Totals
- Total revenue
- $18,339,392
- Total expenses
- $15,034,105
- Contributions and grants received
- $11,919,831
- Grants paid
- $14,864,394
- Program service revenue
- $0
- Investment income
- $6,409,456
- Other revenue
- $10,105
- Total assets, end of year
- $270,599,516
- Total liabilities, end of year
- $2,221,306
- Net assets or fund balances, end of year
- $268,378,210
- Program services expenses (Part IX)
- $14,864,394
- Management and general expenses
- $169,711
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $14,864,394
Program services were 98.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$11,919,831
-
1g · Noncash contributions included above
$1,200,995
-
3 · Investment income
total $2,777,074 · excluded $2,777,074
-
7a · Gross sales of assets other than inventory
securities $11,078,441
-
7b · Less cost or other basis and sales expenses
securities $7,446,059
-
7c · Gain or loss
securities $3,632,382
-
7d · Net gain or loss
total $3,632,382 · excluded $3,632,382
-
11a · Other revenue: OTHER INCOME
total $10,105 · excluded $10,105
-
11e · Other revenue, total
$10,105
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $14,864,394 · program services $14,864,394
-
11c · Fees: accounting
total $20,724 · management and general $20,724
-
11f · Fees: investment management
total $60,999 · management and general $60,999
-
11g · Fees: other
total $7,800 · management and general $7,800
-
13 · Office expenses
total $37,860 · management and general $37,860
-
19 · Conferences, conventions and meetings
total $35,119 · management and general $35,119
-
23 · Insurance
total $6,204 · management and general $6,204
-
24a · Other expenses: OTHER EXPENSES
total $1,005 · management and general $1,005
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $224,954 · end of year $263,234
-
2 · Savings and temporary cash investments
beginning of year $12,805,008 · end of year $14,016,686
-
3 · Pledges and grants receivable
beginning of year $6,442,295 · end of year $6,225,824
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $642,266 · end of year $510,060
-
12 · Investments: other securities
beginning of year $235,522,613 · end of year $249,583,712
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $1,828,707 · end of year $1,876,259
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $521,904 · end of year $345,047
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $253,286,525 · end of year $268,378,210
Mission and programs · 2022
Mission
TO SUPPORT EDUCATIONAL, RESEARCH AND PUBLIC FUNCTIONS AND PROGRAMS OF THE RIVERSIDE CAMPUS OF THE UNIVERSITY OF CALIFORNIA.
Activities or mission (Part I)
TO SUPPORT EDUCATIONAL, RESEARCH, AND PUBLIC FUNCTIONS AND PROGRAMS OF THE RIVERSIDE CAMPUS OF THE UNIVERSITY OF CALIFORNIA.
-
SCHOLARSHIPS, FELLOWSHIPS, AWARDS AND OTHER SUPPORT OF FUNCTIONS AND PROGRAMS OF THE RIVERSIDE CAMPUS OF THE UNIVERSITY OF CALIFORNIA.
Expenses $13,288,394 · Grants $13,288,394
-
THE FOUNDATION RECEIVES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC RIVERSIDE 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 UC RIVERSIDE TO OFFSET THE CAMPUS COSTS OF ADMINISTERING AND CARRYING OUT THE TERMS OF THE ENDOWMENT AND TO HELP SUPPORT COSTS OF THE CAMPUS AND IN PARTICULAR THOSE RELATED TO ADVANCEMENT.
Expenses $1,576,000 · Grants $1,576,000
As filed on the 2022 return.
