Nonprofit · EIN 93-3341062
UNIVERSITY INVESTMENT COMPANY
Tax-exempt · SALT LAKE CTY, UT 84111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,250,000 | $10,255 | $1,239,745 | $1,925,000 | $685,255 | $1,239,745 |
| June 30, 2024 | 990-EZ | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,250,000
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,480
- Management and general (functional)
- $10,255
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $1,925,000
- Total liabilities, end of year
- $685,255
- Net assets, end of year
- $1,239,745
- Gross receipts
- $1,250,000
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2023
- State of legal domicile
- UT
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 |
|---|---|---|---|
| Bruce E Cummings | Trustee Trustee or director | 0 | $0 |
| Stephen H Fryer | Trustee Trustee or director | 0 | $0 |
| David Anderson | CEO/Chair Trustee or director, Officer | 0 | $0 |
| Bruce Olson | Secretary Trustee or director, Officer | 0 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE E CUMMINGS | TRUSTEE | 0 | $0 |
| STEPHEN H FRYER | TRUSTEE | 0 | $0 |
| DAVID ANDERSON | CEO / CHAIR | 0 | $0 |
| BRUCE OLSON | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 36 S STATE ST STE 1400, SALT LAKE CTY, UT 84111-1451
- In care of
- % BRUCE L OLSON
- Principal officer (990 for 2024)
- David Anderson
- Signed the 990
- David Anderson, CEO
- Phone
- (435) 901-8003
- Return prepared by
- Squire & Company PC
Mission
Support the University of Utah in its Academic and Athletic Activities
Program accomplishments
- Support of University of Utah Activities.revenue $1,250,000
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-EZ on file |
IRS record
- EIN
- 93-3341062
- 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
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $1,925,000
- Income (IRS master file)
- $1,250,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,250,000 | $10,255 | $1,925,000 | IRS |
| 990-EZ | June 2024 | $0 | $0 | $0 | 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 93-3341062).
Questions about UNIVERSITY INVESTMENT COMPANY
- What is the EIN of UNIVERSITY INVESTMENT COMPANY?
- The employer identification number (EIN) of UNIVERSITY INVESTMENT COMPANY is 93-3341062.
- Is UNIVERSITY INVESTMENT COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to UNIVERSITY INVESTMENT COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does UNIVERSITY 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 UNIVERSITY 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 UNIVERSITY 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 UNIVERSITY INVESTMENT COMPANY?
- The 990 for the year ended June 30, 2025 names David Anderson.
- Who are the officers and directors of UNIVERSITY INVESTMENT COMPANY?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY INVESTMENT COMPANY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,250,000, expenses of $10,255 and total assets of $1,925,000 at year end.
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