UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION (EIN 94-6090626)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202611359349313246
- Schema version
- 2024v5.1
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T15:52:26+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION ST STE 2300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| 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 | NANCY LUBICH MCKINNEY | PersonNm |
| Person Title | TREASURER, AVP | PersonTitleTxt |
| Phone | 5106421212 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW FRERKER | PreparerPersonNm |
| PTIN | P01677675 | PTIN |
| Phone | 2063827777 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY LUBICH MCKINNEY | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $863,373,631 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 66 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 65 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $353,208 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $350,509 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $364,217,705 | PYContributionsGrantsAmt |
| CY Contributions Grants | $397,639,835 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $145,067,959 | PYInvestmentIncomeAmt |
| CY Investment Income | $208,460,590 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $509,285,664 | PYTotalRevenueAmt |
| CY Total Revenue | $606,100,425 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $426,943,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $415,377,582 | 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 |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,918,179 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,579,318 | PYOtherExpensesAmt |
| CY Other Expenses | $15,781,716 | CYOtherExpensesAmt |
| PY Total Expenses | $443,522,703 | PYTotalExpensesAmt |
| CY Total Expenses | $431,159,298 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $65,762,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $174,941,127 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,693,366,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,991,922,296 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $146,346,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171,846,820 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,547,020,220 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,820,075,476 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $415,377,582 | ExpenseAmt |
| Grant | $415,377,582 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS AND ALLOCATIONS TO THE UNIVERSITY OF CALIFORNIA, BERKELEY CAMPUS UNITS AND ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $415,377,582 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 66 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 65 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | NANCY LUBICH MCKINNEY | 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 (76 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| BETTINA DUVAL | |||||||
| CHAIR, FOUNDATION | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANA BISCONTI | |||||||
| VICE CHAIR, PROGRAMS COMMITTEE | 0.8 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIC STERN | |||||||
| VICE CHAIR FOUNDATION | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GAIL MADERIS | |||||||
| CHAIR, GOVERNANCE COMMITTEE | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAI HUANG | |||||||
| CHAIR, PROGRAMS COMMITTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA GUERRA | |||||||
| VICE CHAIR, GOVERNANCE COMMITTEE | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD K LYONS | |||||||
| CHANCELLOR | 4.0 | Yes (X) | Yes (X) | $0 | $620,677 | $128,102 | 36.0 |
| ROGER KANG | |||||||
| CHAIR, NOMINATIONS COMMITTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHASHIKALA DEB | |||||||
| VICE CHAIR, NOMINATIONS COMMITTEE | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE ELLIS | |||||||
| VICE CHAIR, FINANCE & ADMINISTRATION COMMITTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WEIJIE YUN | |||||||
| CHAIR, FINANCE & ADMINISTRATION COMMITTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN TEMPLETON | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN SOONG | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| AMY BASSELL CROWE | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| ANITA YU WESTLY | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| ANN BAXTER PERRIN | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| ANNE BAKAR | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| ANNE GATES | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN CAMERON | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CAMILLA SMITH | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| CAROL LIU | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN SCHWAB-POMERANTZ | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| CATHY UNGER | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES HUANG | |||||||
| IMMEDIATE PAST CHAIR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CLYDE RODRIGUEZ | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| COLLETTE CHILTON | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| CYRUS HADIDI | |||||||
| BEMCO BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GEE | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH LOKER HICKS | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| DESI BANATAO | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| DIANA WALSH | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| HERBERT HOOPER | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| ISABEL RHEE | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| JACK MCCAULEY | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| JANELLE GRIMES | |||||||
