Nonprofit · EIN 45-2586739
UCLA INVESTMENT COMPANY
Tax-exempt · LOS ANGELES, CA 90025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,749,202 | $7,749,202 | $0 | $4,959,890 | $4,959,890 | $0 |
| June 30, 2024 | 990 | $8,104,788 | $8,104,788 | $0 | $4,995,801 | $4,995,801 | $0 |
| June 30, 2023 | 990 | $8,233,770 | $8,233,770 | $0 | $5,210,382 | $5,210,382 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,749,202
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,392,192
- Other salaries and wages
- $2,623,274
- Salaries, compensation and benefits (total)
- $5,690,312
- Professional fundraising fees
- $0
- Legal fees
- $380,323
- Accounting fees
- $56,044
- Occupancy
- $431,574
- Travel
- $162,638
- Program services (functional)
- $5,480,646
- Management and general (functional)
- $2,268,556
Balance sheet and other
- Total assets, start of year
- $4,995,801
- Total assets, end of year
- $4,959,890
- Total liabilities, end of year
- $4,959,890
- Net assets, end of year
- $0
- Gross receipts
- $7,749,202
- Employees
- 17
- Volunteers
- 9
- Year formed
- 2011
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUSTIN BARTON | PRESIDENT / CIO Trustee or director, Officer | 40 | $1,063,968 | $0 | $134,219 |
| MICHAEL MARVELLI | DEPUTY CIO/CORPORATE SECRETARY Officer | 40 | $871,511 | $0 | $197,478 |
| MIOARA LARSON | CHIEF OPERATING OFFICER Officer | 40 | $476,212 | $0 | $226,610 |
| RAYMOND SCHLEINKOFER | INVESTMENT DIRECTOR Highest-paid employee | 40 | $514,093 | $0 | $92,375 |
| BREANNE ESHELMAN | INVESTMENT DIRECTOR Highest-paid employee | 40 | $455,372 | $0 | $108,645 |
| JULIE A SINA | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 10 | $0 | $415,332 | $94,513 |
| THOMAS MOON | INVESTMENT DIRECTOR Highest-paid employee | 40 | $479,315 | $0 | $16,424 |
| BENDICK SY | DIRECTOR, INVESTMENT REPORTING Highest-paid employee | 40 | $333,899 | $0 | $101,402 |
| STEPHEN J AGOSTINI | DIRECTOR Trustee or director | 10 | $0 | $386,972 | $1,201 |
| ANASTASIA BOROVICH | ASSOCIATE INVESTMENT DIRECTOR Highest-paid employee | 40 | $269,148 | $0 | $22,148 |
| DREW ZAGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN MAPES | BOARD CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| DAVID ACKERT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PHILIP HAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA AUERBACH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIO HERRERA | DIRECTOR Trustee or director | 1 | $0 |
| ANDREA EISFELDT | DIRECTOR Trustee or director | 1 | $0 |
| MELVIN LINDSEY | DIRECTOR Trustee or director | 1 | $0 |
| CHERYL M LOTT | DIRECTOR (AS OF 7/1/2024) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUSTIN BARTON | PRESIDENT / CIO Trustee or director, Officer | 40 | $912,382 | $0 | $123,659 |
| MICHAEL MARVELLI | DEPUTY CIO/CORPORATE SECRETARY Officer | 40 | $692,751 | $0 | $165,230 |
| RAYMOND SCHLEINKOFER | INVESTMENT DIRECTOR Highest-paid employee | 40 | $496,594 | $0 | $86,191 |
| BREANNE ESHELMAN | INVESTMENT DIRECTOR Highest-paid employee | 40 | $463,680 | $0 | $101,447 |
| MIOARA LARSON | CHIEF OPERATING OFFICER Key employee | 40 | $413,321 | $0 | $112,093 |
| ALLISON BAIRD-JAMES | EXOFFICIO DIRECTOR UNTIL 4/14 Trustee or director | 10 | $0 | $401,981 | $103,169 |
| JULIE A SINA | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 10 | $0 | $388,380 | $88,202 |
| BENDICK SY | DIRECTOR, INVESTMENT REPORTING Highest-paid employee | 40 | $326,595 | $0 | $94,293 |
| THOMAS MOON | INVESTMENT DIRECTOR Highest-paid employee | 40 | $307,383 | $0 | $13,633 |
| ANASTASIA BOROVICH | ASSOCIATE INVESTMENT DIRECTOR Highest-paid employee | 40 | $200,467 | $0 | $18,589 |
| DREW ZAGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN MAPES | BOARD CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| DAVID ACKERT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PHILIP HAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA AUERBACH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIO HERRERA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA EISFELDT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALICIA MINANA DE LOVELACE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELVIN LINDSEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN J AGOSTINI | EXOFFICIO DIRECTOR AS OF 5/6 Trustee or director | 10 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUSTIN BARTON | PRESIDENT / CIO Trustee or director, Officer | 40 | $793,398 | $0 | $264,610 |
