Nonprofit · EIN 95-2540117
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
Tax-exempt · IRVINE, CA 92697
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $230,713,203 | $107,337,083 | $123,376,120 | $1,204,172,937 | $3,156,136 | $1,201,016,801 |
| June 30, 2024 | 990 | $125,695,568 | $75,274,208 | $50,421,360 | $1,049,811,676 | $7,793,068 | $1,042,018,608 |
| June 30, 2023 | 990 | $101,055,706 | $84,566,534 | $16,489,172 | $929,847,551 | $4,355,157 | $925,492,394 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $151,791,381
- Program service revenue
- $0
- Investment income
- $78,476,028
- Net rental income
- $234,206
- Net gain from sales of assets
- $52,821,221
- Other revenue
- $445,794
Expenses
- Grants and similar amounts paid
- $97,580,594
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $13,838
- Accounting fees
- $65,600
- Travel
- $160
- Program services (functional)
- $99,970,629
- Management and general (functional)
- $6,944,489
- Fundraising (functional)
- $421,965
Balance sheet and other
- Total assets, start of year
- $1,049,811,676
- Total assets, end of year
- $1,204,172,937
- Total liabilities, end of year
- $3,156,136
- Net assets, end of year
- $1,201,016,801
- Publicly traded securities
- $36,572,249
- Gross unrelated business income
- $4,656,745
- Gross receipts
- $414,885,494
- Employees
- 0
- Volunteers
- 70
- Year formed
- 1967
- 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 |
|---|---|---|---|---|---|
| HOWARD GILLMAN PHD | CHANCELLOR Trustee or director, Officer | 10 | $0 | $749,770 | $104,920 |
| BRIAN T HERVEY | PRESIDENT Trustee or director, Officer | 20 | $0 | $650,001 | $74,525 |
| SHANTE CARTER | CHIEF FINANCIAL OFFICER Officer | 30 | $0 | $253,225 | $40,042 |
| CHRISTIE A ISRAEL | CONTROLLER Officer | 40 | $0 | $162,904 | $52,238 |
| JACQUELINE MARIE BARBERA | SECRETARY/EXECUTIVE DIRECTOR Officer | 40 | $0 | $150,100 | $30,280 |
| GARY J SINGER ESQ | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| D ROBINSON CLUCK | CHAIR INVEST & FIN COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES V MAZZO | CHAIR ADVISORY COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEAN A YOOST | CHAIR AUDIT COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STACEY NICHOLAS | CHAIR STEWARSHIP COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD C ACKERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PHILIP K ANTHONY PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DURAID S ANTONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAMINA E BARKOW | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN BOROWSKI | TRUSTEE (THRU 2/19/25) Trustee or director | 1 | $0 | $0 | $0 |
64 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMER A BOUKAI | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD K BRIDGFORD ESQ | TRUSTEE Trustee or director | 1 | $0 |
| JANE BUCHAN | TRUSTEE Trustee or director | 1 | $0 |
| PAUL E BUTTERWORTH | TRUSTEE Trustee or director | 1 | $0 |
| MARY CARRINGTON | TRUSTEE Trustee or director | 1 | $0 |
| HAZEM HIKMAT CHEHABI MD | TRUSTEE Trustee or director | 1 | $0 |
| SALMA A CHEHABI | TRUSTEE Trustee or director | 1 | $0 |
| CAROL CHOI | TRUSTEE Trustee or director | 1 | $0 |
| EUGENE W CHOI | TRUSTEE Trustee or director | 1 | $0 |
| KATE DUCHENE JD | TRUSTEE Trustee or director | 1 | $0 |
| JOSEPH L DUNN | TRUSTEE (THRU 10/8/24) Trustee or director | 1 | $0 |
| LUCY DUNN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN R EVANS | TRUSTEE Trustee or director | 1 | $0 |
| DOUGLAS K FREEMAN JD | TRUSTEE Trustee or director | 1 | $0 |
| JOHN GERACE | TRUSTEE Trustee or director | 1 | $0 |
| TERRY GODFREY | TRUSTEE Trustee or director | 1 | $0 |
| OSCAR GONZALEZ | TRUSTEE Trustee or director | 1 | $0 |
| DENISE HALL JD | TRUSTEE Trustee or director | 1 | $0 |
| JULIE NEWCOMB HILL | TRUSTEE Trustee or director | 1 | $0 |
| JOHN C HUESTON JD | TRUSTEE (AS OF 3/26/25) Trustee or director | 1 | $0 |
| GARY H HUNT | TRUSTEE Trustee or director | 1 | $0 |
| HANS IMHOF | TRUSTEE Trustee or director | 1 | $0 |
| SANDRA J JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| FRANK JAO | TRUSTEE Trustee or director | 1 | $0 |
| ANTHONY K JONES | TRUSTEE Trustee or director | 1 | $0 |
| ELIM KAY | TRUSTEE Trustee or director | 1 | $0 |
| STEVE T KAY | TRUSTEE (THRU 7/24/24) Trustee or director | 1 | $0 |
| YANG-UK KIM | TRUSTEE Trustee or director | 1 | $0 |
| DULCIE A KUGELMAN | TRUSTEE Trustee or director | 1 | $0 |
| JACK M LANGSON | TRUSTEE Trustee or director | 1 | $0 |
| SHANAZ S LANGSON | TRUSTEE Trustee or director | 1 | $0 |
