UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION (EIN 94-6090626)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202341359349309259
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:51:38-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH HOPE STREET SUITE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946090626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA BERKELEY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5106421212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 UNIVERSITY AVE 401 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947041508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORAINE BINION | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5106421212 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORAINE | PersonFirstNm |
| Person Last | BINION | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M HIGHFILL | PreparerPersonNm |
| PTIN | P01517891 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE HOOPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 UNIVERSITY AVE 401 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,307,925,540 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://FOUNDATION.BERKELEY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE INTEREST & PROMOTE THE WELFARE OF THE UNIVERSITY OF CALIFORNIA, BERKELEY & TO INCREASE THE FACILITIES OF THE UNIV. & TO PROVIDE BROADER EDUCATIONAL OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 63 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 62 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 71 | TotalVolunteersCnt |
| Total Gross UBI | $3,570,837 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,694,918 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $407,723,128 | PYContributionsGrantsAmt |
| CY Contributions Grants | $756,837,899 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $171,500,365 | PYInvestmentIncomeAmt |
| CY Investment Income | $192,382,925 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $579,223,493 | PYTotalRevenueAmt |
| CY Total Revenue | $949,220,824 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $331,234,828 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $346,591,573 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,030,278 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,595,849 | PYOtherExpensesAmt |
| CY Other Expenses | $16,421,539 | CYOtherExpensesAmt |
| PY Total Expenses | $343,830,677 | PYTotalExpensesAmt |
| CY Total Expenses | $363,013,112 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $235,392,816 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $586,207,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,373,650,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,399,624,887 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $181,067,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,484,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,192,583,369 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,253,140,716 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $346,591,573 | ExpenseAmt |
| Grant | $346,591,573 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS AND ALLOCATIONS TO THE UNIVERSITY OF CALIFORNIA, BERKELEY CAMPUS UNITS AND ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $346,591,573 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 63 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 62 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORAINE BINION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106421212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 UNIVERSITY AVE STE 401 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| CAROL CHRIST | ||||||||
| CHANCELLOR | 8.00 | 32.00 | Yes (X) | $0 | $553,251 | $84,338 | ||
| WILLIAM AUSFAHL | ||||||||
| EMERITUS TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE BAKAR | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DESI BANATAO | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK BERTELSEN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANA BISCONTI | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KOFI BONNER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BONNER-BROWN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD BRIAN | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CHAMBERLIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEVIN CHOU | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TING CHUK | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN CORREIA | ||||||||
| EMERITUS TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID CORVO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA CRANOR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN DABBY | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DESJARDINS | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTINA DUVAL | ||||||||
| VICE CHAIR, FOUNDATION | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANNE GATES | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GEE | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN GLASER | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLASS GOLDMAN | ||||||||
| EMERITUS TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CYRUS HADIDI | ||||||||
