Nonprofit · EIN 94-6090626
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
Tax-exempt · BERKELEY, CA 94704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $606,100,425 | $431,159,298 | $174,941,127 | $3,991,922,296 | $171,846,820 | $3,820,075,476 |
| June 30, 2024 | 990 | $509,285,664 | $443,522,703 | $65,762,961 | $3,693,366,320 | $146,346,100 | $3,547,020,220 |
| June 30, 2023 | 990 | $551,236,732 | $571,311,045 | -$20,074,313 | $3,540,638,328 | $141,167,713 | $3,399,470,615 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $397,639,835
- Program service revenue
- $0
- Investment income
- $208,460,590
- Net gain from sales of assets
- $173,281,634
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $415,377,582
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $60,808
- Accounting fees
- $202,151
- Travel
- $1,008
- Program services (functional)
- $415,377,582
- Management and general (functional)
- $6,863,537
- Fundraising (functional)
- $8,918,179
Balance sheet and other
- Total assets, start of year
- $3,693,366,320
- Total assets, end of year
- $3,991,922,296
- Total liabilities, end of year
- $171,846,820
- Net assets, end of year
- $3,820,075,476
- Publicly traded securities
- $528,394,853
- Net assets without donor restrictions
- $12,477,923
- Net assets with donor restrictions
- $3,807,597,553
- Gross unrelated business income
- $353,208
- Gross receipts
- $863,373,631
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1948
- 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 |
|---|---|---|---|---|---|
| RICHARD K LYONS | CHANCELLOR Trustee or director, Officer | 4 | $0 | $620,677 | $128,102 |
| JULIE M HOOPER | PRESIDENT (THRU 01/2025) Officer | 10 | $0 | $570,970 | $83,194 |
| LISHELLE BLAKEMORE | VICE PRESIDENT Officer | 4 | $0 | $375,150 | $66,139 |
| NANCY LUBICH MCKINNEY | ASSOCIATE VICE PRESIDENT & TREASURER Officer | 10 | $0 | $371,264 | $69,651 |
| CARL A WAYNE | ASSOCIATE VICE PRESIDENT Officer | 10 | $0 | $317,373 | $44,206 |
| LESLIE SCHIBSTED | INTERIM PRESIDENT (AS OF 02/2025) Officer | 10 | $0 | $235,397 | $47,882 |
| MIHI AHN | EXECUTIVE VICE PRESIDENT Officer | 30 | $0 | $202,219 | $38,025 |
| RACHELLE REAGAN | ASSOCIATE VICE PRESIDENT Officer | 10 | $0 | $182,695 | $50,365 |
| JANE SPERLING WISE | CORPORATE SECRETARY Officer | 20 | $0 | $137,445 | $40,175 |
| GLEN CHANG | CONTROLLER Officer | 10 | $0 | $89,095 | $11,291 |
| BETTINA DUVAL | CHAIR, FOUNDATION Trustee or director, Officer | 4 | $0 | $0 | $0 |
| DANA BISCONTI | VICE CHAIR, PROGRAMS COMMITTEE Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| ERIC STERN | VICE CHAIR FOUNDATION Trustee or director, Officer | 4 | $0 | $0 | $0 |
| GAIL MADERIS | CHAIR, GOVERNANCE COMMITTEE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KAI HUANG | CHAIR, PROGRAMS COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
61 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA GUERRA | VICE CHAIR, GOVERNANCE COMMITTEE Trustee or director, Officer | 2 | $0 |
| ROGER KANG | CHAIR, NOMINATIONS COMMITTEE Trustee or director, Officer | 1 | $0 |
| SHASHIKALA DEB | VICE CHAIR, NOMINATIONS COMMITTEE Trustee or director, Officer | 2 | $0 |
| STEVE ELLIS | VICE CHAIR, FINANCE & ADMINISTRATION COMMITTEE Trustee or director, Officer | 1 | $0 |
| WEIJIE YUN | CHAIR, FINANCE & ADMINISTRATION COMMITTEE Trustee or director, Officer | 1 | $0 |
| ALAN TEMPLETON | TRUSTEE Trustee or director | 0.8 | $0 |
| ALLEN SOONG | TRUSTEE Trustee or director | 0.8 | $0 |
| AMY BASSELL CROWE | TRUSTEE Trustee or director | 0.8 | $0 |
| ANITA YU WESTLY | TRUSTEE Trustee or director | 0.8 | $0 |
| ANN BAXTER PERRIN | TRUSTEE Trustee or director | 0.8 | $0 |
| ANNE BAKAR | TRUSTEE Trustee or director | 0.8 | $0 |
| ANNE GATES | TRUSTEE Trustee or director | 0.8 | $0 |
| BRYAN CAMERON | TRUSTEE Trustee or director | 1 | $0 |
| CAMILLA SMITH | TRUSTEE Trustee or director | 0.8 | $0 |
| CAROL LIU | TRUSTEE Trustee or director | 0.8 | $0 |
| CAROLYN SCHWAB-POMERANTZ | TRUSTEE Trustee or director | 0.8 | $0 |
| CATHY UNGER | TRUSTEE Trustee or director | 0.8 | $0 |
| CHARLES HUANG | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 |
| CLYDE RODRIGUEZ | TRUSTEE Trustee or director | 0.8 | $0 |
| COLLETTE CHILTON | TRUSTEE Trustee or director | 0.8 | $0 |
| CYRUS HADIDI | BEMCO BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID GEE | TRUSTEE Trustee or director | 0.8 | $0 |
| DEBORAH LOKER HICKS | TRUSTEE Trustee or director | 0.8 | $0 |
| DESI BANATAO | TRUSTEE Trustee or director | 2 | $0 |
| DIANA WALSH | TRUSTEE Trustee or director | 0.8 | $0 |
| HERBERT HOOPER | TRUSTEE Trustee or director | 0.8 | $0 |
| ISABEL RHEE | TRUSTEE Trustee or director | 0.8 | $0 |
| JACK MCCAULEY | TRUSTEE Trustee or director | 0.8 | $0 |
| JANELLE GRIMES | TRUSTEE (THRU 02/2025) Trustee or director | 0.8 | $0 |
| JENNIFER KELLER | TRUSTEE Trustee or director | 0.8 | $0 |
| JIM KOSHLAND | TRUSTEE Trustee or director | 1 | $0 |
