2024-05-09T15:28:05-05:00 2023-06-30 PWC US TAX LLP 2001 MARKET STREET STE 1800 PHILADELPHIA PA 19103 990 2022-07-01 952250801 UCLA FOUNDATION % JULIE SINA UCLA 3107943193 10889 Wilshire Blvd STE 1500 Los Angeles CA 90024 JULIE A SINA CFO 3107943193 2024-05-07 true JULIE A SINA 999009999 ERICA R MCREYNOLDS P00977806 2673303000 2024-05-03 2 2022 2023-04-26 12:10:37Z RHEA TURTELTAUB BOX 951405 2224 Murphy Hall LOS ANGELES CA 90095 1278919318 false X www.uclafoundation.org X 1945 CA THE MISSION OF THE UCLA FOUNDATION IS TO ACTIVELY PROMOTE PHILANTHROPY AND MANAGE DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA. 27 22 0 22 -15447336 0 675195346 744522167 1923332 1680526 207988814 156631612 0 0 885107492 902834305 357514782 417277556 0 0 0 0 0 0 0 40531667 47752498 398046449 465030054 487061043 437804251 4999387840 5546186990 494705904 469798626 4504681936 5076388364 X 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. false false 377085188 376090527 0 THE UCLA FOUNDATION PROVIDES GRANTS IN SUPPORT OF THE PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, LOS ANGELES CAMPUS INCLUDING SUPPORT FOR SCHOLARSHIPS, FELLOWSHIPS, RESEARCH, CHANCELLOR'S PRIORITIES, DEVELOPMENT, SPECIAL PROJECTS AND OTHER SUPPORT OF UCLA. 41187029 41187029 0 THE UCLA FOUNDATION RAISES, RECORDS, AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS AND OTHER ORGANIZATIONS FOR THE BENEFIT OF UCLA IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF GIFTS RECEIVED, REFERRED TO AS GIFT FEES, AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES, TO UCLA TO REIMBURSE FOR SERVICES AND FACILITIES PROVIDED TO THE FOUNDATION. 9909716 0 1680526 THE UCLA FOUNDATION OPERATES THE UNENDOWED INVESTMENT POOL (UIP) FOR ITSELF AND OTHER TAX-EXEMPT RELATED ENTITIES. ALL GIFTS INTENDED FOR CURRENT EXPENDITURE AS WELL AS UNSPENT ENDOWED POOL PAYOUT AND AFFILIATED ENTITY SHORT-TERM ACCOUNTS ARE INVESTED IN THE UIP. IN ADDITION, THE FOUNDATION ACTS AS THE CUSTODIAN FOR THE ENDOWED INVESTMENT POOL. INCOME EARNED ON POOLED ASSETS HELD BY THE FOUNDATION ARE DISBURSED TO PARTICIPANT TAX-EXEMPT RELATED ENTITIES. 428181933 true true false false false true false false true true true true false false true false false true false false true false false false false false false true false true false false false false false false false false true false false false false true true true false false true 6 0 true 0 true true false false false false true true true 4 false false false false false false false false X 27 22 true false true false false false false true true false false true true true true true true false false false CA X JULIE SINA 3107943193 10889 WILSHIRE BOULEVARD SUITE 110 LOS ANGELES CA 90024 JUSTIN E BARTON CHIEF INVESTMENT OFFICER 10.0 40.0 X X 0 793398 264610 CHANCELLOR GENE D BLOCK EXOFFICIO DIRECTOR 10.0 40.0 X 0 636651 111337 RHEA TURTELTAUB EXECUTIVE VICE PRESIDENT 10.0 40.0 X X 0 556005 132509 ALLISON BAIRD-JAMES EXOFFICIO DIRECTOR 10.0 40.0 X 0 371199 104284 JULIE A SINA CHIEF FINANCIAL OFFICER 10.0 40.0 X X 0 372046 83117 GREGG GOLDMAN EXOFFICIO DIRECTOR 10.0 40.0 