| ADELINE YEN MAH MD | TRUSTEE (AS OF 10/16/24) Trustee or director | 1 | $0 |
| ROBERT A MAH PHD | TRUSTEE (AS OF 10/16/24) Trustee or director | 1 | $0 |
| MOHANNAD S MALAS | TRUSTEE Trustee or director | 1 | $0 |
| TWYLA MARTIN PARSKY | TRUSTEE (AS OF XX/XX/XX) Trustee or director | 1 | $0 |
| FARZAD MASSOUDI MD | TRUSTEE Trustee or director | 1 | $0 |
| PAUL MERAGE | TRUSTEE Trustee or director | 1 | $0 |
| SHAWN R MILLER | TRUSTEE Trustee or director | 1 | $0 |
| MARCI LERNER MILLER | TRUSTEE Trustee or director | 1 | $0 |
| KRISTEN S MONSON | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL A MUSSALLEM | TRUSTEE Trustee or director | 1 | $0 |
| ELOY ORTIZ OAKLEY | TRUSTEE Trustee or director | 1 | $0 |
| GREG PALMER | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN PEEPELS | TRUSTEE (THRU 8/31/24) Trustee or director | 1 | $0 |
| JAMES J PETERSON | TRUSTEE Trustee or director | 1 | $0 |
| SHEILA K PETERSON | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM FREDERICK PODLICH | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT E ROMNEY | TRUSTEE Trustee or director | 1 | $0 |
| CHERYLL R RUSZAT | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD J RUSZAT | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN R SANTORA | TRUSTEE Trustee or director | 1 | $0 |
| MARK K SANTORA | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL SCHULMAN | TRUSTEE Trustee or director | 1 | $0 |
| RUBEN SMITH | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER FRIEND SMITH | TRUSTEE Trustee or director | 1 | $0 |
| SHEILA PRELL SONENSHINE | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY L STRADER | TRUSTEE Trustee or director | 1 | $0 |
| LUCY SUN | TRUSTEE (AS OF 10/16/24) Trustee or director | 1 | $0 |
| MARILYN P SUTTON PHD | TRUSTEE Trustee or director | 1 | $0 |
| JAMES IRVINE SWINDEN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID L TSOONG MD | TRUSTEE Trustee or director | 1 | $0 |
| VICKI VASQUEZ | TRUSTEE (AS OF 10/16/24) Trustee or director | 1 | $0 |
| GADDI VASQUEZ | TRUSTEE Trustee or director | 1 | $0 |
| JOE C WEN | TRUSTEE (AS OF 10/16/24) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 74 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HOWARD GILLMAN PHD | CHANCELLOR Trustee or director, Officer | 10 | $0 | $657,768 | $89,642 |
| BRIAN T HERVEY | PRESIDENT Trustee or director, Officer | 20 | $0 | $505,792 | $59,796 |
| SHANTE CARTER | CHIEF FINANCIAL OFFICER Officer | 30 | $0 | $230,402 | $37,219 |
| CHRISTIE A ISRAEL | CONTROLLER Officer | 40 | $0 | $155,287 | $48,467 |
| JACQUELINE MARIE BARBERA | SECRETARY/EXECUTIVE DIRECTOR Officer | 40 | $0 | $143,996 | $28,310 |
| GARY J SINGER ESQ | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES V MAZZO | CHAIR ADVISORY COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEAN A YOOST | CHAIR AUDIT COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| D ROBINSON CLUCK | CHAIR INVEST & FIN COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STACEY NICHOLAS | CHAIR STEWARSHIP COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD C ACKERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PHILIP K ANTHONY PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DURAID S ANTONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAMINA E BARKOW | TRUSTEE (AS OF 3/25/24) Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN BOROWSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMER A BOUKAI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD K BRIDGFORD ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JANE BUCHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL E BUTTERWORTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARY CARRINGTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HAZEM HIKMAT CHEHABI MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SALMA A CHEHABI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CAROL CHOI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EUGENE W CHOI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATE DUCHENE JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH L DUNN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LUCY DUNN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN R EVANS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOUGLAS K FREEMAN JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN GERACE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TERRY GODFREY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| OSCAR GONZALEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DENISE