Othering and Belonging Institute

The Othering and Belonging Institute (formerly the Haas Institute for a Fair and Inclusive Society) is a left-of-center research center within the University of California, Berkeley. 1 The Institute advocates for increasing entitlement spending, increasing government-controlled urban planning, expanding government-controlled health care, and implementing expansionist immigration policy. The Institute has also adopted left-wing stances on LGBT issues. 2

At-A-Glance

Issue Areas: Multi-Issue Advocacy
Formation:

2010

Project of:

University of California, Berkeley

Location: Berkeley, CA View on map
Tax ID: 94-6090626
Most Recent Filing: 2024
Budget (2024): Assets: $3,693,366,320 Revenue: $509,285,664 Expenses: $443,522,703

Contents

    Immigration Policy

    The Institute supports immigration policies endorsed by Joshua Clark, the former Tides Senior Fellow at the Institute. In a 2018 policy memo written by Clark and used by the Institute, Clark seeks to draw a connection between distrust in media and opposition to affirmative action and left-of-center immigration policies. Clark argues that the correlation between these factors indicates that portions of American society who do not embrace expanded immigration policy and affirmative action “pose a formidable challenge to those committed to an inclusive electorate…[and] the kind of civic solidarity needed to carry out constructive dialogue among people of different opinions.” 3

    The policy paper goes on to claim that because portions of American society are opposed to expanded immigration and affirmative action, “there is urgent need for compelling and culturally salient counter-narratives that support inclusive conceptions of civic solidarity.” The policy memo suggests that productive immigration reform cannot be achieved through consensus-building and the democratic process, but rather that it can only be achieved by creating a cultural shift in which most of society is made to agree with expansionist immigration policy within the United States. 3

    The Institute also published a paper that opposes policies that limit the movement of non-American citizens between Mexico and Southern California. 4

    Healthcare Policy

    The Institute advocates for increased government spending on urban development to reduce health complications. 5 Malo Hutson of the Institute advocates for increasing the availability of government-controlled housing. Huston has also been critical of city planning across the country, arguing that cities have devoted too many resources to public transit at the expense of investment in public housing. Hutson has claimed that the phenomenon is connected to white families moving into  urban areas and shifting urban planning priorities. 5

    The Institute has supported the implementation of a government-controlled single-payer healthcare system and has advocated for mass government spending on urban planning and infrastructure to increase physical access to healthcare. 6

    Paul Pierson, a political scientist affiliated with the Institute, similarly claims that the American government must maintain “strong political authority” in order to create wage growth and prosperity. 7

    LGBT Policy

    The Institute has been critical of mainstream campaigns to normalize same-sex relationships and promote practices such as the adoption of children by same-sex couples. The Institute claims that such campaigns, by highlighting the “normal” variants of same-sex relationships, such as those that include nuclear families and monogamy, have ostracized other forms of purportedly common same-sex relationships that may include multiple or changing partners and non-traditional forms of work and living arrangements. 8 Institute affiliate Juana Maria Rodriguez claims that this results in limitations in advocating for increased LGBT rights in various settings, such as the commercial service industry. 8

    Similarly, Institute faculty member Sonya Katyal has advocated for allowing transgender individuals to use restrooms assigned to the gender with which they identify, rather than their biological sex. Katyal has also promoted the increased use of government employment, housing, and healthcare services by transgender people. 9

    Critical Race Theory

    In 2021, a report card of various educational contractors and consultants was released by Parents Defending Education (PDE). The report listed consultants and organizations that work with schools implementing Critical Race Theory and diversity, equity, and inclusion curriculums and policies. According to PDE Starting, the Othering and Belonging Institute was among those organizations, and had worked for the Sacramento City Unified School District. PDE cited videos produced by the Institute such as “Why Race Matters in College Admissions” and “The Roots of Structural Racism: Segregation in the US” as evidence of support for Critical Race Theory in schools. PDE also pointed to the Institute’s “Race, Diversity and Educational Policy Cluster,” which advocates for left-leaning educational reforms that it claims will reduce educational inequality. 10

