2025-05-14T20:19:09-05:00 2024-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 810564387 EAST BAY FOUNDATION ON AGING EAST 5108363223 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 SCOTT MEANS PRESIDENT 5108363223 2025-05-14 1 1 MAGA E KISRIEV P01008919 4089988400 2023 2025-03-06 01:10:19Z SCOTT MEANS 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 559411 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. 10 8 0 9 0 0 5052 2140 0 0 282234 557271 0 0 287286 559411 390000 530000 0 0 0 0 0 0 0 202101 186882 592101 716882 -304815 -157471 12678822 13407441 800 37059 12678022 13370382 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 595169 530000 0 EAST BAY FOUNDATION ON AGING COMPLETED A FULL ROUND OF GRANTS, GRANTING $530,000 TO 17 ORGANIZATIONS SUPPORTING THE QUALITY OF LIFE OF THE ELDERLY IN THE EAST BAY. 595169 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 10 8 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 GENEVIEVE ZARAGOZA TREASURER 1.00 39.00 X X 0 184465 43169 ANOOP KAUR SECRETARY (THRU 5/2/24) 1.00 39.00 X X 0 180837 19568 ALEXANDRIA COOLEY SECRETARY 1.00 39.00 X X 0 116034 31257 ANNE WARNER-REITZ PRESIDENT 1.00 0.00 X X 0 0 0 SCOTT MEANS BOARD MEMBER 1.00 0.00 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 MAY LYNN TAN BOARD MEMBER 1.00 0.00 X 0 0 0 MARIANITA MACABINGULL BOARD MEMBER (THRU 5/2/24) 1.00 0.00 X 0 0 0 TERRI DUNN BOARD MEMBER 1.00 0.00 X 0 0 0 0 481336 93994 0 0 1 0 0 2140 2140 524568 524568 32703 0 32703 32703 32703 559411 0 0 557271 530000 530000 127422 63711 63711 9500 9500 40645 40645 7500 7500 249 249 108 108 1458 1458 716882 595169 121713 0 12678822 13407441 12678822 13407441 800 37059 800 37059 X 10683269 11263807 1994753 2106575 12678022 13370382 12678822 13407441 -157471 849831 0 X X 0 1 X 1 0 X X 1 EAST BAY COMMUNITY FOUNDATION 946070996 7 1 657422 0 1 657422 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 12678022 2140 1407102 530000 65169 121713 13370382 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 0.84245 0.15755 0.00000 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, 2024 AND 2023, 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 COMMUNITY HEALTH AND WELLNESS INC 4013 TELEGRAPH AVE SUITE 161 OAKLAND CA 946092469 883480753 501(C)(3) 25000 0 GENERAL SUPPORT DAYBREAK ADULT CARE CENTERS 510 17TH STREET SUITE 200 OAKLAND CA 94612 204704743 501(C)(3) 30000 0 GENERAL SUPPORT EAST OAKLAND COLLECTIVE PO BOX 5382 OAKLAND CA 94605 825096245 501(C)(3) 30000 0 GENERAL SUPPORT INTERTRIBAL FRIENDSHIP HOUSE 523 INTERNATIONAL BLVD OAKLAND CA 94606 946042089 501(C)(3) 20000 0 GENERAL SUPPORT J-SEI 1285 66TH STREET EMERYVILLE CA 94608 942496799 501(C)(3) 35000 0 GENERAL SUPPORT LEGAL ASSISTANCE FOR SENIORS 333 HEGENBERGER ROAD SUITE 850 OAKLAND CA 94621 942941697 501(C)(3) 35000 0 GENERAL SUPPORT MERCY RETIREMENT AND CARE CENTER 3431 FOOTHILL BLVD OAKLAND CA 94601 941156579 501(C)(3) 35000 0 GENERAL SUPPORT OAKLAND LGBTQ COMMUNITY CENTER 490 LAKEPARK AVE 10530 OAKLAND CA 946108019 822258008 501(C)(3) 30000 0 GENERAL SUPPORT PEERS ENVISIONING AND ENGAGING IN RECOVERY SERVICES 8393 CAPWELL DRIVE 240 OAKLAND CA 94621 710867031 501(C)(3) 30000 0 GENERAL SUPPORT THE RECARES NETWORK 2619 BROADWAY OAKLAND CA 94612 943213876 501(C)(3) 45000 0 GENERAL SUPPORT, SPECIAL TECHNICAL ASSISTANCE GRANT SENIOR SERVICES COALITION OF ALAMEDA COUNTY 1721 BROADWAY 201 OAKLAND CA 94612 942651065 501(C)(3) 35000 0 GENERAL SUPPORT SERVICE OPPORTUNITY FOR SENIORS 2235 POLVOROSA AVE STE 260 SAN LEANDRO CA 94577 941725204 501(C)(3) 30000 0 GENERAL SUPPORT ST MARY'S CENTER PO BOX 23403 OAKLAND CA 94623 680172229 501(C)(3) 35000 0 GENERAL SUPPORT UNITED SENIORS OF OAKLAND AND ALAMEDA COUNTY 7200 BANCROFT AVE SUITE 270 OAKLAND CA 94605 943092404 501(C)(3) 40000 0 GENERAL SUPPORT, SPECIAL TECHNICAL ASSISTANCE GRANT THE UNITY COUNCIL 1900 FRUITVALE AVENUE SUITE 2A OAKLAND CA 94601 941670490 501(C)(3) 30000 0 GENERAL SUPPORT VIETNAMESE AMERICAN COMMUNITY CENTER OF THE EAST BAY 655 INTERNATIONAL BLVD OAKLAND CA 94606 205358946 501(C)(3) 30000 0 GENERAL SUPPORT ALZHEIMER'S SERVICES OF THE EAST BAY 2320 CHANNING WAY BERKELEY CA 947042202 943081330 501(C)(3) 15000 0 SUPPORTING ASEB'S LONG-TERM SUSTAINABILITY 17 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 184465 0 0 0 0 0 9236 0 33933 0 227634 0 0 ANOOP KAUR SECRETARY (THRU 5/2/24) 0 180837 0 0 0 0 0 2604 0 16964 0 200405 0 0 PART I, LINE 3 EAST BAY COMMUNITY FOUNDATION, RELATED ORGANIZATION OF EAST BAY FOUNDATION ON AGING, UTILIZES COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, 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 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 (3) 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