2023-05-04T12:55:26-05:00 2022-06-30 SEILER LLP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990 2021-07-01 473599471 UCSF FOUNDATION INVESTMENT COMPANY % KAUSHAL SHAH UCSF 4154771040 601 CALIFORNIA ST STE 801 SAN FRANCISCO CA 94108 KAUSHAL SHAH CFO 4154771040 2023-05-15 true KAUSHAL SHAH 999009999 DAVID M SACARELOS P00082838 6503654646 2 2021 2023-04-26 12:10:37Z DAVID HARKINS 601 CALIFORNIA ST STE 801 SAN FRANCISCO CA 94108 6652796 false X HTTP://UCSFINVESTCO.ORG/ X 2014 CA the organization provides professional investment management services for endowed gifts and financial assets entrusted to the UCSF Foundation. 10 9 14 10 0 0 0 5745000 6645000 14392 7796 0 0 5759392 6652796 0 0 0 0 4854062 5082373 0 0 0 1127214 1432096 5981276 6514469 -221884 138327 2384829 2954955 2146722 2578521 238107 376434 THE ORGANIZATION PROVIDES PROFESSIONAL INVESTMENT MANAGEMENT SERVICES FOR ENDOWED GIFTS AND FINANCIAL ASSETS ENTRUSTED TO THE UCSF FOUNDATION. false false 5356522 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. 5356522 true false false false false false false false false false false false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 14 0 true 14 true false false false false false false false false false false false false false false false X 10 9 false false false false true true true true true false false true true true true true true true true false CA X KAUSHAL SHAH 4154771040 601 CALIFORNIA ST STE 801 SAN FRANCISCO CA 94108 DAVID HARKINS PRESIDENT & CIO 50.0 0.0 X X 967719 0 94396 NIKITA GURJAL MANAGING DIRECTOR 50.0 0.0 X 766167 0 94035 DAVID SCHOFIELD MANAGING DIRECTOR 50.0 0.0 X 782336 0 69631 JENNIFER ARNETT VICE PRESIDENT 0.0 50.0 X 0 524933 3709 KAUSHAL SHAH SECRETARY & CFO 50.0 0.0 X 316375 0 92882 ASHLEY ARTIM DIRECTOR 50.0 0.0 X 199290 0 69728 JOSEPH CALGER VICE PRESIDENT 1.0 50.0 X 0 257579 8358 HERME EDOLMO CONTROLLER/INVESTMENT OPS 50.0 0.0 X 209951 0 55111 JAMES ARNOLD SENIOR ASSOCIATE 50.0 0.0 X 125998 0 43639 KATHRYN HALL CHAIR 1.0 1.0 X X 0 0 0 ANDREW ACH DIRECTOR 1.0 0.0 X 0 0 0 ANN BARBER DIRECTOR 1.0 0.0 X 0 0 0 FRED COHEN DIRECTOR 1.0 1.0 X 0 0 0 DIPANJAN DEB DIRECTOR 1.0 1.0 X 0 0 0 MELINDA ELLIS EVERS DIRECTOR 1.0 0.0 X 0 0 0 SAMEER GANDHI DIRECTOR 1.0 1.0 X 0 0 0 ADRIANNA MA DIRECTOR 1.0 0.0 X 0 0 0 ROBERT ROSNER DIRECTOR 1.0 0.0 X 0 0 0 3367836 782512 531489 7 true true false 601 CALIFORNIA PROPERTY INVESTMENTS PO Box 3900 Dept 35167 SAN FRANCISCO CA 94538 LANDLORD 263450 DLA PIPER LLP 401 CONGRESS AVE SUITE 2500 AUSTIN TX 787013799 LEGAL 198332 THE BURGIS GROUP LLC FKA CAISSA L 77 WATER ST SUITE 2401 NEW YORK NY 10005 ANALYTICS 115050 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 ANALYTICS 110000 4 0 INVESTMENT MANAGEMENT SERVICES 523930 6645000 6645000 6645000 7796 0 7796 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6652796 6645000 0 7796 0 0 0 0 1668384 1430641 237743 0 2760135 2372568 387567 275296 223968 51328 229144 163701 65443 149414 113474 35940 0 151832 139014 12818 88937 19672 69265 0 0 0 263347 81439 181908 0 98567 60509 38058 508292 488551 19741 0 226449 188505 37944 69866 69866 0 23212 4614 18598 0 0 0 1594 1594 OTHER 0 0 6514469 5356522 1157947 0 2365103 2935353 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19726 19602 2384829 2954955 2086165 2538558 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60557 39963 2146722 2578521 X 0 0 0 0 238107 376434 238107 376434 2384829 2954955 138327 X false true X true false X X X 1 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 942829914 5 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 0 DEFERRED RENT 39963 39963 X X X false false false false false false false false false DAVID HARKINS PRESIDENT & CIO 467947 0 495000 0 4772 0 58000 0 