UNION BANK FOUNDATION

Financial Information

Total Assets: $1,098,254

Total Giving: $0

Area of Service:

California

Areas of Interest:

Not Available

Programs

None

Grants

The following grants were reported in 2006:
$50,000 to YMCA Youth And Family Services, San Diego, CA. For Social & Human Services, payable over 1 year.
$25,000 to Valley Naven for Miscellaneous Philanthropy, payable over 1 year.
$25,000 to Legal Services Of Northern California, CA. For Social & Human Services, payable over 1 year.
$25,000 to Aids Emergency Fund, San Francisco, CA. For Health, payable over 1 year.
$25,000 to California Science Center, Los Angeles, CA. For Education, payable over 1 year.
$15,000 to Living Desert, Palm Springs, CA. For Environment, payable over 1 year.
$15,000 to Stuart M Ketchum YMCA for Social & Human Services, payable over 1 year.
$10,500 to Lamb’s Player Theater for Arts & Culture, payable over 1 year.
$10,000 to Asian Pacific Youth Leadership for Miscellaneous Philanthropy, payable over 1 year.
$10,000 to Coastal Community Foundation for Community Development, payable over 1 year.

Limitations

Giving primarily in areas of company operations, with emphasis on Imperial, Los Angeles, Orange, Riverside, San Bernardino, San Diego, and Ventura counties, and central and northern CA; some consideration given to the Pacific Northwest.
No support for religious, military, veterans’, fraternal, professional, political organizations, intermediary foundations, or individual elementary or secondary level schools.
No grants to individuals, or for service club activities or general operating support for churches or religious groups, hospitals or other patient care institutions, or educational institutions.

Summary

The foundation supports museums and organizations involved with visual and performance arts, wildlife, substance abuse, crime and violence prevention, employment, human services, and economically disadvantaged people. Special emphasis is directed toward programs designed to promote education, the environment, affordable housing, and community economic development.

Additional

Type of Grantmaker: Company-sponsored foundation
Trust established in 1953 in CA.

Quick Facts Sheet
URL:

http://www.uboc.com/

Located in:

San Francisco,

California

United States

Contact Information / Process

Phone: (619) 230-4484

Email: [email protected]

Address:
c/o Union Bank, N.A.
400 California St., 95-91
San Francisco, CA 94145-0174

Procedure:
Organizations receiving support of at least $10,000 are asked to provide a final report. Application form not required. Applicants should submit the following:
1. Copy of IRS Determination Letter
2. Brief history of organization and description of its mission
3. Copy of most recent annual report/audited financial statement/990
4. Listing of board of directors, trustees, officers and other key people and their affiliations
5. Detailed description of project and amount of funding requested
6. Copy of current year’s organizational budget and/or project budget
7. Listing of additional sources and amount of support
8. Population served
9. Results expected from proposed grant
Initial approach: Proposal to nearest application address or nearest company facility
Copies of proposal: 1
Board meeting date(s): Bi-monthly
Deadline(s): Jan. is preferred
Final notification: 3 months
Additional information: Proposals for requests over $10,000 must include performance measurement criteria.

Donors & Leadership

Donors:
Union Bank of California, N.A.
UnionBanCal Corp.

Officers and Directors:
Robert A. McNeely, Chairperson and Chief Executive Officer
Carl A. Ballton, President and Chief Operating Officer
Joe Benoit
Linda F. Betzer
JoAnn Bourne
Bruce Corbin
Maria Gallo
Mike Hart
Jack Knight
Kazuo Koshi
Joe Petitti

Trustee:
Union Bank, N.A.

EIN:

956023551

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