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $3,693,366,320 $509,285,664 $443,522,703 View
    2023 $3,540,638,328 $551,236,732 $571,311,045 View
    2022 $3,399,624,887 $949,220,824 $363,013,112 View
    2021 $3,373,650,900 $579,223,493 $343,830,677 View
    2020 $2,480,595,373 $338,166,506 $257,733,067 View

    Prior year filings: 2019, 2018, 2016, 2015, 2014, 2013, 2012, 2011

    Revenue Detail

    Expenses Detail

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $2,887,807,353
    • Number of Grants: 6,131
    • Number of Funders: 1,171

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $556,182,4012023 University of California Berkeley FoundationSUPPORT EDUCATION
    $346,591,5732022 University of California Berkeley FoundationSUPPORT EDUCATION
    $331,234,8282021 University of California Berkeley FoundationSUPPORT EDUCATION
    $205,273,6582022 Gerson Bakar FoundationGENERAL SUPPORT
    $118,601,6112023 Gerson Bakar FoundationGENERAL SUPPORT
    $48,196,4892022 Donor Advised Charitable Giving, Inc.EDUCATION
    $44,740,1912021 Gerson Bakar FoundationGENERAL SUPPORT
    $37,048,8972022 Pac-12 ConferenceANNUAL DISTRIBUTION TO SUPPORT MEMBER INSTITUTIONS
    $33,719,2242020 Pac-12 ConferenceANNUAL DISTRIBUTION TO SUPPORT MEMBER INSTITUTIONS
    $33,687,3122023 Pac-12 ConferenceANNUAL DISTRIBUTION TO SUPPORT MEMBER INSTITUTIONS
    $30,879,6622024 Donor Advised Charitable Giving, Inc.EDUCATION
    $29,524,1632023 Fidelity Investments Charitable Gift FundFor grant recipient's exempt purposes
    $25,537,1302022 Fidelity Investments Charitable Gift FundFor grant recipient's exempt purposes
    $20,941,9012023 Donor Advised Charitable Giving, Inc.EDUCATION
    $19,843,6752021 Pac-12 ConferenceANNUAL DISTRIBUTION TO SUPPORT MEMBER INSTITUTIONS
    $17,736,0532020 Sergey Brin Family FoundationCITRIS COVID-19 RESPONSE SEED PROJECTS: #22 HAUSSLER AND #24 TAYLOR, CITRUS ACTIVATE FUND, CITRIS TELEHEALTH RESEARCH FUND, $2,600,000 TO SUPPORT A CRISPR – BASED VIRAL DETECTION KIT FOR NON-CLINICAL LAB USE; $350,000 FOR DISCOVERING NOVEL SMALL-MOLECULE THERAPEUTICS AGAINST COVID-19; AND $150,000 FOR SARS-COV-2 ANTISENSE THERAPEUTICS, CENTER FOR INFORMATION TECHNOLOGY RESEARCH IN THE INTEREST OF SOCIETY (CITRIS) AND THE BANATAO INSTITUTE – $619,000 FOR SELECT COVID-19 PROJECTS IDENTIFIED BY SBFF AND $1,000,000 FOR COVID-19 PROJECTS AT CITRIS' DISCRETION, IN HONOR OF PROFESSOR RANDY SCHEKMAN, $75,000 TO THE MILLER INSTITUTE, $150,000 TO THE SCHEKMAN LAB
    $16,680,5512020 Gerson Bakar FoundationGENERAL SUPPORT
    $16,203,7972024 National Philanthropic TrustHUMAN SERVICES
    $14,306,0492021 Fidelity Investments Charitable Gift FundFor grant recipient's exempt purposes
    $13,411,1542021 Donor Advised Charitable Giving, Inc.EDUCATION
    $12,709,3882020 Fidelity Investments Charitable Gift FundFor grant recipient's exempt purposes
    $11,822,1032021 San Francisco FoundationADVISED – TO SUPPORT THE CLASS OF 1984 SCHOLARSHIP. ADVISED – IN SUPPORT OF VARIOUS INITIATIVES AND FUNDS, ADVISED – IN SUPPORT OF THE MBB EXCELLENCE FUND. ADVISED – FUNDS FOR THE UC BOTANICAL GARDEN IN SUPPORT OF HORTICULTURAL STAFF. ADVISED – FOR VARIOUS SCHOLARSHIPS FUNDS AND PROGRAMS, ADVISED – FOR UNRESTRICTED GENERAL SUPPORT AT THE DISCRETION OF CHANCELLOR CHRIST. ADVISED – FOR UNDERGRADUATE SCHOLARSHIPS. ADVISED – FOR THE UNDOCUMENTED STUDENT PROGRAM ON MENTAL HEALTH IN SUPPORT OF THE WORK CURRENTLY PERFORMED BY LICENSED PSYCHOLOGIST DIANA PENA FOR THE 2020-2021 ACADEMIC YEAR. ADVISED – FOR THE SAM DUBAL FELLOWSHIP, ADVISED – FOR THE INCENTIVE AWARDS PROGRAM. ADVISED – FOR THE HAAS SCHOLARS PROGRAM ENDOWMENT. ADVISED – FOR THE HAAS FAMILY FIAT LUX SCHOLARSHIP MATCHING FUND. ADVISED – FOR THE DEPARTMENT OF CIVIL AND ENVIRONMENTAL ENGINEERING FUND, ADVISED – FOR THE COLLEGE OF LETTERS AND SCIENCE L&S LEADERSHIP FUND — BIG GIVE. ADVISED – FOR SUPPORT OF THE TERNER CENTER. ADVISED
    $10,031,3002022 American Endowment FoundationEDUCATIONAL
    $10,020,3722024 Simpson Psb FundTO SUPPORT THE MISSIONS AND OPERATIONS OF THE BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE, THE LIBRARY FUND, AND THE BOTANTICAL GARDEN.
    $10,000,0002024 Dr Herbert and Nicole Wertheim Family Foundation IncTO SUPPORT STUDENTS, FACULTY, PHYSICIANS, STAFF, AND VOLUNTEERS WORKING DILIGENTLY TOWARD A REMARKABLE FUTURE.

