Our Finances and Policies

Audited Financial Statements

For Fiscal Year End 6/30/2025

Audited Financial Statements

For Fiscal Year End 6/30/2024

Audited Financial Statements

For Fiscal Year End 6/30/2023

Accounts Payable Policy

Updated September 2025

Form 990

IRS Form 990 for period ending 06/30/2024

Form 990

IRS Form 990 for period ending 06/30/2023

Determination of Tax-Exempt Status

Educational Foundation Articles of Incorporation (amended 2019)

USC Education Foundation Registrations

Investment Performance

Composite performance review for the period ending 9/30/2025

Investment Performance

Composite performance review for the period ending 06/30/2025

Investment Performance

Composite performance review for the period ending 06/30/2024

Investment Performance

Composite performance review for the period ending 6/30/2023

Investment Performance

Composite performance review for the period ending 6/30/2022

Investment Policy

Updated August 2025

Annual Endowment Report

Endowment Report for the Fiscal year ending 6/30/2025

Educational Foundation Strategic Plan

Approved as of 1/30/2020

Educational Foundation Bylaws

Approved as of 2/29/2024

Conflict of Interest Policy

Last Updated 8/24/2020

Record Retention Policy

Last Updated 5/13/2019

Sexual Harassment Policy

Last Updated 5/13/2009

Whistle Blower Policy

Last Updated 4/24/2024

Donor Confidentiality Statement

Last Updated 1/30/2020

Life Insurance Gift Acceptance Policy

Last Updated 1/23/2020

Charitable Gift Annuity Acceptance Policy

Last Updated 7/1/2016