Assets of The UCLA Foundation are managed by the UCLA Investment Company, a wholly owned subsidiary of The Foundation. For more information, please visit www.uclainvestmentcompany.org.

Performance Highlights - For the fiscal year ended June 30, 2023 (FY23):

• Net position comprising total assets in excess of total liabilities and deferred inflow of resources increased by $572 million (13% increase): $5.1B
• Total assets (11% increase): $5.5B
• Total liabilities (7% decrease): ($0.4B)
• Revenue in the form of donor contributions (15% increase)*: $589M
• Gift fund distributions and operating expenses (21% increase): ($371M)
• Non-operating revenues compared to FY22 non-operating expenses of $373 million (168% increase): $252M
• Private gifts of permanent endowments (1% increase): $156M
• Endowed Investment pool return: (7.0%)
• Total FY23 endowment payout available to the campus and affiliated entities increased by $15 million (10% increase): $158.8M

The UCLA Foundation’s support of the university remains strong thanks to donor contributions of $745 million and endowment performance of 7.0%. The Foundation’s net position increased to $5.1 billion. Total assets increased by 11% ($548 million) to $5.5 billion while total liabilities decreased by 7% ($31.6 million) to $427.8 million.

*Excludes contributions managed by the Regents, additions to permanently endowed funds, and endowed or conditional pledges.