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $2,653,650,944
    • Number of Grants: 9
    • Number of Recipients: 2

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $556,182,4012023 University of California Berkeley FoundationSUPPORT EDUCATION
    $426,943,3852024 Regents of the University of California at BerkeleySUPPORT EDUCATION
    $346,591,5732022 University of California Berkeley FoundationSUPPORT EDUCATION
    $331,234,8282021 University of California Berkeley FoundationSUPPORT EDUCATION
    $247,666,6462020 Regents of the University of California at BerkeleySupport education

    References

    1. “Vision” Othering & Belonging Institute. https://belonging.berkeley.edu/vision
    2. “Faculty Research Clusters” Othering & Belonging Institute. https://belonging.berkeley.edu/faculty-clusters
    3. Clark, Joshua. “Realizing a More Inclusive Electorate” Haas Institute. https://belonging.berkeley.edu/diversitydemocracypolicybrief2018
    4. Carpio, Genevieve. “The Road to Inequality” The Othering & Belonging Institute. https://belonging.berkeley.edu/road-inequality
    5. “Faculty profile: Malo Hutson on Health Disparities and the Built Environment” The Othering & Belonging Institute. https://belonging.berkeley.edu/faculty-profile-malo-hutson-health-disparities-and-built-environment
    7. “Thinking Ahead: Paul Pierson on How a Strong Government is the Key to Prosperity” Othering & Belonging Institute. https://belonging.berkeley.edu/thinking-ahead-paul-pierson-how-strong-government-key-prosperity
    8. “Faculty Profile: Juana María Rodríguez on sexuality in public discourse” Othering & Belonging Institute. https://belonging.berkeley.edu/faculty-profile-juana-mar%C3%ADa-rodr%C3%ADguez-sexuality-public-discourse
    9. Peterson, Eric. “Creating Bathroom Access & a Gender Inclusive Society” Othering & Belonging Institute. https://belonging.berkeley.edu/bathroomaccesspolicybrief
    10. “Othering and Belonging Institute.” Parents Defending Education. Accessed October 27, 2021. https://defendinged.org/report/othering-and-belonging-institute/.