Civic Intelligence

Helzel Family Foundation

990 • Fiscal year 2018 • EIN 94-2597088

Jul 01, 2017 to Jun 30, 2018 • Filed on May 02, 2019

200 Frank H Ogawa PlazaOakland, CA 94612

(510) 482-2900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

91%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$18,122,846

Up $865,810 (+5.0%) from 2017

Net Assets

Up

$18,100,537

Up $860,572 (+5.0%) from 2017

Liabilities

Up

$22,309

Up $5,238 (+31%) from 2017

Revenue

Up

$2,083,593

Up $991,191 (+91%) from 2017

Expenses

Up

$720,752

Up $238,101 (+49%) from 2017

Net Income

Up

$1,362,841

Up $753,090 (+124%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $11,680,459Liabilities 2011: $11,736Net Assets 2011: $11,668,7232011Assets 2012: $11,412,054Liabilities 2012: $12,472Net Assets 2012: $11,399,5822012Assets 2013: $12,855,766Liabilities 2013: $17,883Net Assets 2013: $12,837,8832013Assets 2014: $14,849,780Liabilities 2014: $14,557Net Assets 2014: $14,835,2232014Assets 2015: $14,898,348Liabilities 2015: $14,977Net Assets 2015: $14,883,3712015Assets 2016: $15,243,608Liabilities 2016: $15,068Net Assets 2016: $15,228,5402016Assets 2017: $17,257,036Liabilities 2017: $17,071Net Assets 2017: $17,239,9652017Assets 2018: $18,122,846Liabilities 2018: $22,309Net Assets 2018: $18,100,5372018Assets 2019: $18,235,875Liabilities 2019: $197Net Assets 2019: $18,235,6782019Assets 2020: $17,893,603Liabilities 2020: $6,285Net Assets 2020: $17,887,3182020Assets 2021: $21,135,607Liabilities 2021: $0Net Assets 2021: $21,135,6072021Assets 2022: $26,123Liabilities 2022: $26,123Net Assets 2022: $02022

Highlighted filing

2018

Assets$18,122,846
Liabilities$22,309
Net Assets$18,100,537

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20M-$40MRevenue 2011: $610,550Expenses 2011: $401,445Net Income 2011: $209,1052011Expenses 2012: $374,0502012Expenses 2013: $386,7062013Revenue 2014: $827,513Expenses 2014: $487,143Net Income 2014: $340,3702014Revenue 2015: $991,097Expenses 2015: $400,153Net Income 2015: $590,9442015Revenue 2016: $1,608,803Expenses 2016: $438,498Net Income 2016: $1,170,3052016Revenue 2017: $1,092,402Expenses 2017: $482,651Net Income 2017: $609,7512017Revenue 2018: $2,083,593Expenses 2018: $720,752Net Income 2018: $1,362,8412018Revenue 2019: $731,162Expenses 2019: $931,172Net Income 2019: -$200,0102019Revenue 2020: $711,649Expenses 2020: $888,438Net Income 2020: -$176,7892020Revenue 2021: $1,927,374Expenses 2021: $998,489Net Income 2021: $928,8852021Revenue 2022: $810,961Expenses 2022: $20,844,407Net Income 2022: -$20,033,4462022

Highlighted filing

2018

Revenue$2,083,593
Expenses$720,752
Net Income$1,362,841
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 2, 2019
Return Version
2017v2.3
Gross Receipts
$2,083,593
Mission and Program Overview

Mission

The mission of the helzel family foundation is to improve the quality of life in the san francisco bay area and beyond through support of not-for-profit educational, arts, and cultural institutions. The foundation supports organizations and pursues partnerships committed to the highest level of achievement and excellence, with a goal of directly affecting individual lives. The hff is a supporting organization of the east bay community foundation.

