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BERKELEY LAB FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BERKELEY LAB FOUNDATION (EIN 46-2907726)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-10
IRS object ID
202531009349300948
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-10T22:19:38-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462907726EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERKELEY LAB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBERKBusinessNameControlTxt
Phone5104867573PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 FRANKLIN STREET 6TH FLOORAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICIA CHANGPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone5104867573PhoneNum
Signature2025-04-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQI WEN LIANGPreparerPersonNm
PTINP01270238PTIN
Phone4159561500PhoneNum
Preparation2025-04-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBROOKE JACOB DEMOEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 FRANKLIN STREET 6TH FLOORAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94607ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,853,850GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BERKELEYLABFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO SUPPORT THE SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE "UNIVERSITY"), IN ITS SPECIFIC CAPACITY AS MANAGER AND OPERATOR OF THE LAWRENCE BERKELEY NATIONAL LABORATORY AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ALLOWED BY LAW, AS DETERMINED BY THE BOARD OF DIRECTORS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,921,533PYContributionsGrantsAmt
CY Contributions Grants$9,361,759CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$229,919PYInvestmentIncomeAmt
CY Investment Income$530,226CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,151,452PYTotalRevenueAmt
CY Total Revenue$9,891,985CYTotalRevenueAmt
PY Grants And Similar Paid$5,470,323PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,120,886CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$234,473CYTotalFundraisingExpenseAmt
PY Other Expenses$579,998PYOtherExpensesAmt
CY Other Expenses$703,939CYOtherExpensesAmt
PY Total Expenses$6,050,321PYTotalExpensesAmt
CY Total Expenses$7,824,825CYTotalExpensesAmt
PY Revenues Less Expenses-$898,869PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,067,160CYRevenuesLessExpensesAmt
Total Assets BOY$23,007,246TotalAssetsBOYAmt
Total Assets EOY$26,706,707TotalAssetsEOYAmt
Total Liabilities BOY$266,724TotalLiabilitiesBOYAmt
Total Liabilities EOY$240,727TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,740,522NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,465,980NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT THE SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE "UNIVERSITY"), IN ITS SPECIFIC CAPACITY AS MANAGER AND OPERATOR OF THE LAWRENCE BERKELEY NATIONAL LABORATORY AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ALLOWED BY LAW, AS DETERMINED BY THE BOARD OF DIRECTORS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,120,886ExpenseAmt
Grant$7,120,886GrantAmt
Revenue$0RevenueAmt
DescTHE BERKELEY LAB FOUNDATION IS OPERATING TO SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF CALIFORNIA, IN ITS SPECIFIC CAPACITY AS MANAGER AND OPERATOR OF THE LAWRENCE BERKELEY NATIONAL LABORATORY AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES.Desc
Total Program Service Expenses$7,120,886TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBROOKE JACOB DEMOEPersonNm
Phone5104867573PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 FRANKLIN STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94607ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
THOMAS SCHROEDER
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
CRAIG LEASURE
DIRECTOR, TREASURER1.0040.00Yes (X)Yes (X)$0$433,995$29,552
ELIZABETH PULLING
DIRECTOR1.0040.00Yes (X)$0$431,116$85,200
PIERMARIA J ODDONE
DIRECTOR, CHAIR1.000.00Yes (X)Yes (X)$0$0$0
MICHAEL BROWN
DIRECTOR1.000.00Yes (X)$0$0$0
SARAH CLIFT THRU 424
PRESIDENT1.0040.00Yes (X)$0$321,038$110,620
ALICIA CHANG
TEMPORARY PRESIDENT1.0040.00Yes (X)$0$158,197$54,495
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,344,346TotReportableCompRltdOrgAmt
Total Other Compensation$279,867TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$10,000RelatedOrganizationsAmt
All Other Contributions$9,351,759AllOtherContributionsAmt
Total Contributions$9,361,759TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$148,110TotalRevenueColumnAmt
Exclusion$148,110ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,343,981SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$961,865SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$382,116SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$382,116TotalRevenueColumnAmt
Exclusion$382,116ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,891,985TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$530,226ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,120,886TotalAmt
Program Services$7,120,886ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$468,946TotalAmt
Management And General$234,473ManagementAndGeneralAmt
