2025-05-14T16:29:00-05:00 2024-06-30 PWC US TAX LLP 2001 MARKET ST STE 1800 PHILADELPHIA PA 19103 990 2023-07-01 952250801 UCLA FOUNDATION % JULIE SINA UCLA 3107943193 10889 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90024 JULIE A SINA CFO 3107943193 2025-05-15 true true ERICA R MCREYNOLDS PRINCIPAL P00977806 2673303000 2025-05-12 2023 2025-03-06 01:10:19Z RHEA TURTELTAUB BOX 951405 2224 Murphy Hall LOS ANGELES CA 90095 2207473948 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. 28 23 0 23 -18363117 0 744522167 476327548 1680526 1750625 156631612 244393377 0 0 902834305 722471550 417277556 443017154 0 0 0 0 0 0 0 47752498 62887993 465030054 505905147 437804251 216566403 5546186990 6010184035 469798626 501735465 5076388364 5508448570 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 399073252 398607976 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. 44409178 44409178 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. 14735416 0 1061509 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. 458217846 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 1 0 true 0 true true false false false false true true true 4 false false false false false false false false X 28 23 true false false 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 PRESIDENT/CIO 10.0 40.0 X X 0 912382 123659 CHANCELLOR GENE D BLOCK EXOFFICIO DIRECTOR 10.0 40.0 X 0 697248 104939 RHEA TURTELTAUB EXECUTIVE VICE PRESIDENT 10.0 40.0 X X 0 580280 133227 ALLISON BAIRD-JAMES EXOFFICIO DIRECTOR UNTIL 4/14 10.0 40.0 X 0 401981 103169 JULIE A SINA CHIEF FINANCIAL OFFICER 10.0 40.0 X X 0 388380 88202 ALISSA FYFE EXECUTIVE DIRECTOR 10.0 40.0 X X 0 142060 43190 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 CHAIR ELECT 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 K GILBERT-LURIE DIRECTOR 1.0 0.0 X 0 0 0 ANN DALY 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 1.0 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 ZEV YAROSLAVSKY DIRECTOR 1.0 0.0 X 0 0 0 JAMAL A MADNI DIRECTOR 1.0 0.0 X 0 0 0 RICA F RODMAN DIRECTOR 1.0 0.0 X 0 0 0 MARTHA SAUCEDO DIRECTOR 1.0 0.0 X 0 0 0 ANN WANG DIRECTOR 1.0 0.0 X 0 0 0 DENNIS J KEEGAN DIRECTOR 1.0 0.0 X 0 0 0 STEPHEN J AGOSTINI DIRECTOR AS OF 5/6 10.0 40.0 X 0 0 0 EDWARD BARNETT DIRECTOR AS OF 3/7 1.0 0.0 X 0 0 0 MATT KACZMAREK MANAGING DIRECTOR AS OF 3/7 1.0 0.0 X 0 0 0 PATRICK PETERSILIA DIRECTOR 1.0 0.0 X 0 0 0 0 3122331 596386 0 false true false SCHUMACHER CONSULTING LLC 11055 SANCTUARY COVE CT LAS VEGAS NV 89135 CONSULTING 250000 1 476327548 35360622 476327548 ENDOWED FUND MGMT SERVICE FEES 523930 1714020 1053838 660182 UNENDOWED FUND MGMT SERVICE FEES 523930 36605 7671 28934 1750625 122604166 0 -19052233 141656399 0 0 0 0 0 1604641609 2150000 1482852398 2150000 121789211 121789211 0 0 121789211 0 0 0 0 0 0 0 0 0 0 722471550 1061509 -18363117 263445610 443017154 443017154 0 0 0 0 0 0 0 0 0 0 0 0 0 16771 16411 360 0 110456 0 110456 0 0 0 47028664 0 47028664 0 528995 267740 261255 0 2438 2438 0 0 65100 6342 58758 0 81781 36221 45560 0 0 32967 1862 31105 0 21962 8601 13361 0 0 231484 120457 111027 0 