CAL STATE EAST BAY EDUCATIONAL FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAL STATE EAST BAY EDUCATIONAL FOUNDATION (EIN 94-6128893)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-26
- IRS object ID
- 202431179349301218
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-26T16:45:13-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946128893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL STATE EAST BAY EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALS | BusinessNameControlTxt |
| Phone | 5108853834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25800 CARLOS BEE BLVD SA 2750 | AddressLine1Txt |
| City | HAYWARD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MYESHIA ARMSTRONG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5108853834 | PhoneNum |
| Signature | 2024-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MYESHIA | PersonFirstNm |
| Person Last | ARMSTRONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2024-04-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EVELYN BUCHANAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25800 CARLOS BEE BLVD SA 2750 | AddressLine1Txt |
| City | HAYWARD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,109,071 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSUEASTBAY.EDU/GIVING/INDEX.HTML | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MANAGE RESTRICTED AND UNRESTRICTED GIFTS BENEFITING CALIFORNIA STATE UNIVERSITY EAST BAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,575,334 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,351,043 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $260,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $263,025 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,948,978 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,073 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,784,562 | PYTotalRevenueAmt |
| CY Total Revenue | $19,664,141 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,169,914 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,577,536 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $436,716 | PYOtherExpensesAmt |
| CY Other Expenses | $466,340 | CYOtherExpensesAmt |
| PY Total Expenses | $2,606,630 | PYTotalExpensesAmt |
| CY Total Expenses | $3,043,876 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,177,932 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,620,265 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,843,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,917,291 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,049 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,831,040 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,886,242 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ACCEPT AND MANAGE RESTRICTED AND UNRESTRICTED GIFTS BENEFITING CALIFORNIA STATE UNIVERSITY EAST BAY. ADDITIONALLY, THE TRUSTEES SUPPORT THE UNIVERSITY THROUGH ADVOCACY, DEVELOPMENT, PERSONAL CONTRIBUTIONS AND COUNSEL TO THE UNIVERSITY'S ADVANCEMENT PROGRAM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,577,536 | ExpenseAmt |
| Grant | $2,577,536 | GrantAmt |
| Revenue | $263,025 | RevenueAmt |
| Desc | THE EDUCATIONAL FOUNDATION RECEIVES GIFTS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE AND TRANSFERS THEM TO THE UNIVERSITY FOR DISTRIBUTION TO STUDENTS. THE UNIVERSITY AND NOT THE EDUCATIONAL FOUNDATION SELECTS THE RECIPIENTS. THE FOUNDATION ALSO RECEIVES RESTRICTED CONTRIBUTIONS EARMARKED FOR SPECIFIC COLLEGES AND DEPARTMENTS OF THE UNIVERSITY. IN KEEPING WITH THE WISHES OF THE DONORS, THE FOUNDATION PASSES THESE FUNDS TO THE RECIPIENT DEPARTMENTS AS UNIVERSITY SUPPORT. | Desc |
| Total Program Service Expenses | $2,577,536 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPHINE CAPIRAL | PersonNm |
| Phone | 5108857450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25800 CARLOS BEE BLVD SA 2750 | AddressLine1Txt |
| City | HAYWARD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| EVELYN BUCHANAN | ||||||
| PRESIDENT & CSU EAST BAY VP | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETTE FELTON | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHAN KLEHS | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MYESHIA ARMSTRONG | ||||||
| TREASURER & CSU EAST BAY VP/CFO | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES SONGEY | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK ACOSTA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ASHMITA AHLUWALIA | ||||||
| STUDENT TRUSTEE (ASI PRESIDENT) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH BLEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD CARSON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL COKE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL DAVIS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK DEVINE | ||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EVELYN DILSAVER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES HANNAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR DEREK JACKSON-KIMBALL | ||||||
| FACULTY TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WALT JACOBS TRUSTEE | ||||||
| CSU EAST BAY PROVOST & VP | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KUMAR MALAVALLI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS MIRAMONTES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NITU NANDA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHERRIE NANNINGA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANET OWEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARVIN REMMICH | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA RENTERIA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROSIE RIOS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE RIPPY | ||||||
| ALUMNI TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHY SANDEEN | ||||||
