Mission
THE ORGANIZATION PROVIDES PROFESSIONAL INVESTMENT MANAGEMENT SERVICES FOR ENDOWED GIFTS AND FINANCIAL ASSETS ENTRUSTED TO THE UCSF FOUNDATION.
Public Charity
UCSF FOUNDATION INVESTMENT COMPANY
UCSF FOUNDATION INVESTMENT COMPANY is a Public Charity headquartered in SAN FRANCISCO, CA. Financial data from the 2024 filing: $6.2M revenue, $6.0M expenses, $2.7M total assets. 15 publicly reported grants to this organization, totaling roughly $260K, appear in IRS filings.
EIN: 473599471
SAN FRANCISCO, CA
Latest filing: 2024
Total Revenue$6.2M
Total Expenses$6.0M
Total Assets$2.7M
Grant Records15
Funding Total$260K
Filing Years2020–2024
Sample Grants Received
GENERAL SUPPORT
$25,000
EDUCATIONAL
$10,000
UNRESTRICTED GENERAL SUPPORT
$5,000
EDUCATIONAL
$56,250
GENERAL SUPPORT
$10,000
Showing up to 5 of 15 total records — full history available with membership.
Officers & Directors
DIRECTOR
Adrianna Ma
director
Ashley Artim
DIRECTOR
Cheryl Frank
PRESIDENT & CIO
David Harkins
MANAGING DIRECTOR
David Schofield
DIRECTOR
Fred Cohen
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $6.2M | $6.0M | $2.7M |
| 2023 | $6.6M | $6.5M | $2.9M |
| 2022 | $6.7M | $6.5M | $3.0M |
| 2021 | $5.8M | $6.0M | $2.4M |
| 2020 | $5.5M | $5.1M | $2.2M |
Between 2020 and 2024, reported annual revenue grew from $5.5M to $6.2M (+13%), with total assets most recently reported at $2.7M.
Interactive year-over-year charts and full filing details available with membership.