2024-05-14T14:21:48-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 810564387 EAST BAY FOUNDATION ON AGING EAST 5108363223 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 ANNE WARNER-REITZ PRESIDENT 5108363223 2024-05-13 1 ANNE WARNER-REITZ 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNE WARNER-REITZ 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 287286 0 X N/A X 2002 CA TO IMPROVE THE QUALITY OF LIFE OF THE ELDERLY THROUGH GRANTS TO NONPROFIT ORGS IN THE EAST BAY. 7 5 0 7 0 0 5000 5052 0 0 1176915 282234 0 0 1181915 287286 345000 390000 0 0 0 0 0 0 0 199317 202101 544317 592101 637598 -304815 11919500 12678822 80 800 11919420 12678022 X THE MISSION OF THE EAST BAY FOUNDATION ON AGING IS TO IMPROVE THE QUALITY OF LIFE OF THE ELDERLY THROUGH GRANTS TO NONPROFIT ORGANIZATIONS IN THE EAST BAY. INITIAL PRIORITIES INCLUDE DIRECT SERVICE, TRAINING, AND CAPACITY BUILDING GRANTS TO ORGANIZATIONS SERVING ELDERLY WOMEN, OAKLAND RESIDENTS, AND/OR UTILIZING AN INTERGENERATIONAL APPROACH. 0 0 451310 390000 0 EAST BAY FOUNDATION ON AGING COMPLETED A FULL ROUND OF GRANTS, GRANTING $390,000 TO 13 ORGANIZATIONS SUPPORTING THE QUALITY OF LIFE OF THE ELDERLY IN THE EAST BAY. 451310 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X GENEVIEVE ZARAGOZA 5108363223 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 ANNE WARNER-REITZ PRESIDENT 1.00 0.00 X X 0 0 0 BARBARA SANDOVAL TERRAZAS BOARD MEMBER 1.00 0.00 X 0 0 0 DIANNE OMI BOARD MEMBER 1.00 0.00 X 0 0 0 ALBERTO ORTEGA HINOJOSA BOARD MEMBER 1.00 0.00 X 0 0 0 MARY LOUISE ZERNICKE BOARD MEMBER 1.00 0.00 X 0 0 0 PETER SZUTU THRU 123122 BOARD MEMBER 1.00 0.00 X 0 0 0 ALAN STEIN THRU 51723 BOARD MEMBER 1.00 0.00 X 0 0 0 GENEVIEVE ZARAGOZA TREASURER 1.00 39.00 X X 0 142432 43886 ANOOP KAUR SECRETARY 1.00 39.00 X X 0 135982 16130 0 278414 60016 0 0 1 0 0 5052 5052 241063 241063 41171 0 41171 41171 41171 287286 0 0 282234 390000 390000 120378 60189 60189 9200 9200 35466 35466 35310 35310 281 281 311 311 34 34 1121 1121 592101 451310 140791 0 11919500 12678822 11919500 12678822 0 800 80 0 80 800 X 10033297 10683269 1886123 1994753 11919420 12678022 11919500 12678822 -304815 1063417 0 X X 0 1 X 1 0 X X 1 EAST BAY COMMUNITY FOUNDATION 946070996 7 1 510378 0 1 510378 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 11919420 5052 1345651 390000 61310 140791 12678022 14200670 5000 -1741933 345000 76321 122996 11919420 11414029 2103 3353062 395000 65620 107904 14200670 11878511 288236 569824 68619 114275 11414029 12339370 139664 440000 66872 93651 11878511 0.84266 0.09650 0.06084 0 1 1 0 X PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF THE EAST BAY FOUNDATION ON AGING. PART X, LINE 2: THE FOUNDATION AND ITS CONSOLIDATED SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. IN ADDITION, THEY HAVE EACH RECEIVED A DETERMINATION FROM THE IRS THAT THEY ARE NOT PRIVATE FOUNDATIONS. AS OF JUNE 30, 2023 AND 2022, MANAGEMENT EVALUATED THE FOUNDATION'S AND ITS CONSOLIDATED SUPPORTING ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY EACH HAD MAINTAINED THEIR TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 ALZHEIMER'S SERVICES OF THE EAST BAY 2320 CHANNING WAY BERKELEY CA 94704 943081330 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED CRISIS SUPPORT SERVICES OF ALAMEDA COUNTY PO BOX 3120 OAKLAND CA 94609 941635658 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED DAYBREAK ADULT CARE CENTERS 510 17TH ST STE 200 OAKLAND CA 94612 204704743 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED ETHIOPIAN COMMUNITY AND CULTURAL CENTER 6116 TELEGRAPH AVE OAKLAND CA 94609 943403208 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED J-SEI 1285 66TH STREET EMERYVILLE CA 94608 942496799 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED LEGAL ASSISTANCE FOR SENIORS 333 HEGENBERGER RD STE 850 OAKLAND CA 94621 942941697 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED MERCY RETIREMENT AND CARE CENTER 3431 FOOTHILL BLVD OAKLAND CA 94601 941156579 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED MEALS ON WHEELS OF ALAMEDA COUNTY 1721 BROADWAY 201 OAKLAND CA 94612 942651065 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED SERVICE OPPORTUNITY FOR SENIORS 2235 POLVOROSA AVE STE 260 SAN LEANDRO CA 94577 941725204 