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Nonprofiteer
← UCSF FOUNDATION INVESTMENT COMPANY

Form 990 for tax year 2022

Filed by UCSF FOUNDATION INVESTMENT COMPANY.

Totals

Total revenue
$6,600,447
Total expenses
$6,461,570
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$5,236,952
Management and general expenses
$1,224,618
Fundraising expenses
$0
Program service expenses (Part III)
$5,236,952

Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID HARKINS

    PRESIDENT & CIO

    Total calculated
    $1,059,655
    From this org
    $958,764
    From related orgs
    $0
    Other
    $100,891
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $553,692
    Bonus
    $400,500
    Other
    $4,572
    Deferred
    $61,000
    Nontaxable benefits
    $39,891
    Filer's total
    $1,059,655

  • NIKITA GUJRAL

    MANAGING DIRECTOR

    Total calculated
    $811,637
    From this org
    $710,858
    From related orgs
    $0
    Other
    $100,779
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $401,134
    Bonus
    $307,500
    Other
    $2,224
    Deferred
    $61,000
    Nontaxable benefits
    $39,779
    Filer's total
    $811,637

  • DAVID SCHOFIELD

    MANAGING DIRECTOR

    Total calculated
    $800,796
    From this org
    $726,597
    From related orgs
    $0
    Other
    $74,199
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $407,043
    Bonus
    $307,500
    Other
    $12,054
    Deferred
    $61,000
    Nontaxable benefits
    $13,199
    Filer's total
    $800,796

  • KAUSHAL SHAH

    SECRETARY & CFO

    Total calculated
    $426,291
    From this org
    $326,425
    From related orgs
    $0
    Other
    $99,866
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $314,404
    Bonus
    $10,500
    Other
    $1,521
    Deferred
    $61,000
    Nontaxable benefits
    $38,866
    Filer's total
    $426,291

  • ASHLEY ARTIM

    DIRECTOR

    Total calculated
    $335,665
    From this org
    $244,531
    From related orgs
    $0
    Other
    $91,134
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $193,312
    Bonus
    $50,500
    Other
    $719
    Deferred
    $55,050
    Nontaxable benefits
    $36,084
    Filer's total
    $335,665

  • JOSEPH CALGER

    VICE PRESIDENT

    Total calculated
    $276,764
    From this org
    $0
    From related orgs
    $263,443
    Other
    $13,321
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,443 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,321 related
    Filer's total
    $0 + $276,764 related

  • MATTHEW FREEDMAN

    ASSISTANT CONTROLLER

    Total calculated
    $231,842
    From this org
    $156,077
    From related orgs
    $0
    Other
    $75,765
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $149,954
    Bonus
    $5,500
    Other
    $623
    Deferred
    $38,566
    Nontaxable benefits
    $37,199
    Filer's total
    $231,842

  • JAMES ARNOLD

    SENIOR ASSOCIATE

    Total calculated
    $202,134
    From this org
    $150,826
    From related orgs
    $0
    Other
    $51,308
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $115,000
    Bonus
    $35,500
    Other
    $326
    Deferred
    $39,130
    Nontaxable benefits
    $12,178
    Filer's total
    $202,134

  • KATHRYN A HALL

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FRED COHEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DIPANJAN DEB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MELINDA ELLIS EVERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHERYL FRANK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMEER GANDHI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ADRIANNA MA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IAN MCKINNON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT ROSNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411359349313316

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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