X 0 343092 45570 ALISSA FYFE EXECUTIVE DIRECTOR 10.0 40.0 X X 0 114573 37320 ALICIA MINANA DE LOVELACE CHAIR 1.0 0.0 X X 0 0 0 CRAIG E EHRLICH IMMEDIATE PAST CHAIR 1.0 1.0 X X 0 0 0 JOHN T MAPES DIRECTOR 1.0 1.0 X 0 0 0 DREW J ZAGER DIRECTOR 1.0 1.0 X 0 0 0 CHERYL M LOTT DIRECTOR 1.0 0.0 X 0 0 0 DAVID A ACKERT DIRECTOR 1.0 1.0 X 0 0 0 DIANA INGRAM DIRECTOR 1.0 0.0 X 0 0 0 LESLIE GILBERT-LURIE DIRECTOR 1.0 0.0 X 0 0 0 ANN DALY DIRECTOR 1.0 0.0 X 0 0 0 FLORENCE SLOAN DIRECTOR 1.0 0.0 X 0 0 0 DAVID P EISMAN DIRECTOR 1.0 0.0 X 0 0 0 JULIO HERRERA DIRECTOR 1.0 0.0 X 0 0 0 DENNIS KEEGAN DIRECTOR 1.0 0.0 X 0 0 0 MELVIN D LINDSEY DIRECTOR 1.0 0.0 X 0 0 0 CHRISTINE N SIMMONS DIRECTOR 1.0 0.0 X 0 0 0 MAUREEN E STOCKTON DIRECTOR 1.0 0.0 X 0 0 0 ZEV YAROSLAVSKY DIRECTOR 1.0 0.0 X 0 0 0 JAMAL A MADNI DIRECTOR (AS OF 7/2022) 1.0 0.0 X 0 0 0 PATRICK PETERSILIA DIRECTOR (AS OF 7/2022) 1.0 0.0 X 0 0 0 RICA RODMAN DIRECTOR (AS OF 3/2023) 1.0 0.0 X 0 0 0 MARTHA SAUCEDO DIRECTOR (AS OF 7/2022) 1.0 0.0 X 0 0 0 ANN WANG DIRECTOR (AS OF 7/2022) 1.0 0.0 X 0 0 0 0 3186964 778747 0 true true false SCHUMACHER CONSULTING LLC 11055 SANCTUARY COVE CT LAS VEGAS NE 89135 CONSULTING 270833 MITCHELL SILBERBERG KNUPP 11377 WEST OLYMPIC BLVD LOS ANGELES CA 90064 LEGAL 213999 2 744522167 55554284 744522167 ENDOWED FUND MGMT SERVICE FEES 523930 1643853 1020873 622980 UNENDOWED FUND MGMT SERVICE FEES 523930 36673 9637 27036 1680526 75898175 0 -16097352 91995527 0 0 0 0 0 456228449 590000 375495013 590000 80733436 80733437 0 0 80733437 0 0 0 0 0 0 0 0 0 0 902834305 1030510 -15447336 172728964 417277556 417277556 0 0 0 0 0 0 0 0 0 0 0 0 0 65557 64482 1075 67020 0 67020 0 0 36336722 36336722 812449 701919 110530 5739 5739 63844 13910 49934 140605 53638 86967 0 34119 2260 31859 17336 13108 4228 0 319442 178663 140779 0 0 0 1109 1109 ENDOWED POOL DISTRIBUTIONS 6565907 6565907 UNENDOWED POOL DISTRIBUTIONS 3343809 3343809 MISCELLANEOUS EXPENSE 19234 227 19007 UNRELATED BUSINESS INCOME TAX -40394 -40394 465030054 428181933 36848121 0 67361762 2504580 3912626 5140393 402351159 382711795 20080185 23624840 0 0 0 0 250000 250000 0 0 -31165 -360228 19975255 12805000 19975255 219864059 258440480 4268590890 4849196900 0 0 0 0 4203324 4702975 4999387840 5546186990 27418915 899791 0 0 2723170 2704681 0 0 385979844 381954274 0 0 0 0 0 0 78583975 84239880 494705904 469798626 X 0 0 0 0 4504681936 5076388364 4504681936 5076388364 4999387840 5546186990 X 437804251 133631464 270713 X false true X true false X 460328875 554140657 406397805 675195346 744522167 2840584850 0 0 460328875 554140657 406397805 675195346 744522167 2840584850 992421863 1848162987 30041900 26344455 52959386 62097118 75898175 247341034 0 0 3087925884 0.59851 0.62116 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 356905044 -109714372 608325030 true true false true 3456246493 237230189 261480647 141284112 36296328 3777376889 3728233296 231143672 -346764795 127878576 28487104 3456246493 2757129308 183117899 933771138 120052502 25732546 3728233297 2613184314 234664330 31187867 104189753 17717450 2757129308 2388123760 252213721 98791143 108546244 17398066 2613184314 0.37000 0.50000 0.13000 true false 19975255 0 19975255 19975255 0 F U.C. 