UNIVERSITY OF CALIFORNIA MERCED FOUNDATION

As filed

Subsection

03

NTEE code

B12

Classification

1000

Street

5200 NORTH LAKE ROAD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• SCHOLARSHIPS AND OTHER PROGRAM AWARDS MONIES WERE TRANSFERRED FROM THE UC MERCED FOUNDATION TO THE UNIVERSITY OF CALIFORNIA, MERCED IN SUPPORT OF SCHOLARSHIPS AND AWARDS. THE UNIVERSITY OF CALIFORNIA, MERCED ASSUMES FIDUCIARY RESPONSIBILITY FOR AWARDING AND ADMINISTERING THE FUNDS.

  Expenses $4,280,706 · Grants $4,280,706

• THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC MERCED IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF AWARDS RECEIVED, REFERRED TO AS GIFT FEES, AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES, TO UC MERCED TO REIMBURSE FOR PERSONNEL SERVICES AND USE OF FACILITIES PROVIDED TO THE FOUNDATION.

  Expenses $286,483 · Grants $286,483

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $4,710,602

  Expenses

  $4,567,189

  Contributions

  $3,817,777

  Grants paid

  $4,567,189

• 2023

  Revenue

  $6,702,415

  Expenses

  $4,359,769

  Contributions

  $6,016,169

  Grants paid

  $4,359,769

• 2022

  Revenue

  $7,226,089

  Expenses

  $7,795,245

  Contributions

  $6,575,221

  Grants paid

  $7,795,245

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $5,120,413

  Expenses

  $1,415,966

  Assets (EOY)

  $32,571,273

• 2020 · 990

  Revenue

  $3,680,017

  Expenses

  $2,097,392

  Assets (EOY)

  $31,511,998

• 2019 · 990

  Revenue

  $6,080,469

  Expenses

  $2,882,321

  Assets (EOY)

  $19,581,831

• 2018 · 990

  Revenue

  $3,700,781

  Expenses

  $2,110,823

  Assets (EOY)

  $15,935,239

• 2017 · 990

  Revenue

  $1,430,588

  Expenses

  $1,568,595

  Assets (EOY)

  $14,741,033

• 2017 · 990

  Revenue

  $1,430,588

  Expenses

  $1,568,595

  Assets (EOY)

  $14,741,033

• 2016 · 990

  Revenue

  $2,124,177

  Expenses

  $1,258,922

  Assets (EOY)

  $12,402,562

• 2015 · 990

  Revenue

  $1,886,397

  Expenses

  $1,662,012

  Assets (EOY)

  $10,456,669

• 2014 · 990

  Revenue

  $2,615,293

  Expenses

  $1,709,681

  Assets (EOY)

  $10,514,197

• 2013 · 990

  Revenue

  $1,622,300

  Expenses

  $1,570,213

  Assets (EOY)

  $9,319,661

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• UNIVERSITY OF CALIFORNIA MERCED

  $7,795,245

  2022 · (SEE STATEMENT)

• UNIVERSITY OF CALIFORNIA MERCED

  $4,567,189

  2024 · (SEE STATEMENT)

• UNIVERSITY OF CALIFORNIA MERCED

  $4,359,769

  2023 · (SEE STATEMENT)

Where these grants went next →

Grants received

• SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

  $1,000,000

  2022 · GENERAL SUPPORT

• SAN FRANCISCO FOUNDATION

  $216,500

  2023 · TO SUPPORT THE NATIONAL PARKS INSTITUTE. FOR THE TRANSFER SCHOLARSHIP PROGRAM.

• DONOR ADVISED CHARITABLE GIVING

  $215,500

  2022 · EDUCATION

• DONOR ADVISED CHARITABLE GIVING

  $210,750

  2023 · EDUCATION

• STANISLAUS COMMUNITY FOUNDATION

  $169,250

  2023

• STANISLAUS COMMUNITY FOUNDATION

  $157,370

  2024

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $126,000

  2023 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $105,250

  2022 · For grant recipient's exempt purposes

• EAST BAY COMMUNITY FOUNDATION

  $100,000

  2022 · UC MERCED FINANCIAL WELLNESS CENTER

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $70,194

  2024 · For grant recipient's exempt purposes

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files