UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION (EIN 94-6090626)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201301289349302135
- Schema version
- 2011v1.5
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T18:18:23-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3975 Freedom Circle Dr Suite 100 | AddressLine1 |
| City | Santa Clara | City |
| State | CA | State |
| ZIP Code | 95054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946090626 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LORAINE BINION TREASURER | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 5106421212 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 ADDISON STREET | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947204200 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Loraine Binion | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083675764 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT BIDDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 398914642 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://FOUNDATION.BERKELEY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE THE INTEREST AND PROMOTE THE WELFARE OF THE UNIVERSITY OF CALIFORNIA, BERKELEY, TO DEVELOP AND INCREASE THE FACILITIES OF THE UNIVERSITY AND TO PROVIDE BROADER EDUCATIONAL OPPORTUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 120 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 119 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 177 | TotalNbrVolunteers |
| Total Gross UBI | -122452 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -122452 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 221317384 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 186661557 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 86579344 | InvestmentIncomePriorYear |
| Investment Income Current Year | 39110761 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 863165 | OtherRevenuePriorYear |
| Other Revenue Current Year | 247028 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 308759893 | TotalRevenuePriorYear |
| Total Revenue Current Year | 226019346 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 99163720 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 110602122 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3322256 | OtherExpensePriorYear |
| Other Expenses Current Year | 4259972 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 102485976 | TotalExpensesPriorYear |
| Total Expenses Current Year | 114862094 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 206273917 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 111157252 | RevenuesLessExpensesCY |
| Total Assets BOY | 1374206537 | TotalAssetsBOY |
| Total Assets EOY | 1428789714 | TotalAssetsEOY |
| Total Liabilities BOY | 84742302 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 84705329 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1289464235 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1344084385 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 112298720 | Expense |
| Grants | 110602122 | Grants |
| Description | GRANTS AND ALLOCATIONS TO UNIVERSITY OF CALIFORNIA, BERKELEY CAMPUS UNITS AND ORGANIZATIONS. | Description |
| Total Program Service Expense | 112298720 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 120 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 119 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LORAINE BINION TREASURER | NamePerson |
| Telephone Number | 5106437004 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (129 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ROBERT J BIRGENEAU | ||||||
| CHANCELLOR | 1.0 | X | 0 | 417615 | 35000 | |
| ARNOLD N SILVERMAN | ||||||
| CHAIR | 2.0 | X | 0 | 0 | 0 | X |
| FRANK E BAXTER | ||||||
| VICE CHAIR | 2.0 | X | 0 | 0 | 0 | X |
| H MICHAEL WILLIAMS | ||||||
| CHAIR - CAMPAIGN STEERING CMTE | 2.0 | X | 0 | 0 | 0 | X |
| GEORGE MILLER | ||||||
| VICE CHAIR - CAMPAIGN STERRING | 2.0 | X | 0 | 0 | 0 | X |
| RICHARD L GREENE | ||||||
| CHAIR - FINANCE & ADMIN | 2.0 | X | 0 | 0 | 0 | X |
| IRVING F LYONS III | ||||||
| VICE CHAIR - FINANCE & ADMIN | 1.0 | X | 0 | 0 | 0 | X |
| JAMES M KOSHLAND | ||||||
| CHAIR - GOVERNANCE COMMITTEE | 1.0 | X | 0 | 0 | 0 | X |
| NOEL W NELLIS | ||||||
| VICE CHAIR - GOVERANCE CMTE | 2.0 | X | 0 | 0 | 0 | X |
| GARY A FREEDMAN | ||||||
| CHAIR - NOMINATIONS COMMITTEE | 2.0 | X | 0 | 0 | 0 | X |
| RICHARD E STEINY | ||||||
| CHAIR - PROGRAMS COMMITTEE | 1.0 | X | 0 | 0 | 0 | X |
| ANTHONY Y CHAN | ||||||
| VICE CHAIR - PROGRAM CMTE | 2.0 | X | 0 | 0 | 0 | X |
| KATHERINE LAU | ||||||
| IMMEDIATE PAST UCBF CHAIR | 1.0 | X | 0 | 0 | 0 | X |
