Financial Information

Investment Policies

Investment Policy Asset Allocation & Risk Policies (PDF)

Investment Management Policy (PDF)

Endowment Expenditure Policy (PDF)

GEP Investment Policy - UC Regents Office of the CIO (PDF)

GEP Investment Policy Amendment - Feb. 2013 (PDF)

Financial Statements and IRS Form 990

Audited Financial Statements – June 30, 2020 (PDF)

Audited Financial Statements – June 30, 2019 (PDF)

Audited Financial Statements – June 30, 2018 (PDF)

IRS Form 990 – June 30, 2020 (PDF)

IRS Form 990 – June 30, 2019 (PDF)

IRS Form 990 – June 30, 2018 (PDF)

Tax Identification Numbers (PDF)