DocuSign Envelope ID: COB09CA1-D75A-41D3-B118-5A9A69F4026A ** PUBLIC DISCLOSURE COPY ** Return of Organization Exempt From Income Tax Do note enter socials security numbers on this form asi itr may be made public. OMBI No. 1545-0047 Open to Public Inspection Form 990 Department oft thel Treasury Internal Revenue Service Address termin- ated Under section 501(c), 527, or 4947(a)(1) of thel Internal Revenue Code (except private foundations) 2022 Go toy instructions wwwirs.gow/Form90 for and the latesti information. A For the 2022 calendar year, or tax year beginning JUL 1, 2022 and ending JUN 30, 2023 Check if. CN Name of organization change FOUNDATION, INC. change Name Doing business as D Employer identification number 94-1524922 Room/suite E Telephone number 510-885-3803 G Gross receiptss H(a) Ist this ag group return fors subordinates? H(b) Area alls subordinatesi included? Yes No H(c) Group exemption number LYear off formation: 1959 M State ofl legal domicile: CA applicable: CALIFORNIA STATE UNIVERSITY, EAST BAY Initial return Number and street (or P.O. boxi if maili is not delivered tos streeta address) Final return/ 25800 CARLOS BEE BLVD, SA 2750 City or town, state orp province, country, andz ZIP ort foreign postal code Amended return HAYWARD, CA 94542 Applica- tion FName and address of principal officer: EVELYN BUCHANAN pending SAME AS C ABOVE - Tax-exempt: status: X501/3) 501c) JI Website: WWW.CSUEASTBAY. . EDU/FOUNDATION KForm of organization: X Corporation Partl Summary 2 Check this box 23,311,669. Yes XNo (insertno.) 4947(a)(1)or 527 IF"No," attach al list. Seei instructions Trust Association Other Briefly describe the organization's mission orr most significant. activities: TO PROVIDE SERVICES THAT AID, SUPPLEMENT, AND ADVANCE THE EDUCATIONAL PURPOSES OF CSU EAST BAY. ifthe organization discontinued its operations or disposed of more than 25% ofi its net assets. 3 Number of voting members oft the governing body (Part Vi, line 1a) Number ofi independent voting members oft the governing body (Part VI, line 1b) Total number ofi individuals employed in calendar year 2022 (Part V, line 2a) Total number ofv volunteers (estimate ifr necessary) 7a Total unrelated business revenuet from Part VII, column (C), line 12 b Net unrelated business taxablei income from Form 990-T, Partl 1, line 11 8 Contributions and grants (Part VIII, line 1h) Program service revenue (Part VII, line 2g) 10 Investment income (Part VII, column (A), lines 3,4 4, and 7d) 11 Other revenue (Part VIlI, column (A), lines 5,6 6d, 8c, 9c, 10c, and 11e) 12 Total revenue addl lines 8t through 11 (must equal Part VII, column (A), line 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 14 Benefits paidt to orf for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16a Professional fundraising fees (Part IX, column (A), line 11e). b Total fundraising expenses (Part IX, column (D), line 25) 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenuel less expenses. Subtract line 181 from line 12 3 4 5 6 7a 7b 11 2 0 2 0. 0. Prior Year 334,755. 1,336,992. 112,437. 7,384,780. Current' Year 264,308. 175,903. 120,802. 6,678,154. 14,466,301. 17,750,146. 16,250,485. 18,311,159. 6,001,516. 6,192,422. 3,838,681. 4,872,001. 17,224,977. 17,742,577. 25,796,155. 29,626,055. 15,135,153. 17,203,776. 10,661,002. 12,422,279. 0. 0. 0. 0. 0. -974,492. Beginning of Current) Year 568,582. End of Year 20 Totala assets (Part) X, line 16) 21 Total liabilities (Part) X,I line 26) Part II Signature Block 22 Net assets orf fund balances. Subtract line 21 from line 20 Under penalties ofp perjurydeclaret that Ihave examined1 this return, including accompanying schedules and statements, and tot the! best ofr my knowledge and beliet, ,itis true, correct, and omplete. Declaration ofp preparer (other than officer) is based ona alli information ofv which preparer has anyk knowledgg 125/2024 ocuSignedby: Vyslua Lmstrows Sign SpnabsaaroluF. Type or print name and title Print/Type preparer's name Paid KURT BENNION, CPA Date Check if Here MYESHIA ARMSTRONG, SECRETARY/TREASURER Preparer's signature Date PTIN KURT BENNION, CPA 04/19/24 sell-employed P01469618 Preparer Firm's name CLIFTONEAESONALLEN LLP Use Only Firm's address 10700 NORTHUP WAY, SUITE 200 Mayt the IRS discuss this returny with the preparer shown above? Seei instructions 232001 12-13-22 LHA For Paperwork Reduction. Act Notice, see the separate instructions. Firm'sE EIN 41-0746749 Phone no. 425-250-6100 BELLEVUE, WA 98004 XYes No Form 990 (2022) DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 2 Part mT Statement of Program Service Accomplishments Check if Schedule O contains a response or note to anyl linei int this Part III Briefly describe the organization's mission: CSU EAST BAY FOUNDATION IS AN AUXILIARY ORGANIZATION OF CALIFORNIA STATE UNIVERSITY EAST BAY AND THE CALIFORNIA STATE UNIVERSITY SYSTEM. THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES THAT AID, SUPPLEMENT, AND ADVANCE THE EDUCATIONAL PURPOSES OF CSU EAST BAY. 2 Did the organization undertake any significant program services during the year which were notl listed ont the 3 Did the organization cease conducting, or make significant changes ink howi it conducts, any program services? prior Form 990 or 990-EZ? Yes XNo JYes XNo If" "Yes," describe theser news services on Schedule O. If" "Yes," describe these changes on Schedule O. revenue, ifa any, for each program service reported. 