Annual Financial Reports & Tax Information

The mission of the Foundation Accounting staff is to provide high-quality, customer-focused service and accurate financial information that is easily accessible to our customers. In so doing, we will ensure compliance with applicable accounting and investment policies and generally accepted principles, as well as apply prudent business, ethical, and moral standards of care.

IRS Determination Letter

Please find our IRS determination letter here

Foundation W9 or Vendor Setup

If you would like a copy of our form W9 or have been requested to setup a new vendor record, please follow the appropriate instructions below:

UC San Diego Faculty or Staff: Submit a Services and Support Ticket including the business purpose of your request to About: Gift Funds, Related to: Gift Fund Inquiries; More Specifically: Gift Fund W9 or Vendor Setup. If there is a corporate vendor set up, please include copies of all required forms.
External: Send an email with the business purpose of your request to our Gifts Treasury team at giftstreasury@ucsd.edu.

A Gift & Foundation Accounting staff member will respond to your request within two business days.

Form 990: Return of Organization Exempt from Income Tax

Audited Financial Statements

For Audited Financial Statements or Forms 990 for earlier fiscal years, please follow the appropriate instructions below:

UC San Diego Faculty or Staff: Submit a Services and Support Ticket including the business purpose of your request to About: Gift Funds, Related to: Gift Fund Inquiries; More Specifically: Gift Fund Questions.
External: Send an email to Kierstin Sykes at kksykes@ucsd.edu.