Civic Intelligence

The U C Davis Foundation

990 • Fiscal year 2021 • EIN 94-6081352

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

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

Flat

$716,342,130

Flat from 2021

Net Assets

Flat

$698,530,799

Flat from 2021

Liabilities

Flat

$17,811,331

Flat from 2021

Revenue And Expenses

Revenue

Flat

$110,976,640

Flat from 2021

Expenses

Flat

$52,365,574

Flat from 2021

Net Income

Flat

$58,611,066

Flat from 2021

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 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

Highlighted filing

2021

Assets$716,342,130
Liabilities$17,811,331
Net Assets$698,530,799
Open 2021 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 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

Highlighted filing

2021

Revenue$110,976,640
Expenses$52,365,574
Net Income$58,611,066
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$238,696,206
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$535,814,661$698,530,799▲ $162,716,138
Investments Other Securities$497,732,474$661,478,539▲ $163,746,065
Savings and Temporary Cash Investments$34,035,587$31,707,023▼ $2,328,564
Pledges and Grants Receivable$17,030,184$23,085,907▲ $6,055,723
Cash and Non-Interest-Bearing Accounts$48,705$50,658▲ $1,953
Prepaid Expenses and Deferred Charges$2,767$15,149▲ $12,382
Accounts Receivable$0$4,854▲ $4,854
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$548,849,717$716,342,130▲ $167,492,413
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$6,152,952$9,947,681▲ $3,794,729
Other Liabilities$6,816,485$7,792,834▲ $976,349
Accounts Payable and Accrued Expenses$65,619$70,816▲ $5,197
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$13,035,056$17,811,331▲ $4,776,275
Net Assets / Fund Balance
Total Net Assets Fund Balance$535,814,661$698,530,799▲ $162,716,138
Total Liabilities and Net Assets / Fund Balance$548,849,717$716,342,130▲ $167,492,413

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$56,652--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$484,130,252$22,724,183▲ $153,977,022$130,137$642,860,571
2019$477,812,592$21,648,025▲ $1,322,004$121,130$484,130,252
2018$442,614,568$23,550,431▲ $27,060,950$151,317$477,812,592
2017$400,127,414$21,966,218▲ $35,516,144$144,596$442,614,568
2016$325,497,100$42,812,246▲ $45,336,877$140,633$400,127,414
Compensation and Service Providers

Board Members and Trustees

NameTitle
Darryl L GossChair
Shaun B KeisterPresident
Cecelia Lakatos SullivanVice Chair
Bruce G WestTrustee
David J LouryTrustee
Debby SteguraTrustee
Deborah J NeffTrustee
Glenys M KayeTrustee
Jane RosenbergTrustee
Kevin M BaconTrustee
Marc J VerissimoTrustee
May SeemanTrustee
Stephen MeiselTrustee
Susan MayerTrustee
Gary S MayChancellor
Paul J ProkopSecretary
Tania WaldenTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$60,456,514
Program Service Revenue
$0
Investment Income
$50,520,126
Other Revenue
$0
All Other Contributions
$60,456,514
Change in Net Assets
$58,611,066

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded149$12,999,859Stock Broker Median
Total Noncash Contributions149$12,999,859-

Audited Revenue Reconciliation

Revenue per Audited Statements
$110,976,640
Revenue Not Reported on Form 990
$104,105,072
Total Revenue per Audited Statements
$215,081,712
Total Revenue per Form 990
$110,976,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,220,451
Other Expenses$145,123
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,165,451--$52,165,451
Grants to Domestic Individuals$55,000--$55,000
Fees for Service Investment Mgmnt Fees-$54,541-$54,541
Conferences and Meetings-$25,682-$25,682
Fees for Services Accounting-$24,195-$24,195
Office Expenses-$12,236-$12,236
Fees for Services Management-$7,214-$7,214
Other Expenses$14,550$1,705-$1,705
Total Functional Expenses$52,235,001$130,573$0$52,365,574

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$52,365,574
Total Expenses per Audited Statements$52,365,574
Total Expenses per Form 990$52,365,574
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of California DavisDavis, CA501(c)(3)Support Education$52,165,451
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Remainder Trusts$7,792,834
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

“Management works together with its external accounting firm, pricewaterhousecoopers llp to prepare a draft form 990. The audit committee reviews the draft form 990 before it is sent out to the entire board of trustees prior to filing. Pricewaterhousecoopers llp signs the return as paid preparer.”

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

“Monitoring and enforcing compliance of conflict of interest policy the conflict of interest questionnaire is sent to all trustees and foundation officers annually. Trustees shall disqualify themselves from making, participating in making, or in any way attempting to use their official position to influence a decision in which they have or would have a financial interest. The university of california davis foundation program manager reviews all of the responses to the completed conflict of interest questionnaires. If a conflict is discovered it is escalated to the appropriate party within the organization.”

Form 990, Part VI, Section B, Lines 15A & 15B

“Process of determining compensation of the ceo and other officers no officers or other employees received any compensation from the filing organization (e.g., foundation) during fy21. All are employees of the university of california, davis, a related organization, and are compensated by that related organization. Senior management, including the chancellor, are compensated in accordance with university of california regents' policy 7701. A number of factors are considered in determining fair and reasonable compensation including: performance, peer comparability data, external market comparability, scope and breadth of experience and responsibilities. Compensation of the chancellor is approved by the regents.”

Form 990, Part VI, Section C, Line 19

“Governing documents governing documents, conflict of interest policy, and financial statements are available upon request.”

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
Tania Walden
Title
Treasurer
Phone
5307542005
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaun Keister
Formed
1959
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
57

Preparer

Firm
Pricewaterhousecoopers Llp
Address
2001 MARKET STREET - SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Erica Mcreynolds
Phone
2673303000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“The intended use of the endowment funds is to provide funding for scholarships, student assistance programs and academic research for the students, employees and faculty of the university.”

Schedule D, Part X, Line 2

“The foundation prepares its financial statements in accordance with gasb; therefore there is no footnote that addresses asc 740. It is only required by fasb.”

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IRS990/OtherExpensesGrp/Desc1CHAIR DISCRETIONARY FUND
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IRS990/OtherExpensesGrp/ProgramServicesAmt014550
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$716,342,130
Liabilities
$17,811,331
Net assets
$698,530,799
Revenue
$110,976,640
Expenses
$52,365,574
Net income
$58,611,066
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
2021Detailed filing. Detailed filing data is available for this year.$716$17.8$699$111$52.4$58.6
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