| MICHAEL MARVELLI | CORPORATE SECRETARY Officer | 40 | $588,152 | $0 | $200,076 |
| RAYMOND SCHLEINKOFER | INVESTMENT DIRECTOR Highest-paid employee | 40 | $433,690 | $0 | $152,819 |
| BREANNE ESHELMAN | INVESTMENT DIRECTOR Highest-paid employee | 40 | $385,022 | $0 | $169,450 |
| MIOARA LARSON | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $352,509 | $0 | $143,039 |
| ALLISON BAIRD-JAMES | DIRECTOR Trustee or director | 10 | $0 | $371,199 | $104,284 |
| JULIE A SINA | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 10 | $0 | $372,046 | $83,117 |
| BENDICK SY | DIRECTOR, INVESTMENT REPORTING Highest-paid employee | 40 | $284,047 | $0 | $137,694 |
| XIANHUI CAO | FINANCE MANAGER Highest-paid employee | 40 | $161,170 | $0 | $33,234 |
| DREW ZAGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN MAPES | BOARD CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| DAVID ACKERT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PHILIP HAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA AUERBACH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIO HERRERA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA EISFELDT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALICIA MINANA DE LOVELACE | DIRECTOR (AS OF JULY 1, 2022) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12400 WILSHIRE BLVD STE 1000, LOS ANGELES, CA 90025-1058
- In care of
- % MIOARA LARSON
- Principal officer (990 for 2024)
- JUSTIN BARTON, 12400 WILSHIRE BLVD STE 1000, Los Angeles, CA 90025
- Signed the 990
- YOLANDA J GORMAN, CFO
- Phone
- (310) 954-0680
- Return prepared by
- PWC US TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-2586739 or by the name UCLA INVESTMENT COMPANY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE SPECIFIC PURPOSE OF THE UCLA INVESTMENT COMPANY IS TO ALLOCATE, INVEST AND MANAGE THE GENERAL ENDOWMENT POOL OF THE UCLA FOUNDATION, TOGETHER WITH ANY OTHER ASSETS FOR WHICH THE FOUNDATION OR OTHER CHARITABLE NONPROFIT ENTITIES WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(C)(3) MAY DELEGATE INVESTMENT AND MANAGEMENT RESPONSIBILITY TO THIS COMPANY, SUBJECT TO THE OVERSIGHT OF THE FOUNDATION AND THE BOARD OF DIRECTORS OF THIS COMPANY, AND TO PROMOTE, CONDUCT AND SUPPORT ACTIVITIES RELATED OR INCIDENTAL TO SUCH PURPOSE.
Program accomplishments
- AS A SUPPORTING ORGANIZATION OF THE UCLA FOUNDATION, THE COMPANY MANAGES THE INVESTMENT OF $5.8 BILLION THAT HAS BEEN ENTRUSTED TO THE UCLA FOUNDATION AND SIX OTHER RELATED ORGANIZATIONS IN SUPPORT OF UCLA'S MISSION OF CREATION, DISSEMINATION, PRESERVATION, AND APPLICATION OF KNOWLEDGE FOR THE BETTERMENT OF THE GLOBAL SOCIETY.Expenses $5,480,646 · revenue $7,749,202
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-2586739
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $4,959,890
- Income (IRS master file)
- $7,749,202
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,749,202 | $7,749,202 | $4,959,890 | IRS |
| 990 | June 2024 | $8,104,788 | $8,104,788 | $4,995,801 | IRS |
| 990 | June 2023 | $8,233,770 | $8,233,770 | $5,210,382 | XML |
| 990 | June 2022 | $7,004,284 | $7,004,284 | $3,834,949 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2586739).
Questions about UCLA INVESTMENT COMPANY
- What is the EIN of UCLA INVESTMENT COMPANY?
- The employer identification number (EIN) of UCLA INVESTMENT COMPANY is 45-2586739.
- Is UCLA INVESTMENT COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to UCLA INVESTMENT COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does UCLA INVESTMENT COMPANY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UCLA INVESTMENT COMPANY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UCLA INVESTMENT COMPANY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UCLA INVESTMENT COMPANY?
- The 990 for the year ended June 30, 2025 names JUSTIN BARTON.
- Who are the officers and directors of UCLA INVESTMENT COMPANY?
- The 990 for the year ended June 30, 2025 lists 19 people; 8 received compensation from the organization, the highest $1,063,968 (JUSTIN BARTON, PRESIDENT / CIO).
- How much revenue does UCLA INVESTMENT COMPANY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,749,202, expenses of $7,749,202 and total assets of $4,959,890 at year end.
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