Fundraising$234,473FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,315TotalAmt
Management And General$9,315ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,898TotalAmt
Management And General$68,898ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$43,247TotalAmt
Management And General$43,247ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,994TotalAmt
Management And General$9,994ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,498TotalAmt
Management And General$5,498ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$20TotalAmt
Management And General$20ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$94,596TotalAmt
Management And General$94,596ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS SERVICEDesc
Total$3,425TotalAmt
Management And General$3,425ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,824,825TotalAmt
Program Services$7,120,886ProgramServicesAmt
Management And General$469,466ManagementAndGeneralAmt
Fundraising$234,473FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,424,861BOYAmt
EOY$323,801EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,950,650BOYAmt
EOY$5,321,265EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,000BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,628,735BOYAmt
EOY$21,061,641EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,007,246BOYAmt
EOY$26,706,707EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$266,724BOYAmt
EOY$240,727EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$266,724BOYAmt
EOY$240,727EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$38,560BOYAmt
EOY$34,098EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,701,962BOYAmt
EOY$26,431,882EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,740,522BOYAmt
EOY$26,465,980EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,007,246BOYAmt
EOY$26,706,707EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,067,160ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,808,298NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$150,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1REGENTS OF THE UNIVERSITY OF CALIFORNIABusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN943067788EIN
Organization Type6OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$7,117,954SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$7,117,954SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,611,513BeginningYearBalanceAmt
Investment Earnings Or Losses$2,245,166InvestmentEarningsOrLossesAmt
Grants Or Scholarships$256,578GrantsOrScholarshipsAmt
Administrative Expenses$550,407AdministrativeExpensesAmt
End Year Balance$21,049,694EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,957,515BeginningYearBalanceAmt
Investment Earnings Or Losses$1,364,912InvestmentEarningsOrLossesAmt
Grants Or Scholarships$189,011GrantsOrScholarshipsAmt
Administrative Expenses$521,903AdministrativeExpensesAmt
End Year Balance$19,611,513EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,049,904BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,492,955InvestmentEarningsOrLossesAmt
Grants Or Scholarships$112,780GrantsOrScholarshipsAmt
Administrative Expenses$486,654AdministrativeExpensesAmt
End Year Balance$18,957,515EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,723,942BeginningYearBalanceAmt
Investment Earnings Or Losses$5,725,423InvestmentEarningsOrLossesAmt
Other Expenditures$827,602OtherExpendituresAmt
Administrative Expenses$571,859AdministrativeExpensesAmt
End Year Balance$21,049,904EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,265,568BeginningYearBalanceAmt
Contributions$2,000,000ContributionsAmt
Investment Earnings Or Losses$78,796InvestmentEarningsOrLossesAmt
Other Expenditures-$379,578OtherExpendituresAmt
End Year Balance$16,723,942EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,792,216TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,808,298NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$91,933DonatedServicesAndUseFcltsAmt
Revenue Not Reported$1,900,231RevenueNotReportedAmt
Revenue Subtotal$9,891,985RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,891,985TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,066,758TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$91,933DonatedServicesUseFcltsAmt
Other Expenses Included$150,000OtherExpensesIncludedAmt
Expenses Not Reported$241,933ExpensesNotReportedAmt
Expenses Subtotal$7,824,825ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,824,825TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO SUPPORT THE SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE "UNIVERSITY"), IN ITS SPECIFIC CAPACITY AS MANAGER AND OPERATOR OF THE LAWRENCE BERKELEY NATIONAL LABORATORY AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ALLOWED BY LAW, AS DETERMINED BY THE BOARD OF DIRECTORS.
PART X, LINE 2:THE FOUNDATION IS AN ORGANIZATION QUALIFIED FOR EXEMPTION FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND, THEREFORE, IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT IS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE FOUNDATION HAS NOT EARNED NET INCOME FROM ANY UNRELATED TRADE OR BUSINESS AS OF JUNE 30, 2024 AND 2023.
