Civic Intelligence

Michael J Connell Memorial Fund C/O Allen & Kimbell

EIN 95-6032559 • 501(c)3 • Santa Barbara, CA

Profile

Support regents of university of california.

317 E Carrillo StSanta Barbara, CA 93101

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-6425%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$49,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 48.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

2nd percentile

-88%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$903,759

Down $6,555,263 (-88%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$903,759

Down $6,555,263 (-88%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin1st percentile

Revenue

Down

$102,022

Down $455,929 (-82%) from 2023

Expenses

Down

$6,657,285

Down $1,534,100 (-19%) from 2023

Net Income

Up

-$6,555,263

Up $1,078,171 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $15,554,040Liabilities 2011: $0Net Assets 2011: $15,554,0402011Assets 2012: $15,595,849Liabilities 2012: $0Net Assets 2012: $15,595,8492012Assets 2013: $15,765,621Liabilities 2013: $0Net Assets 2013: $15,765,6212013Assets 2014: $15,696,246Liabilities 2014: $0Net Assets 2014: $15,696,2462014Assets 2015: $15,871,272Liabilities 2015: $0Net Assets 2015: $15,871,2722015Assets 2016: $15,943,056Liabilities 2016: $0Net Assets 2016: $15,943,0562016Assets 2017: $15,385,828Liabilities 2017: $0Net Assets 2017: $15,385,8282017Assets 2018: $15,665,303Liabilities 2018: $0Net Assets 2018: $15,665,3032018Assets 2019: $15,386,360Liabilities 2019: $0Net Assets 2019: $15,386,3602019Assets 2020: $14,966,546Liabilities 2020: $0Net Assets 2020: $14,966,5462020Assets 2021: $15,395,488Liabilities 2021: $0Net Assets 2021: $15,395,4882021Assets 2022: $15,092,456Liabilities 2022: $0Net Assets 2022: $15,092,4562022Assets 2023: $7,459,022Liabilities 2023: $0Net Assets 2023: $7,459,0222023Assets 2024: $903,759Liabilities 2024: $0Net Assets 2024: $903,7592024

Highlighted filing

2024

Assets$903,759
Liabilities$0
Net Assets$903,759
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $785,749Expenses 2011: $990,767Net Income 2011: -$205,0182011Revenue 2012: $968,930Expenses 2012: $927,121Net Income 2012: $41,8092012Revenue 2013: $1,134,862Expenses 2013: $965,090Net Income 2013: $169,7722013Revenue 2014: $928,698Expenses 2014: $998,073Net Income 2014: -$69,3752014Revenue 2015: $1,270,859Expenses 2015: $1,095,832Net Income 2015: $175,0272015Revenue 2016: $1,063,179Expenses 2016: $991,395Net Income 2016: $71,7842016Revenue 2017: $471,462Expenses 2017: $1,028,690Net Income 2017: -$557,2282017Revenue 2018: $1,328,319Expenses 2018: $1,048,844Net Income 2018: $279,4752018Revenue 2019: $704,992Expenses 2019: $983,935Net Income 2019: -$278,9432019Revenue 2020: $639,270Expenses 2020: $1,059,084Net Income 2020: -$419,8142020Revenue 2021: $1,508,950Expenses 2021: $1,080,008Net Income 2021: $428,9422021Revenue 2022: $808,622Expenses 2022: $1,111,654Net Income 2022: -$303,0322022Revenue 2023: $557,951Expenses 2023: $8,191,385Net Income 2023: -$7,633,4342023Revenue 2024: $102,022Expenses 2024: $6,657,285Net Income 2024: -$6,555,2632024

Highlighted filing

2024

Revenue$102,022
Expenses$6,657,285
Net Income-$6,555,263
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$903,759
Liabilities
$0
Net assets
$903,759
Revenue
$102,022
Expenses
$6,657,285
Net income
-$6,555,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.10$6.66$6.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$0.00$7.46$0.56$8.19$7.63
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.00$15.1$0.81$1.11$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$1.51$1.08$0.43
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$0.64$1.06$0.42
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.00$15.4$0.70$0.98$0.28
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$1.33$1.05$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$0.47$1.03$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$1.06$0.99$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$1.27$1.10$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$0.93$1.00$0.07
2013Summary only. Only limited summary data is available for this year.$15.8$0.00$15.8$1.13$0.97$0.17
2012Summary only. Only limited summary data is available for this year.$15.6$0.00$15.6$0.97$0.93$0.04
2011Summary only. Only limited summary data is available for this year.$15.6$0.00$15.6$0.79$0.99$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,730,542
Mission and Program Overview

