Nonprofit · EIN 95-2250801
THE UCLA FOUNDATION
Tax-exempt · LOS ANGELES, CA 90024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $695,701,493 | $605,200,161 | $90,501,332 | $6,339,179,256 | $501,685,030 | $5,837,494,226 |
| June 30, 2024 | 990 | $722,471,550 | $505,905,147 | $216,566,403 | $6,010,184,035 | $501,735,465 | $5,508,448,570 |
| June 30, 2023 | 990 | $902,834,305 | $465,030,054 | $437,804,251 | $5,546,186,990 | $469,798,626 | $5,076,388,364 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $360,964,378
- Program service revenue
- $1,865,515
- Investment income
- $332,871,600
- Net gain from sales of assets
- $202,827,628
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $536,735,441
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $48,499
- Accounting fees
- $256,632
- Occupancy
- $35,895
- Travel
- $4,214
- Program services (functional)
- $555,532,538
- Management and general (functional)
- $49,667,623
Balance sheet and other
- Total assets, start of year
- $6,010,184,035
- Total assets, end of year
- $6,339,179,256
- Total liabilities, end of year
- $501,685,030
- Net assets, end of year
- $5,837,494,226
- Land, buildings and equipment
- $21,786,000
- Publicly traded securities
- $1,466,885,544
- Gross unrelated business income
- -$11,516,991
- Gross receipts
- $1,387,352,675
- Employees
- 0
- Volunteers
- 22
- Year formed
- 1945
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUSTIN E BARTON | PRESIDENT/CIO Trustee or director, Officer | 10 | $0 | $1,063,968 | $134,219 |
| RHEA TURTELTAUB | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $604,734 | $148,612 |
| CHANCELLOR GENE D BLOCK | EXOFFICIO DIRECTOR Trustee or director | 10 | $0 | $490,766 | $102,329 |
| JULIE A SINA | CFO (THROUGH 6/30/25) Trustee or director, Officer | 10 | $0 | $415,332 | $94,513 |
| ALLISON BAIRD-JAMES | EXOFFICIO DIRECTOR Former | 10 | $0 | $338,671 | $68,219 |
| STEPHEN J AGOSTINI | EXOFFICIO DIRECTOR Trustee or director | 10 | $0 | $386,972 | $1,201 |
| BAY XI | CONTROLLER Trustee or director | 10 | $0 | $221,455 | $34,596 |
| ALISSA FYFE | EXECUTIVE DIRECTOR Former | 10 | $0 | $175,304 | $52,623 |
| KRISTINE WERLINICH | EXECUTIVE DIRECTOR Trustee or director | 10 | $0 | $171,809 | $51,274 |
| ALICIA MINANA DE LOVELACE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN T MAPES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DREW J ZAGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL M LOTT | CHAIR ELECT Trustee or director | 1 | $0 | $0 | $0 |
| DAVID A ACKERT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE K GILBERT-LURIE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN DALY | DIRECTOR Trustee or director | 1 | $0 |
| DAVID P EISMAN | DIRECTOR Trustee or director | 1 | $0 |
| MELVIN D LINDSEY | DIRECTOR Trustee or director | 1 | $0 |
| ZEV YAROSLAVSKY | DIRECTOR Trustee or director | 1 | $0 |
| JAMAL A MADNI | DIRECTOR Trustee or director | 1 | $0 |
| RICA F RODMAN | DIRECTOR Trustee or director | 1 | $0 |
| MARTHA SAUCEDO | DIRECTOR Trustee or director | 1 | $0 |
| ANN WANG | DIRECTOR Trustee or director | 1 | $0 |
| DENNIS J KEEGAN | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD BARNETT | DIRECTOR Trustee or director | 1 | $0 |
| MATT KACZMAREK | MANAGING DIRECTOR Trustee or director | 1 | $0 |
| PAULA A JUDGE | DIRECTOR (AS OF 7/1/24) Trustee or director | 1 | $0 |
| JULIO FRENK | DIRECTOR (AS OF 1/1/25) Trustee or director | 1 | $0 |
| PACO RETANA | DIRECTOR (AS OF 7/1/24) Trustee or director | 1 | $0 |
| ANDRES SNAIDER | DIRECTOR (AS OF 10/7/24) Trustee or director | 1 | $0 |
| LAURIE D GORDON | DIRECTOR (AS OF 7/1/25) Trustee or director | 1 | $0 |
| YOLANDA J GORMAN | INTERIM CFO (AS OF 7/1/25) Trustee or director, Officer | 1 | $0 |
| TODD M KATZ | DIRECTOR Trustee or director | 1 | $0 |
| REEM A HANNA-HARWELL | DIRECTOR (AS OF 2/17/26) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUSTIN E BARTON | PRESIDENT/CIO Trustee or director, Officer | 10 | $0 | $912,382 | $123,659 |
| CHANCELLOR GENE D BLOCK | EXOFFICIO DIRECTOR Trustee or director | 10 | $0 | $697,248 | $104,939 |
| RHEA TURTELTAUB | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $580,280 | $133,227 |
| ALLISON BAIRD-JAMES | EXOFFICIO DIRECTOR UNTIL 4/14 Trustee or director | 10 | $0 | $401,981 | $103,169 |
| JULIE A SINA | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 10 | $0 | $388,380 | $88,202 |
| ALISSA FYFE | EXECUTIVE DIRECTOR Trustee or director, Officer | 10 | $0 | $142,060 | $43,190 |
| ALICIA MINANA DE LOVELACE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CRAIG E EHRLICH | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN T MAPES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DREW J ZAGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL M LOTT | CHAIR ELECT Trustee or director | 1 | $0 | $0 | $0 |
| DAVID A ACKERT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIANA INGRAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE K GILBERT-LURIE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANN DALY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID P EISMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIO HERRERA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELVIN D LINDSEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE N SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ZEV YAROSLAVSKY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMAL A MADNI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICA F RODMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA SAUCEDO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANN WANG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS J KEEGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN J AGOSTINI | DIRECTOR AS OF 5/6 Trustee or director | 10 | $0 | $0 | $0 |
