Organizations Filed Purposes:
THE SPECIFIC PURPOSE OF THE UCLA INVESTMENT COMPANY IS TO ALLOCATE, INVEST AND MANAGE THE GENERAL ENDOWMENT POOL OF THE UCLA FOUNDATION, TOGETHER WITH ANY OTHER ASSETS FOR WHICH THE FOUNDATION OR OTHER CHARITABLE NONPROFIT ENTITIES WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(C)(3) MAY DELEGATE INVESTMENT AND MANAGEMENT RESPONSIBILITY TO THIS COMPANY, SUBJECT TO THE OVERSIGHT OF THE FOUNDATION AND THE BOARD OF DIRECTORS OF THIS COMPANY, AND TO PROMOTE, CONDUCT AND SUPPORT ACTIVITIES RELATED OR INCIDENTAL TO SUCH PURPOSE.
THE UCLA INVESTMENT COMPANY PROVIDES PROFESSIONAL STEWARDSHIP OF INVESTMENT ASSETS ENTRUSTED TO UCLA FOUNDATION FOR THE ADVANCEMENT OF UCLA AND RELATED CHARITABLE PURPOSES
AS A SUPPORTING ORGANIZATION OF THE UCLA FOUNDATION, THE COMPANY MANAGES THE INVESTMENT OF OVER $2.9 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.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Justin Barton | PRESIDENT / CIO | 40 | $558,169 |
| Michael Marvelli | CORPORATE SECRETARY | 40 | $497,308 |
| Joe Bryant | INVESTMENT DIRECTOR | 40 | $399,370 |
| Lorver Lentejas | FORMER CHIEF OPERATING OFFICER | 0 | $356,410 |
| Breanne Eshelman | INVESTMENT DIRECTOR | 40 | $327,891 |
| Raymond Schleinkofer | INVESTMENT DIRECTOR | 40 | $321,163 |
| Bendick Sy | DIRECTOR, INVESTMENT REPORTING | 40 | $199,749 |
| Jessie Kuo | ACCOUNTING MANAGER | 40 | $175,633 |
| David Ackert | DIRECTOR | 1 | $0 |
| William E Simon Jr | Director | 1 | $0 |
| Donnalisa Barnum | DIRECTOR | 1 | $0 |
| Steven L Klosterman | DIRECTOR | 1 | $0 |
| John Mapes | DIRECTOR | 1 | $0 |
| Preston L Johnson | DIRECTOR | 1 | $0 |
| Drew Zager | BOARD CHAIRMAN | 1 | $0 |
| Julie Sina | CHIEF FINANCIAL OFFICER | 10 | $0 |
| Gregg Goldman | DIRECTOR | 10 | $0 |
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public 990 form dataset) from:
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