UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION

EIN 94-6090626 · Education (B110)

What they do

THE UNIVERSITY of CALIFORNIA BERKELEY FOUNDATIONS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $96.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders76 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.53%of revenue went to mission work96.3% of expenses · Program services

1.47%of revenue went to fundraising2.1% of expenses

$71.14spent for every $100 of revenueRevenue covered expenses this year.

1.13%of revenue went to management and office costs1.6% of expenses

$9.26in assets for every $1 spent this yearSome assets cannot be spent right away.

65.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $128,102 for RICHARD K LYONS (CHANCELLOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$606,100,425

Mission workProgram services$415,377,58268.53% of revenue96.3% of expenses

ManagementOffice and general costs$6,863,5371.13% of revenue1.6% of expenses

FundraisingAsking for donations$8,918,1791.47% of revenue2.1% of expenses

Revenue left after expensesReported annual surplus$174,941,12728.86% of revenueShown in gray on the chart

Total expenses$431,159,29871.14% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 96.3% mission · 1.6% management · 2.1% fundraisingTotal expenses: 71.14% of revenue

2023Expense mix: 96.3% mission · 1.9% management · 1.8% fundraisingTotal expenses: 87.09% of revenue

2022Expense mix: 97.4% mission · 1.6% management · 1.1% fundraisingTotal expenses: 103.64% of revenue

2021Expense mix: 95.5% mission · 2.3% management · 2.2% fundraisingTotal expenses: 38.24% of revenue

2020Expense mix: 96.3% mission · 2.1% management · 1.6% fundraisingTotal expenses: 59.36% of revenue

2019Expense mix: 96.1% mission · 2.3% management · 1.6% fundraisingTotal expenses: 76.21% of revenue

2018Expense mix: 94.2% mission · 2.5% management · 3.3% fundraisingTotal expenses: 69.94% of revenue

2017Expense mix: 95.7% mission · 2.4% management · 1.9% fundraisingTotal expenses: 78.18% of revenue

Money in and money out

Revenue$606,100,425

Expenses$431,159,298

Annual surplus $174,941,127 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$415,377,582 · 96.3% of expenses

Management and office costs$6,863,537 · 1.6% of expenses

Fundraising$8,918,179 · 2.1% of expenses

See all reported dollar amounts

Revenue$606,100,425

Expenses$431,159,298

Assets$3,991,922,296

Income$863,373,631

Contributions$397,639,835

Mission work (program services)$415,377,582

Fundraising$8,918,179

Grants given$2,966,331,733

Average grant$370,791,467

Management and general$6,863,537

Stocks and bonds$528,394,853

Accounting fees$202,151

Investing fees$5,888,614

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

RICHARD K LYONSCHANCELLOR · 4 hrs/week $128,102Base · Other $128,102

JULIE M HOOPERPRESIDENT (THRU 01/2025) · 10 hrs/week $83,194Base · Other $83,194

NANCY LUBICH MCKINNEYASSOCIATE VICE PRESIDENT & TREASURER · 10 hrs/week $69,651Base · Other $69,651

LISHELLE BLAKEMOREVICE PRESIDENT · 4 hrs/week $66,139Base · Other $66,139

RACHELLE REAGANASSOCIATE VICE PRESIDENT · 10 hrs/week $50,365Base · Other $50,365

LESLIE SCHIBSTEDINTERIM PRESIDENT (AS OF 02/2025) · 10 hrs/week $47,882Base · Other $47,882

CARL A WAYNEASSOCIATE VICE PRESIDENT · 10 hrs/week $44,206Base · Other $44,206

JANE SPERLING WISECORPORATE SECRETARY · 20 hrs/week $40,175Base · Other $40,175

MIHI AHNEXECUTIVE VICE PRESIDENT · 30 hrs/week $38,025Base · Other $38,025

GLEN CHANGCONTROLLER · 10 hrs/week $11,291Base · Other $11,291

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (76)

RICHARD K LYONSCHANCELLOR

JULIE M HOOPERPRESIDENT (THRU 01/2025)

NANCY LUBICH MCKINNEYASSOCIATE VICE PRESIDENT & TREASURER

LISHELLE BLAKEMOREVICE PRESIDENT

RACHELLE REAGANASSOCIATE VICE PRESIDENT

LESLIE SCHIBSTEDINTERIM PRESIDENT (AS OF 02/2025)

