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Nonprofit · EIN 46-3653488

UCSF DISCOVERY FELLOWS FUND

Tax-exempt · SAN FRANCISCO, CA 94109

Financials

$17.6M$5.7M2023$20.4M$6.4M2024
Revenue Expenses · by fiscal year end
Financials of UCSF DISCOVERY FELLOWS FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$20,358,698$6,373,315$13,985,383$138,925,794$6,248,465$132,677,329
December 31, 2023990-PF$17,624,158$5,724,238$11,899,920$124,545,473$5,853,527$118,691,946
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$2,377
Net gain from sales of assets
$7,754,283
Other income
$12,602,038

Expenses

Grants and similar amounts paid
$6,248,465
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$5,160,365
Excise tax on investment income
$101,031

Balance sheet and other

Total assets, start of year
$124,545,473
Total assets, end of year
$138,925,794
Total liabilities, end of year
$6,248,465
Net assets, end of year
$132,677,329
Fair market value of assets
$138,925,794
Qualifying distributions
$5,160,365
Net investment income
$9,994,158

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL MORTIZ
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109
PRESIDENT/CFO1$0
HARRIET HEYMAN
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109
DIRECTOR1$0
MELISSA NARULA
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109
ASSISTANT SECRETARY1$0
GRETCHEN SELFRIDGE
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109
AUDIT CHAIR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MICHAEL MORTIZ
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109
PRESIDENT/CFO1$0
HARRIET HEYMAN
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109
DIRECTOR1$0
MELISSA NARULA
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109
ASSISTANT SECRETARY1$0
GRETCHEN SELFRIDGE
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109
AUDIT CHAIR1$0

Address and contacts

Address (IRS master file)
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109-5308
Signed the 990-PF
MISSY NARULA, ASSISTANT SECRETARY
Phone
(650) 845-8100
Return prepared by
FRANK RIMERMAN CO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 46-3653488 or by the name UCSF DISCOVERY FELLOWS FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-3653488
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$138,925,794
Income (IRS master file)
$20,358,698

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$20,358,698$6,373,315$138,925,794XML
990-TDecember 2024–––IRS
990-PFDecember 2023$17,624,158$5,724,238$124,545,473XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 46-3653488).

Questions about UCSF DISCOVERY FELLOWS FUND

What is the EIN of UCSF DISCOVERY FELLOWS FUND?
The employer identification number (EIN) of UCSF DISCOVERY FELLOWS FUND is 46-3653488.
Is UCSF DISCOVERY FELLOWS FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to UCSF DISCOVERY FELLOWS FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does UCSF DISCOVERY FELLOWS FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of UCSF DISCOVERY FELLOWS FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UCSF DISCOVERY FELLOWS FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of UCSF DISCOVERY FELLOWS FUND?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does UCSF DISCOVERY FELLOWS FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $20,358,698, expenses of $6,373,315 and total assets of $138,925,794 at year end.

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