2025-05-09T14:05:12-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 60 SOUTH MARKET STREET SUITE 1550 SAN JOSE CA 95113 990 2023-07-01 946128893 CAL STATE EAST BAY EDUCATIONAL FOUNDATION CALS 5108853834 25800 CARLOS BEE BLVD SA 2750 HAYWARD CA 94542 MYESHIA ARMSTRONG TREASURER 5108853834 2025-05-08 1 1 SHALINI SAIDHA P01959812 4082941025 2025-05-03 2023 2025-03-06 01:10:19Z EVELYN BUCHANAN 25800 CARLOS BEE BLVD SA 2750 HAYWARD CA 94542 12965887 0 X WWW.CSUEASTBAY.EDU/GIVING/INDEX.HTML X 1963 CA MANAGE RESTRICTED AND UNRESTRICTED GIFTS BENEFITING CALIFORNIA STATE UNIVERSITY EAST BAY. 34 34 0 35 0 0 19351043 6901543 263025 308953 50073 1419196 0 0 19664141 8629692 2577536 19192640 0 0 0 0 0 0 0 466340 545306 3043876 19737946 16620265 -11108254 44917291 34467354 31049 113110 44886242 34354244 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. 0 0 19192640 19192640 308953 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. 19192640 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X NICOLE YU 5108857450 25800 CARLOS BEE BLVD SA 2750 HAYWARD CA 94542 X EVELYN BUCHANAN PRESIDENT & CSU EAST BAY VP 7.00 X X 0 0 0 JOHAN KLEHS CHAIR 5.00 X X 0 0 0 LINDA RENTERIA VICE CHAIR 2.00 X X 0 0 0 MYESHIA ARMSTRONG TREASURER & CSU EAST BAY VP/CFO 2.00 X X 0 0 0 JAMES SONGEY SECRETARY 2.00 X X 0 0 0 BETTE FELTON IMMEDIATE PAST CHAIR 2.00 X 0 0 0 JACK ACOSTA TRUSTEE 2.00 X 0 0 0 ANUPAMA ANANATHARAMAN TRUSTEE 2.00 X 0 0 0 RUTH BLEY TRUSTEE 2.00 X 0 0 0 NOLAN CALARA TRUSTEE 2.00 X 0 0 0 RICHARD CARSON TRUSTEE 2.00 X 0 0 0 MICHAEL COKE TRUSTEE 2.00 X 0 0 0 RANDALL DAVIS TRUSTEE 2.00 X 0 0 0 PATRICK DEVINE TRUSTEE 2.00 X 0 0 0 EVELYN DILSAVER TRUSTEE 2.00 X 0 0 0 KIM GREER TRUSTEE & CSU EAST BAY PROVOST & VP 2.00 X 0 0 0 JAMES HANNAN TRUSTEE 2.00 X 0 0 0 LARRY HILTY TRUSTEE 2.00 X 0 0 0 DR DEREK JACKSON-KIMBALL FACULTY TRUSTEE 2.00 X 0 0 0 WALT JACOBS TRUSTEE CSU EAST BAY PROVOST & VP THRU 11/23 2.00 X 0 0 0 JENNY LINTON TRUSTEE 2.00 X 0 0 0 PAIGE LUBEN TRUSTEE (ALUMNI ASS. PRESIDENT) 2.00 X 0 0 0 KUMAR MALAVALLI TRUSTEE 2.00 X 0 0 0 LOUIS MIRAMONTES TRUSTEE 2.00 X 0 0 0 NITU NANDA TRUSTEE 2.00 X 0 0 0 CHERRIE NANNINGA TRUSTEE 2.00 X 0 0 0 JANET OWEN TRUSTEE 2.00 X 0 0 0 MARVIN REMMICH TRUSTEE 2.00 X 0 0 0 ROSIE RIOS TRUSTEE 2.00 X 0 0 0 CATHY SANDEEN TRUSTEE & CSU EAST BAY PRESIDENT 2.00 X 0 0 0 AMY SCHIOLDAGER TRUSTEE 2.00 X 0 0 0 ROBERT SCRIBNER TRUSTEE 2.00 X 0 0 0 RICHARD SHERRATT TRUSTEE 2.00 X 0 0 0 GARY WALLACE TRUSTEE 2.00 X 0 0 0 ALLEN WARREN TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 MORGAN STANLEY 1333 N CALIFORNIA BLVD STE 133 WALNUT CREEK CA 94596 INVESTMENT MANAGEMENT 115613 1 6901543 1059603 6901543 ENDOWMENT ADMIN FEE REVENUE 611700 190903 190903 GA/DP FEE REVENUE 611700 118050 118050 308953 521876 521876 5233515 4336195 897320 897320 897320 8629692 308953 0 1419196 19192640 19192640 22375 22375 306505 306505 103676 103676 80536 80536 1009 1009 8635 8635 1232 1232 12707 12707 7134 7134 MEMBERSHIP DUES 1497 1497 19737946 19192640 545306 0 9184406 1360944 1918190 623467 13648225 11310996 371804 474719 124707 124707 0 0 15398289 16308642 4396377 4363171 25415 44917291 34467354 31049 86751 0 26359 31049 113110 X 0 0 0 288 44886242 34353956 