| BEMCO BOARD CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS HORNADAY | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES HUANG | ||||||||
| CHAIR, FOUNDATION | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAI HUANG | ||||||||
| VICE CHAIR PROGRAMS | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEPHEN ISAACS | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELLEN KANOFF | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RENE KERN | ||||||||
| CHAIR, FINANCE COMM | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES KOSHLAND | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOANN KOZBERG | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY KWAN | ||||||||
| EMERITUS TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAHSHIN LEOW | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ LUTZ | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| IRVING LYONS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL MADERIS | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN MCANDREWS | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS MCKISSICK | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN MENDELSON | ||||||||
| TRUSTEE (THRU 10/08/21) | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GEORGE MILLER | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NOEL NELLIS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN ORTH | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISLE PAYNE | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA PERLOFF | ||||||||
| CHAIR, PROGRAMS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANN BAXTER PERRIN | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ISABEL RHEE | ||||||||
| CHAIR, GOVERNANCE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK ROBINSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY ROSEN | ||||||||
| CHAIR, NOMINATIONS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STACEY SAVIDES SULLIVAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC STERN | ||||||||
| VICE CHAIR, GOVERNANCE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN STOCK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN TEMPLETON | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES TRAVERS | ||||||||
| EMERITUS TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE UNGER | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENE WU MCCLAIN | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHUHONG YE | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA YOUNG | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WEIJIE YUN | ||||||||
| VICE CHAIR, FINANCE COMM | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRYAN CAMERON | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA GUERRA | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL LIU | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK J MCCAULEY | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANITA YU WESTLY | ||||||||
| TRUSTEE | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER KANG | ||||||||
| VICE CHAIR NOMINATIONS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHASHIKALA DEB | ||||||||
| TRUSTEE (AS OF 06/30/21) | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH HICKS | ||||||||
| TRUSTEE (AS OF 06/30/21) | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN KENNEDY | ||||||||
| TRUSTEE (AS OF 06/30/21) | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT CHEUNG | ||||||||
| TRUSTEE (AS OF 06/30/21) | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE RIVERA | ||||||||
| TRUSTEE (AS OF 06/30/21) | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY BASSELL CROWE | ||||||||
| TRUSTEE (AS OF 06/30/21) | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMILLA SMITH | ||||||||
| TRUSTEE (AS OF 06/30/21) | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NADINE TANG | ||||||||
| EXEC OFFICER, BEMCO BOARD MEM | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JULIE HOOPER | ||||||||
| PRESIDENT | 10.00 | 30.00 | $0 | $422,206 | $99,122 | Yes (X) | ||
| LISHELLE BLAKEMORE | ||||||||
| VICE PRESIDENT | 4.00 | 36.00 | $0 | $302,203 | $81,677 | Yes (X) | ||
| NANCY MCKINNEY | ||||||||
| ASSOCIATE VICE PRESIDIENT | 8.00 | 32.00 | $0 | $299,894 | $91,072 | Yes (X) | ||
| LORAINE BINION | ||||||||
| TREASURER | 10.00 | 30.00 | $0 | $209,912 | $58,408 | Yes (X) | ||
| MIHI AHN | ||||||||
| EXECUTIVE VICE PRESIDENT | 30.00 | 10.00 | $0 | $180,422 | $49,608 | Yes (X) | ||
| LINA WANG | ||||||||
| ASSISTANT TREASURER | 20.00 | 20.00 | $0 | $142,177 | $57,070 | Yes (X) | ||
| JANE WISE | ||||||||
| CORPORATE SECRETARY | 20.00 | 20.00 | $0 | $128,402 | $21,911 | Yes (X) | ||
| RACHELLE REAGAN | ||||||||
| ASSOCIATE VICE PRESIDIENT | 10.00 | 30.00 | $0 | $147,151 | $58,018 | Yes (X) | ||
| RANDI SILVERMAN RESIGNED 042221 | ||||||||
| ASSOCIATE VICE PRESIDIENT | 10.00 | 30.00 | $0 | $233,172 | $85,976 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,618,790 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $687,200 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES | ServicesDesc |
| Compensation | $110,750 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $756,837,899 | AllOtherContributionsAmt |
| Noncash Contributions | $66,652,549 | NoncashContributionsAmt |