| JOANNE CORDAY KOZBERG | TRUSTEE Trustee or director | 0.8 | $0 |
| JOHN STOCK | TRUSTEE Trustee or director | 0.8 | $0 |
| JULIE MORGAN | TRUSTEE Trustee or director | 0.8 | $0 |
| KAHSHIN LEOW | TRUSTEE Trustee or director | 0.8 | $0 |
| KAREN DABBY | TRUSTEE Trustee or director | 0.8 | $0 |
| KEVIN CHOU | TRUSTEE Trustee or director | 0.8 | $0 |
| KEVIN KENNEDY | TRUSTEE Trustee or director | 0.8 | $0 |
| KOFI BONNER | TRUSTEE Trustee or director | 1 | $0 |
| LAURA PERLOFF | TRUSTEE Trustee or director | 0.8 | $0 |
| LAURA WEN-YU YOUNG | TRUSTEE Trustee or director | 0.8 | $0 |
| LAURENE WU MCCLAIN | TRUSTEE Trustee or director | 0.8 | $0 |
| LISA JONES | TRUSTEE Trustee or director | 0.8 | $0 |
| MARK EDELSTONE | TRUSTEE Trustee or director | 0.8 | $0 |
| MARY ELLEN KANOFF | TRUSTEE Trustee or director | 0.8 | $0 |
| MITSURU IGARASHI | TRUSTEE Trustee or director | 0.8 | $0 |
| RENE KERN | TRUSTEE Trustee or director | 0.8 | $0 |
| RICARDO MORA | TRUSTEE Trustee or director | 0.8 | $0 |
| SANDRA RODRIGUES BEN-EFRAIM | TRUSTEE Trustee or director | 0.8 | $0 |
| SHARON BONNER-BROWN | TRUSTEE Trustee or director | 1 | $0 |
| SHAWN TSAO | TRUSTEE Trustee or director | 0.8 | $0 |
| SHUHONG YE | TRUSTEE Trustee or director | 0.8 | $0 |
| SSTEVEN PAN | TRUSTEE Trustee or director | 0.8 | $0 |
| STEPHANIE RIVERA | TRUSTEE Trustee or director | 0.8 | $0 |
| STEPHEN ISAACS | TRUSTEE Trustee or director | 0.8 | $0 |
| STUART SHIFF | TRUSTEE Trustee or director | 0.8 | $0 |
| SUSAN CHAMBERLIN | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN STUTZMAN | TRUSTEE Trustee or director | 0.8 | $0 |
| TERRY ROSEN | TRUSTEE Trustee or director | 0.8 | $0 |
| TING CHUK | TRUSTEE Trustee or director | 0.8 | $0 |
| VINCENT CHEUNG | TRUSTEE Trustee or director | 0.8 | $0 |
990 for the year ended June 30, 2024: 65 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROL CHRIST | CHANCELLOR Trustee or director, Officer | 8 | $0 | $714,945 | $50,188 |
| JULIE HOOPER | PRESIDENT Officer | 10 | $0 | $546,473 | $84,398 |
| LISHELLE BLAKEMORE | VICE PRESIDENT Officer | 1 | $0 | $359,770 | $62,022 |
| NANCY MCKINNEY | ASSOCIATE VICE PRESIDENT Officer | 8 | $0 | $356,306 | $63,475 |
| LORAINE BINION | TREASURER Officer | 10 | $0 | $227,240 | $41,137 |
| MIHI AHN | EXECUTIVE VICE PRESIDENT Officer | 40 | $0 | $194,530 | $35,616 |
| RACHELLE REAGAN | ASSOCIATE VICE PRESIDENT Officer | 10 | $0 | $175,668 | $47,685 |
| LINA WANG | ASSISTANT TREASURER Officer | 20 | $0 | $157,515 | $45,326 |
| JANE WISE | CORPORATE SECRETARY Officer | 35 | $0 | $140,449 | $12,968 |
| ANNE BAKAR | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| DESI BANATAO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SANDRA RODRIGUES BEN-EFRAIM | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| MARK BERTELSEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DANA BISCONTI | VICE CHAIR, PROGRAMS COMMITTEE Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| KOFI BONNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHARON BONNER-BROWN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRAD BRIAN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| BRYAN CAMERON | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| SUSAN CHAMBERLIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT CHEUNG | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| KEVIN CHOU | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| TING CHUK | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| AMY BASSELL CROWE | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| KAREN DABBY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| SHASHIKALA DEB | VICE CHAIR, NOMINATIONS COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BETTINA DUVAL | CHAIR, FOUNDATION Trustee or director, Officer | 4 | $0 | $0 | $0 |
| STEVE ELLIS | VICE CHAIR, FINANCE & ADMINISTRATION COMMITTEE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ANNE GATES | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| DAVID GEE | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| JANELLE GRIMES | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| LISA GUERRA | VICE CHAIR, GOVERNANCE COMMITTEE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CYRUS HADIDI | BEMCO BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH LOKER HICKS | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CHARLES HUANG | IMMEDIATE PAST FOUNDATION CHAIR Trustee or director | 0.8 | $0 | $0 | $0 |
