Totals
- Total revenue
- $902,834,305
- Total expenses
- $465,030,054
- Contributions and grants received
- $744,522,167
- Grants paid
- $417,277,556
- Program services expenses (Part IX)
- $428,181,933
- Management and general expenses
- $36,848,121
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $428,181,933
Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JUSTIN E BARTON
CHIEF INVESTMENT OFFICER
- Total calculated
- $1,058,008
- From this org
- $0
- From related orgs
- $793,398
- Other
- $264,610
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $634,866 related
- Bonus
- $0 + $156,250 related
- Other
- $0 + $2,282 related
- Deferred
- $0 + $211,000 related
- Nontaxable benefits
- $0 + $53,610 related
- Filer's total
- $0 + $1,058,008 related
-
CHANCELLOR GENE D BLOCK
EXOFFICIO DIRECTOR
- Total calculated
- $747,988
- From this org
- $0
- From related orgs
- $636,651
- Other
- $111,337
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $616,875 related
- Bonus
- $0
- Other
- $0 + $19,776 related
- Deferred
- $0 + $78,838 related
- Nontaxable benefits
- $0 + $32,499 related
- Filer's total
- $0 + $747,988 related
-
RHEA TURTELTAUB
EXECUTIVE VICE PRESIDENT
- Total calculated
- $688,514
- From this org
- $0
- From related orgs
- $556,005
- Other
- $132,509
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $549,669 related
- Bonus
- $0
- Other
- $0 + $6,336 related
- Deferred
- $0 + $111,020 related
- Nontaxable benefits
- $0 + $21,489 related
- Filer's total
- $0 + $688,514 related
-
ALLISON BAIRD-JAMES
EXOFFICIO DIRECTOR
- Total calculated
- $475,483
- From this org
- $0
- From related orgs
- $371,199
- Other
- $104,284
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $371,199 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $71,394 related
- Nontaxable benefits
- $0 + $32,890 related
- Filer's total
- $0 + $475,483 related
-
JULIE A SINA
CHIEF FINANCIAL OFFICER
- Total calculated
- $455,163
- From this org
- $0
- From related orgs
- $372,046
- Other
- $83,117
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $359,546 related
- Bonus
- $0 + $12,500 related
- Other
- $0
- Deferred
- $0 + $66,496 related
- Nontaxable benefits
- $0 + $16,621 related
- Filer's total
- $0 + $455,163 related
-
GREGG GOLDMAN
EXOFFICIO DIRECTOR
- Total calculated
- $388,662
- From this org
- $0
- From related orgs
- $343,092
- Other
- $45,570
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $261,089 related
- Bonus
- $0
- Other
- $0 + $82,003 related
- Deferred
- $0 + $36,046 related
- Nontaxable benefits
- $0 + $9,524 related
- Filer's total
- $0 + $388,662 related
-
ALISSA FYFE
EXECUTIVE DIRECTOR
- Total calculated
- $151,893
- From this org
- $0
- From related orgs
- $114,573
- Other
- $37,320
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $113,073 related
- Bonus
- $0 + $1,500 related
- Other
- $0
- Deferred
- $0 + $25,678 related
- Nontaxable benefits
- $0 + $11,642 related
- Filer's total
- $0 + $151,893 related
-
ALICIA MINANA DE LOVELACE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG E EHRLICH
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN T MAPES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DREW J ZAGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CHERYL M LOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID A ACKERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DIANA INGRAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE GILBERT-LURIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANN DALY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FLORENCE SLOAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID P EISMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIO HERRERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DENNIS KEEGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MELVIN D LINDSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTINE N SIMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MAUREEN E STOCKTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ZEV YAROSLAVSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMAL A MADNI
DIRECTOR (AS OF 7/2022)
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK PETERSILIA
DIRECTOR (AS OF 7/2022)
- Total calculated
- $0
- Hours/week
- 1
-
RICA RODMAN
DIRECTOR (AS OF 3/2023)
- Total calculated
- $0
- Hours/week
- 1
-
MARTHA SAUCEDO
DIRECTOR (AS OF 7/2022)
- Total calculated
- $0
- Hours/week
- 1
-
ANN WANG
DIRECTOR (AS OF 7/2022)
- Total calculated
- $0
- Hours/week
- 1
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 — 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)
- POLICIES USED TO ESTABLISH CEO/EXECUTIVE DIRECTOR COMPENSATION
- FORM 990, SCHEDULE J, PART I, LINE 3 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. 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.
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
-
UNIVERSITY OF CALIFORNIA LOS ANGELES
$366,922,404
SCHOLARSHIP & EDUC PGMS
-
$12,000,000
GENERAL SUPPORT
-
CALIFORNIA COMMUNITY FOUNDATION
$10,000,000
GENERAL SUPPORT
-
$5,000,000
GENERAL SUPPORT
-
ARMENIAN GENERAL BENEVOLENT UNION
$3,700,000
GENERAL SUPPORT
-
$2,053,654
GENERAL SUPPORT
-
$2,000,000
GENERAL SUPPORT
-
$2,000,000
GENERAL SUPPORT
-
ARMENIAN EDUCATIONAL FOUNDATION INC
$1,750,000
GENERAL SUPPORT
-
$1,500,000
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501 (C)(3) · ENDOW MGMT · CA · controlled entity
Directly controlled by UCLA FOUND
-
UNIVERSITY OF CALIFORNIA LOS ANGELES
501 (C)(3) · EDUC/RESEARCH · CA
Directly controlled by STATE OF CA
-
REGENTS OF THE UNIVERSITY OF CALIFORNIA
EDUCATION · CA
Directly controlled by STATE OF CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411309349304501
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.