Civic Intelligence

The Friends of the Bancroft Library

EIN 94-6074598 • 501(c)3 • Berkeley, CA

Profile

The friends of the bancroft library's primary mission is to raise funds to be contributed to the bancroft library at the university of california, berkeley, and to solicit donation of and also purchase books, manuscripts, for the benefit of the bancroft library.

C/O The Bancroft Library UCBerkeley, CA 94720

www.bancroft.berkeley.edu/FRIENDS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

44th percentile

1.6%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

45th percentile

1.2%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

31%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$558,056

Up $6,504 (+1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$558,056

Up $6,504 (+1.2%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin44th percentile

Revenue

Up

$416,847

Up $97,617 (+31%) from 2024

Expenses

Down

$410,343

Down $24,325 (-5.6%) from 2024

Net Income

Up

$6,504

Up $121,942 (+106%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $555,571Liabilities 2011: $29,538Net Assets 2011: $526,0332011Assets 2012: $445,110Liabilities 2012: $17,595Net Assets 2012: $427,5152012Assets 2013: $534,474Liabilities 2013: $12,107Net Assets 2013: $522,3672013Assets 2014: $638,859Liabilities 2014: $9,860Net Assets 2014: $628,9992014Assets 2015: $676,108Liabilities 2015: $8,788Net Assets 2015: $667,3202015Assets 2016: $860,164Liabilities 2016: $78,403Net Assets 2016: $781,7612016Assets 2017: $618,751Liabilities 2017: $13,513Net Assets 2017: $605,2382017Assets 2018: $642,032Liabilities 2018: $53,702Net Assets 2018: $588,3302018Assets 2019: $665,790Liabilities 2019: $15,007Net Assets 2019: $650,7832019Assets 2020: $595,849Liabilities 2020: $2,600Net Assets 2020: $593,2492020Assets 2021: $721,192Liabilities 2021: $0Net Assets 2021: $721,1922021Assets 2022: $615,297Liabilities 2022: $0Net Assets 2022: $615,2972022Assets 2023: $666,990Liabilities 2023: $0Net Assets 2023: $666,9902023Assets 2024: $551,552Liabilities 2024: $0Net Assets 2024: $551,5522024Assets 2025: $558,056Liabilities 2025: $0Net Assets 2025: $558,0562025

Highlighted filing

2025

Assets$558,056
Liabilities$0
Net Assets$558,056
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $540,860Expenses 2011: $654,709Net Income 2011: -$113,8492011Expenses 2012: $370,6502012Expenses 2013: $246,9172013Revenue 2014: $338,879Expenses 2014: $232,247Net Income 2014: $106,6322014Revenue 2015: $347,784Expenses 2015: $309,463Net Income 2015: $38,3212015Revenue 2016: $416,023Expenses 2016: $301,582Net Income 2016: $114,4412016Revenue 2017: $321,547Expenses 2017: $498,070Net Income 2017: -$176,5232017Revenue 2018: $296,444Expenses 2018: $313,352Net Income 2018: -$16,9082018Revenue 2019: $324,033Expenses 2019: $261,580Net Income 2019: $62,4532019Revenue 2020: $162,283Expenses 2020: $219,817Net Income 2020: -$57,5342020Revenue 2021: $261,768Expenses 2021: $133,825Net Income 2021: $127,9432021Revenue 2022: $374,397Expenses 2022: $480,292Net Income 2022: -$105,8952022Revenue 2023: $298,384Expenses 2023: $246,691Net Income 2023: $51,6932023Revenue 2024: $319,230Expenses 2024: $434,668Net Income 2024: -$115,4382024Revenue 2025: $416,847Expenses 2025: $410,343Net Income 2025: $6,5042025

