2024-11-14T08:34:25-06:00 2024-06-30 PWC US TAX LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-07-01 946081352 THE UC DAVIS FOUNDATION % SHAUN KEISTER UCDA 5307542005 202 COUSTEAU PLACE Suite STE 185 DAVIS CA 95618 TANIA WALDEN TREASURER 5307542005 2024-11-13 true true ERICA MCREYNOLDS P00977806 2673303000 2024-11-12 2023 2024-10-15 13:58:12Z SHAUN KEISTER 1 SHIELDS AVE DAVIS CA 95616 156819106 false X GIVING.UCDAVIS.EDU/WAYS-TO-GIVE/UC-DAVIS-FDN X 1959 CA THE MISSION OF THE UC DAVIS FOUNDATION IS TO SECURE, STEWARD AND MANAGE PRIVATE GIFTS FOR UC DAVIS. 14 13 0 53 226293 211190 80119208 84345640 0 0 6940392 5743662 0 0 87059600 90089302 67119807 93511315 0 0 0 0 0 0 0 288320 316696 67408127 93828011 19651473 -3738709 757985640 829132607 17833258 20835742 740152382 808296865 THE MISSION OF THE UC DAVIS FOUNDATION IS TO SECURE, STEWARD AND MANAGE PRIVATE GIFTS FOR UC DAVIS. false false 90342188 90342188 0 THE FOUNDATION'S ENDOWMENT AND CURRENT USE FUNDS PROVIDES FOR SCHOLARSHIPS, FELLOWSHIPS, PROGRAM SUPPORT, AND OTHER SUPPORT FUNCTIONS OF THE DAVIS CAMPUS OF THE UNIVERSITY OF CALIFORNIA. 3109127 3109127 0 THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC DAVIS IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF CURRENT USE AWARDS RECEIVED, REFERRED TO AS GIFT FEES, A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT COST RECOVERY FEES TO UC DAVIS TO REIMBURSE FOR PERSONNEL SERVICES AND USE OF FACILITIES PROVIDED TO THE FOUNDATION, AND A PERCENTAGE OF ENDOWMENT EARNINGS KNOWN AS ENDOWMENT INFRASTRUCTURE FEES TO UC DAVIS TO REIMBURSE FOR INDIRECT COSTS OF THE ENDOWMENT PAYOUT. 108920 60000 0 THE UC DAVIS PRIZE FOR UNDERGRADUATE TEACHING AND SCHOLARLY ACHIEVEMENT IS AN ANNUAL AWARD TO RECOGNIZE FACULTY EXCELLENCE. ORIGINATED IN 1986, THE PRIZE HONORS ONE UC DAVIS FACULTY MEMBER EACH YEAR, SELECTED FOR HIS OR HER OUTSTANDING ACHIEVEMENTS AS A TEACHER OF UNDERGRADUATES AND A SCHOLAR. EACH YEAR, A SELECTION COMMITTEE COMPOSED OF FACULTY, STUDENTS AND REPRESENTATIVES FROM THE UC DAVIS FOUNDATION BOARD OF TRUSTEES CHOOSES THE RECIPIENT. 93560235 true true false false false false false false false true false true false false true false true true false false false false false false false false false true true true false false false false false false false false true false false false false true false false false true 2 0 true 0 true true false false false false false false false false false false false X 14 13 false false false false false false false true true false false true true true true true true false false false CA X SHAUN KEISTER 5307542005 202 COUSTEAU PLACE Davis CA 95618 GARY S MAY CHANCELLOR 1.0 40.0 X 0 632716 70830 SHAUN B KEISTER PRESIDENT 10.0 30.0 X 0 498640 81518 TANIA WALDEN TREASURER/CFO 30.0 10.0 X 0 256180 58762 JAE PARK CONTROLLER 40.0 0.0 X 0 141496 19858 ALICIA D'ALESSANDRO SECRETARY 40.0 0.0 X 0 102116 33826 CECELIA LAKATOS SULLIVAN CHAIR 1.0 0.0 X X 0 0 0 DEBORAH J NEFF VICE CHAIR 1.0 0.0 X X 0 0 0 DARRYL L GOSS TRUSTEE 1.0 0.0 X X 0 0 0 PATRICK J SHERWOOD TRUSTEE 1.0 0.0 X 0 0 0 DAVID HULTMAN TRUSTEE 1.0 0.0 X 0 0 0 JESUS ARGUELLES TRUSTEE 1.0 0.0 X 0 0 0 LOU FERNANDES TRUSTEE 1.0 0.0 X 0 0 0 SUSAN MAYER TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL E HURLSTON TRUSTEE 1.0 0.0 X 0 0 0 PAMELA J FAIR TRUSTEE 1.0 0.0 X 0 0 0 PAUL SALLABERRY TRUSTEE 1.0 0.0 X 0 0 0 ROGER HALUALANI TRUSTEE 1.0 0.0 X 0 0 0 ANDREA ALBERINI TRUSTEE 1.0 0.0 X 0 0 0 0 1631148 264794 0 false true false 0 84345640 15658902 84345640 0 5540843 534740 5006103 0 0 0 0 0 66932623 66729804 202819 202819 -308447 511266 0 0 0 0 0 0 0 0 0 0 90089302 226293 5517369 93451315 93451315 60000 60000 0 0 0 0 0 0 0 0 6480 6480 3418 3418 26870 26870 0 0 50004 50004 82805 82805 0 16102 16102 0 0 0 0 0 70601 70601 0 0 0 0 TEACHING PRIZE CEREMONY 48920 48920 0 0 STUDENT FOUNDATION 6575 0 6575 0 CHAIR