EIN 45-2586739

Ucla Investment Company

IRS 501(c) type
501(c)(3)
Num. employees
16
Year formed
2011
Most recent tax filings
2022-06-01
Description
Ucla Investment Company professionally stewards investment assets entrusted to Ucla Foundation for the advancement of Ucla and related charitable purposes, allocating, investing, and managing the general endowment pool of the Ucla Foundation. As a supporting organization of the Ucla Foundation located in Los Angeles, CA, the Company manages over $3.5 billion invested in support of Ucla's mission of creation, dissemination, and preservation.
Total revenues
$7,004,284
2022
Total expenses
$7,004,284
2022
Total assets
$3,834,949
2022
Num. employees
16
2022

Program areas at Ucla Investment Company

As a supporting organization of the Ucla foundation, the Company manages the Investment of over $3.5 billion that has been entrusted to the Ucla foundation and seven other related organizations in support of Ucla's mission of creation, dissemination, preservation, and application of knowledge for the betterment of the global society.

Personnel at Ucla Investment Company

NameTitleCompensation
Julie A SinaChief Financial Officer$0
Justin BartonPresident and Chief Information Officer$699,362
Mioara LarsonDirector of Operations$340,953
Bendick SyDirector , Investment Reporting$267,811
Breanne EshelmanInvestment Director$427,247
...and 7 more key personnel

Financials for Ucla Investment Company

RevenuesFYE 06/2022
Total grants, contributions, etc.$0
Program services$7,004,284
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$7,004,284

Form 990s for Ucla Investment Company

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-12990View PDF
2020-062021-05-26990View PDF
2019-062020-10-21990View PDF
2018-062019-08-17990View PDF
2017-062018-08-23990View PDF
...and 6 more Form 990s
Data update history
July 9, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
May 25, 2023
Updated personnel
Identified 3 new personnel
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2019
July 17, 2021
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
School foundationsGrantmaking organizationsReal estate organizationsHeadquarter / parent organizationsCharities
Issues
Education
Characteristics
Funds one specific organizationTax deductible donations
General information
Address
12400 Wilshire Blvd Suite 1000
Los Angeles, CA 90025
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Website URL
uclainvestmentcompany.org/ 
Phone
(310) 954-0680
IRS details
EIN
45-2586739
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B11: Education Single Organization Support
NAICS code, primary
5313: Real Estate Services
Parent/child status
Central organization
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