Form 990 for tax year 2023
Filed by UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION.
Totals
- Total revenue
- $509,285,664
- Total expenses
- $443,522,703
- Contributions and grants received
- $364,217,705
- Grants paid
- $426,943,385
- Program services expenses (Part IX)
- $426,943,385
- Management and general expenses
- $8,403,091
- Fundraising expenses
- $8,176,227
- Program service expenses (Part III)
- $426,943,385
Program services were 96.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ANNE BAKAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
DESI BANATAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SANDRA RODRIGUES BEN-EFRAIM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
MARK BERTELSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DANA BISCONTI
VICE CHAIR, PROGRAMS COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
KOFI BONNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHARON BONNER-BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRAD BRIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
BRYAN CAMERON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
SUSAN CHAMBERLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
VINCENT CHEUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
KEVIN CHOU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
CAROL CHRIST
CHANCELLOR
- Total calculated
- $765,133
- From this org
- $0
- From related orgs
- $714,945
- Other
- $50,188
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $0 + $695,169 related
- Bonus
- $0
- Other
- $0 + $19,776 related
- Deferred
- $0 + $37,022 related
- Nontaxable benefits
- $0 + $13,166 related
- Filer's total
- $0 + $765,133 related
-
TING CHUK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
AMY BASSELL CROWE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
KAREN DABBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
SHASHIKALA DEB
VICE CHAIR, NOMINATIONS COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
BETTINA DUVAL
CHAIR, FOUNDATION
- Total calculated
- $0
- Hours/week
- 4
-
STEVE ELLIS
VICE CHAIR, FINANCE & ADMINISTRATION COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
ANNE GATES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
DAVID GEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
JANELLE GRIMES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
LISA GUERRA
VICE CHAIR, GOVERNANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
CYRUS HADIDI
BEMCO BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DEBORAH LOKER HICKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
CHARLES HUANG
IMMEDIATE PAST FOUNDATION CHAIR
- Total calculated
- $0
- Hours/week
- 0.8
-
KAI HUANG
CHAIR , PROGRAMS COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN ISAACS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
ROGER KANG
CHAIR, NOMINATIONS COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARY ELLEN KANOFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
KEVIN KENNEDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
RENE KERN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
JIM KOSHLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
JOANNE CORDAY KOZBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
KAHSHIN LEOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
CAROL LIU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
GAIL MADERIS
CHAIR, GOVERNANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
COLLEEN MCANDREWS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
JACK MCCAULEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
LAURENE WU MCCLAIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
SSTEVEN PAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
LAURA PERLOFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
ANN BAXTER PERRIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
ISABEL RHEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
STEPHANIE RIVERA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
TERRY ROSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
CAMILLA SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
ERIC STERN
VICE CHAIR, FOUNDATION
- Total calculated
- $0
- Hours/week
- 4
-
JOHN STOCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN STUTZMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
ALAN TEMPLETON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
CATHY UNGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
DIANA WALSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
ANITA YU WESTLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
SHUHONG YE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
LAURA WEN-YU YOUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.8
-
WEIJIE YUN
CHAIR, FINANCE & ADMINISTRATION COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
MIHI AHN
EXECUTIVE VICE PRESIDENT
- Total calculated
- $230,146
- From this org
- $0
- From related orgs
- $194,530
- Other
- $35,616
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $194,530 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $27,644 related
- Nontaxable benefits
- $0 + $7,972 related
- Filer's total
- $0 + $230,146 related
-
LORAINE BINION
TREASURER
- Total calculated
- $268,377
- From this org
- $0
- From related orgs
- $227,240
- Other
- $41,137
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $227,240 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,154 related
- Nontaxable benefits
- $0 + $8,983 related
- Filer's total
- $0 + $268,377 related
-
LISHELLE BLAKEMORE
VICE PRESIDENT
- Total calculated
- $421,792
- From this org
- $0
- From related orgs
- $359,770
- Other
- $62,022
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $359,770 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $50,994 related
- Nontaxable benefits
- $0 + $11,028 related
- Filer's total
- $0 + $421,792 related
-
JULIE HOOPER
PRESIDENT
- Total calculated
- $630,871
- From this org
- $0
- From related orgs
- $546,473
- Other
- $84,398
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $544,265 related
- Bonus
- $0
- Other
- $0 + $2,208 related
- Deferred
- $0 + $49,272 related
- Nontaxable benefits
- $0 + $35,126 related
- Filer's total
- $0 + $630,871 related
-
NANCY MCKINNEY
ASSOCIATE VICE PRESIDENT
- Total calculated
- $419,781
- From this org
- $0
- From related orgs
- $356,306
- Other
- $63,475
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $0 + $356,306 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $43,659 related
- Nontaxable benefits
- $0 + $19,816 related
- Filer's total
- $0 + $419,781 related
-
RACHELLE REAGAN
ASSOCIATE VICE PRESIDENT
- Total calculated
- $223,353
- From this org
- $0
- From related orgs
- $175,668
- Other
- $47,685
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $175,668 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $25,148 related
- Nontaxable benefits
- $0 + $22,537 related
- Filer's total
- $0 + $223,353 related
-
LINA WANG
ASSISTANT TREASURER
- Total calculated
- $202,841
- From this org
- $0
- From related orgs
- $157,515
- Other
- $45,326
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $157,515 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $22,789 related
- Nontaxable benefits
- $0 + $22,537 related
- Filer's total
- $0 + $202,841 related
-
JANE WISE
CORPORATE SECRETARY
- Total calculated
- $153,417
- From this org
- $0
- From related orgs
- $140,449
- Other
- $12,968
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $139,949 related
- Bonus
- $0 + $500 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $12,968 related
- Filer's total
- $0 + $153,417 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
UNIVERSITY OF CALIFORNIA BERKELEY
$426,943,385
SUPPORT EDUCATION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNIVERSITY OF CALIFORNIA BERKELEY
115 · EDUCATION · CA
-
BERKELEY ENDOWMENT MANAGEMENT COMPANY
501(C)(3) · INVESTMENT · CA · controlled entity
Directly controlled by UCBF
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501229349302965
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