0 0 0 1109 1109 0 0 ENDOWED POOL DISTRIBUTIONS 8669317 8669317 0 0 UNENDOWED POOL DISTRIBUTIONS 6066100 6066100 0 0 MISCELLANEOUS EXPENSE 31026 4271 26755 0 UNRELATED BUSINESS INCOME TAX -177 -177 0 0 505905147 458217846 47687301 0 2504580 806605 5140393 4268601 382711795 371230392 23624840 33559895 0 0 0 0 250000 250000 0 0 -360228 -1091816 23685255 19975255 23685255 258440480 394403822 4849196900 5177366326 0 0 0 0 4702975 5704955 5546186990 6010184035 899791 -1802548 0 0 2704681 2292147 0 0 381954274 393695106 0 0 0 0 0 0 84239880 107550760 469798626 501735465 X 0 0 0 0 5076388364 5508448570 5076388364 5508448570 5546186990 6010184035 X 216566403 220884398 -5390595 X false true X true false X 554140657 406397805 675195346 744522167 476327548 2856583523 0 0 554140657 406397805 675195346 744522167 476327548 2856583523 949009189 1907574334 26344455 52959386 62097118 75898175 122604166 339903300 0 0 3196486823 0.59677 0.59851 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 90110767 -120260861 607790413 true true false false 3777376890 239745722 358129312 156986549 19625714 4198639661 3456246493 237230189 261480647 141284112 36296328 3777376889 3728233296 231143672 -346764795 127878576 28487104 3456246493 2757129308 183117899 933771138 120052502 25732546 3728233297 2613184314 234664330 31187867 104189753 17717450 2757129308 0.36000 0.50000 0.14000 true false 23685255 0 23685255 23685255 U.C. SHORT-TERM INV POOL 1517336541 F HEDGE FUNDS - EQUITY ORIENTED 1685006215 F HEDGE FUNDS - MULTI-STRATEGY 75001699 F HEDGE FUNDS - CREDIT ORIENTED 161384007 F REAL ESTATE 282391868 F COMMINGLED FUNDS-BALANCED FUND 10153241 F COMMINGLED FUNDS-PRIVATE EQUIT 1060924363 F OTHER COMMODITIES 341805114 F DOMESTIC EQUITY 11564959 F FOREIGN EQUITY 21583542 F FUTURES AND OPTIONS CONTRACTS 10214777 F 5177366326 0 DUE TO RELATED PARTY 11590934 ANNUITIES PAYABLE 13313115 LIABILITIES TO LIFE BENEFICIAR 16345652 DEFERRED INFLOW OF RESOURCES 63310199 DUE TO THE UCLA INVESTMENT CO. 2990860 107550760 884306236 220884398 -5390596 215493802 668812434 38923699 14735417 53659116 722471550 452246031 452246031 38923699 14735417 53659116 505905147 SCHEDULE D, PART IV, LINE 2 ESCROW AND CUSTODIAL RELATIONSHIPS THE FOUNDATION HOLDS ASSETS UNDER AGENCY RELATIONSHIPS BELONGING TO SUPPORT GROUPS OF UCLA AND OTHER VARIOUS OUTSIDE CHARITABLE ORGANIZATIONS. SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS 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. SCHEDULE D, PART XI, LINE 2D REVENUE ON BOOK NOT ON RETURN ALLOWANCE FOR DOUBTFUL PLEDGES ADJUSTMENT $ (5,390,596) SCHEDULE D, PART XI-PART XII, LINE 4B REVENUE ON RETURN NOT ON BOOK GROSS-UP FOR INVESTMENT EARNINGS ON ENDOWED POOL DISTRIBUTIONS NETTED ON AUDITED FINANCIALS $ 14,735,417 SCHEDULE D, PART XII, LINE 4B REVENUE ON RETURN NOT ON BOOK GROSS-UP FOR INVESTMENT EARNINGS ON ENDOWED POOL DISTRIBUTIONS NETTED ON AUDITED FINANCIALS $ 14,735,417 SCHEDULE D, PART X, LINE 2 FIN48 (ASC 740) FOOTNOTE THE FOUNDATION'S FINANCIAL STATEMENTS ARE PREPARED IN ACCORDANCE WITH FASB; THEREFORE, THERE IS NO ASC 740 FOOTNOTE REQUIRED. true