| WILLIAM F AUSFAHL | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| COLLEEN C MCANDREWS | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| WILLIAM K BOWES JR | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JEFFREY C F CHAN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| LI-CHIANG CHU | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| NATHANIEL E DAVID | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| THOMAS R HORNADAY | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| PROVERB G JACOBS JR | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| DAVID E KEPLER II | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| THOMAS K MCKISSICK | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| CAROL M MEYER | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MARK J ROBINSON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| ANDREW RUDD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| SHIRLEY A SANDERSON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| STEVEN M SHAFRAN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| CHRISTOPHER G SILBERMANN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MYRON G SUGARMAN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| CHARLES N TRAVERS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JAMES DA VAN HOFTEN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| RAMSAY WIESENFELD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| SHERYL L WONG | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MIDGE ZISCHKE | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| EDWARD D BAKER III | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| LAURA BURTON CAPPS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| RICHARD Y CHEN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| DAVID CORVO | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| FRITHJOF J DALE | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| DAVID L DESJARDINS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MARC J DESOER | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| H GIFFORD FONG | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| CATHERINE HUTTO GORDON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| KATHRYN W HALL | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| KEVIN M JOHNSON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| NICOLE E LEDERER | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| DORIS S LEE | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| LESTER JOHN LLOYD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JEFFREY A MCDERMOTT | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JUDITH C MOORAD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MAUREEN A ORTH | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| RICHARD K PALMER | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| PAMELA H ROSENBERG | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| TAHIR | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| RONALD K TANEMURA | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| DAVID B WALROD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MICHAEL C WOOD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| LAURA W YOUNG | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MARK A BERTELSEN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| SUSAN C CHAMBERLIN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| KAREN WEBER DABBY | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MICHAEL M GARLAND | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JONATHAN M GLASER | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| ANDREW GOLDFARB | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| DOUGLAS E GOLDMAN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JEFFREY A JACOBS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| FREADA KAPOR KLEIN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| KATHY A KWAN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| LIZ G LUTZ | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| ALAN C MENDELSON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| EDWARD E PENHOET | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| RUMMI A SARIN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MICHELLE J SCHWARTZ | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| DIANA S STRANDBERG | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| RICHARD H BEAHRS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| D CLAYTON BENTLEY II | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JAMES S FETHERSTON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| DAVID A FRIEDMAN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| CLIFFORD H HIGGERSON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| STACY BRACKEN JACOBS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JOHN S LEWIS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| RICHARD V SANDLER | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| THOMAS C SCHNEIDER | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JAMES C SHA | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| ALFREDO TERRAZAS JR | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JUDY C WEBB | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| KHALID AYZ ALIREZA | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| LISTER TS CHANG | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| KATHLEEN G CORREIA | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| RICK HOLMSTROM | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JOHN F HOTCHKIS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| NANCY S OLSON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| ANDREA ROTH | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| CARL J STONEY JR | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| CHERYL ANN VALENTINE | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MARIA C BANATAO | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| ROBERT B BEIM | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| PAMELA P FONG | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| S ALLAN JOHNSON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| ROBERT