2024-05-14T18:25:48-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 912168651 MODEL TRANSITIONS FOUNDATION C/O EAST BAY COMMUNITY FOUNDATION GONZ 5108363223 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 BRANDI HOWARD PRESIDENT/CEO 5108363223 2024-05-13 1 BRANDI HOWARD 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRANDI HOWARD 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 8273 0 X N/A X 2001 CA TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE EAST BAY COMMUNITY FOUNDATION. 5 2 0 2 0 0 0 0 0 0 48682 8273 0 0 48682 8273 150000 150000 0 0 0 0 0 0 0 15336 11757 165336 161757 -116654 -153484 426273 305284 0 0 426273 305284 NONE. THE UNADOPTED MISSION IS TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE EAST BAY COMMUNITY FOUNDATION. 0 0 152933 150000 0 TO PROVIDE FINANCIAL SUPPORT TO EAST BAY COMMUNITY FOUNDATION (EBCF) TO SUPPORT ITS PHILANTHROPIC MISSION; SUPPORT GRANTEE ORGANIZATIONS THAT PROVIDE EDUCATIONAL SERVICES AND ECONOMIC DEVELOPMENT TO INDIVIDUALS AND COMMUNITIES WITHIN THE EAST BAY. 152933 1 0 0 0 0 0 0 0 0 0 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 5 2 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 AMY SLATER DIRECTOR 1.00 0.00 X 0 0 0 MARK FRIEDMAN DIRECTOR 1.00 2.00 X 0 0 0 BRANDI HOWARD PRESIDENT/CEO (STARTED 11/14/22) 1.00 39.00 X X 0 40490 3439 GENEVIEVE ZARAGOZA INTERIM CFO 1.00 39.00 X X 0 142432 43886 VALERIE RED-HORSE MOHL SR ADVR (CFO/SEC/TREAS THRU 3/6/23) 1.00 39.00 X X 0 236986 61751 0 419908 109076 0 0 1 0 0 7547 7547 726 0 726 726 726 8273 0 0 8273 150000 150000 5866 2933 2933 4700 4700 1166 1166 25 25 161757 152933 8824 0 426273 305284 426273 305284 0 0 X 426273 305284 426273 305284 426273 305284 -153484 32495 0 X X 0 1 X 1 0 X X 1 EAST BAY COMMUNITY FOUNDATION 946070996 7 1 155866 0 1 155866 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 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 EAST BAY COMMUNITY FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 946070996 501(C)(3) 150000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: BEFORE ISSUING GRANTS, THE FOUNDATION VERIFIES THAT THE RECEIVING ORGANIZATION IS A 501(C)(3) ORGANIZATION OR EXPENDITURE RESPONSIBILITY ANALYSIS IS COMPLETED. GRANTEE ALSO SUBMITS INTERIM AND FINAL BUDGETS AND REPORTS IF GRANT SIZE OR COMPLEXITY WARRANTS IT. 0 0 0 0 0 0 0 0 0 VALERIE RED-HORSE MOHL SR ADVR (CFO/SEC/TREAS THRU 3/6/23) 0 236986 0 0 0 0 0 9583 0 52168 0 298737 0 0 GENEVIEVE ZARAGOZA INTERIM CFO 0 142432 0 0 0 0 0 5081 0 38805 0 186318 0 0 PART I, LINE 3 EAST BAY COMMUNITY FOUNDATION, RELATED ORGANIZATION OF MODEL TRANSITIONS FOUNDATION, UTILIZES COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION OF THE CEO. FORM 990, PART VI, SECTION A, LINE 7A MODEL TRANSITIONS FOUNDATION 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 MODEL TRANSITIONS FOUNDATION. 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 A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED ANNUALLY TO OFFICERS AND DIRECTORS. EACH PERSON RETURNS THE QUESTIONNAIRE AND CONFIRMS IN WRITING THEIR COI STATUS. MODEL TRANSITIONS FOUNDATION REQUIRES ITS DIRECTORS AND OFFICERS TO DISCLOSE ALL INTEREST THAT THEY OR THEIR FAMILY MEMBERS HAVE 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 FROM ANY VOTE ON THE MATTER BEFORE THE BOARD OR COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XII, LINE 2C: MODEL TRANSITIONS FOUNDATION 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 THE 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 EAST BAY COMM FDN CA 501(C)(3) LINE 12A, I EAST BAY COMMUNITY FOUNDATION 0 EAST BAY FOUNDATION ON AGING 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 810564387 SUPPORT 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 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0