4 Describei the organization's program service accomplishments for each ofi its threel largest program services, asr measured bye expenses. Section! 501(c)(3) and 501(c)(4) organizations are required tor report the amount of grants and allocations to others, thet total expenses, and CSU EAST BAY FOUNDATION SERVES THE FACULTY, STUDENT BODY AND UNIVERSITY BY PROVIDING ADMINISTRATIVE AND FISCAL SERVICES FOR RESEARCH GRANTS AND 4a (Code: )(Expensess 17,760,946. includinggrants of$ 6,678,154. (Revenues 0.) CONTRACTS, AS WELL AS SPECIAL CAMPUS PROJECTS. 4b (Code: )(Expenses$ 0. includings grants of$ 0.) (Revenues 385,110.) CSU EAST BAY FOUNDATION SERVICES THE FACULTY AND STUDENT BODY BY PROVIDING SERVICES SUCH AS THE BOOK STORE TO SUPPORT CAMPUS NEEDS. 4c (Code: (Expenses$ includings grants of$ (Revenues 4d Other program services (Describe on Schedule O.) (Expensess 4e Total program service expenses 232002 12-13-22 11070419 131839 A277065 includinggantsofs 17,760,946. (Revenue$ Form 990 (2022) 3 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Part IV Checklist of Required Schedules CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 3 Yes No 1 X 2 X 3 4 5 7 8 9 X 10 11a X 11b X 11c 11d X 11e X 11f X 12a X 12b 13 14a 14b X 15 X 16 17 18 19 20a 20b 21 X Form 990 (2022) Ist the organization described ins section 501(c)(3) or 4947(a)(1) (other than ap private foundation)? Ist the organization required to complete Schedule B, Schedule of Contributors? See instructions If"Yes," complete Schedule. A. 3 Did the organization engage inc direct ori indirect political campaign activities on! behalf of ori inc opposition to candidates for Section 501(c)(3) organizations. Did the organization engage inl lobbying activities, or have a section 501(h)e election ine effect Ist the organization: a section 501(c)(4), 501(c)(5), or5 501(c)6) organization that receives membership dues, assessments, or Did the organization maintain any donor advised funds ora any similar funds or accounts for which donors have the rightt to provide advice ont the distribution ori investment ofa amounts in suchi funds ora accounts? If" "Yes," complete Schedule D, Part/ 6 7 Did the organization receive orh hold a conservation easement, including easements top preserve opens space, the environment, historic landa areas, or historic structures? If" "Yes," complete Schedule D, Part/ II. 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If" "Yes," complete 9 Didi the organization report ana amount in Part X,I line 21, fore escrow or custodial account liability, serve as ac custodian for amounts not listedi inF Part) X; orp provide credit counseling, debt management, creditr repair, or debt negotiation services? 10 Did the organization, directly or througha a related organization, hold assetsi in donor-restricted endowments 11 Ifthe organization's answer toa any oft the following questions is' "Yes," then complete Schedule D, Parts VI, VII, VII, IX, orX, Did the organization report ana amount for land, buildings, and equipment in Part X,I line 10? If" "Yes," complete Schedule D, Did the organization report ana amount fori investments- other securities inF Part X, line 12, that is 5% orr more ofi itst total Did the organization report an amount fori investments- program relatedi in Part) X, line 13, that is 5% or more ofi its total d Did the organization report ana amount for other assets in Part) X, line 15, that is 5% or more ofi its total assets reportedi in Did the organization report an amount for other liabilities in! Part X,I line 25? If' "Yes," complete Schedule D,A PartX Did the organization's separate or consolidated financial statements fort the tax yeari include: at footnote that addresses the organization's liability for uncertaini tax positions under FIN 48 (ASC740)? If" "Yes," complete Schedule D, PartX 12a Did the organization obtain separate, independent audited financial statements for the tax year? I"Yes,'complete Was the organization included inc consolidated, independent audited financial statements for the taxy year? If" "Yes," andi if the organization answered "No" to line 12a, then completing Schedule D, Parts. Xla and Xlli is optional 13 Ist the organization as school described ins section 170(b)(1)A)()? If"Yes," complete Schedule E 14a Didt the organization maintain an office, employees, or agents outside oft the United States? Didt the organization have aggregate revenues ore expenses ofr morei than $10,0001 from grantmaking, fundraising, business, investment, and program service activities outside the United States, ora aggregate foreigni investments valued at $100,000 15 Didt the organization report onl Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to 17 Did the organization report at total ofr more than $15,000 ofe expenses for professional fundraising services on Part IX, 18 Didi the organization report more than $15,000 total off fundraising event gross income and contributions on Part VII, lines 19 Didi the organization report more than $15,000 of grossi income from gaming activities on Part VII, line 9a? If" "Yes," 20a Did the organization operate one orr more hospital facilities? If" "Yes," complete Schedule H. If"Yes" tol line 20a, didt the organization attacha a copy ofi its auditedi financial statements tot this return? 