Highlighted filing

2025

Revenue$416,847
Expenses$410,343
Net Income$6,504
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$558,056
Liabilities
$0
Net assets
$558,056
Revenue
$416,847
Expenses
$410,343
Net income
$6,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$4.17$4.10$0.07
2024Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$3.19$4.35$1.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.00$6.67$2.98$2.47$0.52
2022Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$3.74$4.80$1.06
2021Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$2.62$1.34$1.28
2020Summary only. Only limited summary data is available for this year.$5.96$0.03$5.93$1.62$2.20$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.15$6.51$3.24$2.62$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.54$5.88$2.96$3.13$0.17
2017Detailed filing. Detailed filing data is available for this year.$6.19$0.14$6.05$3.22$4.98$1.77
2016Detailed filing. Detailed filing data is available for this year.$8.60$0.78$7.82$4.16$3.02$1.14
2015Detailed filing. Detailed filing data is available for this year.$6.76$0.09$6.67$3.48$3.09$0.38
2014Detailed filing. Detailed filing data is available for this year.$6.39$0.10$6.29$3.39$2.32$1.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.34$0.12$5.22$2.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$0.18$4.28$3.71
2011Summary only. Only limited summary data is available for this year.$5.56$0.30$5.26$5.41$6.55$1.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 18, 2026
Return Version
2024v5.2
Gross Receipts
$416,847
Mission and Program Overview

Mission

The Friends of the Bancroft Library's primary mission is to raise funds and donations, and to purchase books, manuscripts, for the benefit of the bancroft library at the University of California, Berkeley.

The purpose of the Friends of The Bancroft Library (the Corporation) is to promote and further the usefulness, growth, and interests of The Bancroft Library, University of California, Berkeley, California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$551,552$558,056▲ $6,504
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$551,552$558,056▲ $6,504
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$551,552$558,056▲ $6,504
Total Net Assets Fund Balance$551,552$558,056▲ $6,504
Total Liabilities and Net Assets / Fund Balance$551,552$558,056▲ $6,504
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Mary MacDonaldBoard Chair
Chase Reynolds EwaldVice-Chair
B Bradley BarberCouncil Member
Barry L RudermanCouncil Member
Blaise StoneCouncil Member
Brian Van CampCouncil Member
Camilla SmithCouncil Member
Carlos BustamanteCouncil Member
Carol Kavanagh ClarkeCouncil Member
Charles G StephensonCouncil Member
Christine Hult-LewisCouncil Member
Courtney PeaglerCouncil Member
David Y LeiCouncil Member
Dick BeahrsCouncil Member
Don SarverCouncil Member
Eddy Starr AncinasCouncil Member
Eleanor BigelowCouncil Member
Frederick Fred F GregoryCouncil Member
Jenny EmersonCouncil Member
John BriscoeCouncil Member
John Frederick RiedelCouncil Member
Judy HuretCouncil Member
Julia Flynn Siler JulieCouncil Member
Kim BancroftCouncil Member
Lawrence Larry B LuskCouncil Member
Marcia H LuskCouncil Member
Michael S JeonCouncil Member
Mike FitzgeraldCouncil Member
Paul J RoeslerCouncil Member
Peter FrazierCouncil Member
Peter HanffCouncil Member
Richard LaidermanCouncil Member
Sheila M HumphreysCouncil Member
Shelby GansCouncil Member
Sophie HahnCouncil Member
Susan D AndersonCouncil Member
Tala M BanataoCouncil Member
Theo ZaninovichCouncil Member
Kate DonovanSecretary
Jodie MathiesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$408,916
Program Service Revenue
$0
Investment Income
$6,892
Other Revenue
$1,039
All Other Contributions
$408,916
Change in Net Assets
$6,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$370,343
Total Fundraising Expense$41,095
Grants and Similar Amounts Paid$40,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$195,084$56,645-$251,729
Grants to Domestic Individuals$40,000--$40,000
Fees for Services Accounting-$10,150-$10,150
All Other Expenses-$5,001$3,165$8,166
Other Expenses$29,000-$7,941$7,941
Insurance-$2,868-$2,868
Total Functional Expenses$294,584$74,664$41,095$410,343
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“There are approximately 500 members of the friend of the bancroft library; these members are dedicated to supporting and developing the world-famous collection on the berkeley campus, which is open without charge to all persons engaged in relevant research.”

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

“The form 990 is reviewed before mailing and signing by the authorized secretary of the board who is the only person that can sign.”

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

“UC has a written conflict of interest policy and the organization regularly and consistently monitors and enforces compliance with the policy.”

Form 990, Part VI, Section C, Line 18

“The organization will provide a copy of this form 990 on request and available on guidestar.”

Form 990, Part VI, Section C, Line 19

“The organization has a committee that assumes responsibility for oversight of the review of its financial statements and selection of an independent accountant.”