| TRUSTEE & CSU EAST BAY PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY SCHIOLDAGER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SCRIBNER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SHERRATT | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY WALLACE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN WARREN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 N CALIFORNIA BLVD STE 133 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $117,684 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $19,351,043 | AllOtherContributionsAmt |
| Noncash Contributions | $484,104 | NoncashContributionsAmt |
| Total Contributions | $19,351,043 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER OPERATING REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $263,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $263,025 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $263,025 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $460,807 | TotalRevenueColumnAmt |
| Exclusion | $460,807 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,034,196 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,444,930 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$410,734 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$410,734 | TotalRevenueColumnAmt |
| Exclusion | -$410,734 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,664,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $263,025 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,073 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,577,536 | TotalAmt |
| Program Services | $2,577,536 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,955 | TotalAmt |
| Management And General | $18,955 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,408 | TotalAmt |
| Management And General | $316,408 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,741 | TotalAmt |
| Management And General | $98,741 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,453 | TotalAmt |
| Management And General | $19,453 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285 | TotalAmt |
| Management And General | $285 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,042 | TotalAmt |
| Management And General | $4,042 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,435 | TotalAmt |
| Management And General | $6,435 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Total | $2,021 | TotalAmt |
| Management And General | $2,021 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,043,876 | TotalAmt |
| Program Services | $2,577,536 | ProgramServicesAmt |
| Management And General | $466,340 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,026,253 | BOYAmt |
| EOY | $9,184,406 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,035,171 | BOYAmt |
| EOY | $1,918,190 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,106,036 | BOYAmt |
| EOY | $13,648,225 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,605 | BOYAmt |
| EOY | $371,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $112,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $112,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,510,391 | BOYAmt |
| EOY | $15,398,289 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,807,977 | BOYAmt |
| EOY | $4,396,377 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,843,433 | BOYAmt |
| EOY | $44,917,291 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,393 | BOYAmt |
| EOY | $31,049 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,393 | BOYAmt |
| EOY | $31,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,585 | BOYAmt |
| EOY | $836,139 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,108,455 | BOYAmt |
| EOY | $44,050,103 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,831,040 | BOYAmt |
| EOY | $44,886,242 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,843,433 | BOYAmt |
| EOY | $44,917,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,620,265 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,434,937 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,465,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,408,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,881,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,575,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,351,043 | CurrentTaxYearAmt |
| Total | $35,682,426 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,465,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,408,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,881,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,575,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,351,043 | CurrentTaxYearAmt |
| Total | $35,682,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,484,698 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,197,728 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $443,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $460,807 | CurrentTaxYearAmt |
| Total | $2,218,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,900,686 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,197,626 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $604,969 | BeginningBalanceAmt |
| Additions During Year | $43,523 | AdditionsDuringYearAmt |
| Distributions During Year | $32,350 | DistributionsDuringYearAmt |
| Ending Balance | $616,142 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,543,519 | BeginningYearBalanceAmt |
| Contributions | $7,123,897 | ContributionsAmt |
| Investment Earnings Or Losses | $1,168,602 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $769,860 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,671 | OtherExpendituresAmt |
| Administrative Expenses | $461 | AdministrativeExpensesAmt |
| End Year Balance | $30,043,026 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,765,213 | BeginningYearBalanceAmt |
| Contributions | $5,098,862 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,606,958 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $711,983 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,615 | AdministrativeExpensesAmt |