J LALANNE | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| GEORGIA LEE | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| CHARLENE CONRAD LIEBAU | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| STEPHEN M SILBERSTEIN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MICHAEL TORRES | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| LEA KOWALSKI ZAFFARONI | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| MARK BIESTMAN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| KAREN L CLANCY | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| HOWARD FRIESEN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| BRADFORD R HOWARD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| WANDA KOWNACKI | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JAMES MCMANIS | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| THOMAS D MEAD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JOON S MOON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JAY L PAXTON | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| ANN BAXTER PERRIN | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| J LEIGHTON READ MD | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JOHN E SCHARFFENBERGER | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| JUDY L WADE | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| THEO S ZANINOVICH | ||||||
| TRUSTEE | 0.02 | X | 0 | 0 | 0 | |
| F SCOTT BIDDY | ||||||
| PRESIDENT | 40.0 | 0 | 472464 | 31203 | X | |
| IRENE KIM | ||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0 | 179173 | 32401 | X | |
| DAVID BLINDER | ||||||
| VICE PRESIDENT | 40.0 | 0 | 273361 | 29609 | X | |
| KEVIN T CRILLY | ||||||
| ASSOCIATE VICE PRESIDENT | 40.0 | 0 | 155904 | 19969 | X | |
| MIHI AHN | ||||||
| CORPORATE SECRETARY | 40.0 | 0 | 91415 | 15492 | X | |
| SYLVIE L MEHNER | ||||||
| ASSOCIATE SECRETARY | 40.0 | 0 | 58564 | 11759 | X | |
| LORAINE BINION | ||||||
| TREASURER | 40.0 | 0 | 139609 | 21208 | X | |
| LINA WANG | ||||||
| ASSISTANT TREASURER | 40.0 | 0 | 99119 | 26622 | X | |
| SYLVIA A WORTHINGTON | ||||||
| ASSISTANT TREASURER | 40.0 | 0 | 70519 | 12445 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1957743 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 235708 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| VASTARDIS CAPITAL SERVICES | |||||
| 41 MADISON AVENUE 30TH FLR | NEW YORK | NY | 10010 | INVST PRFM RPT SERV | 154481 |
| THE BANK OF NEW YORKMELLON | |||||
| P O BOX 11293 | NEW YORK | NY | 102770411 | CUSTODIAN | 143186 |
| DSM CAPITAL PARTNERS LLC | |||||
| 320 EAST MAIN STREET | MOUNT KISCO | NY | 10549 | INVST MGT FEES | 137484 |
| KPMG | |||||
| DEPT 0922 PO BOX 120001 | DALLAS | TX | 753120922 | AUDITING & TAX | 109400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 3269861 | RelatedOrganizations |
| All Other Contributions | 183391696 | AllOtherContributions |
| Total Contributions | 186661557 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9251446 | TotalRevenueColumn |
| Unrelated Business Revenue | -308649 | UnrelatedBusinessRevenue |
| Exclusion | $9,560,095 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 247028 | TotalRevenueColumn |
| Exclusion | $247,028 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 202754611 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 172895296 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29859315 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29859315 | TotalRevenueColumn |
| Unrelated Business Revenue | 186197 | UnrelatedBusinessRevenue |
| Exclusion | $29,673,118 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 226019346 | TotalRevenueColumn |
| Unrelated Business Revenue | -122452 | UnrelatedBusinessRevenue |
| Exclusion | $39,480,241 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110602122 | Total |
| Program Services | 110602122 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29907 | Total |
| Management And General | 29907 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109873 | Total |
| Management And General | 109873 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2295379 | Total |
| Management And General | 2295379 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525022 | Total |
| Program Services | 525022 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3461 | Total |
| Management And General | 3461 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2360 | Total |
| Management And General | 2360 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112265 | Total |
| Management And General | 112265 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10129 | Total |
| Management And General | 10129 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT FEES TO UC BERKELEY | Description |
| Total | 1171576 | Total |
| Program Services | 1171576 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114862094 | Total |
| Program Services | 112298720 | ProgramServices |
| Management And General | 2563374 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2968792 | BOY |
| EOY | 2482571 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95410672 | BOY |
| EOY | 126553664 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422054 | BOY |
| EOY | 267134 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1957509 | BOY |
| EOY | 1780906 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 875063582 | BOY |