To conduct and support activities for the benefit of the east bay community foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,919,782$13,553,945▲ $634,163
Investments Other Securities$4,266,310$4,518,960▲ $252,650
Savings and Temporary Cash Investments$70,944$49,941▼ $21,003
Total Assets$17,257,036$18,122,846▲ $865,810
Liabilities
Accounts Payable and Accrued Expenses$17,071$22,309▲ $5,238
Total Liabilities$17,071$22,309▲ $5,238
Net Assets / Fund Balance
Unrestricted Net Assets$17,239,965$18,100,537▲ $860,572
Total Net Assets Fund Balance$17,239,965$18,100,537▲ $860,572
Total Liabilities and Net Assets / Fund Balance$17,257,036$18,122,846▲ $865,810

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$447,741--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deborah KirshmanBoard Chair
Leo HelzelPresident
Daniel KirshmanBoard Member
David MendelBoard Member
Edward BlumBoard Member
Edward G LiebstBoard Member
Gary ShapiroBoard Member
Lawrence HelzelBoard Member/VP & Treasurer
Florence HelzelSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$306,597
Program Service Revenue
$0
Investment Income
$1,714,313
Other Revenue
$62,683
All Other Contributions
$306,597
Change in Net Assets
$1,362,841

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$306,597Fair Market Value (FMV)
Total Noncash Contributions1$306,597-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$492,500
Other Expenses$228,252
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$492,500--$492,500
Fees for Service Investment Mgmnt Fees-$150,531-$150,531
Fees for Services Management-$74,494-$74,494
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$1,052-$1,052
Office Expenses-$455-$455
All Other Expenses-$220-$220
Total Functional Expenses$492,500$228,252$0$720,752
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of California Berkeley FoundationBerkeley, CA501(c)(3)FBO: MAGNES COLLECTION OF JEWISH ART & LIFE, GENERAL OPERATING EXPENSES$100,000
The Head-royce SchoolOakland, CA501(c)(3)General Support, Heads-up Program, Capital Campaign$77,500
California College of the ArtsOakland, CA501(c)(3)The Capital Campaign and Designated for Student Scholarships$62,500
Uc Berkeley Graduate School of JournalismBerkeley, CA501(c)(3)FBO: THE UC BERKELEY GRADUATE SCHOOL OF JOURNALISM HELZEL FELLOWS PROGRAM$52,500
Hebrew Free Loan AssociationSan Francisco, CA501(c)(3)THE NON-SECTARIAN STUDENT LOAN PROGRAM ($25,000), PLUS $5,000 FOR GENERAL OPERATING EXPENSES$30,000
Presidio Graduate SchoolSan Francisco, CA501(c)(3)$10,000 FOR STUDENT SCHOLARSHIPS AND $10,000 FOR JOHN SPIEKHOUT FELLOWSHIPS$20,000
Golden Gate UniversitySan Francisco, CA501(c)(3)General Support$15,000
Jewish Federation of the East BayBerkeley, CA501(c)(3)General Support$15,000
Palm Springs Art MuseumPalm Springs, CA501(c)(3)Student Education Programs$15,000
BAY AREA CHILDREN'S THEATREOakland, CA501(c)(3)General Operating Expenses$10,000
Baruch College City University of New YorkNew York, NY501(c)(3)General Support$10,000
Chabot Space and Science CenterOakland, CA501(c)(3)General Operating Expenses$10,000
Girls Incorporated of Alameda CountyOakland, CA501(c)(3)General Operating Expenses$10,000
Northern Light SchoolOakland, CA501(c)(3)General Support$10,000
Oakland Museum of CaliforniaOakland, CA501(c)(3)General Operating Expenses$10,000
Regents of the University of California at BerkeleyBerkeley, CA501(c)(3)FBO: LAWRENCE HALL OF SCIENCE, GENERAL OPERATING EXPENSES$10,000
Regional Parks FoundationOakland, CA501(c)(3)Camperships$10,000
The Uc Berkeley Art Museum and Pacific Film ArchiveBerkeley, CA501(c)(3)FBO: BERKELEY ART MUSEUM & PACIFIC FILM ARCHIVE GENERAL OPERATING EXPENSES$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Leo helzel, president, florence helzel, secretary, lawrence helzel, board member/vp & treasurer, deborah kirshman, board chair, and daniel kirshman, director, have a family relationship.

Form 990, Part VI, Section B, Line 11B

The taxpayer's accounting firm forwarded the form 990 to the chief financial officer of ebcf. The chief financial officer reviews the return and forwards the form 990 to the other board members prior to filing. If the board members have questions the chief financial officer or the accounting firm addresses the questions before submitting the form 990 to the irs.