PART XII, LINE 2D - OTHER ADJUSTMENTS:REFUND OF CONTRIBUTION

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1REGENTS OF THE UNIVERSITY OF CALIFORNIABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 FRANKLIN STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94607ZIPCd
FieldValueIRS element (for citing)
Recipient EIN943067788RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$7,117,954CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantRESEARCH AND EDUCATIONAL PURPOSESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION OPERATES EXCLUSIVELY TO SUPPORT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IN ITS SPECIFIC CAPACITY AS MANAGER AND OPERATOR OF THE LAWRENCE BERKELEY NATIONAL LABORATORY. GRANTS TO ORGANIZATIONS ARE MADE ONLY TO THE REGENTS OF THE UNIVERSITY OF CALIFORNIA, OR TO 501(C)(3) PUBLIC CHARITIES FOR PROJECTS THAT CARRY OUT THE PURPOSES OF THE REGENTS IN ITS CAPACITY AS MANAGER OF LAWRENCE BERKELEY NATIONAL LAB AND THAT HAVE BEEN SPECIFICALLY APPROVED BY THE LBNL LEADERSHIP. GRANTS ARE MADE PURSUANT TO GRANT AGREEMENTS SIGNED BY THE GRANTEE THAT SPECIFY THE PURPOSE OF THE GRANT. THE DEPARTMENT OF EDUCATION ISSUES AN ANNUAL PUBLIC REPORT THAT STATES THE AMOUNTS GIVEN TO THE UNIVERSITY OF CALIFORNIA BY EACH LABORATORY. INTERNAL REPORTS ARE ISSUED AS PART OF THE UNIVERSITY OF CALIFORNIA'S BUDGET SYSTEM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ELIZABETH PULLING
DIRECTOR$0$265,971$0$164,395$0$750$0$41,526$0$43,674$0$516,316$0$0
CRAIG LEASURE
DIRECTOR, TREASURER$0$421,803$0$0$0$12,192$0$29,526$0$26$0$463,547$0$0
SARAH CLIFT THRU 424
PRESIDENT$0$321,038$0$0$0$0$0$41,818$0$68,802$0$431,658$0$0
ALICIA CHANG
TEMPORARY PRESIDENT$0$158,197$0$0$0$0$0$20,601$0$33,894$0$212,692$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PAGE 2, PART II:FormAndLineReferenceDesc
ExplanationALL BERKELEY LAB FOUNDATION STAFF ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA AND RECEIVE SALARY AND BENEFITS FROM THE UNIVERSITY. COMPENSATION DECISIONS FOR ALL EMPLOYEES ARE MADE BY THE UNIVERSITY OF CALIFORNIA FOLLOWING THE UNIVERSITY'S ESTABLISHED POLICIES. ALL COMPENSATED INDIVDUALS LISTED IN SCHEDULE J, PART II OF THE FORM 990 ARE FULL-TIME EMPLOYEES OF THE UNIVERSITY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED ON AN ANNUAL BASIS TO DISCLOSE FINANCIAL, PERSONAL, OR BUSINESS INTEREST THAT COULD GIVE RISE TO A POTENTIAL OR PERCEIVED CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15THE FOUNDATION HAS NO EMPLOYEES; ITS OFFICERS AND DIRECTORS ARE COMPENSATED BY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA, NOT THE BERKELEY LAB FOUNDATION. THE UNIVERSITY REVIEWS AND APPROVES THE COMPENSATION OF ITS EMPLOYEES. THEREFORE, THIS QUESTION IS ANSWERED "NO."
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A, LINE 1A:ALL BERKELEY LAB FOUNDATION STAFF ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA AND RECEIVE SALARY AND BENEFITS FROM THE UNIVERSITY. COMPENSATION DECISIONS FOR ALL EMPLOYEES ARE MADE BY THE UNIVERSITY OF CALIFORNIA FOLLOWING THE UNIVERSITY'S ESTABLISHED POLICIES. ALL COMPENSATED INDIVDUALS LISTED IN PART VII OF THE FORM 990 ARE FULL-TIME EMPLOYEES OF THE UNIVERSITY.