| TRUSTEE (THRU 02/2025) | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER KELLER | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| JIM KOSHLAND | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE CORDAY KOZBERG | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| JOHN STOCK | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| JULIE MORGAN | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| KAHSHIN LEOW | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| KAREN DABBY | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN CHOU | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN KENNEDY | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| KOFI BONNER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LAURA PERLOFF | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| LAURA WEN-YU YOUNG | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| LAURENE WU MCCLAIN | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| LISA JONES | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| MARK EDELSTONE | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELLEN KANOFF | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| MITSURU IGARASHI | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| RENE KERN | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| RICARDO MORA | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA RODRIGUES BEN-EFRAIM | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BONNER-BROWN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN TSAO | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| SHUHONG YE | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| SSTEVEN PAN | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE RIVERA | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN ISAACS | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| STUART SHIFF | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CHAMBERLIN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN STUTZMAN | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| TERRY ROSEN | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| TING CHUK | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT CHEUNG | |||||||
| TRUSTEE | 0.8 | Yes (X) | $0 | $0 | $0 | ||
| CARL A WAYNE | |||||||
| ASSOCIATE VICE PRESIDENT | 10.0 | Yes (X) | $0 | $317,373 | $44,206 | 30.0 | |
| GLEN CHANG | |||||||
| CONTROLLER | 10.0 | Yes (X) | $0 | $89,095 | $11,291 | 30.0 | |
| JANE SPERLING WISE | |||||||
| CORPORATE SECRETARY | 20.0 | Yes (X) | $0 | $137,445 | $40,175 | 20.0 | |
| JULIE M HOOPER | |||||||
| PRESIDENT (THRU 01/2025) | 10.0 | Yes (X) | $0 | $570,970 | $83,194 | 30.0 | |
| LESLIE SCHIBSTED | |||||||
| INTERIM PRESIDENT (AS OF 02/2025) | 10.0 | Yes (X) | $0 | $235,397 | $47,882 | 30.0 | |
| LISHELLE BLAKEMORE | |||||||
| VICE PRESIDENT | 4.0 | Yes (X) | $0 | $375,150 | $66,139 | 36.0 | |
| MIHI AHN | |||||||
| EXECUTIVE VICE PRESIDENT | 30.0 | Yes (X) | $0 | $202,219 | $38,025 | 10.0 | |
| NANCY LUBICH MCKINNEY | |||||||
| ASSOCIATE VICE PRESIDENT & TREASURER | 10.0 | Yes (X) | $0 | $371,264 | $69,651 | 30.0 | |
| RACHELLE REAGAN | |||||||
| ASSOCIATE VICE PRESIDENT | 10.0 | Yes (X) | $0 | $182,695 | $50,365 | 30.0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,102,285 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $579,030 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE PRINCE HOUSTON GROUP | |||||
| 675 THIRD AVENUE SUITE 2200 | NEW YORK | NY | 10017 | PROFESSIONAL SERVICE | $201,873 |
| KPMG LLP | |||||
| 55 SECOND STREET | SAN FRANCISCO | CA | 94105 | TAX SERVICE | $198,198 |
| DLA PIPER LLP | |||||
| 650 SOUTH EXETER STREET SUITE 1100 | BALTIMORE | MD | 21202 | LEGAL SERVICE | $134,054 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | PROFESSIONAL SERVICE | $100,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $397,639,835 | AllOtherContributionsAmt |
| Noncash Contributions | $29,840,580 | NoncashContributionsAmt |
| Total Contributions | $397,639,835 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,178,956 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $353,208 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,825,748 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $430,554,840 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $257,273,206 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $173,281,634 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,281,634 | TotalRevenueColumnAmt |
| Exclusion | $173,281,634 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $606,100,425 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $353,208 | UnrelatedBusinessRevenueAmt |
| Exclusion | $208,107,382 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,377,582 | TotalAmt |
| Program Services | $415,377,582 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,643 | TotalAmt |
| Management And General | $62,643 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,808 | TotalAmt |
| Management And General | $60,808 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,151 | TotalAmt |
| Management And General | $202,151 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,888,614 | TotalAmt |
| Management And General | $5,888,614 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,499 | TotalAmt |
| Management And General | $472,499 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,008 | TotalAmt |
| Management And General | $1,008 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,098 | TotalAmt |
| Management And General | $136,098 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PHIL. ALLOC UC BERKELEY | $8,918,179 | $8,918,179 | |
| Govt Regulatory Fees | $39,716 | $39,716 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,159,298 | TotalAmt |