| EDWARD BARNETT | DIRECTOR AS OF 3/7 Trustee or director | 1 | $0 | $0 | $0 |
| MATT KACZMAREK | MANAGING DIRECTOR AS OF 3/7 Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK PETERSILIA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUSTIN E BARTON | CHIEF INVESTMENT OFFICER Trustee or director, Officer | 10 | $0 | $793,398 | $264,610 |
| CHANCELLOR GENE D BLOCK | EXOFFICIO DIRECTOR Trustee or director | 10 | $0 | $636,651 | $111,337 |
| RHEA TURTELTAUB | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $556,005 | $132,509 |
| ALLISON BAIRD-JAMES | EXOFFICIO DIRECTOR Trustee or director | 10 | $0 | $371,199 | $104,284 |
| JULIE A SINA | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 10 | $0 | $372,046 | $83,117 |
| GREGG GOLDMAN | EXOFFICIO DIRECTOR Former | 10 | $0 | $343,092 | $45,570 |
| ALISSA FYFE | EXECUTIVE DIRECTOR Trustee or director, Officer | 10 | $0 | $114,573 | $37,320 |
| ALICIA MINANA DE LOVELACE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CRAIG E EHRLICH | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN T MAPES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DREW J ZAGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL M LOTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID A ACKERT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIANA INGRAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE GILBERT-LURIE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANN DALY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FLORENCE SLOAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID P EISMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIO HERRERA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS KEEGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELVIN D LINDSEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE N SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAUREEN E STOCKTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ZEV YAROSLAVSKY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMAL A MADNI | DIRECTOR (AS OF 7/2022) Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK PETERSILIA | DIRECTOR (AS OF 7/2022) Trustee or director | 1 | $0 | $0 | $0 |
| RICA RODMAN | DIRECTOR (AS OF 3/2023) Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA SAUCEDO | DIRECTOR (AS OF 7/2022) Trustee or director | 1 | $0 | $0 | $0 |
| ANN WANG | DIRECTOR (AS OF 7/2022) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10889 WILSHIRE BLVD STE 1500, LOS ANGELES, CA 90024-4200
- In care of
- % YOLANDA J GORMAN
- Mailing address (990-N for 2021)
- 201 GSEIS Bldg, Los Angeles CA 90095
- Principal officer (990 for 2024)
- RHEA TURTELTAUB, BOX 951405 2224 Murphy Hall, LOS ANGELES, CA 90095
- Principal officer (990-N for 2021)
- Danielle Salomon, 201 GSEIS Bldg, Los Angeles CA 90095
- Signed the 990
- YOLANDA J GORMAN, CFO
- Phone
- (310) 794-3193
- Website
- Www.uclafoundation.com
- Return prepared by
- PWC US TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2250801 or by the name THE UCLA FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $491,541,204 · grants $491,069,083
- 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.Expenses $45,666,358 · grants $45,666,358
- 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.Expenses $18,324,976 · revenue $1,865,515
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2250801
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1949
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $6,339,179,256
- Income (IRS master file)
- $1,387,352,675
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $695,701,493 | $605,200,161 | $6,339,179,256 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $722,471,550 | $505,905,147 | $6,010,184,035 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $902,834,305 | $465,030,054 | $5,546,186,990 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: Danielle Salomon | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: Danielle Salomon | June 30, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2250801).
Questions about THE UCLA FOUNDATION
- What is the EIN of THE UCLA FOUNDATION?
- The employer identification number (EIN) of THE UCLA FOUNDATION is 95-2250801.
- Is THE UCLA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to THE UCLA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE UCLA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE UCLA FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE UCLA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE UCLA FOUNDATION?
- The 990 for the year ended June 30, 2025 names RHEA TURTELTAUB.
- Who are the officers and directors of THE UCLA FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 34 people; 0 received compensation from the organization.
- How much revenue does THE UCLA FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $695,701,493, expenses of $605,200,161 and total assets of $6,339,179,256 at year end.
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