UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION (EIN 94-6090626)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201511339349306351
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2015-05-13T21:46:40-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3975 FREEDOM CIRCLE DRSTE 100 | AddressLine1 |
| City | Santa Clara | City |
| State | CA | State |
| ZIP Code | 95054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORAINE BINION | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5106421212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 ADDISON STREET | AddressLine1 |
| Address Line2 | Suite 4200 | AddressLine2 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947204200 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORAINE BINION | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4083675764 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALERIE J BALL | PreparerPersonNm |
| PTIN | P00178114 | PTIN |
| Phone | 4083675764 | PhoneNum |
| Preparation | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT BIDDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 ADDISON ST SUITE 4200 | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947204200 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $521,652,167 | 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 | 119 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 117 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 193 | TotalVolunteersCnt |
| Total Gross UBI | -$248,332 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$252,921 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $162,471,869 | PYContributionsGrantsAmt |
| CY Contributions Grants | $202,473,546 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56,526,160 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,592,812 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$248,332 | CYOtherRevenueAmt |
| PY Total Revenue | $218,998,029 | PYTotalRevenueAmt |
| CY Total Revenue | $260,818,026 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $139,912,856 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $136,319,653 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,828 | 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 | $2,230,965 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,090,794 | PYOtherExpensesAmt |
| CY Other Expenses | $12,153,169 | CYOtherExpensesAmt |
| PY Total Expenses | $144,034,478 | PYTotalExpensesAmt |
| CY Total Expenses | $148,472,822 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $74,963,551 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $112,345,204 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,604,706,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,862,939,437 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,102,244 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,931,623 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,508,603,953 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,770,007,814 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. 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 | $136,787,184 | ExpenseAmt |
| Grant | $136,319,653 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS AND ALLOCATIONS TO UNIVERSITY OF CALIFORNIA, BERKELEY CAMPUS UNITS AND ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $136,787,184 | 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 | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | false | 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 |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | 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 | 16 | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 119 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 117 | 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 |
| 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORAINE BINION | PersonNm |
| Phone | 5106421212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 ADDISON ST STE 4200 | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (126 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 |
|---|---|---|---|---|---|---|---|
| WILLIAM F AUSFAHL | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| EDWARD D BAKER III | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARIA C BANATAO | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DESI BANATAO | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BARRETT R BASKIN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FRANK E BAXTER | |||||||
| CHAIR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD H BEAHRS | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| D CLAYTON BENTLEY II | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STUART N BERNSTEIN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARK A BERTELSEN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHARON BONNER-BROWN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM K BOWES JR | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRAD D BRIAN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARILEE K BROOKS | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LAURA BURTON CAPPS | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SUSAN C CHAMBERLIN | |||||||
| VICE CHAIR - FINANCE & ADMINST | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFFREY C F CHAN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY Y CHAN | |||||||
| CHAIR - PROGRAMS COMMITTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD Y CHEN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LI-CHIANG CHU | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN G CORREIA | |||||||
| CHAIR - NOMINATIONS COMMITTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID CORVO | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARIA BOONE CRANOR | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KAREN WEBER DABBY | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FRITHJOF J DALE | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NATHANIEL EAMES DAVID | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID L DESJARDINS | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARC J DESOER | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS B DIRKS | |||||||
| TRUSTEE - Chancellor | 4.0 | 36.0 | Yes (X) | $0 | $249,189 | $19,171 | |
| JAMES S FETHERSTON | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| H GIFFORD FONG | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PAMELA P FONG | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GARY A FREEDMAN | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL M GARLAND | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN M GLASER | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GOLDFARB | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS E GOLDMAN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE HUTTO GORDON | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD L GREENE | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CYRUS S HADIDI | |||||||