HALL JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JULIE NEWCOMB HILL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY H HUNT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HANS IMHOF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SANDRA J JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANK JAO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANTHONY K JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIM KAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEEVE T KAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| YANG-UK KIM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DULCIE A KUGELMAN | TRUSTEE (AS OF 3/25/24) Trustee or director | 1 | $0 | $0 | $0 |
| JACK M LANGSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHANAZ S LANGSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MOHANNAD S MALAS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TWYLA REED MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FARZAD MASSOUDI MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL MERAGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARCI LERNER MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHAWN R MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KRISTEN S MONSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL A MUSSALLEM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELOY ORTIZ OAKLEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG PALMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN PEEPELS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA K PETERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES J PETERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM FREDERICK PODLICH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT E ROMNEY | TRUSTEE (AS OF 3/25/24) Trustee or director | 1 | $0 | $0 | $0 |
| CHERYLL R RUSZAT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD J RUSZAT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN R SANTORA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK K SANTORA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL SCHULMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER FRIEND SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RUBEN SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TED SMITH | TRUSTEE (THRU 10/2023) Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA PRELL SONENSHINE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY L STRADER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARILYN P SUTTON PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES IRVINE SWINDEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID L TSOONG MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GADDI VASQUEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 71 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HOWARD GILLMAN PHD | CHANCELLOR Trustee or director, Officer | 10 | $0 | $619,203 | $89,056 |
| BRIAN T HERVEY | PRESIDENT Trustee or director, Officer | 20 | $0 | $484,858 | $61,286 |
| SHANTE CARTER | CHIEF FINANCIAL OFFICER Officer | 30 | $0 | $197,098 | $38,290 |
| CHRISTIE A ISRAEL | CONTROLLER Officer | 40 | $0 | $143,022 | $46,917 |
| JACQUELINE MARIE BARBERA | SECRETARY/EXECUTIVE DIRECTOR Officer | 40 | $0 | $137,700 | $27,764 |
| JULIE NEWCOMB HILL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| D ROBINSON CLUCK | CHAIR INVEST & FIN COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES V MAZZO | CHAIR ADVISORY COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEAN A YOOST | CHAIR AUDIT COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY J SINGER ESQ | CO-CHAIR STEWARSHIP COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STACEY NICHOLAS | CO-CHAIR STEWARSHIP COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD C ACKERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PHILIP K ANTHONY PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DURAID S ANTONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN BOROWSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMER A BOUKAI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD K BRIDGFORD ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JANE BUCHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL E BUTTERWORTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARY CARRINGTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HAZEM HIKMAT CHEHABI MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SALMA A CHEHABI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CAROL