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED ST MARY'S CENTER PO BOX 23403 OAKLAND CA 94623 680172229 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED THE RECARES NETWORK 2619 BROADWAY OAKLAND CA 94612 943213876 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED UNITED SENIORS OF OAKLAND AND ALAMEDA COUNTY 7200 BANCROFT AVE STE 270 OAKLAND CA 94605 943092404 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED VIETNAMESE AMERICAN COMMUNITY CENTER OF THE EAST BAY 655 INTERNATIONAL BLVD OAKLAND CA 94606 205358946 501(C)(3) 30000 0 GENERAL SUPPORT TO SERVE SENIORS IN AREAS OF HIGH NEED 13 0 PART I, LINE 2: ORGANIZATIONS REQUESTING GRANT FUNDS ARE REQUIRED TO SUBMIT AN INITIAL APPLICATION EXPLAINING THE INTENDED USE OF THE FUNDS. ORGANIZATIONS THAT ARE AWARDED GRANTS ARE REQUIRED TO SUBMIT REPORTS TO THE EAST BAY FOUNDATION ON AGING THAT PROVIDE DETAILS REGARDING THE ACTUAL USE OF THE GRANTED FUNDS. 0 0 0 0 0 0 0 0 0 GENEVIEVE ZARAGOZA TREASURER 0 142432 0 0 0 0 0 5081 0 38805 0 186318 0 0 ANOOP KAUR SECRETARY 0 135982 0 0 0 0 0 2378 0 13752 0 152112 0 0 PART I, LINE 3 EAST BAY COMMUNITY FOUNDATION, RELATED ORGANIZATION OF EAST BAY FOUNDATION ON AGING, UTILIZES COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION OF THE CEO. FORM 990, PART VI, SECTION A, LINE 7A EAST BAY FOUNDATION ON AGING IS A TYPE I SUPPORTING ORGANIZATION OF THE EAST BAY COMMUNITY FOUNDATION (EBCF). EBCF IS A PUBLIC CHARITY DESCRIBED IN INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND 170(B)(1)(A)(VI). THE TYPE I RELATIONSHIP IS MAINTAINED BY VIRTUE OF THE FACT THAT EBCF HAS THE POWER TO APPOINT/REMOVE MEMBERS OF THE GOVERNING BODY OF EAST BAY FOUNDATION ON AGING. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE INTERIM CHIEF FINANCIAL OFFICER OF EBCF. THE INTERIM CHIEF FINANCIAL OFFICER REVIEWED THE RETURN AND FORWARDED THE FORM 990 TO THE OTHER BOARD MEMBERS PRIOR TO FILING. IF THE BOARD MEMBERS HAD QUESTIONS, THE INTERIM CHIEF FINANCIAL OFFICER OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS BEFORE SUBMITTING THE FORM 990 TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST (COI) POLICY QUESTIONNAIRES ARE DISTRIBUTED ANNUALLY TO OFFICERS AND DIRECTORS. THEY RETURN THE QUESTIONNAIRE AND CONFIRM IN WRITING THEIR COI STATUS. EAST BAY FOUNDATION ON AGING REQUIRES ITS DIRECTORS AND OFFICERS TO DISCLOSE ALL INTERESTS THAT THEY OR A FAMILY MEMBER HAS IN OTHER FOR-PROFIT OR NONPROFIT ENTITIES OR INTERESTS THAT MIGHT EXIST AMONG DIRECTORS AND OFFICERS WHERE IT IS FORESEEABLE THAT THE FOUNDATION MAY ENTER INTO A CONTRACT OR AWARD A GRANT OR HAVE OTHER BUSINESS OR FINANCIAL DEALINGS WITH THE ENTITY. THIS SHALL INCLUDE, BUT NOT BE LIMITED TO, FINANCIAL INTERESTS, OFFICER POSITIONS, DIRECTORSHIPS, AND OTHER SIMILAR SUBSTANTIAL INTERESTS IN ANY SUCH ENTITIES. IF A CONFLICT OR POTENTIAL CONFLICT IS IDENTIFIED THEN THE OFFICER OR BOARD MEMBER WOULD RECUSE THEMSELVES FOR ANY VOTE ON THE MATTER BEFORE THE BOARD OR COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D). FORM 990, PART XII, LINE 2C: EAST BAY FOUNDATION ON AGING IS INCLUDED IN A CONSOLIDATED AUDIT WITH THE EAST BAY COMMUNITY FOUNDATION (EBCF). THE ORGANIZATION UTILIZES THE EBCF AUDIT AS ITS OWN. THE AUDIT COMMITTEE OF EBCF HAS OVERSIGHT OF ALL ENTITIES INCLUDED IN THE CONSOLIDATED AUDIT. EAST BAY COMMUNITY FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 946070996 COMMUNITY SUPPORT CA 501(C)(3) LINE 7 N/A 0 EBCF PROPERTIES 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 943315846 SUPPORT EAST BAY COMMUNITY FOUNDATION CA 501(C)(3) LINE 12A, I EAST BAY COMMUNITY FOUNDATION 0 HELZEL FAMILY FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 942597088 GRANTS TO NON-PROFIT ENTITIES IN SUPPORT OF THE EASY BAY COMM FDN CA 501(C)(3) LINE 12A, I EAST BAY COMMUNITY FOUNDATION 0 MODEL TRANSITIONS FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 912168651 GRANTS IN SUPPORT OF THE EAST BAY COMMUNITY FOUNDATION CA 501(C)(3) LINE 12A, I EAST BAY COMMUNITY FOUNDATION 0 CHARITABLE REMAINDER UNITRUST (5) INVESTMENTS CA EAST BAY COMMUNITY FOUNDATION T 0 POOLED INCOME FUND INVESTMENTS CA EAST BAY COMMUNITY FOUNDATION T 0 CHARITABLE LEAD ANNUITY TRUST (1) INVESTMENTS CA EAST BAY COMMUNITY FOUNDATION T 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0