Listed in Part VII
-
ALLISON CAMPBELL
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ERIK ANDERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN HAWLEY
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
EDWIN ALLEN
ELECTED MEMBER (THRU 6/30/23)
- Total calculated
- $0
- Hours/week
- 1
-
DARIN ANDERSON
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN ATHERTON
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BEVERLY BAILEY
ELECTED MEMBER (THRU 6/30/23)
- Total calculated
- $0
- Hours/week
- 1
-
WALLY BAKARE
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAVID BETTS
ELECTED MEMBER (AS OF 7/1/22)
- Total calculated
- $0
- Hours/week
- 1
-
VIRGINIA BLUMENTHAL
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
GORDON BOURNS
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LARRY CHUNG
ELECTED MEMBER (AS OF 7/1/22)
- Total calculated
- $0
- Hours/week
- 1
-
KRISTIN CRELLIN
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM DAHLING
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JANET DAVIS
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ANTHONY DELUCIA
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TIMOTHY GREENLEAF
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NORA HACKETT
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAVID HADLEY
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL HUERTA
ELECTED MEMBER (AS OF 7/1/22)
- Total calculated
- $0
- Hours/week
- 1
-
SAM KONYN
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JEFF KRYNSKI
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES LIN
ELECTED MEMBER (THRU 6/30/23)
- Total calculated
- $0
- Hours/week
- 1
-
CHING LIU
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ALLISON MACKENZIE
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
WALTER MATERA
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES MERINO
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BYRON POLLITT
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TERESA POLLITT
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JUDITH POSNIKOFF
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARY SCHULER
ELECTED MEMBER (THRU 6/30/23)
- Total calculated
- $0
- Hours/week
- 1
-
STEVE SHUMAN
EX-OFFICIO TRUSTEE (AS OF 7/1/22)
- Total calculated
- $0
- Hours/week
- 1
-
WALTER STEWART
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BILL THOMAS
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAVID TSAI
ELECTED MEMBER (THRU 6/30/23)
- Total calculated
- $0
- Hours/week
- 1
-
TRACY WANG
ELECTED MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KIM A WILCOX
EX-OFFICIO TRUSTEE
- Total calculated
- $561,845
- From this org
- $0
- From related orgs
- $539,889
- Other
- $21,956
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $539,889 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $21,956 related
- Filer's total
- $0 + $561,845 related
-
MONIQUE DOZIER
PRESIDENT (AS OF 10/13/22)
- Total calculated
- $127,414
- From this org
- $0
- From related orgs
- $124,605
- Other
- $2,809
- Hours/week
- 1 + 39 related
-
KIMBERLY MCDADE
VP FINANCE AND CFO
- Total calculated
- $235,772
- From this org
- $0
- From related orgs
- $217,728
- Other
- $18,044
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $0 + $217,728 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $18,044 related
- Filer's total
- $0 + $235,772 related
-
MARIE SCHULTZ
EXECUTIVE VP (THRU 10/3/22)
- Total calculated
- $240,325
- From this org
- $0
- From related orgs
- $240,325
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $240,325 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $240,325 related
-
ESSAM ULHAQ
ASSOCIATE TREASURER (THRU 8/26/22)
- Total calculated
- $135,458
- From this org
- $0
- From related orgs
- $120,904
- Other
- $14,554
- Hours/week
- 36 + 4 related
-
SHARILYN BERRY
SECRETARY
- Total calculated
- $132,215
- From this org
- $0
- From related orgs
- $132,215
- Other
- $0
- Hours/week
- 36 + 4 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, PART VII, LINE 1A
- SCHEDULE J RELATED ENTITY DISCLOSURE WHILE THE REGENTS IS NOT A RELATED ENTITY UNDER THE DEFINITION IN FORM 990, GIVEN THE RELATIONSHIP BETWEEN THE REGENTS AND THE CAMPUS FOUNDATION, THE FOUNDATION REPORTS THE REGENTS AS A RELATED ENTITY FOR THE SAKE OF TRANSPARENCY.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
REGENTS OF THE UNIV OF CA RIVERSIDE
$14,864,394
SUPPORT UNIV. PROG.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
REGENTS OF THE UNIVERSITY OF CALIFORNIA
GOVT. · EDUCATION · CA
Directly controlled by STATE OF CA
-
UNIVERSITY OF CALIFORNIA RIVERSIDE
501(C)(3) · EDUCATION · CA
Directly controlled by UC REGENTS
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER UNITRUSTS (3)
T · TRUST · CA · controlled entity
Directly controlled by UCRF
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 30 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401229349302210
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