Mission

Support regents of university of california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,512,323$506,210▼ $2,006,113
Investments in Publicly Traded Securities$4,942,703$393,553▼ $4,549,150
Investments Other Securities$3,996$3,996→ $0
Total Assets$7,459,022$903,759▼ $6,555,263
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,459,022$903,759▼ $6,555,263
Total Net Assets Fund Balance$7,459,022$903,759▼ $6,555,263
Total Liabilities and Net Assets / Fund Balance$7,459,022$903,759▼ $6,555,263
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeff LoeblCo-trusteePT$49,000$49,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,529
Other Revenue
$84,493
Change in Net Assets
$-6,555,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,500,329
Other Expenses$107,956
Salaries, Compensation, and Employee Benefits$49,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,500,329--$6,500,329
Fees for Services Legal-$59,039-$59,039
Current Officers, Directors, Trustees, and Key Employees-$49,000-$49,000
Fees for Services Accounting-$34,575-$34,575
Fees for Service Investment Mgmnt Fees-$9,526-$9,526
Insurance-$3,440-$3,440
Other Expenses-$100-$100
Total Functional Expenses$6,500,329$156,956$0$6,657,285
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of Univ of CAOakland, CA-Support to the General Fund of the Regents of the University$6,500,329
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
Yes
Annual disclosure for covered persons
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Line 11b explanation - the 990 is reviewed by counsel to co-trustees. Once counsel has reviewed the return, the return is then circulated to co-trustees for their review and comment. Once co-trustees complete their review and approve, the return is authorized for filing by the co-trustees, and the instruction given to the accountants for co-trustees to finalize and file the return.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Michael J Connell Memorial Fund
EIN
95-6032559
Phone
8059638611
Address
317 E CARRILLO ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Jeff Loebl
Title
Co-trustee
Phone
8059628611
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Prosperity Partners
Address
200 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101
Preparer
Stephen Smith CPA
Phone
8059629175
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“There is no change in the current year for financial statment review and acceptance process.”