North America 0 0 Investments 56488318 Sub-Saharan Africa 0 0 Investments 70430780 Central America and the Caribbean 0 0 Investments 1584437769 Europe (Including Iceland and Greenland) 0 0 Investments 127420584 East Asia and the Pacific 0 0 Investments 21583542 0 0 0 0 1860360993 1860360993 true false true true true false FORM 990, SCHEDULE F, PART I, LINE 2 MONITORING PROCEDURES 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. THIS REVIEW IS PERFORMED ANNUALLY. true UNIVERSITY OF CALIFORNIA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 956006143 501(c)(3) 372707549 N/A N/A SCHOLARSHIP & EDUC PGMS CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA ST SUITE 400 LOS ANGELES CA 90012 953510055 501(c)(3) 15000000 N/A N/A GENERAL SUPPORT VALLEY CHILDREN'S HOSPITAL 9300 VALLEY CHILDRENS PL MADERA CA 93636 941294954 501(c)(3) 15000000 N/A N/A GENERAL SUPPORT UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS BLDG LOS ANGELES CA 90089 951642394 501(c)(3) 10000000 N/A N/A GENERAL SUPPORT NEVADA GRANTLAB 610 S 7TH ST STE 205 LAS VEGAS NV 89101 872391221 501(c)(3) 5000000 N/A N/A GENERAL SUPPORT ARMENIAN GENERAL BENEVOLENT UNION 55 EAST 59TH STREET SUITE 775W NEW YORK NY 10022 135600421 501(c)(3) 3500000 N/A N/A GENERAL SUPPORT ALLIANCE FOR CHILDHOOD DISEASES 10170 W TROPICANA AVE 7TH FLOOR LAS VEGAS NV 89147 260286469 501(c)(3) 3250000 N/A N/A GENERAL SUPPORT ARMENIAN EDUCATIONAL FOUNDATION 600 W BROADWAY 156-252 GLENDALE CA 91204 952000503 501(c)(3) 1250000 N/A N/A GENERAL SUPPORT TOGETHER CALIFORNIA 3756 W AVENUE SUITE 130 LOS ANGELES CA 90065 383842109 501(c)(3) 1250000 N/A N/A GENERAL SUPPORT WESTERN DIOCESE OF THE ARMENIAN CHURCH 3325 N GLENOAKS BLVD 40 SUITE K 507 BURBANK CA 91504 956081942 501(c)(3) 1100000 N/A N/A GENERAL SUPPORT FULFILLMENT FUND OF LAS VEGAS 9139 W RUSSELL RD LAS VEGAS NV 98148 462083219 501(c)(3) 1000000 N/A N/A GENERAL SUPPORT GEFFEN PLAYHOUSE 10886 LE CONTE AVENUE 200 LOS ANGELES CA 90024 954492653 501(c)(3) 1000000 N/A N/A GENERAL SUPPORT NATHAN ADELSON HOSPICE 4141 UNIV CENTER DR LAS VEGAS NV 89119 880161009 501(c)(3) 1000000 N/A N/A GENERAL SUPPORT SPREAD THE WORD NEVADA 1065 AMERICAN PACIFIC DR HENDERSON NV 89074 223829041 501(c)(3) 1000000 N/A N/A GENERAL SUPPORT THE MUSEUM AT BELCOURT INC 159 WEYBOSSET ST SUITE 160 PROVIDENCE RI 02903 821019801 501(c)(3) 1000000 N/A N/A GENERAL SUPPORT TRINITY COLLEGE 125 MICHIGAN AVE SUITE 3 WASHINGTON DC 20017 530196640 501(c)(3) 1000000 N/A N/A GENERAL SUPPORT HAMMER MUSEUM 10899 WILSHIRE BLVD NE LOS ANGELES CA 90024 954217197 501(c)(3) 864843 N/A N/A GENERAL SUPPORT UCLA ALUMNI ASSOCIATION 405 HILGARD AVE D3500 LOS ANGLES CA 90095 952286986 501(c)(3) 633911 N/A N/A ALUMNI & STD PGMS X PRIZE FOUNDATION 800 CORPORATE POINTE CULVER CITY CA 90230 521876879 501(c)(3) 600000 N/A N/A GENERAL SUPPORT AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVE SUITE 350 WASHINGTON DC 20016 530196549 501(c)(3) 500000 N/A N/A GENERAL SUPPORT CENTER THEATRE GROUP OF LOS ANGELES 601 W TEMPLE ST NW LOS ANGELES CA 90012 952466183 501(c)(3) 500000 N/A N/A GENERAL SUPPORT ST GENEVIEVE