UCSF FOUNDATION INVESTMENT COMPANY Charity Report

Public IRS 990 nonprofit record

UCSF FOUNDATION INVESTMENT COMPANY

EIN 47-3599471 · Single Organization Support (B11)

What they do

The Organization Provides Professional Investment Management Services for Endowed Gifts and Financial Assets Entrusted to The UCSF Foundation.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders16 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.35%of revenue went to mission work85.8% of expenses · Program services

$99.50spent for every $100 of revenueRevenue covered expenses this year.

14.14%of revenue went to management and office costs14.2% of expenses

$0.40in assets for every $1 spent this yearSome assets cannot be spent right away.

0.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,409,277 for DAVID HARKINS (PRESIDENT & CIO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,230,652

Mission workProgram services$6,171,68485.35% of revenue85.8% of expenses

ManagementOffice and general costs$1,022,48414.14% of revenue14.2% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$36,4840.50% of revenueShown in gray on the chart

Total expenses$7,194,16899.50% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.8% mission · 14.2% management · 0.0% fundraisingTotal expenses: 99.50% of revenue

2023Expense mix: 83.2% mission · 16.8% management · 0.0% fundraisingTotal expenses: 97.36% of revenue

2022Expense mix: 81.0% mission · 19.0% management · 0.0% fundraisingTotal expenses: 97.90% of revenue

2021Expense mix: 82.2% mission · 17.8% management · 0.0% fundraisingTotal expenses: 97.92% of revenue

2020Expense mix: 82.9% mission · 17.1% management · 0.0% fundraisingTotal expenses: 103.85% of revenue

2019Expense mix: 88.3% mission · 11.7% management · 0.0% fundraisingTotal expenses: 93.34% of revenue

2018Expense mix: 90.4% mission · 9.6% management · 0.0% fundraisingTotal expenses: 102.31% of revenue

2017Expense mix: 91.8% mission · 8.2% management · 0.0% fundraisingTotal expenses: 98.80% of revenue

Money in and money out

Revenue$7,230,652

Expenses$7,194,168

Annual surplus $36,484 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,171,684 · 85.8% of expenses

Management and office costs$1,022,484 · 14.2% of expenses

See all reported dollar amounts

Revenue$7,230,652

Expenses$7,194,168

Assets$2,904,878

Income$7,230,652

Contributions$60,000

Mission work (program services)$6,171,684

Management and general$1,022,484

Accounting fees$21,485

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID HARKINSPRESIDENT & CIO · 50 hrs/week $1,409,277Base $1,293,723 · Other $115,554

NIKITA GUJRALMANAGING DIRECTOR · 50 hrs/week $862,729Base $747,217 · Other $115,512

ASHLEY ARTIMMANAGING DIRECTOR · 50 hrs/week $604,445Base $490,347 · Other $114,098

KAUSHAL SHAHSECRETARY & CFO · 50 hrs/week $495,366Base $381,024 · Other $114,342

JAMES ARNOLDASSOCIATE DIRECTOR · 50 hrs/week $318,662Base $245,592 · Other $73,070

NIKKI RIESSENIOR STAFF · 50 hrs/week $231,548Base $149,197 · Other $82,351

ELIJAH GREENESENIOR INVESTMENT ASSOCIATE · 50 hrs/week $221,117Base $165,424 · Other $55,693

JOSEPH CALGERVICE PRESIDENT · 1 hrs/week $1,674Base · Other $1,674

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (16)

DAVID HARKINSPRESIDENT & CIO

NIKITA GUJRALMANAGING DIRECTOR

ASHLEY ARTIMMANAGING DIRECTOR

KAUSHAL SHAHSECRETARY & CFO

JAMES ARNOLDASSOCIATE DIRECTOR

NIKKI RIESSENIOR STAFF

ELIJAH GREENESENIOR INVESTMENT ASSOCIATE

JOSEPH CALGERVICE PRESIDENT

ANDREW BALLARDDIRECTOR

CHERYL FRANKDIRECTOR

DAVID TUNNELLDIRECTOR

FRED COHENDIRECTOR

IAN MCKINNONDIRECTOR

KANYI MAQUBELADIRECTOR

KATHRYN A HALLCHAIR

MELINDA ELLIS EVERSDIRECTOR

About this charity

Recognized since: January 2015
Location: 601 CALIFORNIA ST STE 801, SAN FRANCISCO, CA 94108-2813
County: City and County of San Francisco
In care of: % KAUSHAL SHAH
Primary officer: KAUSHAL SHAH, CFO

How to reach them

WebsiteVisit the charity’s website Emailcontact@ucsfinvestco.org Phone(415) 477-1040

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Single Organization Support (B11)
IRS tax category: Single Organization Support