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Partl IX, column (A), line 1? If" "Yes."c complete Schedule Parts land!I public office? If" "Yes," complete Schedule C, Part/ during thet tax year? If' "Yes," complete Schedule C, Partll X X X X X X similar amounts as definedi in Rev. Proc. 98-19? If' "Yes," complete Schedule C, Part II Schedule D, Part IlI If"Yes," complete Schedule. D, Part/ MV or in quasi endowments? If" "Yes," complete Schedule D, PartV X as applicable. Part VI assets reported inF Part) X, line 16? If' "Yes," complete Schedule D, Part VII assets reported inF Part X,I line 16? If' "Yes," complete Schedule D, Part VIII Part X,I line 16? If "Yes," complete Schedule D, Part IX X Schedule D, Parts Xla and) XII. X X X orr more? If" "Yes," complete Schedule F, Parts landl IV foreign organization? If" Yes," complete Schedule. F, Parts lland/ MV orf fori foreigni individuals? If" "Yes," complete Schedule 5, Parts Illa and MV column (A), lines 6 and 11e? If" "Yes," complete Schedule G, Partl I See instructions X X X X X 1ca and 8a? If" "Yes," "complete Schedule G, Part/ II complete Schedule G, Part III 232003 12-13-22 4 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Part IV Checklist of Required Schedules (continued) CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 4 Yes No 22 X 23 X 24a X 24b 24c 24d 25a 25b 26 27 28a 28b 28c 29 30 31 32 33 34 X 35a X 35b 36 37 38 X 0 0 1c Form 990 (2022) 22 Didt the organization report more than $5,000 of grants or other assistance to orf for domestic individuals on 23 Didt the organization answer "Yes" to Part VII, Section A, line 3,4 4,or5, about compensation oft the organization's current and former officers, directors, trustees, keye employees, and highest compensated employees? If' "Yes," complete 24a Did the organization! have at tax-exempt bondi issue with an outstanding principal amount ofr more than $100,000 as oft the last day oft the year, that was issued after December 31, 2002? If" "Yes," answer lines 24b through: 24da and complete L Didt the organization invest any proceeds oft tax-exempt bonds beyond at temporary period exception? Did the organization maintain ane escrow account othert than a refunding escrow at anyt time during the year to defease dDidt the organization: acta as an' "on! behalf of"i issuerf for bonds outstanding at anyt time during the year? 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Didt the organization engage in ane excess benefit transaction with a disqualified person during they year? If "Yes," complete Schedule L, Part/ Ist the organization aware thati it engaged in ane excess benefit transaction with a disqualified person ina a priory year, and that thet transaction has not been reported on any oft the organization's prior Forms 990 or 990-EZ? If" "Yes," complete 26 Didi the organization report any amount on Part X,I line 50 or 22, for receivables from or payables to any current orf former officer, director, trustee, keye employee, creator or founder, substantial contributor, or 35% controlled entity orf family member of any oft these persons? If "Yes," complete Schedule L, Partll 27 Did the organization provide a grant or other assistance to any current ort former officer, director, trustee, keye employee, creator or founder, substantial contributor ore employee thereof, a grant selection committee member, ort to a: 35% controlled entity (including ane employee thereof) orf family member of any oft these persons? If "Yes," complete Schedule L, Part III. 28 Was the organization a partyt toa al business transaction with one oft thet following parties (seet the Schedule L, Part IV, Acurrent orf former officer, director, trustee, keye employee, creator ori founder, or substantial contributor? If Afamily member of anyi individual described inl line 28a? If" "Yes," complete Schedule L, Part/V. A35% controlled entity of one orr more individuals and/or organizations described in line 28a or 28b? If 29 Did the organization receive more than $25,000i inr non-cash contributions? If" "Yes," complete Schedule M 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation 31 Didt the organization liquidate, terminate, or dissolve and cease operations? If' "Yes," complete Schedule N, Part/. 32 Did the organization sell, exchange, dispose of, ort transfer more than 25% ofi its net assets? If"Yes," complete 33 Did the organization own 100% of ane entity disregarded: as separate from the organization under Regulations 34 Was the organization relatedt to anyt tax-exempt ort taxable entity? If" "Yes," complete Schedule R, Part I, II, or IV, and b If"Yes" tol line 35a, did the organization receive any payment from or engagei ina any transaction witha a controlled entity 36 Section 501(c)(3) organizations. Didt the organization make any transfers toa ane exempt non-charitable related organization? 