Civic Intelligence

The U C Davis Foundation

990T • Fiscal year 2022 • EIN 94-6081352

Jul 01, 2021 to Jun 30, 2022 • Filed on May 01, 2023

Organization ProfileGIVING.UCDAVIS.EDU/WAYS-TO-GIVE/UC-DAVIS-FDN
202 COUSTEAU PLACE Suite STE 185Davis, CA 95618

(530) 754-2005

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0B$500M$0Assets 2011: $265,686,865Liabilities 2011: $13,973,436Net Assets 2011: $251,713,4292011Assets 2012: $277,950,213Liabilities 2012: $14,211,823Net Assets 2012: $263,738,3902012Assets 2013: $302,993,553Liabilities 2013: $14,661,177Net Assets 2013: $288,332,3762013Assets 2014: $355,169,310Liabilities 2014: $6,093,863Net Assets 2014: $349,075,4472014Assets 2015: $392,026,288Liabilities 2015: $7,672,251Net Assets 2015: $384,354,0372015Assets 2016: $388,470,929Liabilities 2016: $6,225,707Net Assets 2016: $382,245,2222016Assets 2017: $459,876,954Liabilities 2017: $6,426,914Net Assets 2017: $453,450,0402017Assets 2018: $502,777,582Liabilities 2018: $15,954,650Net Assets 2018: $486,822,9322018Assets 2019: $537,238,485Liabilities 2019: $14,102,134Net Assets 2019: $523,136,3512019Assets 2020: $548,849,717Liabilities 2020: $13,035,056Net Assets 2020: $535,814,6612020Assets 2021: $716,342,130Liabilities 2021: $17,811,331Net Assets 2021: $698,530,7992021Assets 2022: $705,620,190Liabilities 2022: $13,654,814Net Assets 2022: $691,965,3762022Assets 2023: $757,985,640Liabilities 2023: $17,833,258Net Assets 2023: $740,152,3822023Assets 2024: $829,132,607Liabilities 2024: $20,835,742Net Assets 2024: $808,296,8652024Assets 2025: $948,453,008Liabilities 2025: $27,096,131Net Assets 2025: $921,356,8772025

Latest loaded filing

2025

Assets$948,453,008
Liabilities$27,096,131
Net Assets$921,356,877
Open 2025 Filing

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $27,980,386Expenses 2011: $15,687,237Net Income 2011: $12,293,1492011Expenses 2012: $17,890,1732012Expenses 2013: $23,017,0062013Revenue 2014: $52,168,353Expenses 2014: $33,701,230Net Income 2014: $18,467,1232014Revenue 2015: $51,894,485Expenses 2015: $29,145,939Net Income 2015: $22,748,5462015Revenue 2016: $48,166,727Expenses 2016: $33,860,243Net Income 2016: $14,306,4842016Revenue 2017: $70,942,642Expenses 2017: $40,312,010Net Income 2017: $30,630,6322017Revenue 2018: $47,300,098Expenses 2018: $35,872,364Net Income 2018: $11,427,7342018Revenue 2019: $55,348,042Expenses 2019: $37,709,797Net Income 2019: $17,638,2452019Revenue 2020: $60,814,644Expenses 2020: $40,782,388Net Income 2020: $20,032,2562020Revenue 2021: $110,976,640Expenses 2021: $52,365,574Net Income 2021: $58,611,0662021Revenue 2022: $81,292,542Expenses 2022: $58,261,835Net Income 2022: $23,030,7072022Revenue 2023: $87,059,600Expenses 2023: $67,408,127Net Income 2023: $19,651,4732023Revenue 2024: $90,089,302Expenses 2024: $93,828,011Net Income 2024: -$3,738,7092024Revenue 2025: $117,403,041Expenses 2025: $81,019,962Net Income 2025: $36,383,0792025

Latest loaded filing

2025

Revenue$117,403,041
Expenses$81,019,962
Net Income$36,383,079
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 1, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Filing and Contact Details

Filer

Filer Name
The Uc Davis Foundation
EIN
94-6081352
In Care Of
% SHAUN KEISTER
Phone
5307542005
Address
202 COUSTEAU PLACE Suite STE 185, DAVIS, CA 95618

Signing Officer

Name
Shaun Keister
Title
Treasurer
Phone
5307542005
Signed
2023-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
2001 MARKET STREET - SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Erica Mcreynolds
Phone
2673303000
Raw XML Appendix103 raw XML fields

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

Path#Value
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IRS1120ScheduleD/NetCapitalGainAmt02212923
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt02630101
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-417178
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01647642
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt01647642
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-417178
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0-417178
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-77577
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt1-77577
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PARTNERSHIP INVESTMENTS LT
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1GAIN (LOSS) FROM FORM 6781
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt01647642
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt01647642
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-417178
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0-417178
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0-417178
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BalanceDueAmt0521353
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHAUN KEISTER
IRS990T/BooksInCareOfDetail/PhoneNum05307542005
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0202 COUSTEAU PLACE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Davis
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd095618
IRS990T/BookValueAssetsEOYAmt0705620190
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt04683
IRS990T/ESPenaltyAmt05742
IRS990T/EstimatedTaxPaymentsAmt0120000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PriorYearOverpaymentCreditAmt046308
IRS990TScheduleA/CapitalGainNetIncomeAmt02212923
IRS990TScheduleA/OtherDeductionsAmt010652
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt010652
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01050647
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt03263570
IRS990TScheduleA/TotUnrltTrdBusIncmAmt03263570
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt03252918
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03252918
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0681919
IRS990T/TaxLessCreditsAmt0681919
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0166308
IRS990T/TotalTaxAmt0681919
IRS990T/TotalTaxComputationAmt0681919
IRS990T/TotalUBTIAmt03247235
IRS990T/TotalUBTIBeforeNOLSpecificAmt03248235
IRS990T/TotalUBTIBeforeSection199AAmt03248235
IRS990T/TotalUBTIComputedAmt03252918
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUN KEISTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05307542005
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UC DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UCDA
ReturnHeader/Filer/EIN0946081352
ReturnHeader/Filer/InCareOfNm0% SHAUN KEISTER
ReturnHeader/Filer/PhoneNum05307542005
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 COUSTEAU PLACE Suite STE 185
ReturnHeader/Filer/USAddress/CityNm0DAVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095618
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET STREET - SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA MCREYNOLDS
ReturnHeader/ReturnTs02023-05-02T11:29:19-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TANIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALDEN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$948$27.1$921$117$81.0$36.4
2024Summary only. Only limited summary data is available for this year.$829$20.8$808$90.1$93.8$3.74
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$758$17.8$740$87.1$67.4$19.7
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$706$13.7$692$81.3$58.3$23.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$716$17.8$699$111$52.4$58.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$549$13.0$536$60.8$40.8$20.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$537$14.1$523$55.3$37.7$17.6
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$503$16.0$487$47.3$35.9$11.4
2017Summary only. Only limited summary data is available for this year.$460$6.43$453$70.9$40.3$30.6
2016Detailed filing. Detailed filing data is available for this year.$388$6.23$382$48.2$33.9$14.3
2015Detailed filing. Detailed filing data is available for this year.$392$7.67$384$51.9$29.1$22.7
2014Detailed filing. Detailed filing data is available for this year.$355$6.09$349$52.2$33.7$18.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$303$14.7$288$23.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$278$14.2$264$17.9
2011Summary only. Only limited summary data is available for this year.$266$14.0$252$28.0$15.7$12.3