| Total Contributions | $756,837,899 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,990,641 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,570,837 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,419,804 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $539,097,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $358,704,716 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $180,392,284 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,392,284 | TotalRevenueColumnAmt |
| Exclusion | $180,392,284 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $949,220,824 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,570,837 | UnrelatedBusinessRevenueAmt |
| Exclusion | $188,812,088 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,591,573 | TotalAmt |
| Program Services | $346,591,573 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,786 | TotalAmt |
| Management And General | $582,786 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,156 | TotalAmt |
| Management And General | $15,156 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,117 | TotalAmt |
| Management And General | $70,117 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,620,325 | TotalAmt |
| Management And General | $7,620,325 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393 | TotalAmt |
| Management And General | $1,393 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,604 | TotalAmt |
| Management And General | $101,604 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$120 | TotalAmt |
| Management And General | -$120 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHIL. ALLOC UC BERKELEY | Desc |
| Total | $8,030,278 | TotalAmt |
| Fundraising | $8,030,278 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,013,112 | TotalAmt |
| Program Services | $346,591,573 | ProgramServicesAmt |
| Management And General | $8,391,261 | ManagementAndGeneralAmt |
| Fundraising | $8,030,278 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,132,725 | BOYAmt |
| EOY | $29,996,988 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,084,935 | BOYAmt |
| EOY | $423,217,145 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,051,440 | BOYAmt |
| EOY | $760,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,050,451 | BOYAmt |
| EOY | $476,314,627 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,604,257,309 | BOYAmt |
| EOY | $2,464,165,819 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,074,040 | BOYAmt |
| EOY | $5,169,884 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,373,650,900 | BOYAmt |
| EOY | $3,399,624,887 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,498,031 | BOYAmt |
| EOY | $1,746,454 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,729,136 | BOYAmt |
| EOY | $45,228,386 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,840,364 | BOYAmt |
| EOY | $99,509,331 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,067,531 | BOYAmt |
| EOY | $146,484,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,056 | BOYAmt |
| EOY | $3,031,663 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,191,314,313 | BOYAmt |
| EOY | $3,250,109,053 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,192,583,369 | BOYAmt |
| EOY | $3,253,140,716 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,373,650,900 | BOYAmt |
| EOY | $3,399,624,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $586,207,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$525,650,365 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $261,493,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,888,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $269,469,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $407,723,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $756,857,899 | CurrentTaxYearAmt |
| Total | $1,961,431,278 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $261,493,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,888,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $269,469,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $407,723,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $756,857,899 | CurrentTaxYearAmt |
| Total | $1,961,431,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $93,509,859 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,867,921,419 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,525,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,579,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,707,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,669,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,419,804 | CurrentTaxYearAmt |
| Total | $42,902,407 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,268,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,714,106 | CurrentTaxYearAmt |
| Total | $5,982,820 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,010,316,505 | TotalSupportAmt |
| Public Support CY170 | 0.92920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $363,013,112 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $363,013,112 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $200,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $612,179 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,985,931,341 | BeginningYearBalanceAmt |