37 Did the organization conduct more than 5% ofi its activities through ane entity thati is not ar related organization and that is treated as ap partnership fort federali income tax purposes? If' "Yes," complete Schedule. R, Part VI 38 Did the organization complete Schedule O and provide explanations on Schedule Of for Part' VI, lines 11ba and 19? Part IX, column (A), line 2? If"Yes," complete Schedule L, Parts land IlI Schedule. J Schedule K. If" "No," go tol line 25a any tax-exempt bonds? X X X X X X X X X X X X X X X Schedule L, Part/ instructions for applicable filing thresholds, conditions, and exceptions): "Yes," complete Schedule L, Part/ IV "Yes," complete Schedule L, Part/ IV contributions? If" "Yes," complete Schedule M Schedule N, Partll Part V, line 1 sections 301.7701-2: and 301.7701-3? If" "Yes," complete Schedule R, Part/ 35a Did the organization! have ac controlled entity withint the meaning ofs section 512(b)(13)? withint the meaning of section 512(b)(13)? If' "Yes," complete Schedule R, Part V, line 2 X X X If' "Yes," complete Schedule R, Part V, line 2 Note: AIIF Form 9901 filers are required to complete Schedule o PartV Statements Regarding Other IRS Filings and Tax Compliance Check ifs Schedule O contains ar response or note to anyl linei int this PartV 1a Enter ther number reported inb box 30 of Form 1096. Enter- -0-i if nota applicable Enter ther number ofF Forms' W-2Gi included onl line 1a. Enter -0-i ifr not applicable Yes No 1a 1b Didt the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 232004 12-13-22 5 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 5 PartV Statements Regarding Other IRSFilings and Tax Compliance (continued) 2a Enter the number ofe employees reported on Form W-3, Transmittal of Wage and Tax Statements, filedf for the calendary year ending with or within the year covered byt this return Ifatl least onei isr reported on line 2a, did the organization file allr required federal employment tax returns? 3a Did the organization! have unrelated! business gross income of $1,000 orr more during the year? If"Yes," has it fileda al Form 990-T for this year? If" "No" to line 3b, provide ane explanation on Schedule o 4a At any time during the calendar year, did the organization! have ani interest in, ora a signature or other authority over,a financial account inat foreign country (such as a bank account, securities account, or other financial account)? See instructions for filing requirements for FinCEN Form1 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization: ap partyt to a prohibited tax shelter transaction: at any time during the tax year? Dida anyt taxable party notifyt the organization thati ity was ori is a party to ap prohibited tax shelter transaction? 6a Does the organization have annual gross receipts that arer normally greater than $100,000, and did the organization solicit If"Yes," did the organization include with everys solicitation ane express statement that such contributions or gifts Yes No 0 2b 3a 3b 4a 5a 5b 5c 6a 6b 7b 7c 7e 7f 8 9a 9b 2a X X X X X X X X X If"Yes," entert the name of thet foreign country If"Yes" tol line 5a or5 5b, did the organization1 file Form 8886-T? any contributions that were not tax deductible as charitable contributions? Organizations that may receive deductible contributions under section 170(c). Did the organization receivea ap payment ine excess of $75r made partlya as a contribution: and partly for goods and services providedt tot thep payor? 7a If"Yes," did the organization notifyt the donor oft the value oft the goods or services provided? Did the organization sell, exchange, or otherwise dispose of tangible personal property for whichi it wasi required Did the organization receive any funds, directly ori indirectly, to pay premiums on a personal benefit contract? Didt the organization, duringt the year, pay premiums, directly ori indirectly, on aj personal benefit contract? Ifthe organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7g Ifthe organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file al Form 1098-C? 7h Sponsoring organizations maintaining donor advised1 funds. Dida a donor advised fund maintained byt the sponsoring organization have excess business holdings at anyt time during the year? Sponsoring organizations maintaining donor advisedi funds. D Did the sponsoring organization make any taxable distributions under section 4966? Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? Initiation fees and capital contributions included on Part' VIII, line 12 Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities Grossi income from others sources. (Dor not net amounts due orp paidt to others sources against 12a Section 4947(a)(1) non-exempt charitable trusts. Ist the organization filing! Form 990i inl lieu of Form 1041? If"Yes," entert the amount oft tax-exempt interest received or accrued during the year 13 Section 501(c)(29) qualified nonprofit healthi insurance issuers. Ist the organization licensed toi issue qualified health plans inr more than one state? Note: Seei thei instructions for additional information the organization must report on Schedule O. Enter the amount ofr reserves the organization isr required tor maintain byt the statesi in which the 14a Did the organization receive any payments for indoor tanning services during the tax year? If"Yes," hasi it fileda aF Form 7201 to report these payments? If" "No," provide ane explanation on Schedule O 15 Ist the organization subject to thes section 4960t tax onp payment(s) of more than $1,000,0001 in remuneration or 16 Ist the organization ane educational institution subject tot the section 49686 exciset tax onr neti investment income? 17 Section 501(c)(21) organizations. Did thet trust, or any disqualified or other person engage ina any activities that would resulti int the imposition of ane excise tax unders section 4951, 4952 or 4953? were not tax deductible? tof file Form 8282? If"Yes," indicate the number of Forms 82821 filed during the year 7d 10 Section! 501(c)(7) organizations. Enter: 11 Section 501(c)(12) organizations. Enter: Gross income from members or shareholders amounts due or received1 fromi them.) 10a 10b 11a 11b 12b 12a 13a organization isl licensed toi issue qualified health plans Enter the amount ofr reserves onh hand 13b 13c 14a 14b 15 16 17 Form 990 (2022) X X X excess parachute payment(s) during the year? If"Yes," seet thei instructions and file Form 4720, Schedule N. If"Yes," complete Form 4720, Schedule O. If" "Yes," complete Form 6069. 232005 12-13-22 6 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 6 Part VI Governance, Management, and Disclosure. Fore each' "Yes" response to lines 2 through 7b below, andi fora "No" response to line 8a, 8b, or1 10b below, describe the circumstances; processes, or changes on Schedule O. See instructions. Checki ifs Schedule O contains a response orr note to any linei int this Part VI 1a Enter ther number of voting members oft the governing body at the end oft thet taxy year Ifth there arer material differences in votingr rights among members oft the governing! body, ori ifthe governing body delegated broad authority toa ane executive committee ors similar committee, explain on Schedule 0. Enter the number of voting members included onl line 1a, above, who are independent X Yes No Section A. Governing Body and Management 1a 1b 11 2 2 3 4 5 6 7a X 7b X 8a X 8b X 9 X Yes No 10a X 10b 12a X 12b X 12c X 13 X 14 X 15a 15b 16a 16b Did any officer, director, trustee, ork keye employee have af family relationship or al business relationship with any other 3 Did the organization delegate control over management duties customarily performed by or undert the direct supervision ofo officers, directors, trustees, ork keye employees to a management company or other person? Did the organization make any significant changes toi its governing documents sincet thep prior Form 990 was filed? Did the organization become aware during the year ofa a significant diversion oft the organization's assets? 7a Did the organization have members, stockholders, or other persons whol hadi the powert to elect or appoint one or Are any governance decisions oft the organization reserved to (or subject to approval by)r members, stockholders, or Did the organization contemporaneously document the meetings held or written actions undertaken during they year by thet following: Ist there any officer, director, trustee, or keye employee listed inF Part VII, Section. A, who cannot be reached att the organization's mailing address? If" "Yes." provide the names and addresses on Schedule o Section B. Policies (This Section Brequests information: about policies not required by the Internal Revenue Code.) b If"Yes," did the organization have written policies and procedures governing the activities ofs such chapters, affiliates, and branches to ensure their operations are consistent withi the organization's exempt purposes? Describe on Schedule Ot the process, ifany, used by the organization to review this Form 990. 12a Did the organization! have av written conflict ofi interest policy? If "No," go to line 13 Were officers, directors, ort trustees, and key employees required to disclose annually interests that couldg give rise toc conflicts? Did the organization regularly and consistently monitor and enforce compliance with the policy? If' "Yes," describe officer, director, trustee, or key employee? X X X X X Did the organization have members ors stockholders? more members oft the governing body? persons othert thant the governing body? The governing body? Each committee with authority to act onb behalf oft the governing body? 10a Did the organization have local chapters, branches, or affiliates? 11a Has the organization provided a complete copy of this Form 9901 to allr members ofi its governing body before filing the form? 11a X on Schedule o how this was done 13 Did the organization! have av written whistleblower policy? 