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EIN 47-3599471

Ucsf Foundation Investment Company

IRS 501(c) type
501(c)(3)
Num. employees
15
City
San Francisco
State
California
Year formed
2014
Most recent tax filings
2023-06-01
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
$6,600,447
2023
Total expenses
$6,461,570
2023
Total assets
$2,911,076
2023
Num. employees
15
2023

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 101 more grants received totalling $30,572,054

Personnel at Ucsf Foundation Investment Company

NameTitleCompensation
Kaushal ShahChief Financial Officer$326,425
David HarkinsPresident and Chief Information Officer$958,764
David SchofieldSecretary / Managing Director$726,597
Nikita GujralManaging Director$710,858
Ashley ArtimAssociate Director$244,531
...and 9 more key personnel

Financials for Ucsf Foundation Investment Company

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$6,510,000
Investment income and dividends$90,447
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$6,600,447

Form 990s for Ucsf Foundation Investment Company

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-14990View PDF
2022-062023-05-04990View PDF
2021-062022-05-04990View PDF
2020-062021-05-26990View PDF
2019-062021-01-21990View PDF
...and 4 more Form 990s
Data update history
August 25, 2024
Received grants
Identified 10 new grant, including a grant for $383,333 from Herbert R Mayer and Jeanne C Mayer Foundation
August 11, 2024
Updated personnel
Identified 3 new personnel
July 16, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 15, 2024
Used new vendors
Identified 1 new vendor, including
May 18, 2024
Received grants
Identified 5 new grant, including a grant for $535,000 from The Mary Oakley Foundation
Nonprofit Types
School foundationsGrantmaking organizationsHeadquarter / parent organizationsCharities
Issues
Education
Characteristics
Funds one specific organizationPartially liquidatedState / local levelTax deductible donationsAccepts online 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
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
CT0224064
FTB Entity ID
3722824
AB 488 data last updated ("as-of") date
2024-10-16
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