Civic Intelligence

The UCLA Foundation

990T • Fiscal year 2022 • EIN 95-2250801

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

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10889 Wilshire Blvd STE 1500Los Angeles, CA 90024

(310) 794-3193

Siviq Scores

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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.

$8.0B$6.0B$4.0B$2.0B$0Assets 2011: $1,967,157,719Liabilities 2011: $228,312,671Net Assets 2011: $1,738,845,0482011Assets 2012: $1,912,889,678Liabilities 2012: $207,212,786Net Assets 2012: $1,705,676,8922012Assets 2013: $2,170,510,867Liabilities 2013: $228,054,503Net Assets 2013: $1,942,456,3642013Assets 2014: $2,548,020,518Liabilities 2014: $269,378,692Net Assets 2014: $2,278,641,8262014Assets 2015: $2,677,364,077Liabilities 2015: $280,218,638Net Assets 2015: $2,397,145,4392015Assets 2016: $2,672,714,484Liabilities 2016: $284,612,668Net Assets 2016: $2,388,101,8162016Assets 2017: $3,034,431,364Liabilities 2017: $305,532,965Net Assets 2017: $2,728,898,3992017Assets 2018: $3,539,413,765Liabilities 2018: $392,131,226Net Assets 2018: $3,147,282,5392018Assets 2019: $3,780,005,104Liabilities 2019: $395,947,230Net Assets 2019: $3,384,057,8742019Assets 2020: $4,010,086,236Liabilities 2020: $393,047,063Net Assets 2020: $3,617,039,1732020Assets 2021: $5,049,182,336Liabilities 2021: $472,831,937Net Assets 2021: $4,576,350,3992021Assets 2022: $4,999,387,840Liabilities 2022: $494,705,904Net Assets 2022: $4,504,681,9362022Assets 2023: $5,546,186,990Liabilities 2023: $469,798,626Net Assets 2023: $5,076,388,3642023Assets 2024: $6,010,184,035Liabilities 2024: $501,735,465Net Assets 2024: $5,508,448,5702024

Latest loaded filing

2024

Assets$6,010,184,035
Liabilities$501,735,465
Net Assets$5,508,448,570

Operations Trend

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

$1.0B$500M$0Revenue 2011: $507,920,689Expenses 2011: $175,889,665Net Income 2011: $332,031,0242011Revenue 2012: $279,017,021Expenses 2012: $251,529,929Net Income 2012: $27,487,0922012Revenue 2013: $407,857,069Expenses 2013: $271,455,076Net Income 2013: $136,401,9932013Revenue 2014: $434,918,600Expenses 2014: $245,333,506Net Income 2014: $189,585,0942014Revenue 2015: $385,272,859Expenses 2015: $257,454,018Net Income 2015: $127,818,8412015Revenue 2016: $330,145,844Expenses 2016: $259,253,712Net Income 2016: $70,892,1322016Revenue 2017: $440,225,322Expenses 2017: $292,839,220Net Income 2017: $147,386,1022017Revenue 2018: $691,938,580Expenses 2018: $355,582,148Net Income 2018: $336,356,4322018Revenue 2019: $557,879,629Expenses 2019: $333,382,411Net Income 2019: $224,497,2182019Revenue 2020: $558,615,011Expenses 2020: $349,625,642Net Income 2020: $208,989,3692020Revenue 2021: $636,368,398Expenses 2021: $396,685,031Net Income 2021: $239,683,3672021Revenue 2022: $885,107,492Expenses 2022: $398,046,449Net Income 2022: $487,061,0432022Revenue 2023: $902,834,305Expenses 2023: $465,030,054Net Income 2023: $437,804,2512023Revenue 2024: $722,471,550Expenses 2024: $505,905,147Net Income 2024: $216,566,4032024

Latest loaded filing

2024

Revenue$722,471,550
Expenses$505,905,147
Net Income$216,566,403
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

The ucla foundation is the giving, receiving and investing arm of the ucla campus. The foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. Private philanthropy provides the margin of excellence that makes ucla stand out and stand above the rest.

Filing and Contact Details

Filer

Filer Name
Ucla Foundation
EIN
95-2250801
In Care Of
% JULIE SINA
Phone
3107943193
Address
10889 Wilshire Blvd STE 1500, Los Angeles, CA 90024

Signing Officer

Name
Rhea Turteltaub
Title
CFO
Phone
3107943193
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
2001 MARKET STREET SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Erica R Mcreynolds Director
Phone
2673303000
Raw XML Appendix97 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt01033364
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
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IRS1120ScheduleD/NetCapitalGainAmt01033364
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01077363
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-43999
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0829961
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-43999
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0829961
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0INVESTMENTS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0829961
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-43999
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0INVESTMENTS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-43999
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AmendedReturnInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JULIE SINA
IRS990T/BooksInCareOfDetail/PhoneNum03107943193
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt010889 WILSHIRE BOULEVARD SUITE 110
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd090024
IRS990T/BookValueAssetsEOYAmt04999387840
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt040000
IRS990T/OverpaymentSection/OverpaymentAmt040000
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IRS990T/PriorYearOverpaymentCreditAmt040000
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IRS990TScheduleA/SalariesAndWagesAmt0389505
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IRS990TScheduleA/TaxesAndLicensesAmt044266
IRS990TScheduleA/TotalDeductionsAmt02859650
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-401548
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01212459
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01212459
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1647191
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-1647191
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt040000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-1647191
IRS990T/TotalUBTIBeforeSection199AAmt0-1647191
IRS990T/TotalUBTIComputedAmt0-1647191
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RHEA TURTELTAUB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03107943193
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UCLA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UCLA
ReturnHeader/Filer/EIN0952250801
ReturnHeader/Filer/InCareOfNm0% JULIE SINA
ReturnHeader/Filer/PhoneNum03107943193
ReturnHeader/Filer/USAddress/AddressLine1Txt010889 Wilshire Blvd STE 1500
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET STREET SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
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ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA R MCREYNOLDS DIRECTOR
ReturnHeader/ReturnTs02023-05-15T10:08:45-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SINA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6,010$502$5,508$722$506$217
2023Summary only. Only limited summary data is available for this year.$5,546$470$5,076$903$465$438
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,999$495$4,505$885$398$487
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,049$473$4,576$636$397$240
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,010$393$3,617$559$350$209
2019Summary only. Only limited summary data is available for this year.$3,780$396$3,384$558$333$224
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,539$392$3,147$692$356$336
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,034$306$2,729$440$293$147
2016Summary only. Only limited summary data is available for this year.$2,673$285$2,388$330$259$70.9
2015Detailed filing. Detailed filing data is available for this year.$2,677$280$2,397$385$257$128
2014Detailed filing. Detailed filing data is available for this year.$2,548$269$2,279$435$245$190
2013Summary only. Only limited summary data is available for this year.$2,171$228$1,942$408$271$136
2012Summary only. Only limited summary data is available for this year.$1,913$207$1,706$279$252$27.5
2011Summary only. Only limited summary data is available for this year.$1,967$228$1,739$508$176$332