| Program Services | $415,377,582 | ProgramServicesAmt |
| Management And General | $6,863,537 | ManagementAndGeneralAmt |
| Fundraising | $8,918,179 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,265,312 | BOYAmt |
| EOY | $27,229,383 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,519,594 | BOYAmt |
| EOY | $204,432,304 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,353,490 | BOYAmt |
| EOY | $1,382,266 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,971,072 | BOYAmt |
| EOY | $528,394,853 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,977,646,272 | BOYAmt |
| EOY | $3,226,259,575 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,610,580 | BOYAmt |
| EOY | $4,223,915 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,693,366,320 | BOYAmt |
| EOY | $3,991,922,296 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,734,489 | BOYAmt |
| EOY | $1,297,799 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,744,149 | BOYAmt |
| EOY | $51,834,383 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,867,462 | BOYAmt |
| EOY | $118,714,638 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,346,100 | BOYAmt |
| EOY | $171,846,820 | 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 | $8,071,280 | BOYAmt |
| EOY | $12,477,923 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,948,940 | BOYAmt |
| EOY | $3,807,597,553 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,547,020,220 | BOYAmt |
| EOY | $3,820,075,476 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,693,366,320 | BOYAmt |
| EOY | $3,991,922,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $174,941,127 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $98,114,129 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $407,723,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $756,837,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $457,736,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $364,217,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $397,639,835 | CurrentTaxYearAmt |
| Total | $2,384,155,363 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $407,723,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $756,837,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $457,736,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $364,217,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $397,639,835 | CurrentTaxYearAmt |
| Total | $2,384,155,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $351,199,060 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,032,956,303 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,699,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,419,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,169,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,422,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,825,748 | CurrentTaxYearAmt |
| Total | $103,537,284 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,268,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,714,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,888,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,763,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,509 | CurrentTaxYearAmt |
| Total | $12,985,049 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,500,677,696 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81296 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8188 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $246,554 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,176,105,502 | BeginningYearBalanceAmt |
| Contributions | $137,714,848 | ContributionsAmt |
| Investment Earnings Or Losses | $293,550,142 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $131,428,383 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,561,739 | AdministrativeExpensesAmt |
| End Year Balance | $3,467,380,370 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,976,910,915 | BeginningYearBalanceAmt |
| Contributions | $119,168,199 | ContributionsAmt |
| Investment Earnings Or Losses | $210,251,246 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $122,348,971 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,875,887 | AdministrativeExpensesAmt |
| End Year Balance | $3,176,105,502 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,727,165,619 | BeginningYearBalanceAmt |
| Contributions | $129,049,234 | ContributionsAmt |
| Investment Earnings Or Losses | $238,568,887 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $112,067,410 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,805,415 | AdministrativeExpensesAmt |
| End Year Balance | $2,976,910,915 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| ALTERNATIVE INVESTMENTS | $3,226,259,575 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,226,259,575 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DEFERRED INFLOWS-IRREVOCAB SIA | $81,040,462 |
| FUNDS HELD FOR OTHERS | $22,568,159 |
| GIFT ANNUITIES PAYABLE | $15,001,779 |
| OTHER DEPOSITS | $104,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $118,714,638 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $698,325,940 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $98,114,129 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $98,114,129 | RevenueNotReportedAmt |