14 Didt the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of thet following persons include a review and approval byi independent persons, comparability data, and contemporaneous: substantiation of the deliberation and decision? The organization's CEO, Executivel Director, or topr management official Other officers orl keye employees of the organization If"Yes" tol line 15a or 15b, describe thep process on Schedule O. See instructions. taxable entity during the year? Section C. Disclosure X X X 16a Didt the organization investi in, contribute assets to, orp participate ina a joint venture ors similar arrangement witha If"Yes," did the organization follow ay written policy or procedure requiring the organization to evaluate its participation inj joint venture arrangements under applicable federal tax law, and take steps tos safeguard the organization's exempt status with respect tos such arrangements? 17 List the states with whicha a copy oft this Form 990i isr required tol bet filed CA forp public inspection. Indicate how your madet these available. Check allt that apply. 18 Section 6104r requires an organization1 tor makei its Forms 1023 (1024 or 1024-A, ifa applicable), 990, and 990-T (section 501(c)(3)s only) available 19 Describe on Schedule O whether (andi ifs so, how)t the organization madei its governing documents, conflict ofi interest policy, andi financial 20 State the name, address, and telephone number oft the person who possesses the organization's books and records 25800 CARLOS BEE BLVD, SA 2750, HAYWARD, CA 94542 XI Own website Another's website XI Upon request Other (explain on Schedule O) statements available tot the public duringt thet tax year. JOSEPHINE CAPIRAL - (510)885-7450 232006 12-13-22 Form 990 (2022) 7 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Checki ifs Schedule O contains ar response orr note to any! line int this Part VII Section A. Officers, Directors, Trustees, Key Employees, and! Highest Compensated Employees 1a Complete this tablet for allp persons required tol bel listed. Report compensation for the calendar year ending with or within the organization's tax year. e List all oft the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. . List all oft the organization's current key employees, ifa any. Seei thei instructions for definition of" "key employee." . List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 50 ofF Form W-2, box 6 of Form 1099-MISC, and/or box 1 ofF Form 1099-NEC) ofr more than . List all oft the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of e List all oft the organization's former directors or trustees that received, int the capacity as a former director ort trustee oft the organization, Check this boxi ifr neither the organization nor any related organization compensated any current officer, director, ort trustee. Enter- -0-i inc columns (D), (E), and (F)i if no compensation was paid. $100,000 from the organization and anyr related organizations. reportable compensation fromi the organization and any related organizations. Seet the instructions fort the orderi in which tol list the persons above. more than $10,000 ofr reportable compensation from the organization and any related organizations. (A) Name and title (B) Average (dor noto check Position moret thand one hours per box, unlessp personi isk both an compensation week officer anda a director/trustee) (ista any E hoursf for related organizations below line) 2.00 40.10 x 2.00 40.10 x 2.00 40.10 x 2.00 40.10 X X 2.00 40.10 X X 2.00 40.10 X 2.00 40.10 x x 2.00 20.10 X 2.00 20.10 X 2.00 0.10 X 2.00 0.10 X (C) (D) Reportable from the organization (W-2/1099-MISC/ 1099-NEC) (E) Reportable compensation from related organizations compensation (W-2/1099-MISCI 1099-NEC) (F) Estimated amount of other fromi the organization and related organizations e l2 (1) YUANYUAN GAO BOARD MEMBER (2) CHANDRA KHAN BOARD MEMBER (3) KAUMUDI MISRA BOARD MEMBER (4) MYESHIA ARMSTRONG ECRETARH/TREASURER (5) EVELYN BUCHANAN CHAIR (6) ALBERT GONZALEZ BOARD MEMBER (7) WALT JACOBS VICE CHAIR (8) ARAZELI BARRAGAN BOARD MEMBER (9) TYLER LUEVANO BOARD MEMBER (10) ASHMITA AHLUWALIA BOARD MEMBER (11) KIM HUGGETT BOARD MEMBER 0. 184,655. 63,930. 0. 173,021. 53,900. 0. 150,934. 61,120. 0. 143,166. 46,330. 0. 151,089. 34,517. 0. 105,271. 49,298. 0. 113,220. 20,199. 0. 0. 0. 0. 11,093. 3,778. 0. 0. 0. 0. 0. 0. 232007 12-13-22 Form 990( (2022) 8 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) Name and title (B) (ista any hours for related organizations below line) (C) (D) Reportable from the organization (W-2/1099-MISCI 1099-NEC) (E) Reportable compensation from related organizations compensation (W2/1099-MISCI 1099-NEC) (F) Estimated amount of other from the organization and related organizations Average (don noto check Position moret than one hours per box, unlessp personi isb both an compensation week officer anda ac director/trustee) 2 1b Subtotal 0. 1,036,227. 329,294. 0.1,036,227. 329,294. Totali from continuation sheets tol PartVII, Section A dTotal (addI lines 1b and 1c) compensation from the organization 0. 