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ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES CAMPUS INCLUDING SCHOLARSHIPS, FELLOWSHIPS, STUDENT SUPPORT, FACULTY SUPPORT AND EDUCATIONAL PROGRAMS. REVENUE ON BOOK NOT ON RETURN SCHEDULE D, PART XI, LINE 2D ALLOWANCE FOR DOUBTFUL PLEDGES ADJUSTMENT $ 270,714 REVENUE ON RETURN NOT ON BOOK SCHEDULE D, PART XI, LINE 4B GROSS-UP FOR INVESTMENT EARNINGS ON ENDOWED POOL DISTRIBUTIONS NETTED ON AUDITED FINANCIALS $ 9,909,718 REVENUE ON RETURN NOT ON BOOK SCHEDULE D, PART XII, LINE 4B GROSS-UP FOR INVESTMENT EARNINGS ON ENDOWED POOL DISTRIBUTIONS NETTED ON AUDITED FINANCIALS $ 9,909,718 FIN48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 THE FOUNDATION'S FINANCIAL STATEMENTS ARE PREPARED IN ACCORDANCE WITH GASB; THEREFORE, THERE IS NO ASC 740 FOOTNOTE REQUIRED. true North America 0 0 Investments 66010807 Central America and the Caribbean 0 0 Investments 1433717713 Europe (Including Iceland and Greenland) 0 0 Investments 102307508 East Asia and the Pacific 0 0 Investments 19613603 Sub-Saharan Africa 0 0 Investments 81723704 0 0 0 0 1703373335 1703373335 true false true true true false MONITORING PROCEDURES FORM 990, SCHEDULE F, PART I, LINE 2 THE FOUNDATION TRANSFERS MONIES TO UCLA WHICH ASSUMES FIDUCIARY RESPONSIBILITY FOR ACTUAL DISBURSEMENT. CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. UCLA'S INTERNAL AUDIT DEPARTMENT PERFORMS A REVIEW OF GRANT EXPENDITURES MADE TO CAMPUS, USING A SAMPLING METHODOLOGY. ONCE THE GRANT SELECTION HAS BEEN MADE, THEY REVIEW ALL EXPENSES RECORDED TO CONFIRM THAT THE FUNDS WERE USED FOR THE AWARDED PURPOSE. INTERNAL AUDIT COMMUNICATES THEIR FINDINGS TO BOTH THE UCLA FOUNDATION'S AUDIT COMMITTEE AS WELL AS TO THE CHANCELLOR OF UCLA. 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CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. UCLA'S INTERNAL AUDIT DEPARTMENT PERFORMS A REVIEW OF GRANT EXPENDITURES MADE TO CAMPUS USING A SAMPLING METHODOLOGY. ONCE THE GRANT SELECTION HAS BEEN MADE THEY REVIEW ALL EXPENSES RECORDED TO CONFIRM THAT THE FUNDS WERE USED FOR THE AWARDED PURPOSE. INTERNAL AUDIT COMMUNICATES THEIR FINDINGS TO BOTH THE UCLA FOUNDATION'S AUDIT COMMITTEE AS WELL AS TO THE CHANCELLOR OF UCLA. THIS REVIEW IS PERFORMED ANNUALLY. GRANTS TO ORGANIZATIONS OTHER THAN UCLA ARE EITHER PROVIDED THROUGH DONOR AGREEMENTS (E.G., DONOR ADVISED FUNDS) OR ANOTHER SELECTION PROCESS. THE FOUNDATION UTILIZES PRE-AWARD PROCEDURES (E.G., VERIFICATION OF 501(C)(3) STATUS, ETC.) AND INQUIRIES TO ENSURE THE GRANTEE ORGANIZATION MEETS THE REQUIREMENTS FOR APPROVED PROGRAM FUNDING. 