FORM 990, PART XI, LINE 9:REFUND OF CONTRIBUTION -150,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
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UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
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THE UCLA FOUNDATION
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UC SANTA BARBARA FOUNDATION
UC SANTA BARBARASANTA BARBARACA93106237314834EDUCATIONAL FOUNDATIONCA501(C)(3)LINE 6N/A0
UC SANTA CRUZ FOUNDATION
1156 HIGH STREETSANTA CRUZCA95064237394590EDUCATIONAL FOUNDATIONCA501(C)(3)LINE 6N/A0
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY ST 5TH FLOORSAN FRANCISCOCA94104942829914EDUCATIONAL FOUNDATIONCA501(C)(3)LINE 6N/A0
UNIVERSITY OF CALIFORNIA MERCED FOUNDATION
5200 NORTH LAKE ROADMERCEDCA95343943250114EDUCATIONAL FOUNDATIONCA501(C)(3)LINE 6N/A0
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
100 THEORY SUITE 250IRVINECA92617952540117EDUCATIONAL FOUNDATIONCA501(C)(3)LINE 6N/A0
THE UC DAVIS FOUNDATION
1460 DREW AVENUE SUITE 100DAVISCA95618946081352EDUCATIONAL FOUNDATIONCA501(C)(3)LINE 6N/A0
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVELA JOLLACA92093952872494EDUCATIONAL FOUNDATIONCA501(C)(3)LINE 6N/A0
UC RIVERSIDE FOUNDATION
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UCLA TECHNOLOGY DEVELOPMENT CORPORATION (FORMERLY WESTWOOD TECHNOLOGY TRANS
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TO SERVE THE EXPANDING MISSIONS OF THE UC IN MEXICO0THE REGENTS OF THE UNIVERSITY OF CALIFORNIACARMEN NO 1CIUDAD DE MEXICOMX01070MX
UNIVERSITY OF CALIFORNIA FOUNDATION LIMITED
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UNIVERSITY OF CALIFORNIA TRUST (UK) LIMITED
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CHILDRENS HOSPITAL & RESEARCH CENTER AT OAKLAND
747 52ND STREETOAKLANDCA94609940382330HEALTHCARECA501(C)(3)LINE 30THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
BAYCHILDRENS PHYSICIANS
6425 CHRISTIE AVE STE 100EMERYVILLECA94608861175591MEDICAL FOUNDATIONCA501(C)(3)LINE 100THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
REGENCY BROADWAY PROPERTIES INC
1111 BROADWAY STE 2100OAKLANDCA94607455211495TITLE HOLDINGCA501(C)(3)LINE 12A, I0THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
GLOBAL PROGRAMS
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GLOBAL PROGRAMS FOR RESEARCH AND TRAINING
SCIENTIFIC RESEARCH AND TRAINING0THE REGENTS OF THE UNIVERSITY OF CALIFORNIAPO BOX 35819KAMPALAUGUG
GLOBAL PROGRAMS FOR RESEARCH AND TRAINING
SCIENTIFIC RESEARCH AND TRAINING0THE REGENTS OF THE UNIVERSITY OF CALIFORNIAPHYSICAL OFFICE CLOSED 123120ACTIVE REGISTRATION MAINTAINEDMZMZ
GLOBAL PROGRAMS FOR RESEARCH AND TRAINING
SCIENTIFIC RESEARCH AND TRAINING0THE REGENTS OF THE UNIVERSITY OF CALIFORNIAWESTPOINT BUILDING MPAKA RD 4THNAIROBIKEKE
GLOBAL PROGRAMS FOR RESEARCH AND TRAINING
SCIENTIFIC RESEARCH AND TRAINING0THE REGENTS OF THE UNIVERSITY OF CALIFORNIAPROF MBURUMBA KERINA STREET NO 5WINDHOEKWAWA
GLOBAL PROGRAMS FOR RESEARCH AND TRAINING
SCIENTIFIC RESEARCH AND TRAINING0THE REGENTS OF THE UNIVERSITY OF CALIFORNIABLDG B 2ND FLOOR UNIT 3 10 85 FRAPRETORIASFSF
