University Of California Berkeley Foundation
- Assets
- $2.5b
- Revenue
- $338.2m
- Investments
- $1.8b
- Employees
- 0
- Location
- Berkeley, CA
- Founding
- 07/1950
- Data as of
- 06/2020
- EIN
- 94-6090626
University Of California Berkeley Foundation Overview
University Of California Berkeley Foundation is located in Berkeley, CA. The organization was established in 1950. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 06/2020, University Of California Berkeley Foundation generated $338.2m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 7.0% each year. All expenses for the organization totaled $257.7m during the year ending 06/2020. While expenses have increased by 6.4% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
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
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS AND ALLOCATIONS TO UNIVERSITY OF CALIFORNIA, BERKELEY CAMPUS UNITS AND ORGANIZATIONS.
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University Of California Berkeley Foundation Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cyrus Hadidi Bemco Board Chair | OfficerTrustee | 1 | $0 |
Bettina Duval Vice Chair, Programs | OfficerTrustee | 2 | $0 |
Mark Bertelsen Chair, Governance | OfficerTrustee | 2 | $0 |
Susan Chamberlin Chair | OfficerTrustee | 3 | $0 |
Charles Huang Vice Chair, Governance | OfficerTrustee | 3 | $0 |
Desi Banatao Chair, Nominations | OfficerTrustee | 2 | $0 |
University Of California Berkeley Foundation Vendors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Evans Latham Campisi Legal Services | 6/29/15 | $203,209 |
Vastardis Capital Services Inv. Perf. Report | 6/29/15 | $188,793 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $269,469,125 |
| Noncash contributions included in lines 1a–1f | $28,005,140 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $269,469,125 |
| Total Program Service Revenue | $0 |
| Investment income | $7,971,075 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $60,726,306 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $338,166,506 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $247,666,646 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $615,556 |
| Fees for services: Legal | $5,501 |
| Fees for services: Accounting | $46,005 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $5,192,929 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $2,120 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $3,117 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $79,995 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $9,413 |
| All other expenses | $4,111,785 |
| Total functional expenses | $257,733,067 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $6,170,016 |
| Pledges and grants receivable | $95,317,158 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,594,269 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $523,824,891 |
| Investments—other securities | $1,845,657,622 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $8,031,417 |
| Total assets | $2,480,595,373 |
| Accounts payable and accrued expenses | $635,620 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $48,846,077 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $96,460,663 |
| Total liabilities | $145,942,360 |
| Net assets without donor restrictions | $7,325,854 |
| Net assets with donor restrictions | $2,327,327,159 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,480,595,373 |
University Of California Berkeley Foundation Grants Recieved
Over the last fiscal year, we have identified 47 grants that University Of California Berkeley Foundation has recieved totaling $8,036,592.
| Awarding Organization | Amount |
|---|---|
Koret Foundation San Francisco, CA PURPOSE: KORET OUTREACH AND UNDERGRADUATE RESEARCH, SCHOLARSHIP, AND EXCELLENCE (KOURSE) PROGRAM | $1,600,000 |
Koret Foundation San Francisco, CA PURPOSE: STEM SCHOLARS PROGRAM | $1,250,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $1,207,379 |
Koret Foundation San Francisco, CA PURPOSE: CENTER FOR CONNECTED LEARNING AT THE MOFFITT LIBRARY | $900,000 |
Koret Foundation San Francisco, CA PURPOSE: KORET INSTITUTE FOR PRECISION PREVENTION (KIPP) AT THE BERKELEY GLOBAL CAMPUS | $750,000 |
Koret Foundation San Francisco, CA PURPOSE: ATHLETICS GENDER EQUITY CAMPAIGN | $500,000 |
Endowment Analysis
| Beg. Balance | $2,143,755,634 |
| Earnings | $36,864,640 |
| Admin Expense | $3,926,534 |
| Net Contributions | $80,965,121 |
| Grants | $84,372,169 |
| Ending Balance | $2,173,286,692 |
University Of California Berkeley Foundation Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
University Of Oregon Foundation Eugene, OR | $1,406,809,391 | $267,924,803 |
University Of California San Francisco Foundation San Francisco, CA | $2,557,473,942 | $575,614,253 |
The Ucla Foundation Los Angeles, CA | $4,010,086,236 | $558,615,011 |
U Of O Foundation Supporting Organization Eugene, OR | $386,275,368 | $198,670,447 |
University Of California Berkeley Foundation Berkeley, CA | $2,480,595,373 | $338,166,506 |
Cal Poly Pomona Foundation Inc Pomona, CA | $112,439,496 | $53,807,212 |
Arizona State University Foundation For A New American University Tempe, AZ | $1,302,658,843 | $234,163,963 |
San Diego State University Foundation San Diego, CA | $198,532,473 | $178,549,792 |
U C San Diego Foundation La Jolla, CA | $1,175,095,315 | $179,741,135 |
Oregon Health And Science University Foundation Portland, OR | $1,419,565,425 | $108,603,763 |
University Of Arizona Foundation Tucson, AZ | $1,114,372,784 | $161,181,865 |
University Enterprises Inc Sacramento, CA | $150,298,368 | $99,291,560 |
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