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 2025 filing: $7.2M revenue, $7.2M expenses, $2.9M total assets. 15 publicly reported grants to this organization, totaling roughly $260K, appear in IRS filings.
EIN: 473599471
SAN FRANCISCO, CA
Single Organization Support
NTEE: B11
Latest filing: 2025
Total Revenue$7.2M
Total Expenses$7.2M
Total Assets$2.9M
Grant Records15
Funding Total$260K
Filing Years2021–2025
Where $100 goes at Ucsf Foundation Investment Company
How Ucsf Foundation Investment Company divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$86
Programs
the work itself
$14
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 $86 for programs
$86
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
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.
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
Andrew Ballard
MANAGING DIRECTOR
Ashley Artim
DIRECTOR
Cheryl Frank
PRESIDENT & CIO
David Harkins
DIRECTOR
David Tunnell
SENIOR INVESTMENT ASSOCIATE
Elijah Greene
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $7.2M | $7.2M | $2.9M |
| 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 |
Between 2021 and 2025, reported annual revenue grew from $5.8M to $7.2M (+26%), with total assets most recently reported at $2.9M.
Interactive year-over-year charts and full filing details available with membership.