| KAI HUANG | CHAIR , PROGRAMS COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEPHEN ISAACS | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ROGER KANG | CHAIR, NOMINATIONS COMMITTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARY ELLEN KANOFF | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| KEVIN KENNEDY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| RENE KERN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| JIM KOSHLAND | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| JOANNE CORDAY KOZBERG | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| KAHSHIN LEOW | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CAROL LIU | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| GAIL MADERIS | CHAIR, GOVERNANCE COMMITTEE Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| COLLEEN MCANDREWS | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| JACK MCCAULEY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| LAURENE WU MCCLAIN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| SSTEVEN PAN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| LAURA PERLOFF | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ANN BAXTER PERRIN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ISABEL RHEE | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| STEPHANIE RIVERA | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| TERRY ROSEN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CAMILLA SMITH | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ERIC STERN | VICE CHAIR, FOUNDATION Trustee or director, Officer | 4 | $0 | $0 | $0 |
| JOHN STOCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN STUTZMAN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ALAN TEMPLETON | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CATHY UNGER | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| DIANA WALSH | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ANITA YU WESTLY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| SHUHONG YE | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| LAURA WEN-YU YOUNG | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| WEIJIE YUN | CHAIR, FINANCE & ADMINISTRATION COMMITTEE Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 73 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROL CHRIST | CHANCELLOR Trustee or director, Officer | 8 | $0 | $635,626 | $48,034 |
| JULIE HOOPER | PRESIDENT Officer | 10 | $0 | $444,646 | $71,942 |
| NANCY MCKINNEY | ASSOCIATE VICE PRESIDENT Officer | 8 | $0 | $330,367 | $60,834 |
| LISHELLE BLAKEMORE | VICE PRESIDENT Officer | 4 | $0 | $330,584 | $56,053 |
| LORAINE BINION | TREASURER Officer | 10 | $0 | $219,685 | $39,969 |
| MIHI AHN | EXECUTIVE VICE PRESIDENT Officer | 30 | $0 | $188,876 | $34,237 |
| RACHELLE REAGAN | ASSOCIATE VICE PRESIDENT Officer | 10 | $0 | $166,995 | $43,719 |
| LINA WANG | ASSISTANT TREASURER Officer | 20 | $0 | $152,145 | $41,576 |
| JANE WISE | CORPORATE SECRETARY Officer | 20 | $0 | $133,887 | $0 |
| ANNE BAKAR | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| DESI BANATAO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARK BERTELSEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DANA BISCONTI | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| KOFI BONNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHARON BONNER-BROWN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRAD BRIAN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| SUSAN CHAMBERLIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN CHOU | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| TING CHUK | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| MARIA CRANOR | TRUSTEE (THRU 01/23) Trustee or director | 1 | $0 | $0 | $0 |
| KAREN DABBY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| BETTINA DUVAL | VICE CHAIR, FOUNDATION Trustee or director, Officer | 4 | $0 | $0 | $0 |
| ANNE GATES | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| DAVID GEE | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CYRUS HADIDI | BEMCO BOARD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS HORNADAY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CHARLES HUANG | CHAIR, FOUNDATION Trustee or director, Officer | 4 | $0 | $0 | $0 |
| KAI HUANG | VICE CHAIR PROGRAMS Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| STEPHEN ISAACS | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| MARY ELLEN KANOFF | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| RENE KERN | CHAIR, FINANCE COMM Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES KOSHLAND | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| JOANN KOZBERG | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| KAHSHIN LEOW | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| LIZ LUTZ | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| GAIL MADERIS | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| COLLEEN MCANDREWS | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| NOEL NELLIS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LISLE PAYNE | TRUSTEE (THRU 10/22) Trustee or director | 0.8 | $0 | $0 | $0 |