44886242 34354244 44917291 34467354 -11108254 576256 0 X X 0 1 X 1 0 X 2408553 2881734 8575334 19351043 6901543 40118207 2408553 2881734 8575334 19351043 6901543 40118207 12437666 27680541 443074 393465 491465 460807 521876 2310687 42428894 1310535 0.65240 0.74400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 616142 57530 31701 641971 0 30043026 6382481 1688947 743644 15930435 204 21440171 22543519 7123897 1168602 769860 22671 461 30043026 20765213 5098862 -2606958 711983 1615 22543519 16921044 740437 3806841 701273 1836 20765213 17849630 983653 -1232948 678268 1023 16921044 0.09610 0.77800 0.12590 1 0 124707 124707 0 0 MUTUAL FUNDS 3042891 F ALTERNATIVE INVESTMENTS 1320280 F 4363171 SUBSCRIPTIONS PAYABLE 25127 DUE FROM EC001 1232 26359 X 8898211 576256 576256 8321955 306505 1232 307737 8629692 19430209 0 19430209 306505 1232 307737 19737946 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 1,232. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 1,232. 1 CALIFORNIA STATE UNIVERSITY EAST BAY 25800 CARLOS BEE BLVD HAYWARD CA 94542 946390556 GOVERNMENT 19192640 0 N/A N/A TO SUPPORT THE UNIVERSITY AND ITS STUDENTS 1 0 PART I, LINE 2: 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. X 11 1059603 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED IS BASED ON THE NUMBER OF DONATIONS RECEIVED FROM CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A THE FOUNDATION SHALL HAVE STANDING COMMITTEES AND OTHER SUCH SPECIAL COMMITTEES AS THE CHAIR AND/OR THE BOARD DEEMS NECESSARY OR DESIRABLE. THE CHAIR OF THE FOUNDATION BOARD SHALL APPOINT THE CHAIR AND THE MEMBERS OF EACH COMMITTEE. WITH THE EXCEPTION OF THE EXECUTIVE COMMITTEE AND THE GOVERNANCE COMMITTEE, INDIVIDUALS WITH EXPERTISE IN GIVEN AREAS MAY SERVE AS CONSULTING MEMBERS AND VOTE ON ANY COMMITTEES OF THE BOARD, WITH THE APPROVAL OF THE CHAIR OF THE FOUNDATION IN CONSULTATION WITH THE RELEVANT COMMITTEE CHAIR. THE MAJORITY OF THE MEMBERS OF ANY COMMITTEE MUST ALWAYS BE FOUNDATION TRUSTEES. THE CHAIR AND THE PRESIDENT OF THE FOUNDATION SHALL BE EX-OFFICIO VOTING MEMBERS OF ALL COMMITTEES EXCEPT THE CHAIR SHALL NOT HAVE A VOTE ON THE GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATIONS INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. 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 THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, EXEMPT EMPLOYEES AND CONTRACTED CONSULTANTS OF THE ORGANIZATION. 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). THE FACT OF SUCH FINANCIAL INTEREST IS DISCLOSED OR KNOWN TO THE GOVERNING BOARD AND NOTED IN THE MINUTES, AND THE GOVERNING BOARD THEREAFTER AUTHORIZES, APPROVES, OR RATIFIES THE CONTRACT OR TRANSACTION IN GOOD FAITH BY A VOTE SUFFICIENT FOR THE PURPOSE WITHOUT COUNTING THE VOTE OR VOTES OF SUCH FINANCIALLY INTEREST MEMBER OF MEMBERS, AND (B) THE CONTRACT OR TRANSACTION IS JUST AND REASONABLE AS TO THE AUXILLARY ORGANIZATION AT THE TIME IT IS AUTHORIZED OR APPROVED. 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 HTTPS://WWW.CSUEASTBAY.EDU/GIVING/EDUCATIONAL-FOUNDATION/IMPORTANT-INFO.HTML FORM 990, PART XII, LINE 2C: THE PROCESS AND OVERSIGHT FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.