HIGH SCHOOL 13967 ROSCOE BLVD PANORAMA CITY CA 91402 952487632 501(c)(3) 500000 N/A N/A GENERAL SUPPORT THESENTRYORG INC 1629 K STREET NW WASHINGTON DC 20006 208827879 501(c)(3) 500000 N/A N/A GENERAL SUPPORT AMERICAN FRIENDS OF THE HEBREW UNIVERSITY ONE BATTERY PARK PLAZA SUITE 300 NEW YORK NY 10004 131568923 501(c)(3) 375000 N/A N/A GENERAL SUPPORT ACADEMY FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 952243698 501(c)(3) 360000 N/A N/A GENERAL SUPPORT HILLEL AT UCLA 574 HILGARD AVENUE LOS ANGELES CA 90024 460573247 501(c)(3) 300000 N/A N/A GENERAL SUPPORT CLOONEY FOUNDATION FOR JUSTICE 4768 BROADWAY 947 NEW YORK NY 10034 813006634 501(c)(3) 250000 N/A N/A GENERAL SUPPORT EDWARD CHARLES FOUNDATION 269 S BEVERLY DRIVE BEVERLY HILLS CA 90212 264245043 501(c)(3) 250000 N/A N/A GENERAL SUPPORT HOPE FOR PRISONER INC 333 N RANCHO DR SUITE 338 LAS VEGAS NV 89106 454133644 501(c)(3) 250000 N/A N/A GENERAL SUPPORT MAKE-A-WISH SOUTHERN NEVADA 9950 COVINGTON CROSS DR LAS VEGAS NV 89144 880371088 501(c)(3) 250000 N/A N/A GENERAL SUPPORT THE SALVATION ARMY 2900 PALOMINO LANE SUITE 500 LAS VEGAS NV 89107 941156347 501(c)(3) 250000 N/A N/A GENERAL SUPPORT JEWISH FEDERATION COUNCIL OF GREATER LA 6505 WILSHIRE BLVD LOS ANGELES CA 90048 951643388 501(c)(3) 150000 N/A N/A GENERAL SUPPORT YMCA OF SOUTHERN NEVADA 4141 MEADOWS LANE LAS VEGAS NV 89107 880059266 501(c)(3) 150000 N/A N/A GENERAL SUPPORT GIANTS COMMUNITY FUND 24 WILLIE MAYS PLZ SAN FRANCISCO CA 94107 943200061 501(c)(3) 130000 N/A N/A GENERAL SUPPORT EARTHJUSTICE 50 CALIFORNIA ST SAN FRANCISCO CA 94111 941730465 501(c)(3) 100001 N/A N/A GENERAL SUPPORT AMERICAN FRIENDS OF SHEBA MEDICAL CENTER 6505 WILSHIRE BLVD STE 500 LOS ANGELES CA 90048 237076117 501(c)(3) 100000 N/A N/A GENERAL SUPPORT AMERICAN UNIVERSITY OF ARMENIA CORPORATION 1000 BROADWAY STE 615 OAKLAND CA 94607 943140704 501(c)(3) 100000 N/A N/A GENERAL SUPPORT ANCA ENDOWMENT FUND INC 1711 N STREET SUITE 280 WASHINGTON DC 20036 364190026 501(c)(3) 100000 N/A N/A GENERAL SUPPORT ARMENIAN NAT'L COMMITTEE WESTERN DIVISION 104 N BELMONT STREET GLENDALE CA 91205 953885801 501(c)(3) 100000 N/A N/A GENERAL SUPPORT BALLER DREAM FOUNDATION 4741 N SCOTTSDALE RD 200 SCOTTSDALE AZ 85251 320529917 501(c)(3) 100000 N/A N/A GENERAL SUPPORT CITY YEAR INC 287 COLUMBUS AVE G2001 BOSTON MA 02116 222882549 501(c)(3) 100000 N/A N/A GENERAL SUPPORT GREATER LOS ANGELES VETERANS EDU & RESEARCH 11301 WILSHIRE BOULEVARD STE 202 LOS ANGELES CA 90073 832316783 501(c)(3) 100000 N/A N/A GENERAL SUPPORT ISRAAID US GLOBAL HUMANITARIAN ASSISTANCE PO BOX 61227 BUILDING 114 ROOM 218 PALO ALTO CA 94306 462118225 501(c)(3) 100000 N/A N/A GENERAL SUPPORT J3 FOUNDATION 11693 SAN VICENTE LOS ANGELES CA 90049 352781785 501(c)(3) 100000 N/A N/A GENERAL SUPPORT NATIONAL FOSTER YOUTH INSTITUTE 3550 WILSHIRE BLVD LOS ANGELES CA 90010 460809227 501(c)(3) 100000 N/A N/A GENERAL SUPPORT SKYHOOK FOUNDATION 1835 NEWPORT BLVD SUITE 1601 COSTA MESA CA 92627 260380140 501(c)(3) 100000 N/A N/A GENERAL SUPPORT THE FARRAH FAWCETT FOUNDATION 2980 BEVERLY GLEN CIR LOS ANGELES CA 90077 208076177 