Filing and Contact Details

Filer

Filer Name
The Friends of the Bancroft Library
EIN
94-6074598
Phone
5106423781
Address
C/O The Bancroft Library UC, Berkeley, CA 94720

Signing Officer

Name
Kate Donovan
Title
Secretary
Signed
2026-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Donovan
Formed
1959
Legal Domicile
CA
Voting Board Members
40
Independent Board Members
40
Employees
0
Volunteers
40

Preparer

Firm
Healy and Associates
Address
1200 CONCORD AVE STE 250, CONCORD, CA 94520
Preparer
Hasina Sabrina Chowdhury
Phone
9256030800
Raw XML AppendixShowing 400 of 745 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd38X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd39X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt370
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt390
IRS990/Form990PartVIISectionAGrp/PersonNm0Mary MacDonald
IRS990/Form990PartVIISectionAGrp/PersonNm1Chase Reynolds Ewald
IRS990/Form990PartVIISectionAGrp/PersonNm2Jodie Mathies
IRS990/Form990PartVIISectionAGrp/PersonNm3Kate Donovan
IRS990/Form990PartVIISectionAGrp/PersonNm4Blaise Stone
IRS990/Form990PartVIISectionAGrp/PersonNm5Eleanor Bigelow
IRS990/Form990PartVIISectionAGrp/PersonNm6B Bradley Barber
IRS990/Form990PartVIISectionAGrp/PersonNm7John Briscoe
IRS990/Form990PartVIISectionAGrp/PersonNm8Theo Zaninovich
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael S Jeon
IRS990/Form990PartVIISectionAGrp/PersonNm10Susan D Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm11David Y Lei
IRS990/Form990PartVIISectionAGrp/PersonNm12Brian Van Camp
IRS990/Form990PartVIISectionAGrp/PersonNm13Camilla Smith
IRS990/Form990PartVIISectionAGrp/PersonNm14Marcia H Lusk
IRS990/Form990PartVIISectionAGrp/PersonNm15Jenny Emerson
IRS990/Form990PartVIISectionAGrp/PersonNm16Carol Kavanagh Clarke
IRS990/Form990PartVIISectionAGrp/PersonNm17Lawrence Larry B Lusk
IRS990/Form990PartVIISectionAGrp/PersonNm18Mike Fitzgerald
IRS990/Form990PartVIISectionAGrp/PersonNm19Sophie Hahn
IRS990/Form990PartVIISectionAGrp/PersonNm20Shelby Gans
IRS990/Form990PartVIISectionAGrp/PersonNm21Eddy Starr Ancinas
IRS990/Form990PartVIISectionAGrp/PersonNm22Sheila M Humphreys
IRS990/Form990PartVIISectionAGrp/PersonNm23Judy Huret
IRS990/Form990PartVIISectionAGrp/PersonNm24Carlos Bustamante
IRS990/Form990PartVIISectionAGrp/PersonNm25Christine Hult-Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm26John Frederick Riedel
IRS990/Form990PartVIISectionAGrp/PersonNm27Peter Frazier
IRS990/Form990PartVIISectionAGrp/PersonNm28Richard Laiderman
IRS990/Form990PartVIISectionAGrp/PersonNm29Peter Hanff
IRS990/Form990PartVIISectionAGrp/PersonNm30Kim Bancroft
IRS990/Form990PartVIISectionAGrp/PersonNm31Don Sarver
IRS990/Form990PartVIISectionAGrp/PersonNm32Julia Flynn Siler Julie
IRS990/Form990PartVIISectionAGrp/PersonNm33Courtney Peagler
IRS990/Form990PartVIISectionAGrp/PersonNm34Charles G Stephenson
IRS990/Form990PartVIISectionAGrp/PersonNm35Dick Beahrs
IRS990/Form990PartVIISectionAGrp/PersonNm36Frederick Fred F Gregory
IRS990/Form990PartVIISectionAGrp/PersonNm37Paul J Roesler
IRS990/Form990PartVIISectionAGrp/PersonNm38Barry L Ruderman
IRS990/Form990PartVIISectionAGrp/PersonNm39Tala M Banatao
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt390
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt390
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Council Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt21Council Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt28Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt29Council Member
IRS990/Form990PartVIISectionAGrp/TitleTxt30Council Member

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