| EOY | 875605193 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389429071 | BOY |
| EOY | 414274458 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8954857 | BOY |
| EOY | 7825788 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1374206537 | BOY |
| EOY | 1428789714 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 809264 | BOY |
| EOY | 358956 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 25000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57716328 | BOY |
| EOY | 54706966 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26216710 | BOY |
| EOY | 29614407 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84742302 | BOY |
| EOY | 84705329 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1055214 | BOY |
| EOY | 29168 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 644372722 | BOY |
| EOY | 633439217 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 644036299 | BOY |
| EOY | 710616000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1289464235 | BOY |
| EOY | 1344084385 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1374206537 | BOY |
| EOY | 1428789714 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 111157252 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -56537102 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141729000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 111033067 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112721438 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 221317384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 186661557 | CurrentTaxYear |
| Total | 773462446 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141729000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 111033067 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112721438 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 221317384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 186661557 | CurrentTaxYear |
| Total | 773462446 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 50545441 | AmountsSubstContributorsTotal |
| Public Support Total170 | 722917005 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10428000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7148894 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5700471 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10030249 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9807123 | CurrentTaxYear |
| Total | 43114737 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 218000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 218000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 816795183 | TotalSupport |
| Public Support Pertcentage170 | 0.88506 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89635 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1157962637 | BeginningOfYearBalance |
| Contributions | 104917390 | Contributions |
| Investment Earnings Or Losses | -13110955 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 47609216 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 1306624 | AdministrativeExpenses |
| End Of Year Balance | 1200853232 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 891717205 | BeginningOfYearBalance |
| Contributions | 162138015 | Contributions |
| Investment Earnings Or Losses | 154228262 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 48965615 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 1155230 | AdministrativeExpenses |
| End Of Year Balance | 1157962637 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 779720000 | BeginningOfYearBalance |
| Contributions | 77077390 | Contributions |
| Investment Earnings Or Losses | 82304877 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 46107738 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 1277324 | AdministrativeExpenses |
| End Of Year Balance | 891717205 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 916102000 | BeginningOfYearBalance |
| Contributions | 86591000 | Contributions |
| Investment Earnings Or Losses | -177001000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 44268000 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 1704000 | AdministrativeExpenses |
| End Of Year Balance | 779720000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.33000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.66000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EXTERNAL IRREVOCABLE TRUSTS | 2474846 | F |
| PRIVATE EQUITY/VENTURE CAPITAL | 173238272 | F |
| REAL ESTATE | 0 | F |
| ABSOLUTE RETURN | 238561340 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 414274458 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PV OF ANNUITIES PAYABLE | $21,635,970 |
| FUND HELD FOR OTHERS | $7,978,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 29614407 | TotalOfAmounts |
| Total Revenue | 226019346 | TotalRevenue |
| Total Expenses | 114862094 | TotalExpenses |
| Excess Or Deficit For Year | 111157252 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -33304216 | NetUnrealizedGLOnInvestments |
| Other | -$23,232,886 | OtherAmount |
| Total Adjustments | -56537102 | TotalAdjustments |
| Excess Or Deficit Per FS | 54620150 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 169482244 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -33304216 | NetUnrealizedGainsInvestments |
| Other Revenues | -5222877 | OtherRevenues |
| Revenue Not Rptd F990 | -38527093 | RevenueNotRptdF990 |
| Revenue Subtotal | 208009337 | RevenueSubtotal |