GLOBAL PROGRAMS FOR RESEARCH AND TRAINING
SCIENTIFIC RESEARCH AND TRAINING0THE REGENTS OF THE UNIVERSITY OF CALIFORNIAPARKHAM HOUSE UNIT 10 NUMBER 111 RVIENTIANE CAPITALLALA
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OPERATION OF STUDY ABROAD PROGRAMS0THE REGENTS OF THE UNIVERSITY OF CALIFORNIARUA MARQUS DE SO VICENTE 225 TO 23RIO DE JANEIROBRBR
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OPERATION OF STUDY ABROAD PROGRAMS0THE REGENTS OF THE UNIVERSITY OF CALIFORNIAUNIVERSIT BORDEAUX MONTAIGNE DOMAINPESSACFRFR
ASSOCIATION CALIFORNIE RHONE-ALPES
OPERATION OF STUDY ABROAD PROGRAMS0THE REGENTS OF THE UNIVERSITY OF CALIFORNIA16 QUAI CLAUDE BERNARDLYONFRFR
FIAT LUX RISK AND INSURANCE COMPANY
1608 RHODE ISLAND AVE NWWASHINGTON DCDC20036461828839TO MANAGE AND SELF-FUND GENERAL, PROFESSIONAL TERRORISM AND OTHER LIABILITYDC501(C)(3)LINE 12C, III-FIN/A0
THE UNIVERSITY OF CALIFORNIA HOME LOAN PROGRAM CORPORATION
1111 FRANKLIN STREET 6TH FLOOROAKLANDCA94607465081042TO PROVIDE MORTGAGE LOAN ASSISTANCE IN SUPPORT OF THE RECRUITMENT AND RETENTCA501(C)(3)LINE 100THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
THE U HOLDING COMPANY INC
9500 GILMAN DRIVELA JOLLACA920930982853335347HOLDING TITLE TO REAL PROPERTYCA501(C)(2)0THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (UCLA) (CAMEROON)
RESEARCH AND EDUCATIONAL EFFORTSN/A01111 FRANKLIN STREET 12TH FLOOROAKLANDCM94607CM
UNIVERSITY OF CALIFORNIA DAVIS INSTITUTE FOR TRANSPORTATION STUDIES EUROPE
TO UNDERTAKE ENVIRONMENTAL PROTECTION AND TRANSPORTATION RESEARCH AND POLICY0THE REGENTS OF THE UNIVERSITY OF CALIFORNIA36 RUE FONDARYPARISFR75015FR
ALLIANCE FOR ADVANCING BIOMEDICAL RESEARCH
1111 FRANKLIN STREET 8TH FLOOROAKLANDCA94607884114009TO SUPPORT CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSESCA501(C)(3)0THE REGENTS OF THE UNIVERSITY OF CALIFORNIA

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (56 entries)

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REGENCY VALLEY CENTER LLC
28 STATE STREET 10TH FLOORBOSTONMA02109461517540HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY LAKEWOOD LLC
28 STATE STREET 10TH FLOORBOSTONMA02109455524981HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY MISSION HILLS LLC
28 STATE STREET 10TH FLOORBOSTONMA02109HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY EVANS RANCH LLC
28 STATE STREET 10TH FLOORBOSTONMA02109462124490HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY WOOD SOUTH LLC
28 STATE STREET 10TH FLOORBOSTONMA02109460896176HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY LION LLC
100 WAUGH DRIVE SUITE 600HOUSTONTX77007463500823HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY SANDY SPRINGS LLC
1111 BROADWAY SUITE 2100OAKLANDCA946078928464699169HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY CORAL GABLES LLC
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REGENCY BRESSI LLC
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REGENCY MERIDIAN HOLDING LLC
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CP REDLANDS III LLC
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REGENCY PORTRAIT LLC
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REGENCY PHASE I OAK PARK LLC
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REGENCY 411 D ST LLC
230 PARK AVENUE 12TH FLOORNEW YORKNY10169352471003HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY 701 B STREET LLC
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REGENCY 44TH STREET LLC
1111 BROADWAY SUITE 2100OAKLANDCA946078928452095269HOLD AND MANAGE REAL ESTATEDEN/A00
UNIVERSITY ASSOCIATES SILICON VALLEY LLC
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UCSD AMBULATORY SURGERY CENTER LLC
8929 UNIVERSITY CENTER LANESAN DIEGOCA92122261232189TO SERVE AS AN AMBULATORY SURGERY CENTERDE00UCSD-SCA HOLDINGS II LLC
REGENCY COLUMBIA CENTER LLC
1111 BROADWAY SUITE 2100OAKLANDCA946078928455317597HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY COLUMBIA SQUARE LLC
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REGENCY NORTHPORT LLC
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REGENCY INDIGO AUSTIN LLC
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BROADWAY FRANKLIN LLC
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REGENCY TROPICANA LLC
1111 BROADWAY STE 2100OAKLANDCA946078928474112239HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY TRIPACIFIC LLC
1111 BROADWAY STE 2100OAKLANDCA946078928813434626HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY ARBORPOINT LLC
1 FINANCIAL PLAZA SUITE 1700HARTFORDCT061032604453542611HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY OAKLAND A LLC
1111 BROADWAY STE 2100OAKLANDCA94607821569706HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY OAKLAND B LLC
1111 BROADWAY STE 2100OAKLANDCA94607821585698HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY MAIN PLAZA LLC
1111 BROADWAY STE 2100OAKLANDCA94607822689982HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY REDWOOD CENTER LLC
1111 BROADWAY STE 2100OAKLANDCA94607823233056HOLD AND MANAGE REAL ESTATEDEN/A00
TAHOE LTD
981375593ASSET HOLDINGN/A00C/O SGG 33 EDITH CAVELL STPORT LOUISMPMP
REGENCY CHATSWORTH
1111 BROADWAY STE 2100OAKLANDCA94607824593966HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY CHERRY HILL LLC
1111 BROADWAY STE 2100OAKLANDCA94607831544028HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY BLUECORE
1111 BROADWAY STE 2100OAKLANDCA94607832013582HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY SEAPORT
1111 BROADWAY STE 2100OAKLANDCA94607HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY WESTLOOP
1111 BROADWAY STE 2100OAKLANDCA94607831996991HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY VISTA PARK
1111 BROADWAY STE 2100OAKLANDCA94607824517566HOLD AND MANAGE REAL ESTATEDEN/A00
UCLASP HOLDINGS LLC AKA SCOI
924 WESTWOOD BLVD SUITE 505LOS ANGELESCA90024833497196OWNS AND OPERATES AMBULATORY SURGERY CENTERSDEN/A00
STOCKBRIDGE SIV RENO LLC
4 EMBARCADERO CENTERSAN FRANCISCOCA94111842378787ASSET HOLDINGDE00THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
STRATEGIC INDUSTRIAL VENTURE OP LP
4 EMBARCADERO CENTER SUITE 3300SAN FRANCISCOCA94111842366295ASSET HOLDINGDE00STOCKBRIDGE STRATEGIC INDUSTRIAL VENTURE LLC
REGENCY GARDENS POINTE LLC
28 STATE STREET 10TH FLOORBOSTONMA02109274271457HOLD AND MANAGE REAL ESTATECAN/A00