CARL A WAYNEASSOCIATE VICE PRESIDENT

JANE SPERLING WISECORPORATE SECRETARY

MIHI AHNEXECUTIVE VICE PRESIDENT

GLEN CHANGCONTROLLER

LAURENE WU MCCLAINTRUSTEE

LISA GUERRAVICE CHAIR, GOVERNANCE COMMITTEE

LISA JONESTRUSTEE

RICARDO MORATRUSTEE

LAURA WEN-YU YOUNGTRUSTEE

MARK EDELSTONETRUSTEE

MARY ELLEN KANOFFTRUSTEE

MITSURU IGARASHITRUSTEE

LAURA PERLOFFTRUSTEE

KOFI BONNERTRUSTEE

KEVIN KENNEDYTRUSTEE

STEPHANIE RIVERATRUSTEE

WEIJIE YUNCHAIR, FINANCE & ADMINISTRATION COMMITTEE

VINCENT CHEUNGTRUSTEE

TING CHUKTRUSTEE

TERRY ROSENTRUSTEE

SUSAN STUTZMANTRUSTEE

SUSAN CHAMBERLINTRUSTEE

STUART SHIFFTRUSTEE

STEVE ELLISVICE CHAIR, FINANCE & ADMINISTRATION COMMITTEE

STEPHEN ISAACSTRUSTEE

RENE KERNTRUSTEE

SSTEVEN PANTRUSTEE

SHUHONG YETRUSTEE

SHAWN TSAOTRUSTEE

SHASHIKALA DEBVICE CHAIR, NOMINATIONS COMMITTEE

SHARON BONNER-BROWNTRUSTEE

SANDRA RODRIGUES BEN-EFRAIMTRUSTEE

ROGER KANGCHAIR, NOMINATIONS COMMITTEE

KAI HUANGCHAIR, PROGRAMS COMMITTEE

CAMILLA SMITHTRUSTEE

DANA BISCONTIVICE CHAIR, PROGRAMS COMMITTEE

CYRUS HADIDIBEMCO BOARD MEMBER

COLLETTE CHILTONTRUSTEE

CLYDE RODRIGUEZTRUSTEE

CHARLES HUANGIMMEDIATE PAST CHAIR

CATHY UNGERTRUSTEE

CAROLYN SCHWAB-POMERANTZTRUSTEE

CAROL LIUTRUSTEE

DAVID GEETRUSTEE

BRYAN CAMERONTRUSTEE

BETTINA DUVALCHAIR, FOUNDATION

ANNE GATESTRUSTEE

ANNE BAKARTRUSTEE

ANN BAXTER PERRINTRUSTEE

ANITA YU WESTLYTRUSTEE

AMY BASSELL CROWETRUSTEE

ALLEN SOONGTRUSTEE

JANELLE GRIMESTRUSTEE (THRU 02/2025)

KAREN DABBYTRUSTEE

ALAN TEMPLETONTRUSTEE

KAHSHIN LEOWTRUSTEE

JULIE MORGANTRUSTEE

JOHN STOCKTRUSTEE

JOANNE CORDAY KOZBERGTRUSTEE

JIM KOSHLANDTRUSTEE

JENNIFER KELLERTRUSTEE

KEVIN CHOUTRUSTEE

JACK MCCAULEYTRUSTEE

ISABEL RHEETRUSTEE

HERBERT HOOPERTRUSTEE

GAIL MADERISCHAIR, GOVERNANCE COMMITTEE

ERIC STERNVICE CHAIR FOUNDATION

DIANA WALSHTRUSTEE

DESI BANATAOTRUSTEE

DEBORAH LOKER HICKSTRUSTEE

About this charity

Recognized since: January 1950
Location: 1995 UNIVERSITY AVE 401, BERKELEY, CA 94704-1058
County: Alameda
In care of: % LORAINE BINION
Primary officer: NANCY LUBICH MCKINNEY, TREASURER, AVP

How to reach them

WebsiteVisit the charity’s website Phone(510) 642-1212

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BDO USA
NTEE classification: Education (B110)
Grant-giving organization: Yes