Form 990, Part VI, Section B, Line 12C

An annual coi questionnaire is distributed to officers and directors. They return the questionnaire and confirm in writing their coi status. The helzel family foundation requires its directors and officers to disclose all interests that they or a family member has in other for-profit or nonprofit entities or interests that might exist among directors and officers where it is foreseeable that the foundation may enter into a contract or award a grant or have other business or financial dealings with the entity. This shall include, but not be limited to, financial interests, officer positions, directorships, and other similar substantial interests in any such entities. If a conflict or potential conflict is identified then the officer or board member would recuse themselves for any vote on the matter before the board or committee.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request for the same period of time set forth in sec. 6104(d).

Filing and Contact Details

Filer

Filer Name
Helzel Family Foundation
EIN
94-2597088
Phone
5104822900
Address
200 FRANK H OGAWA PLAZA, OAKLAND, CA 94612

Signing Officer

Name
Deborah Kirshman
Title
Board Chair
Phone
5104822900
Signed
2019-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Kirshman
Formed
1979
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Helzel family foundation is included in a consolidated audit with the east bay community foundation (ebcf). The organization utilizes the ebcf audit as its own. The audit committee of the ebcf has oversight of all entities included in the consolidated audit.

Financial Statement Notes

PART X, LINE 2:

The foundation and its consolidated supporting organizations are exempt from federal income tax on related income under section 501(c)(3) of the internal revenue code, and california revenue and taxation code section 23701d. In addition, they have each, received a determination from the irs that they are not private foundations. As of june 30, 2018 and 2017, management evaluated the foundation and its consolidated supporting organization's tax positions and concluded that they had maintained their tax exempt status and had taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements.

