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EIN 45-2586739

Ucla Investment Company

IRS 501(c) type
501(c)(3)
Num. employees
15
City
Los Angeles
State
California
Year formed
2011
Most recent tax filings
2023-06-01
NTEE code, primary
B11: Education Single Organization Support
Description
Ucla Investment Company manages over $3.8 billion in assets, supporting UCLA's educational mission through professional stewardship and strategic investment policies.
Total revenues
$8,233,770
2023
Total expenses
$8,233,770
2023
Total assets
$5,210,382
2023
Num. employees
15
2023

Program areas at Ucla Investment Company

As a supporting organization of the Ucla foundation, the Company manages the Investment of over $3.8 billion that has been entrusted to the Ucla foundation and seven other related organizations in support of Ucla's mission of creation, dissemination, preservation, and application of knowledge for the betterment of the global society.

Personnel at Ucla Investment Company

NameTitleCompensation
Justin E. BartonPresident and Chief Investment Officer$793,398
Julie SinaChief Operating Officer$0
Stephen J. AgostiniVice Chancellor and Chief Financial Officer
Bendick SyDirector of Investment Reporting$284,047
Breanne EshelmanInvestment Director$385,022
...and 9 more key personnel

Financials for Ucla Investment Company

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$8,233,770
Investment income and dividends$0
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$8,233,770

Form 990s for Ucla Investment Company

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-09990View PDF
2022-062023-05-12990View PDF
2021-062022-05-13990View PDF
2020-062021-05-26990View PDF
2019-062020-10-21990View PDF
...and 8 more Form 990s
Data update history
October 16, 2024
Updated personnel
Identified 4 new personnel
August 9, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 24, 2024
Updated personnel
Identified 4 new personnel
July 11, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
School foundationsGrantmaking organizationsHeadquarter / parent organizationsCharities
Issues
Education
Characteristics
Funds one specific organizationTax deductible donationsAccepts online donations
General information
Address
12400 Wilshire Blvd Suite 1000
Los Angeles, CA 90025
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Website URL
uclainvestmentcompany.org/ 
Phone
(310) 954-0680
IRS details
EIN
45-2586739
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2011
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
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
CT0180471
FTB Entity ID
3386534
AB 488 data last updated ("as-of") date
2024-11-06
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