| Contributions | $190,035,967 | ContributionsAmt |
| Investment Earnings Or Losses | -$338,928,037 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $102,101,326 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,772,326 | AdministrativeExpensesAmt |
| End Year Balance | $2,727,165,619 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,173,286,692 | BeginningYearBalanceAmt |
| Contributions | $139,778,402 | ContributionsAmt |
| Investment Earnings Or Losses | $784,239,348 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $106,125,124 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,247,977 | AdministrativeExpensesAmt |
| End Year Balance | $2,985,931,341 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,143,755,634 | BeginningYearBalanceAmt |
| Contributions | $80,965,121 | ContributionsAmt |
| Investment Earnings Or Losses | $36,864,640 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $84,372,169 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,926,534 | AdministrativeExpensesAmt |
| End Year Balance | $2,173,286,692 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,999,055,340 | BeginningYearBalanceAmt |
| Contributions | $139,176,372 | ContributionsAmt |
| Investment Earnings Or Losses | $96,197,233 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $83,235,728 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,437,583 | AdministrativeExpensesAmt |
| End Year Balance | $2,143,755,634 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,844,374,218 | BeginningYearBalanceAmt |
| Contributions | $106,653,654 | ContributionsAmt |
| Investment Earnings Or Losses | $150,097,884 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $97,563,742 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,506,674 | AdministrativeExpensesAmt |
| End Year Balance | $1,999,055,340 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $2,464,165,819 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,464,165,819 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED INFLOWS-IRREVOCAB SIA | $273,068 |
| PRES. VALUE-GIFT ANNUITY PYMT | $16,732,471 |
| GENERAL DEFERRED REVENUE | $8,500,434 |
| OTHER DEPOSITS | $53,270,960 |
| OTHER MISC. LIABILITY - NONCUR | $20,732,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $99,509,331 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $415,950,134 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$525,650,365 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$525,650,365 | RevenueNotReportedAmt |
| Revenue Subtotal | $941,600,499 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,620,325 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,620,325 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $949,220,824 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $355,392,787 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $355,392,787 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $7,620,325 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,620,325 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $363,013,112 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | DISCLOSURE FOR ESCROW OR CUSTODIAL ARRANGEMENTS ALL TRUSTS ARE MANAGED BY OUR TRUST ADMINISTRATOR, KASPICK & CO AND THE TRUST FUNDS CUSTODIAN IS CHARLES SCHWAB & CO. |
| PART V, LINE 4: | INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE FUNDING FOR SCHOLARSHIPS, STUDENT ASSISTANCE PROGRAMS AND ACADEMIC RESEARCH FOR THE STUDENTS, EMPLOYEES AND FACULTY OF THE UNIVERSITY OF CALIFORNIA BERKELEY. |
| PART X, LINE 2: | LIABILITY FOR UNCERTAIN TAX POSITIONS THE FOUNDATION IS A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND 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 PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS FROM INVESTMENT INCOME TO EXPENSE 7,620,325. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS FROM INVESTMENT INCOME TO EXPENSE 7,620,325. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | $10,238,393 |
| CENTRAL AMERICA/CARRIBEAN | 0 | 0 | INVESTMENTS | $1,025,096,567 |
| EUROPE | 0 | 0 | INVESTMENTS | $115,589,158 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $8,294,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,159,219,105 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,159,219,105 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA BERKELEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 UNIVERSITY AVENUE STE 401 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947041508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 946002123 | RecipientEIN |
| IRC Section | UC BERKELEY | IRCSectionDesc |
| Cash Grant | $346,591,573 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | SUPPORT EDUCATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. THE FOUNDATION TRANSFERS MONIES TO THE UNIVERSITY OF CALIFORNIA AT BERKELEY, WHICH ASSUMES RESPONSIBILITY FOR ACTUAL DISBURSEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL CHRIST | ||||||||||||||
| CHANCELLOR | $0 | $533,475 | $0 | $0 | $0 | $19,776 | $0 | $68,335 | $0 | $16,003 | $0 | $637,589 | $0 | $0 |
| JULIE HOOPER | ||||||||||||||
| PRESIDENT | $0 | $419,998 | $0 | $0 | $0 | $2,208 | $0 | $68,709 | $0 | $30,413 | $0 | $521,328 | $0 | $0 |
| NANCY MCKINNEY | ||||||||||||||
