The Ucla Foundation is a 501(c)(3) organization based in Los Angeles, California, registered in 1949, with $722,471,550 in FY2023 revenue. CharityIndex grades it A, and it directs about 91% of spending to programs.
Revenue (FY2023)
$722.5M
▼ 20.0% vs prior year
Education median: $200K
Expenses (FY2023)
$505.9M
Net assets
$5.5B
Employees
0
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For The Ucla Foundation: 91% to programs · $0 to raise $100 earns a A+ on this criterion. See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The Ucla Foundation: 131 mo reserves · +30% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For The Ucla Foundation: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The Ucla Foundation: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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The mission of the ucla foundation is to actively promote philanthropy and manage donated resources for the advancement of ucla.
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.
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.
Revenue grew from $434.9M (FY2013) to $722.5M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
30.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$6.0B
Total liabilities
$501.7M
Net assets
$5.5B
Salaries & benefits
$0
0% of expenses
Board members
28
23 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $722,471,550▼20.0% | $505,905,147▲8.8% | $5,508,448,570▲8.5% | $6,010,184,035▲8.4% | 990 |
| 2022 | $902,834,305▲2.0% | $465,030,054▲16.8% | $5,076,388,364▲12.7% | $5,546,186,990▲10.9% | 990 |
| 2021 | $885,107,492▲39.1% | $398,046,449▲0.3% | $4,504,681,936▼1.6% | $4,999,387,840▼1.0% | 990 |
| 2020 | $636,368,398▲13.9% | $396,685,031▲13.5% | $4,576,350,399▲26.5% | $5,049,182,336▲25.9% | 990 |
| 2019 | $558,615,011▲0.1% | $349,625,642▲4.9% | $3,617,039,173▲6.9% | $4,010,086,236▲6.1% | 990 |
| 2018 | $557,879,629▼19.4% | $333,382,411▼6.2% | $3,384,057,874▲7.5% | $3,780,005,104▲6.8% | 990 |
| 2017 | $691,938,580▲57.2% | $355,582,148▲21.4% | $3,147,282,539▲15.3% | $3,539,413,765▲16.6% | 990 |
| 2016 | $440,225,322▲33.3% | $292,839,220▲13.0% | $2,728,898,399▲14.3% | $3,034,431,364▲13.5% | 990 |
| 2015 | $330,145,844▼14.3% | $259,253,712▲0.7% | $2,388,101,816▼0.4% | $2,672,714,484▼0.2% | 990 |
| 2014 | $385,272,859▼11.4% | $257,454,018▲4.9% | $2,397,145,439▲5.2% | $2,677,364,077▲5.1% | 990 |
| 2013 | $434,918,600 | $245,333,506 | $2,278,641,826 | $2,548,020,518 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Alicia Minana De Lovelace | Chair | 1 | — |
| Alissa Fyfe | Executive Director | 10 | — |
| Allison Baird-james | Exofficio Director Until 4/14 | 10 | — |
| Ann Daly | Director | 1 | — |
| Ann Wang | Director | 1 | — |
| Chancellor Gene D Block | Exofficio Director | 10 | — |
| Cheryl M Lott | Chair Elect | 1 | — |
| Christine N Simmons | Director | 1 | — |
| Craig E Ehrlich | Immediate Past Chair | 1 | — |
| David A Ackert | Director | 1 | — |
| David P Eisman | Director | 1 | — |
| Dennis J Keegan | Director | 1 | — |
| Diana Ingram | Director | 1 | — |
| Drew J Zager | Director | 1 | — |
| Edward Barnett | Director As of 3/7 | 1 | — |
| Jamal A Madni | Director | 1 | — |
| John T Mapes | Director | 1 | — |
| Julie A Sina | Chief Financial Officer | 10 | — |
| Julio Herrera | Director | 1 | — |
| Justin E Barton | President/cio | 10 | — |
| Contractor | Services | Paid |
|---|---|---|
| Schumacher Consulting LLC | Consulting | $250,000 |
674 grants to The Ucla Foundation totaling $317.6M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Education | 2024 | $2,346,063 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $1,316,000 |
| American Online Giving Foundation Inc | General support | 2024 | $726,296 |
| American Endowment Foundation | Educational | 2024 | $465,500 |
| Silicon Valley Community Foundation | Education | 2024 | $452,600 |
| Greater Horizons | Education | 2024 | $430,517 |
| Jewish Community Fdn of the Jewish Federation Council of Greater La | General support | 2024 | $315,271 |
| Ayco Charitable Foundation | Education | 2024 | $256,882 |
| Charities Aid Foundation America | Charitable donation | 2024 | $245,496 |
| Impactassets Inc | General support | 2024 | $200,250 |
| Jewish Communal Fund | In furtherance of grantee's tax-exempt purpose | 2024 | $149,125 |
| California Healthcare Foundation | Street side medicine applications of ultrasound; osborne mba fellowship; kacie deters research support fund, integrative biology & physiology department (ibp); the ucla center for health policy research 30th anniversary gala and awards ceremony | 2024 | $115,000 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $110,000 |
| Unlikely Collaborators Inc | See part iv | 2024 | $107,890 |
| Casa Colina Hospital and Centers For Healthcare | Support community charitable | 2024 | $104,167 |
67 grants totaling $443.0M in FY2023 — showing the 15 largest. All grants made by The Ucla Foundation →
| Recipient | Purpose | Amount |
|---|---|---|
| Regents Univ of California | Scholarship & educ pgms | $372,707,549 |
| Valley Childrens Hospital | General support | $15,000,000 |
| California Community Foundation | General support | $15,000,000 |
| University of Southern California | General support | $10,000,000 |
| Nevada Grantlab | General support | $5,000,000 |
| Armenian General Benevolent Union | General support | $3,500,000 |
| Alliance For Childhood Diseases | General support | $3,250,000 |
| Armenian Educational Foundation Inc | General support | $1,250,000 |
| Together Califonia Inc | General support | $1,250,000 |
| Western Diocese of the Armenian Church of North America | General support | $1,100,000 |
| Nathan Adelson Hospice Inc | General support | $1,000,000 |
| Fulfillment Fund Las Vegas | General support | $1,000,000 |
| Geffen Playhouse Inc | General support | $1,000,000 |
| Spread the Word Nevada | General support | $1,000,000 |
| Museum At Belcourt Inc | General support | $1,000,000 |
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Data for The Ucla Foundation (EIN 95-2250801) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.