It all started here. - Giving to UC Santa Cruz - University of California ...
It all started here. - Giving to UC Santa Cruz - University of California ...
It all started here. - Giving to UC Santa Cruz - University of California ...
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22<br />
■ Other Organizations:<br />
$1,126,281 (8.4%)<br />
■ Campus Organizations:<br />
$165,588 (1.2%)<br />
30%<br />
25%<br />
20%<br />
15%<br />
10%<br />
5%<br />
0%<br />
-5%<br />
-10%<br />
<strong>Giving</strong> <strong>to</strong> <strong>UC</strong> <strong>Santa</strong> <strong>Cruz</strong><br />
This annual report features some <strong>of</strong> the ways <strong>UC</strong>SC supporters<br />
have chosen <strong>to</strong> give <strong>to</strong> the campus in support <strong>of</strong> their favorite<br />
programs. The <strong>UC</strong> <strong>Santa</strong> <strong>Cruz</strong> Foundation welcomes outright<br />
gifts <strong>of</strong> cash, securities, and property. Gifts may also be pledged,<br />
with payment extended over time.<br />
We also <strong>of</strong>fer a variety <strong>of</strong> deferred giving options, including charitable<br />
remainder trusts, life insurance gifts, and bequests. The <strong>UC</strong> <strong>Santa</strong><br />
<strong>Cruz</strong> Foundation has tax-exempt status granted under Section 501(c)(3)<br />
<strong>of</strong> the federal Internal Revenue Code, and <strong>all</strong> contributions <strong>to</strong> the<br />
Foundation are tax deductible <strong>to</strong> the extent <strong>all</strong>owed by law.<br />
Donors <strong>to</strong> <strong>UC</strong>SC are invited <strong>to</strong> direct their gifts <strong>to</strong> one or more programs<br />
<strong>of</strong> special interest <strong>to</strong> them, such as a college, academic department,<br />
scholarship fund, or specific area <strong>of</strong> research. Many donors also choose<br />
<strong>to</strong> make unrestricted gifts, enabling the campus <strong>to</strong> direct resources w<strong>here</strong><br />
they are needed most. Other opportunities <strong>to</strong> contribute <strong>to</strong> <strong>UC</strong>SC include:<br />
R Annual giving, providing current operating support for a wide range<br />
<strong>of</strong> campus programs;<br />
R Endowment gifts, providing support in perpetuity. These include<br />
program endowments, endowed chairs, scholarship endowments,<br />
and library subject endowments;<br />
Source <strong>of</strong> Private Funds: 2000–01<br />
(Total: $13,503,466)<br />
■ Other Individuals:<br />
$1,719,226 (12.7%)<br />
1996–97<br />
1997–98<br />
■ Businesses:<br />
$1,931,028 (14.3%)<br />
1998–99<br />
1999–00<br />
2000–01<br />
■ Foundations:<br />
$7,199,481<br />
(53.3%)<br />
■ Parents: $537,121 (4.0%)<br />
■ Alumni: $824,741 (6.1%)<br />
<strong>UC</strong> <strong>Santa</strong> <strong>Cruz</strong> Foundation Endowment<br />
Performance: 1996–2001<br />
(Total percentage return for fiscal year ending June 30)<br />
<strong>UC</strong> <strong>Santa</strong> <strong>Cruz</strong> Foundation<br />
Endowment Funds are<br />
managed by the <strong>University</strong> <strong>of</strong><br />
<strong>California</strong> Office <strong>of</strong> the Treasurer<br />
Comparison Performance<br />
Value Performance <strong>of</strong> policy<br />
benchmark links returns <strong>of</strong> new<br />
benchmark in place after 6/30/00<br />
and prior his<strong>to</strong>rical benchmark.<br />
Annual Rate <strong>of</strong> Inflation<br />
R Special campaigns, such as capital, endowment, and matching; and<br />
R Honorary and memorial giving.<br />
For more information on supporting <strong>UC</strong>SC through the <strong>UC</strong> <strong>Santa</strong> <strong>Cruz</strong><br />
Foundation, please contact:<br />
Ronald P. Suduiko<br />
Vice Chancellor, <strong>University</strong> Relations<br />
Carriage House<br />
<strong>University</strong> <strong>of</strong> <strong>California</strong><br />
1156 High Street, <strong>Santa</strong> <strong>Cruz</strong>, CA 95064<br />
Phone: (831) 459-2501 or (800) 933-SLUG<br />
Fax: (831) 459-3412<br />
E-mail: ucscfoundation@cats.ucsc.edu<br />
For information on planned giving opportunities, contact Ron Suduiko,<br />
<strong>University</strong> Relations, (831) 459-2501; rsuduiko@cats.ucsc.edu.<br />
You can make a gift <strong>to</strong> <strong>UC</strong> <strong>Santa</strong> <strong>Cruz</strong> online at give<strong>to</strong>.ucsc.edu<br />
Financial data in this report was compiled prior <strong>to</strong> the final 2000–01<br />
fiscal-year audit. Copies <strong>of</strong> the Foundation’s audited financial statement<br />
are available upon request.<br />
Use <strong>of</strong> Private Funds: 2000–01<br />
(Total: $13,503,466)<br />
■ Student Support:<br />
$710,505 (5.3%)<br />
■ Campus Improvement:<br />
$622,897 (4.6%)<br />
85<br />
80<br />
75<br />
70<br />
65<br />
60<br />
55<br />
50<br />
45<br />
40<br />
35<br />
30<br />
25<br />
20<br />
15<br />
10<br />
5<br />
0<br />
1996–97<br />
■ Undesignated:<br />
$248,089 (1.8%)<br />
■ Teaching Support:<br />
$2,575,292 (19.1%)<br />
Trust/Unitrust Funds<br />
1997–98<br />
<strong>UC</strong> Regents Endowment<br />
(<strong>UC</strong>SC’s portion)<br />
1998–99<br />
■ Research:<br />
$5,639,320<br />
(41.8%)<br />
■ Library:<br />
$644,961 (4.8%)<br />
■ Other Purposes*:<br />
$3,062,402 (22.6%)<br />
* Gifts <strong>to</strong> the Arboretum, KZSC, Women's Club,<br />
Farm & Garden, Affiliates, Extension, Sesnon<br />
Art G<strong>all</strong>ery, and other campus g<strong>all</strong>eries<br />
Growth <strong>of</strong> <strong>UC</strong> <strong>Santa</strong> <strong>Cruz</strong> Endowments and Trust/<br />
Unitrust Funds: 1996–2001<br />
( )<br />
(Millions <strong>of</strong> dollars)<br />
<strong>UC</strong> <strong>Santa</strong> <strong>Cruz</strong> Foundation Endowment<br />
1999–00<br />
Total<br />
Funds<br />
Invested<br />
2000–01