| Revenue Subtotal | $600,211,811 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,888,614 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,888,614 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $606,100,425 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $425,270,684 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $425,270,684 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,888,614 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,888,614 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $431,159,298 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | DISCLOSURE FOR ESCROW OR CUSTODIAL ARRAGEMENTS: ALL TRUSTS ARE MANAGED BY OUR TRUST ADMINISTRATOR, KASPICK & CO AND THE TRUST FUNDS CUSTODIAN IS CHARLES SCHWAB & CO. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | 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. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $1,247,730,000 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $150,885,000 |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $20,730,000 |
| Sub-Saharan Africa | 0 | 0 | Investments | $5,652,000 |
| 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 | $1,424,997,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,424,997,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $415,377,582 | CashGrantAmt |
| 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 | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD K LYONS | ||||||||||||||
| CHANCELLOR | $0 | $618,149 | $0 | $0 | $0 | $2,528 | $0 | $92,700 | $0 | $35,402 | $0 | $748,779 | $0 | $0 |
| JULIE M HOOPER | ||||||||||||||
| PRESIDENT (THRU 01/2025) | $0 | $568,762 | $0 | $0 | $0 | $2,208 | $0 | $57,702 | $0 | $25,492 | $0 | $654,164 | $0 | $0 |
| MIHI AHN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $0 | $202,219 | $0 | $0 | $0 | $0 | $0 | $29,308 | $0 | $8,717 | $0 | $240,244 | $0 | $0 |
| LISHELLE BLAKEMORE | ||||||||||||||
| VICE PRESIDENT | $0 | $375,150 | $0 | $0 | $0 | $0 | $0 | $56,428 | $0 | $9,711 | $0 | $441,289 | $0 | $0 |
| NANCY LUBICH MCKINNEY | ||||||||||||||
| ASSOCIATE VICE PRESIDENT & TREASURER | $0 | $371,264 | $0 | $0 | $0 | $0 | $0 | $50,291 | $0 | $19,360 | $0 | $440,915 | $0 | $0 |
| RACHELLE REAGAN | ||||||||||||||
| ASSOCIATE VICE PRESIDENT | $0 | $182,695 | $0 | $0 | $0 | $0 | $0 | $26,896 | $0 | $23,469 | $0 | $233,060 | $0 | $0 |
| CARL A WAYNE | ||||||||||||||
| ASSOCIATE VICE PRESIDENT | $0 | $288,373 | $0 | $29,000 | $0 | $0 | $0 | $20,846 | $0 | $23,360 | $0 | $361,579 | $0 | $0 |
| JANE SPERLING WISE | ||||||||||||||
| CORPORATE SECRETARY | $0 | $137,445 | $0 | $0 | $0 | $0 | $0 | $11,650 | $0 | $28,525 | $0 | $177,620 | $0 | $0 |
| LESLIE SCHIBSTED | ||||||||||||||
| INTERIM PRESIDENT (AS OF 02/2025) | $0 | $235,397 | $0 | $0 | $0 | $0 | $0 | $22,390 | $0 | $25,492 | $0 | $283,279 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 584 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,660,810 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $179,770 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I | COLUMN (B) IS BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, 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 2025, EACH WAS AN EMPLOYEE OF THE UNIVERSITY OF CALIFORNIA BERKELEY, A RELATED ORGANIZATION. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | CHARLES HUANG - Family relationship, KAI HUANG - Family relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | INFORMATION TO PREPARE THE FORM 990 WAS GATHERED BY FOUNDATION OFFICERS. THE RETURN WAS PREPARED WITH THE ASSISTANCE OF BDO USA. THE FORM 990 WAS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE, WHICH HAS AUTHORITY AND OVERSIGHT OF THE ORGANIZATION'S AUDIT AND TAX PREPARATION. BDO USA 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, 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 PERSON RECUSES HIMSELF OR HERSELF FROM THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDOWMENT HOLDINGS I LLC | 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) |
|---|---|---|
| EIN | 475479990 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $8,435,175 | TotalIncomeAmt |
| End Of Year Assets | $1,587,916 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCBF | BusinessNameLine1Txt |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 94704 | 946002123 | EDUCATION | CA | 115 | Na | false | |
| BERKELEY ENDOWMENT MANAGEMENT COMPANY | ||||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 94704 | 270652636 | INVESTMENT | CA | 501(c)(3) | UCBF | Yes (true) | 11 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKAR ENTREPRENEURSHIP FUND I LP | ||||||||||||||
| 2625 DURANT AVENUE | BERKELEY | CA | 94720 | 923668984 | INVESTMENTS | CA | UCBF | Excluded | -$1,332,553 | $4,890,534 | false | false | 0.90662 | |
| CHICAGO PACIFIC FOUNDERS FUND-A LP | ||||||||||||||
| 980 N MICHIGAN AVE SUITE 1998 | CHICAGO | IL | 60611 | 471350163 | INVESTMENTS | IL | UCBF | Excluded | $612,298 | $6,548,543 | false | false | 0.88898 | $10,312 |
| TRUEBRIDGE CAPITAL VENTURE PARTNERS III LLC | ||||||||||||||
| 1011 SOUTH HAMILTON RD SUITE 400 | CHAPEL HILL | NC | 27517 | 842672374 | INVESTMENTS | NC | UCBF | Excluded | -$1,603,086 | $26,894,190 | false | false | 0.99786 | |
| BEVC PSB Climate Fund LP | ||||||||||||||
| 2625 Durant Avenue | Berkeley | CA | 94720 | 994055071 | Investments | CA | Excluded | -$454,389 | $1,445,611 | false | false | 0.97561 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST (133) | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | Trust | CA | UCBF | Trust | false |
| CHARITABLE REMAINDER ANNUNITY TRUST (3) | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | Trust | CA | UCBF | Trust | false |
| POOLED INCOME FUND (6) | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | Trust | CA | UCBF | Trust | false |
| CHARITABLE GIFT ANNUITIES (208) | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 947041508 | Trust | CA | UCBF | Trust | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | 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 | $5,928,330 | InvolvedAmt |
| Method Of Amount Determination | PER AGREEMENT | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2 | 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 |