Nonprofit · EIN 47-3599471
UCSF FOUNDATION INVESTMENT COMPANY
Tax-exempt · SAN FRANCISCO, CA 94108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,230,652 | $7,194,168 | $36,484 | $2,904,878 | $2,189,578 | $715,300 |
| June 30, 2024 | 990 | $6,195,611 | $6,032,106 | $163,505 | $2,725,284 | $2,046,468 | $678,816 |
| June 30, 2023 | 990 | $6,600,447 | $6,461,570 | $138,877 | $2,911,076 | $2,395,765 | $515,311 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,065,000
- Investment income
- $165,652
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,030,972
- Other salaries and wages
- $2,610,694
- Salaries, compensation and benefits (total)
- $5,499,503
- Professional fundraising fees
- $0
- Legal fees
- $275,677
- Accounting fees
- $21,485
- Occupancy
- $255,903
- Travel
- $214,967
- Program services (functional)
- $6,171,684
- Management and general (functional)
- $1,022,484
Balance sheet and other
- Total assets, start of year
- $2,725,284
- Total assets, end of year
- $2,904,878
- Total liabilities, end of year
- $2,189,578
- Net assets, end of year
- $715,300
- Gross receipts
- $7,230,652
- Employees
- 13
- Volunteers
- 9
- Year formed
- 2014
- 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 |
|---|---|---|---|---|---|
| DAVID HARKINS | PRESIDENT & CIO Trustee or director, Officer | 50 | $1,293,723 | $0 | $115,554 |
| NIKITA GUJRAL | MANAGING DIRECTOR Highest-paid employee | 50 | $747,217 | $0 | $115,512 |
| ASHLEY ARTIM | MANAGING DIRECTOR Highest-paid employee | 50 | $490,347 | $0 | $114,098 |
| KAUSHAL SHAH | SECRETARY & CFO Officer | 50 | $381,024 | $0 | $114,342 |
| JAMES ARNOLD | ASSOCIATE DIRECTOR Highest-paid employee | 50 | $245,592 | $0 | $73,070 |
| JOSEPH CALGER | VICE PRESIDENT Officer | 1 | $0 | $300,378 | $1,674 |
| NIKKI RIES | SENIOR STAFF Highest-paid employee | 50 | $149,197 | $0 | $82,351 |
| ELIJAH GREENE | SENIOR INVESTMENT ASSOCIATE Highest-paid employee | 50 | $165,424 | $0 | $55,693 |
| KATHRYN A HALL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW BALLARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRED COHEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELINDA ELLIS EVERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL FRANK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KANYI MAQUBELA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| IAN MCKINNON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID TUNNELL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID HARKINS | PRESIDENT & CIO Trustee or director, Officer | 50 | $1,139,784 | $0 | $109,050 |
| NIKITA GUJRAL | MANAGING DIRECTOR Highest-paid employee | 50 | $778,521 | $0 | $109,036 |
| ASHLEY ARTIM | director Highest-paid employee | 50 | $384,534 | $0 | $106,916 |
| KAUSHAL SHAH | secretary & CFO Officer | 50 | $367,825 | $0 | $107,831 |
| JOSEPH CALGER | VICE PRESIDENT Officer | 1 | $0 | $275,955 | $13,328 |
| JAMES ARNOLD | associate director Highest-paid employee | 50 | $195,424 | $0 | $64,023 |
| DAVID SCHOFIELD | MANAGING DIRECTOR Highest-paid employee | 50 | $229,230 | $0 | $15,340 |
| PHUONG TRAN | SENIOR ACCOUNTANT Highest-paid employee | 50 | $152,818 | $0 | $50,962 |
| KATHRYN A HALL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRED COHEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELINDA ELLIS EVERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL FRANK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SAMEER GANDHI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ADRIANNA MA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KANYI MAQUBELA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| IAN MCKINNON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID HARKINS | PRESIDENT & CIO Trustee or director, Officer | 50 | $958,764 | $0 | $100,891 |
| NIKITA GUJRAL | MANAGING DIRECTOR Highest-paid employee | 50 | $710,858 | $0 | $100,779 |
| DAVID SCHOFIELD | MANAGING DIRECTOR Highest-paid employee | 50 | $726,597 | $0 | $74,199 |
| KAUSHAL SHAH | SECRETARY & CFO Officer | 50 | $326,425 | $0 | $99,866 |
| ASHLEY ARTIM | DIRECTOR Highest-paid employee | 50 | $244,531 | $0 | $91,134 |
| JOSEPH CALGER | VICE PRESIDENT Officer | 1 | $0 | $263,443 | $13,321 |
| MATTHEW FREEDMAN | ASSISTANT CONTROLLER Highest-paid employee | 50 | $156,077 | $0 | $75,765 |
| JAMES ARNOLD | SENIOR ASSOCIATE Highest-paid employee | 50 | $150,826 | $0 | $51,308 |
| KATHRYN A HALL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRED COHEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIPANJAN DEB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELINDA ELLIS EVERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL FRANK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SAMEER GANDHI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ADRIANNA MA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| IAN MCKINNON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT ROSNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 601 CALIFORNIA ST STE 801, SAN FRANCISCO, CA 94108-2813
- In care of
- % KAUSHAL SHAH
- Principal officer (990 for 2024)
- DAVID HARKINS, 601 CALIFORNIA ST STE 801, SAN FRANCISCO, CA 94108
- Signed the 990
- KAUSHAL SHAH, CFO
- Phone
- (415) 477-1040
- Website
- http://ucsfinvestco.org/
- Return prepared by
- Baker Tilly Advisory Group LP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-3599471 or by the name UCSF FOUNDATION 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 ORGANIZATION PROVIDES PROFESSIONAL INVESTMENT MANAGEMENT SERVICES FOR ENDOWED GIFTS AND FINANCIAL ASSETS ENTRUSTED TO THE UCSF FOUNDATION.
Program accomplishments
- 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.Expenses $6,171,684
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
- 47-3599471
- 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
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $2,904,878
- Income (IRS master file)
- $7,230,652
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,230,652 | $7,194,168 | $2,904,878 | IRS |
| 990 | June 2024 | $6,195,611 | $6,032,106 | $2,725,284 | IRS |
| 990 | June 2023 | $6,600,447 | $6,461,570 | $2,911,076 | XML |
| 990 | June 2022 | $6,652,796 | $6,514,469 | $2,954,955 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 47-3599471).
Questions about UCSF FOUNDATION INVESTMENT COMPANY
- What is the EIN of UCSF FOUNDATION INVESTMENT COMPANY?
- The employer identification number (EIN) of UCSF FOUNDATION INVESTMENT COMPANY is 47-3599471.
- Is UCSF FOUNDATION INVESTMENT COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to UCSF FOUNDATION INVESTMENT COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does UCSF FOUNDATION 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 UCSF FOUNDATION 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 UCSF FOUNDATION 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 UCSF FOUNDATION INVESTMENT COMPANY?
- The 990 for the year ended June 30, 2025 names DAVID HARKINS.
- Who are the officers and directors of UCSF FOUNDATION INVESTMENT COMPANY?
- The 990 for the year ended June 30, 2025 lists 16 people; 7 received compensation from the organization, the highest $1,293,723 (DAVID HARKINS, PRESIDENT & CIO).
- How much revenue does UCSF FOUNDATION INVESTMENT COMPANY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,230,652, expenses of $7,194,168 and total assets of $2,904,878 at year end.
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