36396 0 1062115 0 0 0 NIKITA GURJAL MANAGING DIRECTOR 388911 0 375000 0 2256 0 58000 0 36035 0 860202 0 0 0 DAVID SCHOFIELD MANAGING DIRECTOR 395438 0 375000 0 11898 0 58000 0 11631 0 851967 0 0 0 KAUSHAL SHAH SECRETARY & CFO 270022 0 45000 0 1353 0 58000 0 34882 0 409257 0 0 0 ASHLEY ARTIM DIRECTOR 158508 0 40000 0 782 0 45925 0 23803 0 269018 0 0 0 HERME EDOLMO CONTROLLER/INVESTMENT OPS 174058 0 35000 0 893 0 43680 0 11431 0 265062 0 0 0 JAMES ARNOLD SENIOR ASSOCIATE 102500 0 23000 0 498 0 32630 0 11009 0 169637 0 0 0 JENNIFER ARNETT VICE PRESIDENT 0 511889 0 0 0 13044 0 0 0 3709 0 528642 0 0 JOSEPH CALGER VICE PRESIDENT 0 257579 0 0 0 0 0 0 0 8358 0 265937 0 0 FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ======================== The Board has established conflict of interest policies governing its directors and officers. In addition, Officers and Directors are required to respond to an annual conflict of interest questionnaire. The secretary reviews the questionnaires and discusses with senior management as appropriate. Depending on the nature of the conflict, the individual will be asked to recuse themselves from discussions and abstain from voting. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS ========================= THE ORGANIZATION'S GOVERNING DOCUMENTS, CONSOLIDATED FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 6, 7a & 7b MEMBERS OF ORGANIZATION AND THEIR RIGHTS ======================================== The sole member of the organization is University of California San Francisco Foundation (UCSF Foundation). UCSF Foundation haS the following exclusive rights: - To approve the corporation's Articles of Incorporation and Bylaws for adoption by the Board; - To adopt amendments to the corporation's Articles of Incorporation and Bylaws; - To appoint the Board, and remove directors at any time with or without cause; - To approve the board's selection of the president, chief investment officer, and the chair of the board of the corporation; - To approve the merger, consolidation, or affiliation of the corporation with another corporation, organization or program, or the dissolution of the corporation; - To approve assumption or creation of any indebtedness of the corporation, except in the ordinary course of business of the corporation; - To approve the sale, lease, encumbrance or other disposition of all or substantially all of the assets of the corporation; and - To approve the establishment of any subsidiary of the corporation.These reserved powers may be exercised as determined by the Member's Board. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS ======================= The Form 990 was prepared with the assistance of a paid preparer. The organization's Form 990 is reviewed by the UCSF Foundation's (sole member of the organization) Audit Committee, then made available to the board of directors for review and questions prior to filing. Form 990, Part VI, SECTION B, LINE 15a & b COMPENSATION POLICY =================== the board of directors reviews and approves the compensation of the Chief Investment Officer (CIO) based on comparable salary studies and duties performed. The CIO determines the salaries of the other key employees based on comparable salaries for the position and duties performed, within an approved budget. UNIV OF CALIFORNIA SAN FRANCISCO FND 2001 The Embarcadero 3rd Floor SAN FRANCISCO CA 94133 942829914 GRANTING ORG CA 501(C)(3) 5 N/A false UNIV OF CALIFORNIA SAN FRANCISCO 1111 FRANKLIN ST OAKLAND CA 94607 943067788 HIGHER ED CA 501(C)(3) 6 CA GOVT false false false false false false false false false false false false true false false false false false false false UNIVERSITY OF CALIFORNIA SAN FRANCISCO FND L 6645000 FMV