Ucsf Foundation Investment Company
- Assets
- $2.4m
- Revenue
- $5.8m
- Investments
- $0.0
- Employees
- 12
- Location
- San Francisco, CA
- Founding
- 06/2015
- Data as of
- 06/2021
- EIN
- 47-3599471
Organization Overview
Ucsf Foundation Investment Company is located in San Francisco, CA. The organization was established in 2015. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. As of 06/2021, Ucsf Foundation Investment Company employed 12 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ucsf Foundation Investment Company is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE ORGANIZATION PROVIDES PROFESSIONAL INVESTMENT MANAGEMENT SERVICES FOR ENDOWED GIFTS AND FINANCIAL ASSETS ENTRUSTED TO THE UCSF FOUNDATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Harkins President & Cio | OfficerTrustee | 50 | $1,010,414 |
David Schofield Managing Director | 50 | $780,212 | |
Nikita Gurjal Managing Director | 50 | $694,370 | |
Kaushal Shah Secretary & CFO | Officer | 50 | $335,810 |
Ashley Artim Associate Director | 50 | $182,985 | |
Herme Edolmo Controller Investment Ops | 50 | $168,097 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
601 California Property Investments Landlord | 6/29/21 | $219,985 |
Caissa Llc Analytics | 6/29/21 | $138,150 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $5,745,000 |
| Investment income | $14,392 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,759,392 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,644,721 |
| Compensation of current officers, directors, key employees. | $345,948 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,608,681 |
| Pension plan accruals and contributions | $265,178 |
| Other employee benefits | $190,576 |
| Payroll taxes | $144,906 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $223,812 |
| Fees for services: Accounting | $63,352 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $77,900 |
| Advertising and promotion | $0 |
| Office expenses | $78,483 |
| Information technology | $442,485 |
| Royalties | $0 |
| Occupancy | $227,591 |
| Travel | $5,242 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $6,782 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,567 |
| All other expenses | $0 |
| Total functional expenses | $5,981,276 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,365,103 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $19,726 |
| Total assets | $2,384,829 |
| Accounts payable and accrued expenses | $2,086,165 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $60,557 |
| Total liabilities | $2,146,722 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $238,107 |
| Total liabilities and net assets/fund balances | $2,384,829 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Ucsf Foundation Investment Company has recieved totaling $180,250.
| Awarding Organization | Amount |
|---|---|
American Endowment Foundation Hudson, OH PURPOSE: EDUCATIONAL | $105,250 |
American Endowment Foundation Hudson, OH PURPOSE: EDUCATIONAL | $75,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The University Corporation San Francisco State San Francisco, CA | $47,309,090 | $29,247,706 |
California State University Dominguez Hills Foundation Carson, CA | $11,765,317 | $14,222,352 |
Northern Arizona University Fdn Inc Flagstaff, AZ | $256,288,832 | $37,761,443 |
Allan Hancock College Foundation Santa Maria, CA | $20,101,421 | $6,236,200 |
Wave Property Inc Malibu, CA | $0 | -$40,507 |
U C Riverside Foundation Riverside, CA | $204,662,854 | $24,632,492 |
San Francisco State University Foundation San Francisco, CA | $183,676,818 | $22,479,029 |
10000 Degrees San Rafael, CA | $19,169,911 | $12,132,333 |
Klare Holdings Los Angeles, CA | $259,758,492 | $15,264,279 |
California State University - Northridge Foundation Northridge, CA | $300,894,352 | $70,202,583 |
John H & Cynthia Lee Smet Foundation Manhattan Beach, CA | $180,146,566 | $55,938,171 |
Riverside County Office Of Education Foundation Riverside, CA | $343,683 | $10,179,019 |