Raw XML Appendix389 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT REGENTS OF UNIVERSITY OF CALIFORNIA.
IRS990/AllAffiliatesIncludedInd01
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALLEN & KIMBELL
IRS990/BooksInCareOfDetail/PhoneNum08059638611
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0317 E CARRILLO ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt049000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt049000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt06500329
IRS990/CYInvestmentIncomeAmt017529
IRS990/CYOtherExpensesAmt0107956
IRS990/CYOtherRevenueAmt084493
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-6555263
IRS990/CYSalariesCompEmpBnftPaidAmt049000
IRS990/CYTotalExpensesAmt06657285
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0102022
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT TO THE GENERAL FUND OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt06500329
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034575
IRS990/FeesForServicesAccountingGrp/TotalAmt034575
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt059039
IRS990/FeesForServicesLegalGrp/TotalAmt059039
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09526
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09526
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF LOEBL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt049000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01939
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-87681
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt06500329
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06500329
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06500329
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01540839
IRS990/GrossReceiptsAmt01730542
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03440
IRS990/InsuranceGrp/TotalAmt03440
IRS990/InvestmentIncomeGrp/ExclusionAmt0105210
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105210
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03996
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03996
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04942703
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0393553
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01628520
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT REGENTS OF UNIVERSITY OF CALIFORNIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07459022
IRS990/NetAssetsOrFundBalancesEOYAmt0903759
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-87681
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-87681
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07459022
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0903759
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
IRS990/OtherExpensesGrp/Desc1CA ATTORNEY GENERAL FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01276
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1100
IRS990/OtherExpensesGrp/TotalAmt01276
IRS990/OtherExpensesGrp/TotalAmt1100
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/BusinessCd1211100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1NET ROYALTY INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt03243
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt081250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt081250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13243
IRS990/OtherRevenueTotalAmt084493
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07915422
IRS990/PYInvestmentIncomeAmt0538014
IRS990/PYOtherExpensesAmt0225963
IRS990/PYOtherRevenueAmt019937
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-7633434
IRS990/PYSalariesCompEmpBnftPaidAmt050000
IRS990/PYTotalExpensesAmt08191385
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0557951
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-6555263
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02512323
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0506210
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt08203
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt08203
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0156956
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0275963
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0-156956
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-267760
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0-267760
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0589814
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0589814
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0-227596
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0589814
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0589814
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0589814
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt06500329
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt06500329
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt08652076
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt07915422
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0890436
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0436032
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt015152405
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt06500329
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt07915422
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0736654
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt09241890
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt06500329
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0589814
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt06500329
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt06500329
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATION MAINTAINED A RELATIONSHIP WITH SUPPORTED ORGANIZATION: THE TRUSTEES ARE RESPONSIVE TO THE NEEDS OR DEMANDS OF THE UC REGENTS (THE SUPPORTED ORGANIZATION). THE TRUSTEES MAINTAINED A CLOSE, CONTINUOUS, AND HISTORIC WORKING RELATIONSHIP WITH THE UC REGENTS (THE SUPPORTED ORGANIZATION) BY PROVIDING THE UC REGENTS WITH A DETAILED ANNUAL ACCOUNTING OF ALL TRUST ACTIVITY, INCLUDING IDENTIFICATION OF ALL ASSETS, RECEIPTS, AND DISBURSEMENTS. THE SUPPORTING ORGANIZATION IS A UNITRUST, AND IS OBLIGATED TO PAY THE ENTIRE UNITRUST AMOUNT TO THE UC REGENTS ANNUALLY. TO THAT END, THE TRUSTEES ALSO FURNISH THE UC REGENTS WITH FAIR MARKET VALUES OF TRUST ASSETS AND AN EXPLANATION OF THE CALCULATION OF THE UNITRUST AMOUNT. THE UC REGENTS ARE PROVIDED WITH AN OPPORTUNITY TO ASK FOR ANY ADDITIONAL INFORMATION THEY WOULD LIKE, AND THEY ARE GIVEN AN OPPORTUNITY TO QUESTION TRUSTEE ACTIONS. THE TRUSTEES HAVE NO DISCRETION TO DISTRIBUTE ADDITIONAL AMOUNTS TO THE UC REGENTS BEYOND THE UNITRUST AMOUNT. THEREFORE, THE SUPPORTED ORGANIZATION HAS NO NEED TO VOICE ANY MORE DIRECTION OR PLAY ANY FURTHER ROLE IN THE DIRECTION OF THE SUPPORTING ORGANIZATION'S USE OF ITS INCOME OR ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2 - SUPPORTED ORGANIZATION.
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02575410
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt017108451
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01725154
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0756280
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0338469
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt015870891
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt038631
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0256627
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0511787
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0481280
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02536779
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt016851824
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt088787
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0589814
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02575410
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt017108451
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt088787
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0589814
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0943067788
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06500329
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UC REGENTS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt06500329
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06500329
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT TO THE GENERAL FUND OF THE REGENTS OF THE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0REGENTS OF UNIV OF CA
IRS990ScheduleI/RecipientTable/RecipientEIN0943067788
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 FRANKLIN STREET 8TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094607
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE 990 IS REVIEWED BY COUNSEL TO CO-TRUSTEES. ONCE COUNSEL HAS REVIEWED THE RETURN, THE RETURN IS THEN CIRCULATED TO CO-TRUSTEES FOR THEIR REVIEW AND COMMENT. ONCE CO-TRUSTEES COMPLETE THEIR REVIEW AND APPROVE, THE RETURN IS AUTHORIZED FOR FILING BY THE CO-TRUSTEES, AND THE INSTRUCTION GIVEN TO THE ACCOUNTANTS FOR CO-TRUSTEES TO FINALIZE AND FILE THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO CHANGE IN THE CURRENT YEAR FOR FINANCIAL STATMENT REVIEW AND ACCEPTANCE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07459022
IRS990/TotalAssetsEOYAmt0903759
IRS990/TotalAssetsGrp/BOYAmt07459022
IRS990/TotalAssetsGrp/EOYAmt0903759
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0156956
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06500329
IRS990/TotalFunctionalExpensesGrp/TotalAmt06657285
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07459022
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0903759
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06500329
IRS990/TotalReportableCompFromOrgAmt049000
IRS990/TotalRevenueGrp/ExclusionAmt020772
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt081250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102022
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07459022
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0903759
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0317 E CARRILLO ST
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093101
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF LOEBL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059628611
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL J CONNELL MEMORIAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ALLEN & KIMBELL
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0956032559
ReturnHeader/Filer/PhoneNum08059638611
ReturnHeader/Filer/USAddress/AddressLine1Txt0317 E CARRILLO ST
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651164012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROSPERITY PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E CARRILLO ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059629175
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN SMITH CPA
ReturnHeader/ReturnTs02025-11-17T13:59:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.