| VICE CHAIR - PROGRAMS COMMITTE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARCO HELLMAN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES HONG | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS R HORNADAY | |||||||
| VICE CHAIR - GOVERNANCE COMMIT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JACKSON HSIEH | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHARLES HUANG | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STACY BRACKEN JACOBS OD | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY A JACOBS | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PROVERB G JACOBS JR | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| S ALLAN JOHNSON | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| AMELIA KAYMEN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID E KEPLER II | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FREADA KAPOR KLEIN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES M KOSHLAND | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WANDA M KOWNACKI | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KATHY A KWAN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NICOLE E LEDERER | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGIA LEE | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN S LEWIS | |||||||
| TRUSTEE | 0.8 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHARLENE CONRAD LIEBAU | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LESTER JOHN LLOYD | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LIZ G LUTZ | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| IRVING F LYONS III | |||||||
| CHAIR-FINANCE & ADMINISTRATION | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| COLLEEN C MCANDREWS | |||||||
| Executive Officer | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFFREY A MCDERMOTT | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| AMY MCDONALD BRAKEMAN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS K MCKISSICK | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES MCMANIS | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ALAN C MENDELSON | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CAROL KECK MEYER | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE A MILLER | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JUDITH C MOORAD | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NOEL W NELLIS | |||||||
| CHAIR - GOVERNANCE COMMITTEE | 2.0 | 0.0 | Yes (X) | $0 | $14,418 | $0 | Yes (X) |
| MAUREEN ORTH | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD K PALMER | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAY L PAXTON | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN D PELETZ | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| EDWARD E PENHOET | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANN BAXTER PERRIN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| J LEIGHTON READ MD | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARK J ROBINSON | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PAMELA H ROSENBERG | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANDREA ROTH | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANDREW RUDD | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY A SANDERSON | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD V SANDLER | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RUMMI A SARIN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN E SCHARFFENBERGER | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE J SCHWARTZ | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES C SHA | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN M SHAFRAN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHARLES SHANK | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER G SILBERMANN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN M SILBERSTEIN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ARNOLD N SILVERMAN | |||||||
| IMMEDIATE PAST UCBF CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CYNTHIA SO SCHROEDER | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD E STEINY | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ERIC H STERN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN V STOCK | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DIANA S STRANDBERG | |||||||
| TRUSTEE | 0.8 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MYRON G SUGARMAN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TAHIR | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RONALD K TANEMURA | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JINEE TAO | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ALFREDO TERRAZAS JR | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL TORRES | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHARLES N TRAVERS | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES D A VAN HOFTEN | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JUDY L WADE | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID B WALROD | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JUDY C WEBB | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RAMSAY WIESENFELD | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| H MICHAEL WILLIAMS | |||||||
| VICE CHAIR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHERYL L WONG | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KING WAI WOO | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL C WOOD | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LAURA WEN-YU YOUNG | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LEAH K ZAFFARONI | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THEO S ZANINOVICH | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MIDGE ZISCHKE | |||||||
| TRUSTEE | 0.6 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| F SCOTT BIDDY | |||||||
| PRESIDENT | 20.0 | 20.0 | $0 | $354,863 | $22,360 | Yes (X) | |
| IRENE KIM | |||||||
| VICE PRESIDENT | 20.0 | 20.0 | $0 | $214,141 | $35,908 | Yes (X) | |
| LORAINE BINION | |||||||
| TREASURER | 20.0 | 20.0 | $0 | $158,510 | $15,995 | Yes (X) | |
| KEVIN CRILLY | |||||||
| ASSOCIATE VICE PRESIDENT | 20.0 | 20.0 | $0 | $172,833 | $15,930 | Yes (X) | |
| LINA WANG | |||||||
| ASSISTANT TREASURER | 30.0 | 10.0 | $0 | $101,786 | $23,699 | Yes (X) | |
| MIHI AHN | |||||||
| CORPORATE SECRETARY | 40.0 | 0.0 | $0 | $87,428 | $11,049 | Yes (X) | |
| SYLVIE MEHNER | |||||||
| ASSOCIATE SECRETARY | 40.0 | 0.0 | $0 | $60,279 | $9,393 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,413,447 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $153,505 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VASTARDIS CAPITAL SERVICES | |||||
| 41 MADISON AVENUE 30TH FLR | NEW YORK | NY | 10010 | INV. PERF. Report | $164,654 |
| KPMG | |||||