| End Year Balance | $22,543,519 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,921,044 | BeginningYearBalanceAmt |
| Contributions | $740,437 | ContributionsAmt |
| Investment Earnings Or Losses | $3,806,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $701,273 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,836 | AdministrativeExpensesAmt |
| End Year Balance | $20,765,213 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,849,630 | BeginningYearBalanceAmt |
| Contributions | $983,653 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,232,948 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $678,268 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,023 | AdministrativeExpensesAmt |
| End Year Balance | $16,921,044 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,090,643 | BeginningYearBalanceAmt |
| Contributions | $1,206,565 | ContributionsAmt |
| Investment Earnings Or Losses | $175,481 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $620,009 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,050 | AdministrativeExpensesAmt |
| End Year Balance | $17,849,630 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06150 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.43100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $112,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $2,852,713 | F |
| ALTERNATIVE INVESTMENTS | $1,543,664 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,396,377 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,782,670 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,434,937 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,434,937 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,347,733 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $316,408 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $316,408 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,664,141 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,727,468 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,727,468 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $316,408 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $316,408 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,043,876 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE EDUCATIONAL FOUNDATION IS THE CUSTODIAN OF INVESTMENTS HELD FOR THE CALIFORNIA STATE UNIVERSITY, EAST BAY ALUMNI ASSOCIATION. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. |
| PART X, LINE 2: | THE EDUCATIONAL FOUNDATION IS EXEMPT FROM FEDERAL AND STATE CORPORATE INCOME TAXES UNDER INTERNAL REVENUE SERVICE (IRS) CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION SERVICE CODE 23701D. IN ADDITION, THE EDUCATIONAL FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). HOWEVER, THE EDUCATIONAL FOUNDATION REMAINS SUBJECT TO TAXES ON ANY NET INCOME WHICH IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND UNRELATED TO ITS EXEMPT PURPOSE. THE EDUCATIONAL FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. THE EDUCATIONAL FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. THE EDUCATIONAL FOUNDATION'S FEDERAL INCOME TAX AND INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THE RETURNS WERE FILED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY EAST BAY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25800 CARLOS BEE BLVD | AddressLine1Txt |
| City | HAYWARD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 946390556 | RecipientEIN |
| IRC Section | CSU, EAST BAY | IRCSectionDesc |
| Cash Grant | $2,577,536 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO SUPPORT THE UNIVERSITY AND ITS STUDENTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CALIFORNIA STATE UNIVERSITY EAST BAY PREPARES A MONTHLY RECONCILIATION REPORT FOR CAL STATE EAST BAY EDUCATIONAL FOUNDATION TO SHOW THAT ALL CONTRIBUTIONS ARE RECORDED IN THE CORRECT FUNDS WHERE THEY CAN BE SPENT FOR THEIR INTENDED USE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $484,104 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S BROKERAGE FIRM SELLS THE PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED IN JANUARY 2023 TO REDUCE THE TERM OF OFFICE FOR TRUSTEES FROM 4 YEARS TO 3 YEARS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 WAS REVIEWED LINE BY LINE BY THE PRESIDENT AND TREASURER AND THEN SIGNED BY THE TREASURER. AFTER THE PRESIDENT AND THE TREASURER APPROVED THE FINAL DRAFT OF THE FORM 990, THE ORGANIZATION CREATED A PDF OF THE FORM AND EMAILED IT TO THE MEMBERS OF THE GOVERNING BODY BEFORE SUBMISSION OF THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CONFLICT OF INTEREST STATEMENTS ARE COLLECTED AND REVIEWED EACH YEAR. THE BOARD MEMBERS, OFFICERS AND CONTRACTED CONSULTANTS OF CAL STATE EAST BAY EDUCATIONAL FOUNDATION ARE COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, WHICH COMPLIES WITH THE CONFLICT OF INTEREST REQUIREMENTS SET FORTH IN THE COMPILATION OF POLICIES AND PROCEDURES FOR CALIFORNIA STATE UNIVERSITY AUXILIARY ORGANIZATIONS (SECTION 6.1.1) AND THE CALIFORNIA EDUCATION CODE (SECTIONS 89906 TO 89908). TRANSACTIONS IN WHICH A BOARD MEMBER HAS A CONFLICT OF INTEREST ARE PROHIBITED UNLESS (A) THE CONFLICT IS DISCLOSED TO THE BOARD AND NOTED IN THE MINUTES, (B) THE TRANSACTION IS JUST AND REASONABLE TO THE ORGANIZATION, AND (C) THE BOARD THEREAFTER VOTES TO APPROVE THE TRANSACTION. THE INDIVIDUAL WITH THE CONFLICT MAY NOT ATTEMPT TO INFLUENCE THE OTHER BOARD MEMBERS IN RELATION TO THE TRANSACTION AND DOES NOT PARTICIPATE IN THE VOTE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FOR INSPECTION DURING BUSINESS HOURS AT THE ORGANIZATION'S HEADQUARTERS AND ARE ALSO AVAILABLE ONLINE AT WWW.CSUEASTBAY.EDU/GIVING/EDUCATIONAL-FOUNDATION/IMPORTANT- INFO.HTML. |
| FORM 990, PART XII, LINE 2C: | THE AUTHORITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. |