REGENCY DULLES
28 STATE STREET 10TH FLOORBOSTONMA02109450621797HOLD AND MANAGE REAL ESTATEDEN/A00
636 SIXTH AVENUE OWNER LLC
230 PARK AVENUE 12TH FLOORNEW YORKNY10169274329187HOLD AND MANAGE REAL ESTATEDEN/A00
UCSD-SCA HOLDINGS I LLC
8929 UNIVERSITY CENTER LANE SUITE 1SAN DIEGOCA92122813287291OWNS AMBULATORY SURGERY CENTERSDEN/A00
UCSD-SCA HOLDINGS II LLC
8929 UNIVERSITY CENTER LANE SUITE 1SAN DIEGOCA92122813144140OWNS AMBULATORY SURGERY CENTERSDEN/A00
UCSD CENTER FOR SURGERY OF ENCINITAS LP
477 N EL CAMINO REAL BUILDING C SUIENCINITASCA92024822326631AMBULATORY SURGERY CENTERCA00UCSD-SCA HOLDINGS I LLC
UCSD SURGICAL CENTER OF SAN DIEGO LLC
4910 DIRECTORS PLACE SUITE 100SAN DIEGOCA92121822218664AMBULATORY SURGERY CENTERCA00UCSD-SCA HOLDINGS I LLC
REGENCY HILLTOP LLC
1111 FRANKLIN STREETOAKLANDCA94607HOLD AND MANAGE REAL ESTATEDEN/A00
REGENCY 2120 BERKELEY WAY LLC
1111 FRANKLIN STREETOAKLANDCA94607HOLD AND MANAGE REAL ESTATEDEN/A00
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REGENCY INNOVATION PLACE LLC
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REGENCY 44TH HOLDCO LLC
1111 FRANKLIN STREETOAKLANDCA94607ASSET HOLDINGDE00MEMBER-MANAGED BY REGENCY 44TH PROPERTY INC
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2029 CENTURY PARK EASTLOS ANGELESCA90067HOLD AND MANAGE REAL ESTATEDE00REGENCY BLUECORE LLC 52 OF LP INTERESTS
ARCHES H2 LLC
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REGENCY 44TH PROPERTY INC
1111 BROADWAY STE 2100OAKLANDCA94607455243682HOLD AND MANAGE REAL ESTATECAN/AC0
UC HEALTH RRG AIF
1608 RHODE ISLAND AVE NWWASHINGTON DCCA20036813768942CAPTIVE INSURANCE COMPANYCAN/AC0
UC SAN DIEGO HEALTH ACCOUNTABLE CARE NETWORK INC
9300 CAMPUS POINT DR 1-620LA JOLLACA92037821648830MEDICAL SERVICESCAN/AC0
AZURE LAKE (CAYMAN LLC)
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1608 RHODE ISLAND AVE NWWASHINGTON DCDC20036833747089CAPTIVE INSURANCE COMPANYDCN/AC0
SEQUOIA IC
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UC INVESTMENTS REAL ESTATE BLOCKER INC
1111 FRANKLIN STREETOAKLANDCA94607HOLD AND MANAGE REAL ESTATECAC0UC INVESTMENT REAL ESTATE LLC - 100 SOLE SHAREHOLDER
6200 GREENWICH DRIVE TRS INC
2029 CENTURY PARK EAST SUITE 1370LOS ANGELESCA90067873717578TAXABLE REIT SUBSIDIARYCAC052 INDIRECT OWNERSHIP VIA 6200 GREENWICH
6220 GREENWICH DRIVE TRS INC
2029 CENTURY PARK EAST SUITE 1370LOS ANGELESCA90067881270176TAXABLE REIT SUBSIDIARYCAC052 INDIRECT OWNERSHIP VIA 6200 GREENWICH
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PARTS II, III, AND IV:FormAndLineReferenceDesc
ExplanationDUE TO THE INCREASINGLY COMPLEX ORGANIZATION STRUCTURE OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AND AFFILIATES, THE FILING ORGANIZATION HAS ELECTED TO REPORT ALL ORGANIZATIONS WITHIN THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AS RELATED, REGARDLESS OF OWNERSHIP INTEREST OR "CONTROL" AS DEFINED BY THE INSTRUCTIONS TO SCHEDULE R. THE INTENT OF THIS REPORTING IS TO PROMOTE TRANSPARENCY AND INCREASE CONSISTENCY ACROSS THE NUMEROUS FORM 990 SUBMISSIONS BY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA.ExplanationTxt