| DEPT 0922 PO BOX 120001 | DALLAS | TX | 753120922 | AUDITING & TAX | $124,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,444,126 | RelatedOrganizationsAmt |
| All Other Contributions | $199,029,420 | AllOtherContributionsAmt |
| Noncash Contributions | $18,548,000 | NoncashContributionsAmt |
| Total Contributions | $202,473,546 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,475,953 | TotalRevenueColumnAmt |
| Exclusion | $11,475,953 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $307,951,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,834,141 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,116,859 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,116,859 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,116,859 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM INVESTMENT PARTNERSHIPS | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | -$248,332 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$248,332 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$248,332 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $260,818,026 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$248,332 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,592,812 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,319,653 | TotalAmt |
| Program Services | $136,319,653 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,531 | TotalAmt |
| Program Services | $467,531 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,983 | TotalAmt |
| Management And General | $4,983 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,689 | TotalAmt |
| Management And General | $92,689 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,422,208 | TotalAmt |
| Management And General | $3,422,208 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,706 | TotalAmt |
| Management And General | $2,706 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,971 | TotalAmt |
| Management And General | $2,971 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,710 | TotalAmt |
| Management And General | $100,710 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,131 | TotalAmt |
| Management And General | $10,131 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GIFT FEES TO UC BERKELEY | $2,230,965 | $2,230,965 | |
| COST RECOV FEE- UC BERKELEY | $5,818,275 | $5,818,275 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,472,822 | TotalAmt |
| Program Services | $136,787,184 | ProgramServicesAmt |
| Management And General | $9,454,673 | ManagementAndGeneralAmt |
| Fundraising | $2,230,965 | 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 | $2,742,714 | BOYAmt |
| EOY | $1,704,001 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,363,630 | BOYAmt |
| EOY | $129,880,488 | 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 | $254,355 | BOYAmt |
| EOY | $90,833 | 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 | $1,794,553 | BOYAmt |
| EOY | $1,715,290 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,859,839 | BOYAmt |
| EOY | $967,807,784 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,142,259 | BOYAmt |
| EOY | $749,798,524 | 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 | $8,548,847 | BOYAmt |
| EOY | $11,942,517 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,604,706,197 | BOYAmt |
| EOY | $1,862,939,437 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,709 | BOYAmt |
| EOY | $503,382 | 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 | $10,000,000 | BOYAmt |
| EOY | $30,000 | 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 | $58,022,104 | BOYAmt |
| EOY | $56,503,208 | 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 | $27,794,431 | BOYAmt |
| EOY | $35,895,033 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,102,244 | BOYAmt |
| EOY | $92,931,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,489 | BOYAmt |
| EOY | $46,916 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,930,896 | BOYAmt |
| EOY | $883,008,732 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,661,568 | BOYAmt |
| EOY | $886,952,166 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,603,953 | BOYAmt |
| EOY | $1,770,007,814 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,604,706,197 | BOYAmt |
| EOY | $1,862,939,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $112,345,204 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $148,810,325 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $248,332 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (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 | $112,721,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,317,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,661,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,471,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $202,473,546 | CurrentTaxYearAmt |
| Total | $885,645,795 | 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 | $112,721,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,317,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,661,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,471,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $202,473,546 | CurrentTaxYearAmt |
| Total | $885,645,795 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $64,516,645 | SubstantialContributorsTotAmt |
| Public Support Total170 | $821,129,150 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,700,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,030,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,807,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,508,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,475,953 | CurrentTaxYearAmt |
| Total | $38,521,967 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $924,167,762 | TotalSupportAmt |
| Public Support CY170 | 0.88851 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87788 | 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| 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 | $1,350,833,590 | BeginningYearBalanceAmt |
| Contributions | $129,056,847 | ContributionsAmt |
| Investment Earnings Or Losses | $179,664,634 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $54,479,572 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $2,267,344 | AdministrativeExpensesAmt |
| End Year Balance | $1,602,808,155 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,200,853,232 | BeginningYearBalanceAmt |
| Contributions | $79,921,497 | ContributionsAmt |
| Investment Earnings Or Losses | $136,446,527 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $65,341,477 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,046,189 | AdministrativeExpensesAmt |
| End Year Balance | $1,350,833,590 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,157,962,637 | BeginningYearBalanceAmt |
| Contributions | $104,917,390 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,110,955 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,609,216 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,306,624 | AdministrativeExpensesAmt |
