Overview

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Est.

2014

Fiscal Year Start

Jul 1

Organization Type

Grantseeker

AI Summary

The UCSF Foundation Investment Company, with EIN 47-3599471, is a nonprofit organization dedicated to providing professional investment management services for endowed gifts and financial assets entrusted to the UCSF Foundation, focusing on the education sector. In the 2024 filing year, the organization reported an operating budget of $6 million and total revenue of $6.2 million, with significant funding from multiple sources, none of which account for 50% or more of its revenue. More information can be found on their website at http://ucsfinvestco.org/.

Mission Statement

the organization provides professional investment management services for endowed gifts and financial assets entrusted to the UCSF Foundation.
Revenues
$6.2M
Expenses
$6M
Net Income:
+$163.5K
Assets
$2.7M
Liabilities
$2M
Net Assets:
+$678.8K
Operating Budget
$6M
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
4
Median grant size
$7.5K
Largest grant received
$25K
D
David Harkins
Board Member
K
Kathryn a Hall
Board Member
M
Melinda Ellis Evers
Board Member

Frequently Asked Questions

What is UCSF FOUNDATION INVESTMENT COMPANY’s budget?
In 2024, UCSF FOUNDATION INVESTMENT COMPANY reported an annual operating budget of around $6 million. More detailed financial information is available to registered users.
What causes does UCSF FOUNDATION INVESTMENT COMPANY support?
UCSF FOUNDATION INVESTMENT COMPANY supports work in Education.
Where does UCSF FOUNDATION INVESTMENT COMPANY operate?
UCSF FOUNDATION INVESTMENT COMPANY is headquartered in San Francisco, CA.
Who funded UCSF FOUNDATION INVESTMENT COMPANY recently?
In 2024, UCSF FOUNDATION INVESTMENT COMPANY received grants from KAZAN MCCLAIN PARTNERS' FOUNDATION, AMERICAN ENDOWMENT FOUNDATION, and MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC. More information on this organization’s funders is available to registered users.
What is the largest grant UCSF FOUNDATION INVESTMENT COMPANY received in 2024?
The largest grant to UCSF FOUNDATION INVESTMENT COMPANY in 2024 exceeds $25 thousand.