0. 0. 0 Yes No 3 X 4 X 5 X 2 Totalr number ofi individuals (including but not limited tot thosel listed above) who received more than $100,000 ofr reportable 3 Did the organization! list any former officer, director, trustee, key employee, or highest compensated employee on For anyi individual listed onl line 1a, ist the sum ofr reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule Jf for suchi individual Did any personl listed onl line 1ar receive ora accrue compensation from any unrelated organization ori individual fors services rendered to the organization? If" "Yes." complete Schedule Jfor such person the organization. Report compensation for the calendar year ending with or withint the organization's tax year. line 1a? If" "Yes," complete Schedule. Jfors such individual Section B. Independent Contractors Complete this table for yourf five highest compensated independent contractors that received more than $100,000 of compensation from (A) Name and business address (B) Description ofs services EDUCATIONAL SUPPORT EDUCATIONAL SUPPORT EDUCATIONAL SUPPORT EDUCATIONAL SUPPORT (C) Compensation 1,433,974. 506,538. 420,928. 382,718. 372,574. Form 990 (2022) HAYWARD UNIFIED SCHOOL DISTRICT 24411 AMADOR ST, HAYWARD, CA 94544 CHABOT LAS POSITAS COMMUNITY COLLEGE DISTRI 7600 DUBLIN BLVD, DUBLIN, CA 94568 COMMUNITY CHILDCARE COORDINATING COUNCIL 22351 CITY CENTER DR, HAYWARD, CA 94541 U.S. DEPARTMENT OF AGRICULTURE, 1400 LA FAMILIA COUNSELING SERVICE 26081 MOCINE AVENUE, HAYWARD, CA 94544 $100,000 of compensation from the organization INDEPENDENCE AVE, SW, WASHINGTON, DC 20250 EDUCATIONAL SUPPORT Totalr number ofi independent contractors (including but not limited tot those listed above) who received more than 14 9 232008 12-13-22 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Part VIII Statement of Revenue CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 9 Check ifs Schedule O contains ar response or note to anyl linei int this Part' VIII (A) (B) (C) (D) sections 512-514 Totalr revenue Related ore exempt Unrelated Revenue excluded function revenue business revenue from tax under 1a Federated campaigns Membership dues Fundraising events Related organizations Government grants (contributions) 1e All other contributions, gifts, grants, and similar amounts noti included: above 1f Noncash contributionsi includedi inl lines 1a-1f 1g/$ Total. Add lines 1a-1f 2a COMMERCIAL SERVICES MANAGEMENT FEES 1a 1b 1c 1d 14,925,257. 2,824,889. Business Code 900099 900099 17,750,146. 221,253. 43,055. 221,253. 43,055. Allo other program service revenue Total. Add lines 2a-2f 3 Investment income (including dividends, interest, and other similar amounts) 4 Income from investment oft tax-exempt bondp proceeds 5 Royalties 6a Gross rents Less: rental expenses 6b Rentali income or (loss) 6c 120,802. Net rentali income or (loss), 7a Grossa amount from sales of assets other thani inventory 7a 4,807,682. Less: cost or other basis and sales expenses Gain or (loss) Net gain or (loss) 8a Grossi incomef from fundraisinge events (not including $ contributions reported onl line 1c). See Part IV, line 18 Less: direct expenses Net income or (loss) fromi fundraising events 9a Grossi income from gaming activities. See Part IV, line 19 Less: direct expenses Neti income or (loss) from gaming activities_ 10a Gross sales ofi inventory, less returns anda allowances Less: cost ofç goods sold Net income or (loss) from sales ofi inventory 264,308. 368,731. 368,731. OReal (I)F Personal 6a 120,802. 0. 120,802. 120,802. 0S Securities () Other 7b 5,000,510. 7c -192,828. -192,828. -192,828. of 8a 8b 9a 9bl 10a 10b Business Code a All other revenue Total. Add lines 11a-11d 12 Total revenue. See instructions 18,311,159. 10 385,110. 0. 175,903. Form 990 (2022) 232009 12-13-22 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Part IX Statement of Functional Expenses Do noti include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VII. Grants and other assistance to domestic organizations and domestic governments. See Part IMV, line 21 Grants and other assistance to domestic individuals. See Parti IV, line 22 3 Grants and other assistance tot foreign organizations, foreign governments, and foreign individuals. Seel Part M, lines 15 and 16 Benefits paidt to ort for members Compensation of current officers, directors, trustees, and keye employees 6 Compensation noti included abovet to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Other salaries and wages 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) Other employee benefits 10 Payroll taxes 11 Fees for services nonemployees): Management Legal Accounting Lobbying CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 10 Section 501(c/(3) and 501(c/(4) organizations must complete all columns. All other organizations must complete column (A). Check ifs Schedule O contains ar response or note to any line in this Part IX Total expenses (A) Program (B) service expenses Management (C) and general expenses Fundraising (D) expenses 5,103,737. 5,103,737. 1,555,593. 1,555,593. 18,824. 