CHOI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EUGENE W CHOI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATE DUCHENE JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH L DUNN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LUCY DUNN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN R EVANS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOUGLAS K FREEMAN JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER FRIEND SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN GERACE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TERRY GODFREY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| OSCAR GONZALEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DENISE HALL JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY H HUNT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HANS IMHOF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SANDRA J JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANK JAO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANTHONY K JONES | TRUSTEE (AS OF 2/15/23) Trustee or director | 1 | $0 | $0 | $0 |
| ELIM KAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEEVE T KAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| YANG-UK KIM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JACK M LANGSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHANAZ S LANGSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MOHANNAD S MALAS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TWYLA REED MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FARZAD MASSOUDI MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL MERAGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHAWN R MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARCI LERNER MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KRISTEN S MONSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL A MUSSALLEM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELOY ORTIZ OAKLEY | TRUSTEE (AS OF 2/15/23) Trustee or director | 1 | $0 | $0 | $0 |
| GREG PALMER | TRUSTEE (AS OF 2/15/23) Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN PEEPELS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES J PETERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA K PETERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM FREDERICK PODLICH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHERYLL R RUSZAT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD J RUSZAT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN R SANTORA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK K SANTORA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL SCHULMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RUBEN SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TED SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA PRELL SONENSHINE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY L STRADER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARILYN P SUTTON PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES IRVINE SWINDEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID L TSOONG MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GADDI VASQUEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 510 EAST PELTASON DRIVE 5000, IRVINE, CA 92697-5600
- In care of
- % LYNN RAHN CPA
- Principal officer (990 for 2024)
- BRIAN T HERVEY, 510 EAST PELTASON DRIVE 5000, IRVINE, CA 926975600
- Signed the 990
- CHRISTIE A ISRAEL, CFO
- Phone
- (949) 824-1509
- Website
- WWW.UCIFOUNDATION.ORG
- Return prepared by
- KPMG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2540117 or by the name UNIVERSITY OF CALIFORNIA IRVINE 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 MISSION OF THE UNIVERSITY OF CALIFORNIA, IRVINE FOUNDATION (UC IRVINE FOUNDATION) IS TO RAISE AND MANAGE PRIVATE FUNDS TO SUPPORT UC IRVINE'S BROADER MISSION OF EXCELLENCE IN TEACHING, RESEARCH AND PUBLIC SERVICE. TO THIS END, THE UC IRVINE FOUNDATION ADVISES UNIVERSITY LEADERSHIP IN ALL AREAS RELATED TO PUBLIC TRUST, INVESTMENTS AND PHILANTHROPY; MOBILIZES EXISTING AND POTENTIAL SUPPORTERS TO HELP GROW THE UNIVERSITY'S ENDOWMENT; AND ENGAGES WITH APPROPRIATE STAKEHOLDERS TO ADVANCE FUNDRAISING EFFORTS ALIGNED WITH THE UNIVERSITY'S STRATEGIC PLAN. THE UC IRVINE FOUNDATION ALSO AIMS TO BUILD STRONGER NETWORKS OF SUPPORT AROUND DEANS, DIRECTORS AND HEALTH LEADERS TO ADVANCE UCI'S CONTRIBUTIONS TO THE REGION; ENGAGES WITH THE SCHOOLS, UNITS AND DEPARTMENTS IN STRATEGIC ADVISORY AND ADVOCACY ROLES; AND FACILITATES REGIONAL AND GLOBAL PARTNERSHIPS THAT EXPAND UCI'S CAPACITY TO IMPROVE LIVES.
