U C SANTA CRUZ FOUNDATION

SANTA CRUZ, CA, 95064-1077 (831) 459-2501 Est. 1974 EIN 23-7394590

B114— Education Form 990 501(c)(3)

foundation.ucsc.edu

Mission

TO BENEFIT THE UNIVERSITY OF CALIFORNIA SANTA CRUZ.

Giving Portfolio

Total Grants

5

Total Giving

$112.0M

Recipients

5

Years Active

2018 - 2022

Avg grant: $22,403,289 Median: $23,726,404

Yearly Trends

Year	Grants	Total Giving	Avg Grant	New	Repeat
2022	1	$28.5M	$28.5M	0	1
2021	1	$23.7M	$23.7M	0	1
2020	1	$25.8M	$25.8M	0	1
2019	1	$21.2M	$21.2M	0	1
2018	1	$12.8M	$12.8M	1	0

Top States

California

5

Top Grantees

REGENTS OF THE UNIVERSITY OF CALIFORNIA

CA - 5 grants

$112.0M

Grants Awarded · 5 grants

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Financials

Total Revenue

$30,846,304

Total Expenses

$28,485,250

Net Assets

$162,173,281

From latest filing (tax period ending 2023-06-30)

Financial Health

Operating Reserve

5.7 years Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 10.4%

Expenses ↑ 20.0%

Revenue Sources

Contributions 83.1% Investment 16.9%

Expense Breakdown

Program 100.0%

Officers & Trustees (34)

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Filing History (5 filings)

Year	Revenue	Expenses	Net Assets
2022 Form 990 Jul 1, 2022 to Jun 30, 2023	$30,846,304 ↑	$28,485,250	$162,173,281
2021 Form 990 Jul 1, 2021 to Jun 30, 2022	$27,939,704 ↓	$23,735,649	$154,814,461
2020 Form 990 Jul 1, 2020 to Jun 30, 2021	$29,870,161 ↑	$25,821,586	$166,494,250
2019 Form 990 Jul 1, 2019 to Jun 30, 2020	$23,593,426 ↑	$21,242,014	$126,719,306
2018 Form 990 Jul 1, 2018 to Jun 30, 2019	$20,586,534	$12,825,050	$121,197,600