501(c)(3) 100000 N/A N/A GENERAL SUPPORT THE POSSE FOUNDATION INC 14 WALL STREET NEW YORK NY 10005 133840394 501(c)(3) 100000 N/A N/A GENERAL SUPPORT ARMENIAN RELIEF SOCIETY OF WESTERN USA INC 517 W GLENOAKS BLVD SUITE 8A-60 GLENDALE CA 91202 953928295 501(c)(3) 75000 N/A N/A GENERAL SUPPORT WESTSIDE GUILD OF CHILDREN'S HOSPITAL 4650 SUNSET BOULEVARD LOS ANGELES CA 90027 956059321 501(c)(3) 75000 N/A N/A GENERAL SUPPORT WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS 9390 N SANTA MONICA BLVD BEVERLY HILLS CA 90210 954467830 501(c)(3) 70000 N/A N/A GENERAL SUPPORT ICA LA 1717 EAST 7TH STREET 32ND FLOOR LOS ANGELES CA 90021 953992968 501(c)(3) 55000 N/A N/A GENERAL SUPPORT AMERICAN GASTROENTEROLOGICAL ASSOC INSTITUTE 4930 DEL RAY AVENUE SUITE 820 BETHESDA MD 20814 366066325 501(c)(3) 50000 N/A N/A GENERAL SUPPORT ARMENIAN WOUNDED HEROES FUND INC 124 PROSPECT RIDGEWOOD NJ 07450 812263520 501(c)(3) 50000 N/A N/A GENERAL SUPPORT LOS ANGELES POLICE FOUNDATION 633 W 5TH STREET LOS ANGELES CA 90071 954700442 501(c)(3) 50000 N/A N/A GENERAL SUPPORT POVERELLO HOUSE INC 218 PLATINUM ST SUITE 960 HENDERSON NV 89015 880432185 501(c)(3) 50000 N/A N/A GENERAL SUPPORT ARMENIAN FILM FOUNDATION 17328 VENTURA BLVD 280 ENCINO CA 91316 953415629 501(c)(3) 40000 N/A N/A GENERAL SUPPORT WOMEN'S AND CHILDREN'S CRISIS SHELTER 7702 WASHINGTON AVE SUITE 100 WHITTIER CA 90602 953315186 501(c)(3) 35000 N/A N/A GENERAL SUPPORT LA GOAL 4911 OVERLAND AVENUE 2ND FLOOR CULVER CITY CA 90230 237269692 501(c)(3) 30000 N/A N/A GENERAL SUPPORT LIFT INC 999 N CAPITOL ST NE WASHINGTON DC 20002 522168409 501(c)(3) 30000 N/A N/A GENERAL SUPPORT TAKREEM USA INC 8 THE GREEN STE 310 DOVER DE 19901 842554720 501(c)(3) 25000 N/A N/A GENERAL SUPPORT FREEDOM LOVING YOUTH INC 307 N BRAND BLVD STE GLENDALE CA 91203 465636452 501(c)(3) 20000 N/A N/A GENERAL SUPPORT SAFE PLACE FOR YOUTH 578 WASHINGTON BLVD MARINA DEL REY CA 90292 841802637 501(c)(3) 20000 N/A N/A GENERAL SUPPORT HEAL THE BAY 1444 9TH ST 398 SANTA MONICA CA 90401 954031055 501(c)(3) 15000 N/A N/A GENERAL SUPPORT ALL HANDS AND HEARTS SMART RESPONSE INC 6 COUNTY ROAD MATTAPOISETT MA 02739 203414952 501(c)(3) 10000 N/A N/A GENERAL SUPPORT CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BOULEVARD STE 6 LOS ANGELES CA 90027 951690977 501(c)(3) 10000 N/A N/A GENERAL SUPPORT RACE TO ERASE MS 1875 CENTURY PARK E LOS ANGELES CA 90067 841238541 501(c)(3) 10000 N/A N/A GENERAL SUPPORT 67 0 FORM 990, SCHEDULE I, PART I, LINE 2 MONITORING PROCEDURES 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. 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. NO POST-AWARD MONITORING IS DEEMED NECESSARY. false false false false false false false false false RHEA TURTELTAUB EXECUTIVE VICE PRESIDENT 0 573944 0 0 0 6336 0 110767 0 22460 0 713507 0 0 CHANCELLOR GENE D BLOCK EXOFFICIO DIRECTOR 0 677472 0 0 0 19776 0 69806 0 35133 0 802187 0 0 JUSTIN E BARTON PRESIDENT/CIO 0 660516 0 249759 0 2107 0 66000 0 57659 0 1036041 0 75000 ALLISON BAIRD-JAMES EXOFFICIO DIRECTOR UNTIL 4/14 0 401981 0 0 0 0 0 68457 0 34712 0 505150 0 0 JULIE A SINA CHIEF FINANCIAL OFFICER 0 383380 0 5000 0 0 0 70209 0 17993 0 476582 0 0 ALISSA FYFE EXECUTIVE DIRECTOR 0 141060 0 1000 0 0 0 31300 0 11890 0 185250 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 POLICIES USED TO ESTABLISH CEO/EXECUTIVE DIRECTOR 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. FORM 990, SCHEDULE J, PART II PROCESS OF DETERMINING OFFICER COMPENSATION NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION DURING FYE 06/30/24. 