Program accomplishments
- THE UCI FOUNDATION CREATES OPPORTUNITIES FOR THE RECRUITMENT OF FACULTY, SUPPORT OF STUDENTS AND THE BUILDING OF FACILITIES THAT ALLOWS UC IRVINE TO SOLIDIFY ITS STEADY GROWTH AS ONE OF THE NATION'S PREMIER RESEARCH UNIVERSITIES. GRANT SUPPORT HAS BEEN GIVEN FOR A VAST ARRAY OF RESEARCH INCLUDING MEDICINE, SCIENCE, HUMANITIES AND TECHNOLOGY AS WELL AS MERIT BASED SCHOLARSHIPS AND FELLOWSHIPS AND INSTRUCTION. THE UCI FOUNDATION HAS ENDOWED CHAIRS, SUPPORTED NEW RESEARCH, TEACHING FACILITIES AND OTHER CAMPUS IMPROVEMENTS.DURING THE YEAR ENDING JUNE 30, 2025 THE FOUNDATION PROVIDED THE FOLLOWING TO THE UNIVERSITY.SCHOOL OF MEDICINE $ 20,971,105OTHER 18,506,590COLLEGE OF HEALTH SCIENCE 11,898,676UCI MEDICAL CENTER 11,553,646HENRY SAMUELI SCHOOL OF ENGINEERING 10,823,508NON-ACADEMIC UNITS 6,072,413OFFICE OF RESEARCH 2,765,072SOCIAL SCIENCES 1,577,161SOCIAL ECOLOGY 1,497,246CHARLIE DUNLOP SCHOOL OF BIOLOGICAL SCIENCES 1,441,388SCHOOL OF LAW 1,424,534PAUL MERAGE SCHOOL OF BUSINESS 1,299,999CLAIRE TREVOR SCHOOL OF THE ARTS 1,229,729PHYSICAL SCIENCES 1,187,439HUMANITIES 1,185,077DONALD BREN SCHOOL OF INFORMATION AND COMPUTER SCIENCE 1,000,264ATHLETICS 792,914SCHOOL OF EDUCATION 775,604PHARMACY & PHARMACEUTICAL SCIENCES 455,323WEN SCHOOL OF PUBLIC HEALTH 437,791CENTER FOR NEUROBIOLOGY OF LEARNING & MEMORY 299,003UCI LIBRARIES 261,713SUE & BILL GROSS SCHOOL OF NURSING 124,409TOTAL $ 97,580,594Expenses $99,970,629 · grants $97,580,594
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
- 95-2540117
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $1,204,172,937
- Income (IRS master file)
- $414,885,494
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $230,713,203 | $107,337,083 | $1,204,172,937 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $125,695,568 | $75,274,208 | $1,049,811,676 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $101,055,706 | $84,566,534 | $929,847,551 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $225,130,481 | $130,984,838 | $869,534,776 | 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: 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 95-2540117).
Questions about UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
- What is the EIN of UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION?
- The employer identification number (EIN) of UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION is 95-2540117.
- Is UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF CALIFORNIA IRVINE 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 UNIVERSITY OF CALIFORNIA IRVINE 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 UNIVERSITY OF CALIFORNIA IRVINE 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 UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION?
- The 990 for the year ended June 30, 2025 names BRIAN T HERVEY.
- Who are the officers and directors of UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 79 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $230,713,203, expenses of $107,337,083 and total assets of $1,204,172,937 at year end.
Other nonprofits in IRVINE
- CONCORDIA UNIVERSITY IRVINE EIN 95-2798775 · last filed 990 for 2025
- TARBUT VTORAH COMMUNITY DAY SCHOOL EIN 95-3374189 · last filed 990 for 2025
- EXCEL ACADEMY CHARTER SCHOOLS EIN 47-4121751 · last filed 990 for 2025
- NEW HORIZON SCHOOL IRVINE EIN 47-4225372 · last filed 990 for 2025
- WESTERN MANDARIN IMMERSION CHARTER SCHOOL EIN 82-5267902 · last filed 990 for 2025
- SOUTH COAST CHARTER SCHOOL ASSOCIATION EIN 61-2067847 · last filed 990 for 2025
- THE ROBERTO FOUNDATION EIN 20-1688777 · last filed 990-PF for 2024
- NEW HORIZON EDUCATIONAL FOUNDATION EIN 27-0810146 · last filed 990 for 2024