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Ucsf Foundation Investment Company

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 473599471 ✦ San francisco, CA ✦ Designated as a 501(c)(3)

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Overview

What is Ucsf Foundation Investment Company?

UCSF Foundation Investment Company is a nonprofit organization situated in San Francisco, California. Their primary role is to manage and oversee endowed gifts and financial assets, which have been entrusted to the UCSF Foundation. This mission aims to support the University of California, San Francisco, in upholding its reputation for excellence and innovation in the field of health services. The organization employs a team of 14 professionals who specialize in investment management, ensuring the proper allocation and growth of these funds. Their work is instrumental in maintaining the UCSF Foundation's financial stability and enabling the university to continue its crucial health-related initiatives.


Official website here: www.ucsfinvestco.org/

Is Ucsf Foundation Investment Company legitimate?

Ucsf Foundation Investment Company is a legitimate nonprofit organization registered as a 501(c)(3) entity. Ucsf Foundation Investment Company submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $1,668,384
Professional Fundraising Fees: $0
Other Salaries and Wages: $2,760,135

For more financial information, click here


Official website here: www.ucsfinvestco.org/

What is the mission statement of Ucsf Foundation Investment Company?

The UCSF Foundation Investment Company's mission is to offer expert investment management services for endowed gifts and financial assets that have been entrusted to the UCSF Foundation. Their primary objective is to support the University of California San Francisco's exceptional healthcare services by managing these assets effectively. By providing professional investment management, they aim to contribute to UCSF's continued excellence and innovation in the healthcare sector.

In essence, the UCSF Foundation Investment Company serves as a financial steward, ensuring that the endowed gifts and assets are utilized in a way that maximizes their impact on UCSF's healthcare initiatives. Their work plays a crucial role in supporting UCSF's mission of delivering top-notch healthcare services and driving innovation in the field.


Official website here: www.ucsfinvestco.org/

Who is the CEO of Ucsf Foundation Investment Company?

David Harkins is the President & Cio of Ucsf Foundation Investment Company.


Official website here: www.ucsfinvestco.org/

What is the revenue of Ucsf Foundation Investment Company?

Ucsf Foundation Investment Company's revenue in 2022 was $6,652,796.


Official website here: www.ucsfinvestco.org/

Who are the executives of Ucsf Foundation Investment Company and what are their salaries?

The average compensation at Ucsf Foundation Investment Company during 2022 was $316,323. There are 14 employees and 10 volunteers at Ucsf Foundation Investment Company.


Here are 18 key members and their salaries:


David Harkins (President & Cio)
  • Compensation: $967,719
  • Related: $0
  • Other: $94,396
Nikita Gurjal (Managing Director)
  • Compensation: $766,167
  • Related: $0
  • Other: $94,035
David Schofield (Managing Director)
  • Compensation: $782,336
  • Related: $0
  • Other: $69,631
Jennifer Arnett (Vice President)
  • Compensation: $0
  • Related: $524,933
  • Other: $3,709
Kaushal Shah (Secretary & Cfo)
  • Compensation: $316,375
  • Related: $0
  • Other: $92,882
Ashley Artim (Director)
  • Compensation: $199,290
  • Related: $0
  • Other: $69,728
Joseph Calger (Vice President)
  • Compensation: $0
  • Related: $257,579
  • Other: $8,358
Herme Edolmo (Controller/Investment Ops)
  • Compensation: $209,951
  • Related: $0
  • Other: $55,111
James Arnold (Senior Associate)
  • Compensation: $125,998
  • Related: $0
  • Other: $43,639
Kathryn Hall (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Ach (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ann Barber (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Fred Cohen (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dipanjan Deb (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melinda Ellis Evers (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sameer Gandhi (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Adrianna Ma (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Rosner (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.ucsfinvestco.org/

Where can I find the form 990 for Ucsf Foundation Investment Company?

Ucsf Foundation Investment Company's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.ucsfinvestco.org/

Learn more at the official website: www.ucsfinvestco.org/

Mission Statement of Ucsf Foundation Investment Company

UCSF Foundation Investment Company, as a mission-driven organization, is dedicated to providing professional investment management services for endowed gifts and financial assets entrusted to the UCSF Foundation. This role is instrumental in supporting the University of California, San Francisco's (UCSF) pursuit of excellence and innovation in health services. By skillfully managing these assets, UCSF Foundation Investment Company contributes to UCSF's ability to fulfill its mission of delivering world-class healthcare and conducting groundbreaking research.

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Impact




October, 2024

The UCSF Foundation Investment Company plays a vital role in managing endowed gifts and financial assets entrusted to the UCSF Foundation. Through professional investment management services, it supports the University of California, San Francisco's commitment to excellence and innovation in health services. By effectively managing these financial resources, the company ensures that the benefits of endowed gifts are maximized, facilitating advancements in education and healthcare initiatives. Its strategic approach to investment ultimately enhances the university's ability to fulfill its mission and fosters an environment conducive to groundbreaking research and high-quality education in the health sector.




This information is meant to be a general summary of Ucsf Foundation Investment Company. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$6,652,796 (2022)
Expenses
$6,514,469 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $7,796
  • Program Service Revenue: $6,645,000
  • Gross Receipts: $6,652,796

Assets and Liabilities:

  • Total Assets: $2,954,955
  • Total Liabilities: $2,578,521
  • Net Assets: $376,434

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

INVESTMENT MANAGEMENT SERVICES

Revenue

$6,645,000

Organization Details

Founding Year

2014

Principal Officer

David Harkins

Main Address

601 CALIFORNIA ST STE 801, SAN FRANCISCO, CA, 94108

NTEE Category

Code: B11 - Education

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