| ASSOCIATE VICE PRESIDIENT | $0 | $299,894 | $0 | $0 | $0 | $0 | $0 | $68,528 | $0 | $22,544 | $0 | $390,966 | $0 | $0 |
| LISHELLE BLAKEMORE | ||||||||||||||
| VICE PRESIDENT | $0 | $302,203 | $0 | $0 | $0 | $0 | $0 | $69,303 | $0 | $12,374 | $0 | $383,880 | $0 | $0 |
| RANDI SILVERMAN RESIGNED 042221 | ||||||||||||||
| ASSOCIATE VICE PRESIDIENT | $0 | $233,172 | $0 | $0 | $0 | $0 | $0 | $54,962 | $0 | $31,014 | $0 | $319,148 | $0 | $0 |
| LORAINE BINION | ||||||||||||||
| TREASURER | $0 | $209,912 | $0 | $0 | $0 | $0 | $0 | $47,915 | $0 | $10,493 | $0 | $268,320 | $0 | $0 |
| MIHI AHN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $0 | $180,422 | $0 | $0 | $0 | $0 | $0 | $41,165 | $0 | $8,443 | $0 | $230,030 | $0 | $0 |
| RACHELLE REAGAN | ||||||||||||||
| ASSOCIATE VICE PRESIDIENT | $0 | $147,151 | $0 | $0 | $0 | $0 | $0 | $34,061 | $0 | $23,957 | $0 | $205,169 | $0 | $0 |
| LINA WANG | ||||||||||||||
| ASSISTANT TREASURER | $0 | $141,677 | $0 | $500 | $0 | $0 | $0 | $33,113 | $0 | $23,957 | $0 | $199,247 | $0 | $0 |
| JANE WISE | ||||||||||||||
| CORPORATE SECRETARY | $0 | $127,902 | $0 | $500 | $0 | $0 | $0 | $19,306 | $0 | $2,605 | $0 | $150,313 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 596 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,667,888 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,984,660 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL/PROCEEDS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 10 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | COLUMN(B) IS BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE FOUNDATION CONTRACTS WITH LOCAL REAL ESTATE AGENTS TO ASSIST IN THE SALE OF REAL PROPERTY WHEN GIFTED. THE FOUNDATION ALSO UTILIZES THE SERVICES OF THE UNIVERSITY OF CALIFORNIA, BERKELEY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | DESCRIPTION OF ORGANIZATION MISSION THE UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION'S MISSION IS TO ADVANCE THE INTEREST AND PROMOTE THE WELFARE OF THE UNIVERSITY OF CALIFORNIA, BERKELEY (THE "UNIVERSITY"), TO DEVELOP AND INCREASE THE FACILITIES OF THE UNIVERSITY AND TO PROVIDE BROADER EDUCATIONAL OPPORTUNITIES BY ENCOURAGING CHARITABLE GIFTS AND DONATIONS TO THE UNIVERSITY, TO PROVIDE FUNDING FOR SCHOLARSHIPS, STUDENT ASSISTANCE PROGRAMS AND ACADEMIC RESEARCH FOR THE STUDENTS, EMPLOYEES AND FACULTY OF THE UNIVERSITY |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY & BUSINESS RELATIONSHIPS CHARLES HUANG AND KAI HUANG HAVE A FAMILY RELATIONSHIP. DOUGLASS GOLDMAN AND JAMES KOSHLAND HAVE A FAMILY RELATIONSHIP. CYRUS HADIDI AND JOHN GLASER HAVE A BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS USED BY THE ORGANIZATION TO REVIEW 990 INFORMATION TO PREPARE THE FORM 990 WAS GATHERED BY FOUNDATION OFFICERS. THE RETURN WAS PREPARED WITH THE ASSISTANCE OF KPMG, LLP. THE FORM 990 WAS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE, WHICH HAS AUTHORITY AND OVERSIGHT OF THE ORGANIZATION'S AUDIT AND TAX PREPARATION. KPMG, LLP SIGNED THE RETURN AS PAID PREPARER. A COMPLETE COPY WAS PROVIDED TO THE FULL BOARD AFTER THE AUDIT COMMITTEE REVIEWED THE FORM 990 AND PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS, THE FOUNDATION DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES WHICH THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES COMPLETE AND RETURN. THE TREASURER OF THE FOUNDATION REVIEWS THE RETURNED FORMS FOR COMPLIANCE. IF A CONFLICT IS DISCOVERED IT IS ESCALATED TO THE APPROPRIATE PARTY WITHIN THE ORGANIZATION AND THE PERSON RECUSES HIMSELF OR HERSELF FROM THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS OF DETERMINING COMPENSATION THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FISCAL YEAR 2022, EACH WAS AN EMPLOYEE OF THE UNIVERSITY OF CALIFORNIA BERKELEY, A RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS AND POLICIES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 94704 | 946002123 | EDUCATION | CA | 501(C)(3) | 6 | N/A | 0 | |
| BERKELEY ENDOWMENT MANAGEMENT COMPANY | |||||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 94704 | 270652636 | INVESTMENT | CA | 501(C)(3) | 11A | Yes (1) | UCBF | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST (137) | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | TRUST | CA | UCBF | 0 | |
| CHARITABLE REMAINDER ANNUNITY TRUST (5) | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | TRUST | CA | UCBF | 0 | |
| POOLED INCOME FUND (7) | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | TRUST | CA | UCBF | 0 | |
| CHARITABLE GIFT ANNUITIES (241) | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | TRUST | CA | UCBF | 0 | |
| ENDOWMENT HOLDINGS I LLC | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | INVESTING | CA | UCBF | 0 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKELEY ENDOWNMENT MANAGEMENT COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $6,378,467 | InvolvedAmt |
| Method Of Amount Determination | PER AGREEMENT | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TRANSACTIONS WITH RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN PART V, LINE 2, COLUMN (C) OF SCHEDULE R ARE THE ACTUAL COSTS INCURRED BY BERKELEY ENDOWMENT MANAGEMENT COMPANY TO PROVIDE THE SERVICES FOR THE BENEFIT OF THE UNIVERSITY OF CALIFORNIA, BERKELEY FOUNDATION. | ExplanationTxt |