2026-04-23T11:04:33-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2024-07-01 946128893 CAL STATE EAST BAY EDUCATIONAL FOUNDATION CALS 5108853834 25800 CARLOS BEE BLVD SA 2750 HAYWARD CA 94542 EVELYN BUCHANAN PRESIDENT 5108853834 2026-04-21 1 1 SARAH HINTZ P00492291 7196350330 2026-04-08 2024 2025-03-06 01:10:19Z EVELYN BUCHANAN 25800 CARLOS BEE BLVD SA 2750 HAYWARD CA 94542 17577967 0 X WWW.CSUEASTBAY.EDU/GIVING/INDEX.HTML X 1963 CA MANAGE RESTRICTED AND UNRESTRICTED GIFTS BENEFITING CALIFORNIA STATE UNIVERSITY EAST BAY. 33 33 0 33 0 0 6901543 6739654 308953 471873 1419196 2643231 0 0 8629692 9854758 19192640 10331982 0 0 0 0 0 0 0 545306 693193 19737946 11025175 -11108254 -1170417 34467354 33299279 113110 185436 34354244 33113843 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 10331982 10331982 471873 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. 10331982 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 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X NICOLE YU 5108857363 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 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 STUDENT TRUSTEE (ASI PRESIDENT) 2.00 X 0 0 0 RICHARD CARSON TRUSTEE 2.00 X 0 0 0 MICHAEL COKE TRUSTEE 2.00 X 0 0 0 ARISTIDE COLLINS TRUSTEE 2.00 X 0 0 0 RANDALL DAVIS TRUSTEE 2.00 X 0 0 0 BETTE FELTON IMMEDIATE PAST CHAIR 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 DEREK JACKSON KIMBALL TRUSTEE (FACULTY) 2.00 X 0 0 0 JENNY LINTON TRUSTEE 2.00 X 0 0 0 PAIGE LUBEN TRUSTEE (ALUMNI ASSOC. 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 LEONA TANG TRUSTEE 2.00 X 0 0 0 GARY WALLACE 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 127457 1 6739654 2440264 6739654 GA/DP FEE REVENUE 900099 266097 266097 ENDOWMENT ADMIN FEE RE 900099 205776 205776 471873 740382 740382 9626058 7723209 1902849 1902849 1902849 9854758 471873 0 2643231 10331982 10331982 26660 26660 333266 333266 288958 288958 6121 6121 1625 1625 10338 10338 754 754 12707 12707 7971 7971 MEMBERSHIP DUES 4793 4793 11025175 10331982 693193 0 1360944 543757 623467 714119 11310996 5167152 474719 428084 112000 112000 0 0 16308642 21040665 4363171 5392795 25415 12707 34467354 33299279 86751 172350 26359 13086 113110 185436 X 0 0 288 212 34353956 33113631 34354244 33113843 34467354 33299279 -1170417 -69984 0 X X 0 1 X 1 0 X 2881734 8575334 19351043 6901543 6739654 44449308 2881734 8575334 19351043 6901543 6739654 44449308 22726267 21723041 393465 491465 460807 521876 740382 2607995 47057303 1580826 0.46160 0.65240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 641971 186885 31628 797228 0 21440171 9882905 2439338 766757 6332482 315645 26347530 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 0.18360 0.70700 0.10940 1 0 112000 112000 0 0 MUTUAL FUNDS 4049435 F ALTERNATIVE INVESTMENTS 1343360 F 5392795 SUBSCRIPTIONS PAYABLE 13086 13086 X 9450755 -69984 -69984 9520739 333265 754 334019 9854758 10691156 0 10691156 333265 754 334019 11025175 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 754. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 754. 1 CALIFORNIA STATE UNIVERSITY EAST BAY 25800 CARLOS BEE BLVD HAYWARD CA 94542 946390556 GOVERNMENT 10331982 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 13 2352202 FMV X THERMOMETERS 2 88062 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS MADE. 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. ANY COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD, OR IN THE BYLAWS, SHALL HAVE ALL THE AUTHORITY OF THE BOARD, EXCEPT THAT NO COMMITTEE, REGARDLESS OF BOARD RESOLUTION, MAY: 1. TAKE ANY FINAL ACTION ON MATTERS WHICH UNDER THE CALIFORNIA NONPROFIT CORPORATION LAW ALSO REQUIRES APPROVAL OF THE BOARD OF TRUSTEES; 2. FILL VACANCIES ON THE BOARD OF TRUSTEES OR IN ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD; 3. AMEND THE ARTICLES OF INCORPORATION; 4. AMEND OR REPEAL BYLAWS OR ADOPT NEW BYLAWS; 5. ADOPT THE ANNUAL BUDGET FOR THE FOUNDATION, ANY FOUNDATION POLICIES, AND ANY LONG- TERM PLANS; 6. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF TRUSTEES WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; 7. APPOINT ANY OTHER COMMITTEES OF THE BOARD OF TRUSTEES OR THE MEMBERS OF THESE COMMITTEES; 8. EXPEND FOUNDATION FUNDS TO SUPPORT A NOMINEE FOR TRUSTEE AFTER THERE ARE MORE PEOPLE NOMINATED FOR TRUSTEE THAN CAN BE ELECTED; 9. APPROVE ANY TRANSACTION (I) TO WHICH THE FOUNDATION IS A PARTY, AND ONE OR MORE TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST, OR (II) BETWEEN THE FOUNDATION AND ONE OR MORE OF ITS TRUSTEES OR BETWEEN THE FOUNDATION OR ANY PERSON IN WHICH ONE OR MORE OF ITS TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST. FORM 990, PART VI, SECTION A, LINE 7A ONLY PERSONS WHO HAVE BEEN NOMINATED FOR ELECTION BY ONE OR MORE MEMBERS OF THE BOARD AND WHOSE NOMINATION HAS BEEN APPROVED IN WRITING BY THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, EAST BAY MAY BE ELECTED AS TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED LINE BY LINE BY THE PRESIDENT AND TREASURER'S DELEGATES AND THEN SIGNED BY THE PRESIDENT. AFTER THE PRESIDENT AND THE TREASURER'S DELEGATES APPROVE THE FINAL DRAFT OF THE FORM 990, THE ORGANIZATION CREATES A PDF OF THE FORM AND EMAILS 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 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.