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DTC Instruction Form The UCLA Foundation To (donor’s broker): (Broker Fax): (Broker Telephone): From: Telephone: Fax: DTC WIRING INSTRUCTIONS FOR GIFTS OF STOCK OR BONDS to: THE UCLA FOUNDATION
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The UCLA Foundation is a nonprofit organization that supports and advances the mission of the University of California, Los Angeles (UCLA). It is responsible for raising and managing private donations to benefit UCLA's research, teaching, and public service programs.
The UCLA Foundation is not required to file any specific documents as it is a nonprofit organization. However, it is subject to financial reporting requirements and must file annual tax returns with the IRS.
To fill out UCLA Foundation's financial reporting requirements and annual tax returns, the organization must gather and provide accurate financial information, including income, expenses, assets, liabilities, and any other required information. This information should be prepared in accordance with applicable accounting standards and IRS guidelines.
The purpose of the UCLA Foundation is to generate private philanthropic support to enhance UCLA's educational, research, and community service programs. It helps fund initiatives, scholarships, professorships, research projects, and various activities that further the mission of UCLA.
The UCLA Foundation must report financial and non-financial information on its annual tax returns. This includes details about income, expenses, assets, liabilities, grants, donations, fundraising activities, governance structure, board members, and any other relevant information required by the IRS.
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