| LAURA PERLOFF | CHAIR, PROGRAMS Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANN BAXTER PERRIN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| TERRY ROSEN | CHAIR, NOMINATIONS Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STACEY SAVIDES SULLIVAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC STERN | VICE CHAIR, GOVERNANCE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN STOCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALAN TEMPLETON | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CATHERINE UNGER | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| LAURENE WU MCCLAIN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| SHUHONG YE | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| LAURA YOUNG | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| WEIJIE YUN | VICE CHAIR, FINANCE COMM Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRYAN CAMERON | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| LISA GUERRA | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CAROL LIU | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| JACK J MCCAULEY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ANITA YU WESTLY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ROGER KANG | VICE CHAIR NOMINATIONS Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHASHIKALA DEB | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| DEBORAH LOKER HICKS | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| KEVIN KENNEDY | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| VINCENT CHEUNG | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| STEPHANIE RIVERA | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| AMY BASSELL CROWE | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| CAMILLA SMITH | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| JONATHAN GLASER | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| DWIGHT BARKER | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| STEVE ELLIS | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| JANELLE GRIMES | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| STEVEN PAN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| SANDRA RODRIGUES BEN-EFRAIM | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| SUSAN STUTZMAN | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| DIANA WALSH | TRUSTEE Trustee or director | 0.8 | $0 | $0 | $0 |
| ISABEL RHEE | CHAIR, GOVERNANCE COMM Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1995 UNIVERSITY AVE 401, BERKELEY, CA 94704-1058
- In care of
- % LORAINE BINION
- Principal officer (990 for 2024)
- NANCY LUBICH MCKINNEY, 1995 UNIVERSITY AVE 401, BERKELEY, CA 947041508
- Signed the 990
- NANCY LUBICH MCKINNEY, TREASURER, AVP
- Phone
- (510) 642-1212
- Return prepared by
- BDO USA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6090626 or by the name UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- GRANTS AND ALLOCATIONS TO THE UNIVERSITY OF CALIFORNIA, BERKELEY CAMPUS UNITS AND ORGANIZATIONS.Expenses $415,377,582 · grants $415,377,582
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
- 94-6090626
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1950
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $3,991,922,296
- Income (IRS master file)
- $863,373,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $606,100,425 | $431,159,298 | $3,991,922,296 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $509,285,664 | $443,522,703 | $3,693,366,320 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $551,236,732 | $571,311,045 | $3,540,638,328 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $949,220,824 | $363,013,112 | $3,399,624,887 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 94-6090626).
Questions about UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
- What is the EIN of UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION?
- The employer identification number (EIN) of UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION is 94-6090626.
- Is UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF CALIFORNIA BERKELEY 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 UNIVERSITY OF CALIFORNIA BERKELEY 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 UNIVERSITY OF CALIFORNIA BERKELEY 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 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION?
- The 990 for the year ended June 30, 2025 names NANCY LUBICH MCKINNEY.
- Who are the officers and directors of UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 76 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $606,100,425, expenses of $431,159,298 and total assets of $3,991,922,296 at year end.
Other nonprofits in BERKELEY
- UC BERKELEY CENTER FOR EXECUTIVE EDUCATION EIN 46-1482891 · last filed 990 for 2025
- EDVENTUREMORE EIN 77-0653711 · last filed 990 for 2024
- CALIFORNIA ALUMNI ASSOCIATION EIN 94-1007751 · last filed 990 for 2024
- BLACK PINE CIRCLE INC EIN 94-1700228 · last filed 990 for 2025
- GRADUATE THEOLOGICAL UNION EIN 94-1581707 · last filed 990 for 2025
- LIGHTCONE INFRASTRUCTURE INC EIN 92-0861538 · last filed 990 for 2025
- THE EDIBLE SCHOOLYARD PROJECT EIN 94-3248671 · last filed 990 for 2025
- UC BERKELEY MANAGEMENT COMPANY EIN 27-0652636 · last filed 990 for 2025