Public Charity

BERKELEY ENDOWMENT MANAGEMENT COMPANY

BERKELEY ENDOWMENT MANAGEMENT COMPANY is a Public Charity headquartered in Berkeley, CA. Financial data from the 2025 filing: $5.9M revenue, $5.9M expenses.

EIN: 270652636 Berkeley, CA Single Organization Support NTEE: B11 Latest filing: 2025
Total Revenue$5.9M
Total Expenses$5.9M
Grant Records0
Filing Years2021–2025

Mission

The primary purpose of Berkeley Endowment Management Company ("BEMCO") is to allocate, invest, and manage the general endowment pool of the University of California, Berkeley Foundation ("UCBF").

Where $100 goes at Berkeley Endowment Management Company

How Berkeley Endowment Management Company divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$90 Programs the work itself
$10 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $90 for programs

$90
BEMCO manages the investment of endowment funds that have been gifted to the University of California, Berkeley Foundation in support of UC Berkeley's mission of teaching, research, and…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Director Ben Bisconti
Managing Director of Operations Catherine Nguyen
Chair Cyrus Hadidi
Managing Director David Bahr
President & Chief Investment Officer David Mcauliffe
Secretary Diana Strandberg

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $5.9M $5.9M —
2024 $5.5M $5.5M —
2023 $6.2M $6.2M —
2022 $6.4M $6.4M —
2021 $5.5M $5.5M —

Between 2021 and 2025, reported annual revenue grew from $5.5M to $5.9M (+8%).

Interactive year-over-year charts and full filing details available with membership.

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