Nonprofit · EIN 46-2907726
BERKELEY LAB FOUNDATION
Tax-exempt · OAKLAND, CA 94607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,960,505 | $7,483,597 | -$523,092 | $28,419,113 | $1,491,064 | $26,928,049 |
| June 30, 2024 | 990 | $9,891,985 | $7,824,825 | $2,067,160 | $26,706,707 | $240,727 | $26,465,980 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,064,790
- Program service revenue
- $0
- Investment income
- $895,715
- Net gain from sales of assets
- $664,918
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $6,765,973
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,975
- Accounting fees
- $75,241
- Program services (functional)
- $6,860,986
- Management and general (functional)
- $376,775
- Fundraising (functional)
- $245,836
Balance sheet and other
- Total assets, start of year
- $26,706,707
- Total assets, end of year
- $28,419,113
- Total liabilities, end of year
- $1,491,064
- Net assets, end of year
- $26,928,049
- Publicly traded securities
- $22,617,150
- Net assets without donor restrictions
- -$154,757
- Net assets with donor restrictions
- $27,082,806
- Gross receipts
- $8,134,246
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2013
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUNE YU | DIRECTOR Trustee or director | 1 | $0 | $430,710 | $112,082 |
| ELIZABETH PULLING | DIRECTOR, TREASURER Trustee or director, Officer | 1 | $0 | $374,154 | $48,688 |
| ALICIA CHANG | TEMPORARY PRESIDENT (THRU 10/24) Officer | 1 | $0 | $202,797 | $70,038 |
| CRAIG LEASURE | DIRECTOR (THRU 2/25) Trustee or director, Officer | 1 | $0 | $204,514 | $5,634 |
| JAKE DEMOE | PRESIDENT (AS OF 10/24) Officer | 1 | $0 | $48,152 | $16,856 |
| THOMAS SCHROEDER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PIERMARIA J ODDONE | DIRECTOR, CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELIZABETH PULLING | DIRECTOR Trustee or director | 1 | $0 | $431,116 | $85,200 |
| CRAIG LEASURE | DIRECTOR, TREASURER Trustee or director, Officer | 1 | $0 | $433,995 | $29,552 |
| SARAH CLIFT THRU 424 | PRESIDENT Officer | 1 | $0 | $321,038 | $110,620 |
| ALICIA CHANG | TEMPORARY PRESIDENT Officer | 1 | $0 | $158,197 | $54,495 |
| THOMAS SCHROEDER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PIERMARIA J ODDONE | DIRECTOR, CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1111 FRANKLIN STREET 6TH FLOOR, OAKLAND, CA 94607-5212
- In care of
- % JEFFREY A BLAIR
- Principal officer (990 for 2024)
- BROOKE JACOB DEMOE, 1111 FRANKLIN STREET 6TH FLOOR, OAKLAND, CA 94607
- Signed the 990
- BROOKE JACOB DEMOE, PRESIDENT
- Phone
- (510) 486-7573
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO SUPPORT THE SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE "UNIVERSITY"), IN ITS SPECIFIC CAPACITY AS MANAGER AND OPERATOR OF THE LAWRENCE BERKELEY NATIONAL LABORATORY AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ALLOWED BY LAW, AS DETERMINED BY THE BOARD OF DIRECTORS.
Program accomplishments
- THE BERKELEY LAB FOUNDATION IS OPERATING TO SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF CALIFORNIA, IN ITS SPECIFIC CAPACITY AS MANAGER AND OPERATOR OF THE LAWRENCE BERKELEY NATIONAL LABORATORY AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES.Expenses $6,860,986 · grants $6,765,973
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-2907726
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $28,419,113
- Income (IRS master file)
- $8,134,246
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,151,452 | $6,050,321 | $23,007,246 | IRS |
| 990 | June 2022 | $8,617,884 | $9,164,510 | $23,841,224 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BERKELEY LAB FOUNDATION
- What is the EIN of BERKELEY LAB FOUNDATION?
- The employer identification number (EIN) of BERKELEY LAB FOUNDATION is 46-2907726.
- Is BERKELEY LAB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to BERKELEY LAB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does BERKELEY LAB FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERKELEY LAB FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKELEY LAB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BERKELEY LAB FOUNDATION?
- The 990 for the year ended June 30, 2025 names BROOKE JACOB DEMOE.
- Who are the officers and directors of BERKELEY LAB FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does BERKELEY LAB FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,960,505, expenses of $7,483,597 and total assets of $28,419,113 at year end.
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