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IRS990/MissionDesc0THE MISSION OF THE HELZEL FAMILY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE SAN FRANCISCO BAY AREA AND BEYOND THROUGH SUPPORT OF NOT-FOR-PROFIT EDUCATIONAL, ARTS, AND CULTURAL INSTITUTIONS. THE FOUNDATION SUPPORTS ORGANIZATIONS AND PURSUES PARTNERSHIPS COMMITTED TO THE HIGHEST LEVEL OF ACHIEVEMENT AND EXCELLENCE, WITH A GOAL OF DIRECTLY AFFECTING INDIVIDUAL LIVES. THE HFF IS A SUPPORTING ORGANIZATION OF THE EAST BAY COMMUNITY FOUNDATION.
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt062683
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt062683
IRS990/OtherRevenueTotalAmt062683
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DEBORAH KIRSHMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0309808
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0352500
IRS990/PYInvestmentIncomeAmt0753125
IRS990/PYOtherExpensesAmt0130151
IRS990/PYOtherRevenueAmt029469
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0609751
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0482651
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01092402
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01362841
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt062683
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070944
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049941
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946070996
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0566994
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0566994
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt028036
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11083071
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22960112
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3447741
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GEM REALTY FUND VI
IRS990ScheduleD/OtherSecuritiesGrp/Desc1GEM REALTY EVERGREEN FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VALUE HOLDINGS LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3GEM REALTY FUND V
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION AND ITS CONSOLIDATED SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. IN ADDITION, THEY HAVE EACH, RECEIVED A DETERMINATION FROM THE IRS THAT THEY ARE NOT PRIVATE FOUNDATIONS. AS OF JUNE 30, 2018 AND 2017, MANAGEMENT EVALUATED THE FOUNDATION AND ITS CONSOLIDATED SUPPORTING ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD MAINTAINED THEIR TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04518960
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt362500
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt730000
IRS990ScheduleI/RecipientTable/CashGrantAmt815000
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt1215000
IRS990ScheduleI/RecipientTable/CashGrantAmt1320000
IRS990ScheduleI/RecipientTable/CashGrantAmt1410000
IRS990ScheduleI/RecipientTable/CashGrantAmt1577500
IRS990ScheduleI/RecipientTable/CashGrantAmt1652500
IRS990ScheduleI/RecipientTable/CashGrantAmt17100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FBO: BERKELEY ART MUSEUM & PACIFIC FILM ARCHIVE GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3THE CAPITAL CAMPAIGN AND DESIGNATED FOR STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7THE NON-SECTARIAN STUDENT LOAN PROGRAM ($25,000), PLUS $5,000 FOR GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9FBO: LAWRENCE HALL OF SCIENCE, GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12STUDENT EDUCATION PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13$10,000 FOR STUDENT SCHOLARSHIPS AND $10,000 FOR JOHN SPIEKHOUT FELLOWSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14CAMPERSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15GENERAL SUPPORT, HEADS-UP PROGRAM, CAPITAL CAMPAIGN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16FBO: THE UC BERKELEY GRADUATE SCHOOL OF JOURNALISM HELZEL FELLOWS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17FBO: MAGNES COLLECTION OF JEWISH ART & LIFE, GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BARUCH COLLEGE CITY UNIVERSITY OF NEW YORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BAY AREA CHILDREN'S THEATRE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE UC BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CALIFORNIA COLLEGE OF THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CHABOT SPACE AND SCIENCE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5GIRLS INCORPORATED OF ALAMEDA COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6GOLDEN GATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7HEBREW FREE LOAN ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8JEWISH FEDERATION OF THE EAST BAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10NORTHERN LIGHT SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11OAKLAND MUSEUM OF CALIFORNIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12PALM SPRINGS ART MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13PRESIDIO GRADUATE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14REGIONAL PARKS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15THE HEAD-ROYCE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16UC BERKELEY GRADUATE SCHOOL OF JOURNALISM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0135598093
IRS990ScheduleI/RecipientTable/RecipientEIN1550871317
IRS990ScheduleI/RecipientTable/RecipientEIN2943067788
IRS990ScheduleI/RecipientTable/RecipientEIN3941156485
IRS990ScheduleI/RecipientTable/RecipientEIN4943146233
IRS990ScheduleI/RecipientTable/RecipientEIN5941558073
IRS990ScheduleI/RecipientTable/RecipientEIN6941585735
IRS990ScheduleI/RecipientTable/RecipientEIN7941156545
IRS990ScheduleI/RecipientTable/RecipientEIN8941156560
IRS990ScheduleI/RecipientTable/RecipientEIN9943067788
IRS990ScheduleI/RecipientTable/RecipientEIN10943097690
IRS990ScheduleI/RecipientTable/RecipientEIN11453138892
IRS990ScheduleI/RecipientTable/RecipientEIN12951809576
IRS990ScheduleI/RecipientTable/RecipientEIN13943185612
IRS990ScheduleI/RecipientTable/RecipientEIN14237011877
IRS990ScheduleI/RecipientTable/RecipientEIN15941518656
IRS990ScheduleI/RecipientTable/RecipientEIN16946090626
IRS990ScheduleI/RecipientTable/RecipientEIN17946090626
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE BERNARD BARUCH WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16114 LA SALLE AVENUE 431
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22155 CENTER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt35212 BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt410000 SKYLINE BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5510 16TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6536 MISSION STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7131 STEUART STREET SUITE 520
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8PO BOX 370
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt92195 HEARST AVE RM 120
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt103710 DORISA AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt111000 OAK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12101 MUSEUM DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt131202 RALSTON AVENUE SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14PO BOX 21074 CRESTMONT STATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.03$0.00$0.81$20.8$20.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$1.93$1.00$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.01$17.9$0.71$0.89$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.00$18.2$0.73$0.93$0.20
2018Detailed filing. Detailed filing data is available for this year.$18.1$0.02$18.1$2.08$0.72$1.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.02$17.2$1.09$0.48$0.61
2016Detailed filing. Detailed filing data is available for this year.$15.2$0.02$15.2$1.61$0.44$1.17
2015Detailed filing. Detailed filing data is available for this year.$14.9$0.01$14.9$0.99$0.40$0.59
2014Detailed filing. Detailed filing data is available for this year.$14.8$0.01$14.8$0.83$0.49$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.02$12.8$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.01$11.4$0.37
2011Summary only. Only limited summary data is available for this year.$11.7$0.01$11.7$0.61$0.40$0.21