| End Year Balance | $1,200,853,232 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $891,717,205 | BeginningYearBalanceAmt |
| Contributions | $162,138,015 | ContributionsAmt |
| Investment Earnings Or Losses | $154,228,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,965,615 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,155,230 | AdministrativeExpensesAmt |
| End Year Balance | $1,157,962,637 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $779,720,000 | BeginningYearBalanceAmt |
| Contributions | $77,077,390 | ContributionsAmt |
| Investment Earnings Or Losses | $82,304,877 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,107,738 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,277,324 | AdministrativeExpensesAmt |
| End Year Balance | $891,717,205 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $749,798,524 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $749,798,524 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PV OF ANNUITIES PAYABLE | $18,151,583 |
| FUNDS HELD FOR OTHERS | $17,743,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,895,033 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $400,636,199 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $148,810,325 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $248,332 | OtherRevenueAmt |
| Revenue Not Reported | $149,058,657 | RevenueNotReportedAmt |
| Revenue Subtotal | $251,577,542 | RevenueSubtotalAmt |
| Other Revenues Not Included | $9,240,484 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,240,484 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $260,818,026 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $139,232,338 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $139,232,338 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,240,484 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,240,484 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $148,472,822 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DISCLOSURE FOR ESCROW OR CUSTODIAL BOND LIABILITIES | SCHEDULE D, PART IV, LINE 2 ALL TRUSTS ARE MANAGED BY OUR TRUST ADMINISTRATOR, KASPICK & CO AND THE TRUST FUNDS CUSTODIAN IS CHARLES SCHWAB & CO. |
| 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. |
| REVENUES ON BOOKS NOT ON RETURN | Schedule D, Part XI, Line 2B Adjustment for Partnership UBTI $ 248,332 SCHEDULE D, PART XI, LINE 4B RECLASS FROM INVESTMENT INCOME TO EXPENSE $9,240,484 EXPENSES ON BOOKS NOT ON RETURN SCHEDULE D, PART XII, LINE 4B RECLASS FROM INVESTMENT INCOME TO EXPENSE $9,240,484 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| East Asia and the Pacific | Investments | $11,234 |
| Central America and the Caribbean | Investments | $35,934,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $35,945,683 | SubtotalSpentAmt |
| Total Spent | $35,945,683 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The amounts listed on Part I line 3, investments, were determined on the accrual basis of accounting. | ExplanationTxt |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 ADDISION STREET | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 946002123 | RecipientEIN |
| IRC Section | UC Berkeley | IRCSectionDesc |
| Cash Grant | $136,319,653 | CashGrantAmt |
| Purpose Of Grant | SUPPORT EDUCATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS B DIRKS | ||||||||||||||
| TRUSTEE - Chancellor | $0 | $249,189 | $0 | $0 | $0 | $0 | $0 | $15,098 | $0 | $4,073 | $0 | $268,360 | $0 | $0 |
| F SCOTT BIDDY | ||||||||||||||
| PRESIDENT | $0 | $354,863 | $0 | $0 | $0 | $0 | $0 | $15,192 | $0 | $7,168 | $0 | $377,223 | $0 | $0 |
| IRENE KIM | ||||||||||||||
| VICE PRESIDENT | $0 | $214,141 | $0 | $0 | $0 | $0 | $0 | $12,464 | $0 | $23,444 | $0 | $250,049 | $0 | $0 |
| LORAINE BINION | ||||||||||||||
| TREASURER | $0 | $158,510 | $0 | $0 | $0 | $0 | $0 | $8,827 | $0 | $7,168 | $0 | $174,505 | $0 | $0 |
| KEVIN CRILLY | ||||||||||||||
| ASSOCIATE VICE PRESIDENT | $0 | $172,833 | $0 | $0 | $0 | $0 | $0 | $9,739 | $0 | $6,191 | $0 | $188,763 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FISCAL YEAR 2012, EACH WAS AN EMPLOYEE OF THE UNIVERSITY OF CALIFORNIA, BERKELEY, A RELATED ORGANIZATION. Schedule J, Part I, Item 3 THE FOUNDATION RELIED ON THE UNIVERSITY OF CALIFORNIA, BERKELEY, THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3, TO ESTABLISH THE FOUNDATION'S TOP MANAGEMENT OFFICIAL'S COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 445 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,548,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| 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, column(B) | column(B) IS BASED ON NUMBER OF ITEMS CONTRIBUTED. |
| SCHEDULE M, LINE 32 | 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 |
|---|---|
| FAMILY AND BUSINESS RELATIONSHIPS | FORM 990, PART VI, LINE 2 JEFF JACOBS AND STACY JACOBS HAVE A FAMILY RELATIONSHIP ANDREW RUDD AND EDWARD BAKER HAVE A BUSINESS RELATIONSHIP CYRUS HADIDI AND JOHN GLASER HAVE A BUSINESS RELATIONSHIP MARIA BANATAO AND DESI BANATO HAVE A FAMILY RELATIONSHIP DOUGLAS GOLDMAN AND JAMES KOSHLAND HAVE A FAMILY RELATIONSHIP ANN BAXTER PERIN AND JINEE TAO HAVE A FAMILY RELATIONSHIP |
| PROCESS USED BY THE ORGANIZATION TO REVIEW 990 | FORM 990, PART VI, LINE 11B 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. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C 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 delilberations and decisions in the transaction. |
| PROCESS OF determining COMPENSATION | FORM 990, PART VI, LINE 15 THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FISCAL YEAR 2013, EACH WAS AN EMPLOYEE OF THE UNIVERSITY OF CALIFORNIA BERKELEY, A RELATED ORGANIZATION. |
| AVAILABILITY OF GOVERNING DOCUMENTS AND POLICIES | FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 5 | UNRELATED BUSINESS INCOME FROM PARTNERSHIP K-1S $(248,332) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||||
| 2080 ADDISION STREET | BERKELEY | CA | 94720 | 946002123 | EDUCATION | CA | 501(C)(3) | 6 | NA | false |
| BERKELEY ENDOWMENT MANAGEMENT COMPANY | ||||||||||
| 2080 ADDISION STREET | BERKELEY | CA | 94720 | 270652636 | INVESTMENT | CA | 501(C)(3) | 11a | ucbf | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Trust (160) | ||||
| TRUST | CA | UCBF | Trust | false |
| Charitable Remainder Annunity Trust (9) | ||||
| Trust | CA | UCBF | Trust | false |
| Pooled Income Fund (2) | ||||
| 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 | false | 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 |
| 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 ENDOWMENT MANAGEMENT COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $3,036,160 | 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, COLUMN (C) | 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 |
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