Public Charity

UCLA INVESTMENT COMPANY

UCLA INVESTMENT COMPANY is a Public Charity headquartered in Los Angeles, CA. Financial data from the 2025 filing: $7.7M revenue, $7.7M expenses, $5.0M total assets.

EIN: 452586739 Los Angeles, CA Single Organization Support NTEE: B11 Latest filing: 2025

Total Revenue$7.7M

Total Expenses$7.7M

Total Assets$5.0M

Grant Records0

Filing Years2021–2025

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.

Where $100 goes at Ucla Investment Company

How Ucla Investment Company divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$73 Programs the work itself

$27 Management running the organization

$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $73 for programs

$73

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…

All program spending

Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

ASSOCIATE INVESTMENT DIRECTOR Anastasia Borovich

DIRECTOR Andrea Auerbach

DIRECTOR Andrea Eisfeldt

DIRECTOR, INVESTMENT REPORTING Bendick Sy

INVESTMENT DIRECTOR Breanne Eshelman

DIRECTOR (AS OF 7/1/2024) Cheryl M Lott

Officer compensation and complete director data available with membership.

Financial Trends

Year	Revenue	Expenses	Assets
2025	$7.7M	$7.7M	$5.0M
2024	$8.1M	$8.1M	$5.0M
2023	$8.2M	$8.2M	$5.2M
2022	$7.0M	$7.0M	$3.8M
2021	$6.4M	$6.4M	$2.9M

Between 2021 and 2025, reported annual revenue grew from $6.4M to $7.7M (+22%), with total assets most recently reported at $5.0M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for UCLA INVESTMENT COMPANY

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