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 2024. X 478 35360622 AVAIL HI/LOW DON DAT 4 false true true FORM 990, SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS 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. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS SOME DIRECTORS WHO OWN PROPERTIES OR ARE BUSINESS OWNERS HAVE BUSINESS RELATIONSHIPS WITH CUSTOMERS AND VENDORS, INCLUDING SOME OTHER MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO THE BYLAWS DURING THE FISCAL YEAR 2024, THE UCLA FOUNDATION ("THE FOUNDATION") MADE CHANGES TO THE BYLAWS. PER THE CHANGES, IMMEDIATE PAST CHAIR OF THE FOUNDATION HAS BEEN REMOVED AS A POSITION THAT HOLDS TITLE AS AN EX-OFFICIO DIRECTOR OF THE BOARD. ELECTED DIRECTORS MAY NOT SERVE MORE THAN FOUR TWO-YEAR TERMS FOR A MAXIMUM NUMBER OF EIGHT CONSECUTIVE YEARS OF SERVICE EXCEPT FOR IN LIMITED CIRCUMSTANCES: 1. TIME SERVED AS COMMITTEE CHAIR PRIOR TO JUNE 30, 2023 IS NOT INCLUDED IN THE EIGHT-YEAR MAXIMUM ALLOWABLE YEARS SERVED AS DIRECTOR. THESE DIRECTORS MAY HOLD OFFICE FOR UP TO TEN CONSECUTIVE YEARS. 2. DIRECTORS MAY EXCEED EIGHT CONSECUTIVE YEARS OF SERVICE ONLY IF THEY HAVE BEEN ELECTED CHAIR-ELECT OF THE FOUNDATION OR IF THEY ARE CURRENTLY SERVING (OR HAVE SERVED) AS DIRECTOR BY REASON OF HOLDING SPECIFIC POSITIONS AS OUTLINED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B EXECUTIVE COMMITTEE 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. FORM 990, PART VI, SECTION B, LINE 11A PROVIDING 990 TO GOVERNING BOARD 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. FORM 990, PART VI, SECTION B, LINE 12 CONFLICTS OF INTEREST POLICY 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. FORM 990, PART VI, SECTION B, LINE 15A & B COMPENSATION REVIEW 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. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS AND POLICIES ARTICLES OF INCORPORATION, BYLAWS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES DECREASE IN ALLOWANCE FOR DOUBTFUL PLEDGES: $(5,390,595) UCLA INVESTMENT COMPANY 10920 WILSHIRE BLVD STE 900 LOS ANGELES CA 90024 452586739 ENDOW MGMT CA 501 (C)(3) 11.a UCLA FDN 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 (43) 10920 WILSHIRE BOULEVARD LOS ANGELES CA 90024 CHARITABLE TRUST CA NA Trust true POOLED INCOME FUND (1) 10920 WILSHIRE BOULEVARD LOS ANGELES CA 90024 CHARITABLE TRUST 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 8104788 UCLA INVEST CO UCLA INVESTMENT COMPANY Q 439864 INVOICES PAID CHARITABLE REMAINDER UNITRUST B 880817 SEE PART VII CHARITABLE REMAINDER UNITRUST C 431838 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.