| Other Revenues Not Included | 18010009 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 18010009 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 226019346 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 114862094 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 114862094 | ExpensesSubtotal |
| Total Expenses Per Form990 | 114862094 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| OTHER ADJUSTMENTS | Schedule D, PART XI, LINE 8 | Adjustment to gift annuity & trust liability (5,222,877) Adjustment for K-1 Partnership income (18,010,009) --------------- Total Adjustments (23,232,886) |
| REVENUES ON BOOKS NOT ON RETURN | Schedule d, PART XII, LINE 2D | Adjustment to gift annuity & trust liability (5,222,877) |
| REVENUES ON RETURN NOT ON BOOKS | Schedule D, PART XII, LINE 4B | K-1 PARTNERSHIP INCOME 18,010,009 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of California Berkeley | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN Of Recipient | 946002123 | EINOfRecipient |
| IRC Section | UC Berkeley | IRCSection |
| Amount Of Cash Grant | 110602122 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | n/a | MethodOfValuation |
| Description Of Non Cash Assistance | none | DescriptionOfNonCashAssistance |
| Purpose Of Grant | SUPPORT EDUCATION | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS - SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | SCHEDULE I, PART I | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT J BIRGENEAU | |||||||||||||
| 0 | 417615 | 0 | 0 | 0 | 0 | 0 | 10000 | 0 | 25000 | 0 | 452615 | 0 | 0 |
| F SCOTT BIDDY | |||||||||||||
| 0 | 328437 | 0 | 144027 | 0 | 0 | 0 | 7401 | 0 | 23802 | 0 | 503667 | 0 | 0 |
| IRENE KIM | |||||||||||||
| 0 | 179173 | 0 | 0 | 0 | 0 | 0 | 4732 | 0 | 27669 | 0 | 211574 | 0 | 0 |
| DAVID BLINDER | |||||||||||||
| 0 | 273361 | 0 | 0 | 0 | 0 | 0 | 7663 | 0 | 21946 | 0 | 302970 | 0 | 0 |
| KEVIN T CRILLY | |||||||||||||
| 0 | 155904 | 0 | 0 | 0 | 0 | 0 | 4048 | 0 | 15921 | 0 | 175873 | 0 | 0 |
| LORAINE BINION | |||||||||||||
| 0 | 139609 | 0 | 0 | 0 | 0 | 0 | 3508 | 0 | 17700 | 0 | 160817 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE J | Identifier |
| Explanation | THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FISCAL YEAR 2011, 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. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 447 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12779000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Avg market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 411000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE M, column(B) | column(B) IS BASED ON NUMBER OF ITEMS CONTRIBUTED. |
| SCHEDULE M, LINE 32 | THE FOUNDATION MAINTAINS NUMEROUS BROKERAGE ACCOUNTS TO FACILITATE THE SALE OF PUBLICLY TRADED STOCK. 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
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | 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. |
| FAMILY AND BUSINESS RELATIONSHIPS | FORM 990, PART VI, LINE 2 | JEFF JACOBS AND STACY JACOBS HAVE A FAMILY RELATIONSHIP. |
| PROCESS USED BY THE ORGANIZATION TO REVIEW 990 | FORM 990, PART VI, LINE 11A | INFORMATION TO PREPARE THE FORM 990 was GATHERED BY FOUNDATION PERSONNEL. 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 2010, 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. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAINS AND LOSSES 33,304,216 ADJUSTMENT TO GIFT ANNUITY & TRUST LIABILITY 5,222,877 K-1 PARTNERSHIP INCOME 18,010,009 -------------- TOTAL 56,537,102 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROBERT J. BIRGENEAU TITLE:CHANCELLOR HOURS:39 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KATHERINE LAU TITLE:IMMEDIATE PAST UCBF CHAIR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:WILLIAM F. AUSFAHL TITLE:TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:IRENE KIM TITLE:EXECUTIVE VICE PRESIDENT HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LORAINE BINION TITLE:TREASURER HOURS:10 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | EINEIN | Exempt Code SectionExemptCodeSection |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||||
| 2080 ADDISION STREET | BERKELEY | CA | 94720 | EDUCATION | CA | 6 | NA | false | ||
| BERKELEY ENDOWMENT MANAGEMENT COMPANY | ||||||||||
| 2080 ADDISION STREET | BERKELEY | CA | 94720 | INVESTMENT | CA | 11a | ucbf | true | 270652636 | 501(c)(3) |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| Charitable Remainder Trust (165) | |||
| TRUST | CA | UCBF | Trust |
| Charitable Remainder Annunity Trust (9) | |||
| Trust | CA | UCBF | Trust |
| Pooled Income Fund (2) | |||
| Trust | CA | UCBF | Trust |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BERKELEY ENDOWMENT MANAGEMENT COMPANY | ||
| L | 2295379 | per agreement |
| CHARITABLE REMAINDER TRUST (8) | ||
| R | 1936806 | book value |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSACTIONS WITH RELATED ORGANIZATIONS | Identifier |
| Return Reference | SCHEDULE R, PART V, LINE 2, COLUMN (C) | ReturnReference |
| Explanation | THE METHOD USED BY THE UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION TO DETERMINE THE VALUE OF THE AMOUNTS LISTED IN PART V, LINE 2, COLUMN (C) OF SCHEDULE R WERE: REIMBURSEMENT OF OTHER EXPENSES (O): ALLOCATION OF NON-PAYROLL COST INCURRED BASED ON PERCENTAGE OF SERVICES PERFORMED AT ARM'S LENGTH. | Explanation |
Comments