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PROCESS OF DETERMINING OFFICER COMPENSATION FORM 990, SCHEDULE J, PART II NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION DURING FYE 06/30/23. EACH WAS AN EMPLOYEE OF UCLA OR UCLA INVESTMENT COMPANY, RELATED ORGANIZATIONS, AND WAS COMPENSATED PRIMARILY FOR SERVICES TO THOSE ORGANIZATIONS. COMPENSATION INFORMATION REFLECTS ALL COMPENSATION RECEIVED DURING THE CALENDAR YEAR 2022. X 599 55554284 AVAIL HI/LOW DON DAT 4 false true true NUMBER OF CONTRIBUTIONS FORM 990, SCHEDULE M, PART I, COLUMN B THE NUMBER OF DONATIONS REPORTED IN COLUMN B IS BASED ON THE NUMBER OF GIFTS RECEIVED FROM DONORS. FORM 990, SCHEDULE M, LINE 32B OUTSIDE AUCTION HOUSES ARE USED ON AN "AS NEEDED" BASIS TO ASSIST IN THE SALE OF ART WORK, HOUSEHOLD ITEMS, COLLECTIBLES AND SIMILAR ASSETS. BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 SOME DIRECTORS WHO OWN PROPERTIES OR ARE BUSINESS OWNERS HAVE BUSINESS RELATIONSHIPS WITH CUSTOMERS AND VENDORS, INCLUDING SOME OTHER MEMBERS OF THE BOARD. CHANGES TO THE BYLAWS FORM 990, PART VI, SECTION A, LINE 4 DURING THE FISCAL YEAR 2023, THE UCLA FOUNDATION ("THE FOUNDATION") MADE CHANGES TO THE BYLAWS. PER THE CHANGES, COMMITTEE CHAIR TOLLING WAS ELIMINATED AND THE TIME THAT COMMITTEE CHAIRS SPEND IN THAT POSITON WILL COUNT TOWARDS THE MAXIMUM YEARS OF SERVICE ALLOWED. CERTAIN DIRECTORS MAY EXCEEDS THE MAXIMUM YEARS OF SERVICE UPON MEETING CERTAIN CONDITIONS. EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, CHAIR-ELECT, IMMEDIATE PAST CHAIR, CHAIR OF THE UCLA INVESTMENT COMPANY, CHAIR OF THE PHILANTHROPY COMMITTEE, EXECUTIVE VICE-PRESIDENT, THE UCLA CHANCELLOR, AND THE CHIEF OPERATING OFFICER. THE EXECUTIVE COMMITTEE SETS THE AGENDA FOR THE MEETINGS OF THE BOARD OF DIRECTORS, NOMINATES THE CHAIR-ELECT AND THE CHAIR OF THE UCLA INVESTMENT COMPANY, REVIEWS PROPOSALS TO AMEND THE BYLAWS AND THE ANNUAL DIRECTORS CONFLICT OF INTEREST STATEMENTS, AND TO THE EXTENT ALLOWED BY LAW AND NOT OTHERWISE RESTRICTED BY THE BOARD OF DIRECTORS, FROM TIME-TO-TIME HAS ALL THE AUTHORITY OF THE BOARD OF DIRECTORS. PROVIDING 990 TO GOVERNING BOARD FORM 990, PART VI, SECTION B, LINE 11A MANAGEMENT WORKS WITH AN OUTSIDE ACCOUNTING FIRM IN PREPARING A DRAFT FORM 990. IN ACCORDANCE WITH ITS CHARTER, THE UCLA FOUNDATION AUDIT COMMITTEE REVIEWS THE DRAFT 990 DURING ITS ANNUAL SPRING MEETING. THE FINAL FORM 990 IS MADE AVAILABLE TO THE ENTIRE GOVERNING BODY THROUGH A SECURE INTRANET SITE PRIOR TO FILING WITH THE IRS. CONFLICTS OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12 THE UCLA FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS, COMMITTEE MEMBERS, OFFICERS AND PAID STAFF WHO SUPPORT THE FOUNDATION ("MEMBERS"). MEMBERS ARE REQUIRED TO COMPLETE THE ACKNOWLEDGEMENT AND CERTIFICATION FORM IN THE ETHICS AND CONFLICT OF INTEREST STATEMENT ANNUALLY. CONFLICT DISCLOSURES REPORTED ON CERTIFICATION FORMS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND, IF NECESSARY, FORWARDED TO THE BOARD OF DIRECTORS FOR APPROVAL. AFTER DISCLOSURE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS CONCERNING THE TRANSACTION, INCLUDING DISCUSSION WITH THE INTERESTED MEMBER, THE INTERESTED MEMBER SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING VOTING MEMBERS. IF DETERMINED THAT A CONFLICT EXISTS, THE INTERESTED MEMBER MAY MAKE A PRESENTATION AT A BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. IF APPROPRIATE IN THE DISCRETION OF THE BOARD OR COMMITTEE, ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT SHOULD BE INVESTIGATED. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CAN BE OBTAINED FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IN THE ABSENCE OF SUCH AN ALTERNATIVE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IF A CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS REPORTED AND ALLOWED TO EXIST BY VOTE OF THE BOARD OF DIRECTORS, IT IS REQUIRED THAT THE CONFLICT BE RECONSIDERED ANNUALLY UNTIL IT IS RESOLVED. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINE 15A & B ALL UCLA FOUNDATION STAFF ARE EMPLOYEES OF THE REGENTS OF UNIVERSITY OF CALIFORNIA AND RECEIVE SALARY AND BENEFITS FROM THE UNIVERSITY. SALARY RANGES AND BENEFITS ARE DETERMINED BY UCLA IN ACCORDANCE WITH ITS CAMPUS POLICIES AND CLASSIFICATION GUIDELINES. UCLA IS RESPONSIBLE FOR PAYING ALL WAGES, AND REPORTING ALL WAGES, PAYROLL TAXES AND OTHER EMPLOYMENT-RELATED AMOUNTS ON ITS PAYROLL TAX RETURNS WHICH ARE FILED UNDER EIN 95-6006143. AVAILABILITY OF GOVERNING DOCUMENTS AND POLICIES FORM 990, PART VI, SECTION C, LINE 19 ARTICLES OF INCORPORATION, BYLAWS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 INCREASE IN ALLOWANCE FOR DOUBTFUL PLEDGES: $270,713 UCLA INVESTMENT COMPANY 10920 WILSHIRE BLVD STE 900 LOS ANGELES CA 90024 452586739 ENDOW MGMT CA 501 (C)(3) 11.a UCLA FOUND true UNIVERSITY OF CALIFORNIA LOS ANGELES 405 S HILGARD AVENUE LOS ANGELES CA 90095 956006143 EDUC/RESEARCH CA 501 (C)(3) 6 STATE OF CA false REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET OAKLAND CA 94607 943067788 EDUCATION CA STATE OF CA false CHARITABLE REMAINDER UNITRUST (44) 10920 WILSHIRE BOULEVARD LOS ANGELES CA 90024 CHARITABLE TR CA NA Trust true POOLED INCOME FUND (1) 10920 WILSHIRE BOULEVARD LOS ANGELES CA 90024 CHARITABLE TR CA NA Trust true false true true false false false false false false false false true true true true true true false false UCLA INVESTMENT COMPANY M 7833354 UCLA INVEST CO UCLA INVESTMENT COMPANY Q 458689 INVOICES PAID CHARITABLE REMAINDER UNITRUST B 600000 SEE PART VII CHARITABLE REMAINDER UNITRUST C 589500 SEE PART VII SCHEDULE R, PART II, LINE 3 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (UC) IS NOT A RELATED ORGANIZATION TO THE FILING ORGANIZATION AS DEFINED BY THE INSTRUCTIONS TO THE IRS FORM 990, INCLUDING THE INSTRUCTIONS TO SCHEDULE R. HOWEVER, UC POLICY PROVIDES THAT THE FILING ORGANIZATION IS ORGANIZED AND OPERATED FOR THE PURPOSE OF FOSTERING PRIVATE GIVING, MANAGING GIFT AND ENDOWMENT FUNDS, AND PROVIDING OTHER SUPPORT FOR THE BENEFIT OF UCLA. ACCORDINGLY, DUE TO THE CLOSE RELATIONSHIP BETWEEN THE FILING ORGANIZATION AND UC, AND FOR THE SAKE OF TRANSPARENCY, UC IS LISTED AS A RELATED ORGANIZATION. SCHEDULE R, PART V, LINE 2, TRANSACTION TYPE B GIFTS TO THE CHARITABLE REMAINDER UNITRUSTS ARE BASED ON AGREEMENT TERMS AND CONDITIONS. SCHEDULE R, PART V, LINE 2, TRANSACTION TYPE C CHARITABLE REMAINDER UNITRUSTS CONTRIBUTE TO THE UCLA FOUNDATION ALL ASSETS REMAINING AFTER ALL LIABILITIES HAVE BEEN MET UNDER THE AGREEMENT TERMS AND CONDITIONS.