DISCRETIONARY FUND 4921 0 4921 0 93828011 93560235 267776 0 577632 348469 30299145 9192988 27029193 23626009 47535 2226135 0 0 0 0 0 0 0 0 20722 18053 0 0 0 0 700011413 793720953 0 0 0 0 0 0 757985640 829132607 2942140 3948300 0 0 7585211 9102622 0 0 0 0 0 0 0 0 0 0 7305907 7784820 17833258 20835742 X 0 0 0 0 740152382 808296865 740152382 808296865 757985640 829132607 -3738709 71883192 X false true X true false X 51550072 60456514 79229809 80119208 84345640 355701243 0 0 51550072 60456514 79229809 80119208 84345640 355701243 21757841 333943402 2914896 2369894 1343143 6665783 5540843 18834559 1138684 1093100 1248734 211190 3691708 5269 0 0 0 0 5269 378232779 0.88290 0.89729 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 678042037 41838041 76275395 23940067 179903 1634259 770401244 634164357 31918883 35502440 21879087 175514 1489042 678042037 642860571 38992049 -27666735 18779189 145594 1096745 634164357 484130252 22724183 153977022 16852637 130137 988112 642860571 477812592 21648025 1322004 15601709 121130 929530 484130252 0.11600 0.56000 0.32400 false false REAL ESTATE 4542500 F GLOBAL ENDOWMENT FUND II LP 132202996 F UCOP GENERAL ENDOW POOL 623867163 F CHARITABLE ASSET MGMT POOL 12440328 F CASH IN UCDFEF 14331084 F FUNDS HELD IN TRUSTS BY OTHERS 4447114 F OTHER 1889768 F 793720953 0 CHARITABLE REMAINDER TRUSTS 7784820 7784820 161972494 71883192 71883192 90089302 90089302 93828011 93828011 93828011 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, EMPLOEES 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. true UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 946036494 501(c)(3) 93451315 NONE SUPPORT EDUCATION 1 UCD PRIZE FOR UNDERGRAD TEACHING & SCHOLARSHIP ACH 1 60000 NONE FORM 990, SCHEDULE I, PART I, LINE 2 ALL GRANTS ARE PROVIDED TO UC DAVIS. THE FOUNDATION TRANSFERS MONIES TO UC DAVIS WHICH ASSUMES RESPONSIBILITY FOR ACTUAL DISBURSEMENT. CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. false false false false false false false false false GARY S MAY CHANCELLOR 0 628588 0 0 0 4128 0 47516 0 23314 0 703546 0 0 SHAUN B KEISTER PRESIDENT 0 496432 0 0 0 2208 0 77714 0 3804 0 580158 0 0 TANIA WALDEN TREASURER/CFO 0 256180 0 0 0 0 0 49207 0 9555 0 314942 0 0 JAE PARK CONTROLLER 0 131496 0 10000 0 0 0 19724 0 134 0 161354 0 0 SCHEDULE J, PART I, LINE 3 PROCESS OF DETERMINING CEO AND OTHER OFFICER COMPENSATION COMPENSATION PRACTICES FOR THE RELATED ORGANIZATION IN DETERMINING COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS INCLUDE: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SCHEDULE J, PART II NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION DURING CALENDAR YEAR 2023. EACH WAS AN EMPLOYEE OF THE UNIVERSITY OF CALIFORNIA, DAVIS, A RELATED ORGANIZATION. INDIVIDUALS WERE COMPENSATED PRIMARILY FOR SERVICES TO UNIVERSITY OF CALIFORNIA, DAVIS. COMPENSATION INFORMATION REFLECTS ALL COMPENSATION RECEIVED DURING CALENDAR YEAR 2023. X 121 15658902 STOCK BROKER MEDIAN 0 false true true SCHEDULE M, PART I, LINE 32B USE OF THIRD PARTIES NON CASH GIFTS ARE LIQUIDATED USING THIRD PARTY SELLERS TO FACILITATE TRANSACTIONS FROM CONTRIBUTORS. SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATIONS RECEIVED FROM CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11A MANAGEMENT WORKS TOGETHER WITH ITS EXTERNAL ACCOUNTING FIRM, PWC US TAX LLP TO PREPARE A DRAFT FORM 990. THE AUDIT COMMITTEE REVIEWS THE DRAFT FORM 990 BEFORE IT IS SENT OUT TO THE EXECUTIVE TRUSTEES PRIOR TO FILING. PWC US TAX 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 FY24. 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. UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 946036494 EDUCATION 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 TRUSTS (28) FUNDRAISING CA NA TRUST false true false false false false false false false false false true true true true false false false false