UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION

BERKELEY, CA, 94704-1058 (510) 642-1212 Est. 1948 EIN 94-6090626

B110— Education Form 990 501(c)(3)

HTTP://FOUNDATION.BERKELEY.EDU

Mission

SEE SCHEDULE O

Giving Portfolio

Total Grants

6

Total Giving

$2.1B

Recipients

6

Years Active

2017 - 2023

Avg grant: $356,020,921 Median: $338,913,201

Yearly Trends

Year	Grants	Total Giving	Avg Grant	New	Repeat
2023	1	$426.9M	$426.9M	0	1
2022	1	$556.2M	$556.2M	0	1
2021	1	$346.6M	$346.6M	0	1
2020	1	$331.2M	$331.2M	0	1
2019	1	$247.7M	$247.7M	0	1
2017	1	$227.5M	$227.5M	1	0

Top States

California

6

Top Grantees

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

CA - 4 grants

$1.7B

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

CA - 2 grants

$475.2M

Grants Awarded · 6 grants

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Financials

Total Revenue

$509,285,664

Total Expenses

$443,522,703

Net Assets

$3,547,020,220

91 volunteers

From latest filing (tax period ending 2024-06-30)

Financial Health

Operating Reserve

8.0 years Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↓ 7.6%

Expenses ↓ 22.4%

Revenue Sources

Contributions 71.5% Investment 28.5%

Expense Breakdown

Program 96.3% Management 1.9% Fundraising 1.8%

Officers & Trustees (65)

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Filing History (6 filings)

Year	Revenue	Expenses	Net Assets
2023 Form 990	$509,285,664 ↓	$443,522,703	$3,547,020,220
2022 Form 990	$551,236,732 ↓	$571,311,045	$3,399,470,615
2021 Form 990	$949,220,824 ↑	$363,013,112	$3,253,140,716
2020 Form 990	$579,223,493 ↑	$343,830,677	$3,192,583,369
2019 Form 990	$338,166,506 ↑	$257,733,067	$2,334,653,013
2017 Form 990	$303,934,501	$237,619,574	$2,135,362,499