1. Directory
  2. California
  3. San Francisco
  4. Ucsf Foundation Investment Company
EIN 47-3599471

Ucsf Foundation Investment Company

IRS 501(c) type
501(c)(3)
Num. employees
14
City
San Francisco
State
California
Year formed
2014
Most recent tax filings
2022-06-01
NTEE code, primary
B11: Education Single Organization Support
Description
Ucsf Foundation Investment Company provides professional investment management services to manage endowed gifts and financial assets entrusted to the UCSF Foundation, supporting the University of California San Francisco's excellence and innovation in health services.
Total revenues
$6,652,796
2022
Total expenses
$6,514,469
2022
Total assets
$2,954,955
2022
Num. employees
14
2022

Program areas at Ucsf Foundation Investment Company

management of endowed gifts and financial assets entrusted to ucsf foundation in support of university of california san francisco's excellence and innovation in health services.

Who funds Ucsf Foundation Investment Company

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Valhalla FoundationMedical Research Initiatives$10,566,500
William K. Bowes Jr. FoundationEstablish the William K. Bowes, JR. Biomedical Investigator Program; Ucsf Osher Center Research Support; the Neural Code of Speech; Ucsf Discovery Fellows; Cardiology Council$6,183,333
Sergey Brin Family FoundationSupport for Asd Study and Data Infrastructure Needs$2,002,778
...and 123 more grants received totalling $32,075,857

Personnel at Ucsf Foundation Investment Company

NameTitleCompensation
Kaushal ShahChief Financial Officer$316,375
David HarkinsPresident and Chief Information Officer$967,719
David SchofieldManaging Director$782,336
Ashley ArtimDirector$199,290
Herme EdolmoController and Investment Operations$209,951
...and 7 more key personnel

Financials for Ucsf Foundation Investment Company

RevenuesFYE 06/2022
Total grants, contributions, etc.$0
Program services$6,645,000
Investment income and dividends$7,796
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$6,652,796

Form 990s for Ucsf Foundation Investment Company

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-04990View PDF
2021-062022-05-04990View PDF
2020-062021-05-26990View PDF
2019-062021-01-21990View PDF
2018-062019-11-08990View PDF
...and 3 more Form 990s
Data update history
February 4, 2024
Received grants
Identified 60 new grant, including a grant for $10,566,500 from Valhalla Foundation
October 25, 2023
Received grants
Identified 17 new grant, including a grant for $320,000 from Michael Antonov Charitable Foundation
August 19, 2023
Received grants
Identified 166 new grant, including a grant for $74,015,000 from Gerson Bakar Foundation
July 11, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
School foundationsGrantmaking organizationsHeadquarter / parent organizationsCharities
Issues
Education
Characteristics
Funds one specific organizationPartially liquidatedState / local levelTax deductible donations
General information
Address
601 California St Ste 801
San Francisco, CA 94108
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
ucsfinvestco.org/ 
Phone
(415) 477-1040
IRS details
EIN
47-3599471
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B11: Education Single Organization Support
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Central organization
Free account sign-up

Want updates when Ucsf Foundation Investment Company has new information, or want to find more organizations like Ucsf Foundation Investment Company?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy