of assets in the endowed fund(s) may be appropriated. Amounts appropriated for spending may exceed actual realized earnings from endowments. To satisfy its long-term rate-of-return objectives, the foundation relies on a total return strategy in which investment returns are achieved through both capital appreciation (realized and unrealized) and current yield (interest and dividends). All investments are managed by the office of the treasurer of the regents of the university of california through its investment pools.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE & TREASURER (EX-OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE (EX-OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DEPUTY DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0202455
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0777460
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0777460
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0777460
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0202455
IRS990/GrossReceiptsAmt01038470
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt055
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0141
IRS990/InformationTechnologyGrp/TotalAmt0196
IRS990/InvestmentIncomeGrp/ExclusionAmt0163879
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163879
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08920838
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016108362
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0126577
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE UNIVERSITY OF CALIFORNIA PRESS FOUNDATION (INCORPORATED IN 1981) IS DEDICATED TO RAISING PHILANTHROPIC SUPPORT AND COMMUNITY VISIBILITY TO ENSURE THE LONG-TERM SUSTAINABILITY OF UC PRESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08981594
IRS990/NetAssetsOrFundBalancesEOYAmt016731858
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0202455
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0202455
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0688211
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt030032
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0114
IRS990/OfficeExpensesGrp/ProgramServicesAmt0844
IRS990/OfficeExpensesGrp/TotalAmt0958
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt07020375
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010291
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05146
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05146
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020583
IRS990/OtherExpensesGrp/Desc0EVENTS AND ENTERTAINMEN
IRS990/OtherExpensesGrp/Desc1CULTIVATION & STEWARDSH
IRS990/OtherExpensesGrp/Desc2BANKING, TAXES AND RELA
IRS990/OtherExpensesGrp/Desc3STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt030032
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15851
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt06826
IRS990/OtherExpensesGrp/ProgramServicesAmt11088
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt3272
IRS990/OtherExpensesGrp/TotalAmt036858
IRS990/OtherExpensesGrp/TotalAmt16939
IRS990/OtherExpensesGrp/TotalAmt22175
IRS990/OtherExpensesGrp/TotalAmt3272
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033196
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016598
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016598
IRS990/OtherSalariesAndWagesGrp/TotalAmt066392
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/FundraisingAmt03984
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01992
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01992
IRS990/PensionPlanContributionsGrp/TotalAmt07968
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07284511
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt014375353
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0134750
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0445581
IRS990/PrincipalOfficerNm0TODOR GRIGOROV
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0548249
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01016661
IRS990/PYInvestmentIncomeAmt0342825
IRS990/PYOtherExpensesAmt0101385
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-379892
IRS990/PYSalariesCompEmpBnftPaidAmt0152920
IRS990/PYTotalExpensesAmt01270966
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0891074
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt041678
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0672136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0548249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0998518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01074533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01107032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04400468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0163879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0152512
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0139713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0525926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0248283
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01230313
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68970
IRS990ScheduleA/PublicSupportPY170Pct00.61550
IRS990ScheduleA/PublicSupportTotal170Amt03883432
IRS990ScheduleA/SubstantialContributorsTotAmt0517036
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0672136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0548249
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0998518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01074533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01107032
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04400468
IRS990ScheduleA/TotalSupportAmt05630781
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014872670
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt067850
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt015453224
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01054546
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0541842
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013112095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0152512
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014872670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02002588
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0394525
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012187061
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0154613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013112095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01350768
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0580347
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012506062
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0274583
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012187061
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0613742
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010791301
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0196286
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012506062
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02024482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0506007
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt016108362
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FUNDS INVESTED IN THE UNIVERSITY OF CALIFORNIA TREASURER'S INVESTMENT POOLS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.58210
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR ENDOWMENTS THAT DONORS HAVE NOT SPECIFICALLY DEFINED A SPENDING POLICY, STATE LAW ALLOWS THE FOUNDATION TO APPROPRIATE SO MUCH OF NET APPRECIATION ON ENDOWMENT INVESTMENTS AS IS PRUDENT CONSIDERING THE FOUNDATION'S LONG AND SHORT-TERM NEEDS, PRESENT AND ANTICIPATED FINANCIAL REQUIREMENTS, EXPECTED TOTAL RETURN ON ITS INVESTMENTS, PRICE LEVEL TRENDS, AND GENERAL ECONOMIC CONDITIONS. UNDER THE FOUNDATION'S ENDOWMENT SPENDING POLICY, 4.75% OF THE 60-MONTH ROLLING AVERAGE MARKET VALUE OF ASSETS IN THE ENDOWED FUND(S) MAY BE APPROPRIATED. AMOUNTS APPROPRIATED FOR SPENDING MAY EXCEED ACTUAL REALIZED EARNINGS FROM ENDOWMENTS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). ALL INVESTMENTS ARE MANAGED BY THE OFFICE OF THE TREASURER OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA THROUGH ITS INVESTMENT POOLS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.41790

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,749,851
Liabilities
$17,993
Net assets
$16,731,858
Revenue
$1,038,470
Expenses
$996,792
Net income
$41,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.01$23.8$1.24$1.43$0.19
2023Detailed filing. Detailed filing data is available for this year.$28.3$0.01$28.3$1.16$0.77$0.39
2022Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$0.74$1.01$0.28
2021Detailed filing. Detailed filing data is available for this year.$23.3$0.20$23.1$0.98$1.49$0.51
2020Detailed filing. Detailed filing data is available for this year.$18.7$0.04$18.7$1.09$1.20$0.11
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.03$18.4$0.95$1.21$0.27
2018Detailed filing. Detailed filing data is available for this year.$17.9$0.07$17.9$1.68$1.13$0.56
2017Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.89$1.12$0.22
2016Detailed filing. Detailed filing data is available for this year.$15.5$0.02$15.5$0.72$1.15$0.43
2015Detailed filing. Detailed filing data is available for this year.$16.7$0.02$16.7$1.04$1.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.89$1.27$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.33$0.00$9.33$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.76$0.00$9.76$1.49
2011Summary only. Only limited summary data is available for this year.$14.1$0.00$14.1$1.36$1.59$0.24