18,824. 4,964,118. 4,964,118. 258,784. 722,428. 247,092. 52,755. 88,054. 2,487. 494,993. 440,300. 161,933. 27,802. -1,652. 148,685. 114,758. 913,832. 722,428. 247,092. -655,048. 52,755. 88,054. 5,885. Professional fundraisings services. See Partl IV, line 17 Investment management fees Other. (Ifl line 11ga amounte exceeds 10% ofl line 25, 12 Advertising and promotion 13 Office expenses. 14 Information technology 15 Royalties 16 Occupancy 17 Travel 18 Payments oft travel or entertainment expenses for any federal, state, orl local public officials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization 23 Insurance 24 Other expenses. Itemize expenses not covered above. (Listr miscellaneous expenses onl line 24e. If line 24e amount exceeds 10% ofl line 25, column (A), amount, listl line 24ee expenses on Schedule 0.) OVERHEAD EXPENSES ACTIVITIES AND EVENTS OTHER EXPENSES Allo other expenses column (A), amount, listl line 11g6 expenses on Sch 0.) 1,100,383. 1,100,383. 2,487. 489,108. 440,300. 161,933. 27,802. -1,652. 148,685. 114,407. 351,667. -123,122. -18,369. 351. 2,117,435. 1,765,768. 247,190. -123,122. 247,190. 25 Totalf functional expenses. Addl lines 1t through24e 17,742,577. 17,760,946. 0. 26 Joint costs. Complete this line onlyi ift the organization reportedi in column (B)j jointo costs from a combined educational campaign andi fundraisings solicitation. Check here iffollowing SOP 98-2(ASC 958-720) 232010 12-13-22 Form 990 (2022) 11 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) PartX Balance Sheet FOUNDATION, INC. 94-1524922 Page 11 Check if Schedule O contains ar response or note to anyl line int this Part) X (A) Beginning ofy year 485,139. 1 413,674. 2 4,459,524. 4 (B) End of year 324,121. 179,744. 5,226,981. Cash- non-interest-bearing: Savings andi temporary cashi investments 3 Pledges and grants receivable, net Accounts receivable, net 3 5 6 8 9 Loans and other receivables from any current orf former officer, director, trustee, key employee, creator orf founder, substantial contributor, or 35% controlled entity orf family member of any oft these persons Loans and otherr receivables from other disqualified persons (as defined under section 4958((1), and persons described ins section 4958(c)(3)(B) Notes and loans receivable, net Inventories for sale oru use 9 Prepaid expenses and deferred charges 10a Land, buildings, and equipment: cost or other basis. Complete Part VIc of Schedule D Less: accumulated depreciation 11 Investments- publicly traded securities 12 Investments- others securities. See Part IV, line 11 13 Investments- program-related. See Part M, line 11 14 Intangible assets 15 Other assets. See Part IV, line 11 16 Total assets. Addl lines 1t through 15 (must equal line 33) 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Tax-exempt bondl liabilities 562,855. 7 460,649. 10a 10b 8,210,796. 4,807,265. 3,552,215. 10c 3,403,531. 11,970,513. 11 14,349,314. 3,229,159. 12 1,123,076. 15 3,127,782. 17 2,105,465. 19 977,675. 20 3,034,532. 2,647,183. 2,705,138. 4,882,833. 657,957. 13 14 18 21 22 23 24 25,796,155. 16 29,626,055. 21 Escrow or custodial account liability. Complete Part IV of Schedule D 22 Loans and other payables to any current orf former officer, director, trustee, key employee, creator orf founder, substantial contributor, or 35% controlled entity or family member of any oft thesep persons 23 Secured mortgages and notes payable to unrelated third parties 24 Unsecured notes andI loans payable to unrelated third parties 25 Other liabilities (including federal income tax, payables tor related third parties, and other liabilities noti included onl lines 17-24). Complete Part) X 26 Total liabilities. Add lines 17t through 25 Organizations that follow! FASB ASC 958, check here and complete lines 27, 28, 32, and 33. 27 Net assets without donor restrictions 28 Net assets with donor restrictions Organizations that do not follow FASB ASC 958, check here XJ and complete lines 291 through 33. 29 Capital stock ort trust principal, or current funds 30 Paid-in or capital surplus, orl land, building, ore equipment fund 31 Retained earnings, endowment, accumulated income, ord other funds 32 Totalr net assets orf fund balances 33 Totall liabilities and net assets/fund balances of Schedulel D 8,924,231. 25 8,957,848. 15,135,153. 26 17,203,776. 27 28 0.29 0.30 0. 0. 10,661,002.31 12,422,279. 10,661,002. 32 12,422,279. 25,796,155. 33 29,626,055. Form 990( (2022) 232011 12-13-22 12 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Part XI Reconciliation of Net Assets CALIFORNIA STATE UNIVERSITY, EAST BAY Form 990 (2022) FOUNDATION, INC. 94-1524922 Page 12 Check if Schedule O contains a response orr note to anyl linei int this Part XI Totalr revenue (must equal Part VIII, column (A), line 12) Totale expenses (must equal Partl IX, column (A), line 25) Revenue less expenses. Subtract line 2f from line 1 Net unrealized gains (losses) oni investments Donated services and use off facilities Investment expenses Priorp period adjustments column (B) 1 2 3 4 5 6 7 8 9 10 18,311,159. 17,742,577. 568,582. 10,661,002. 1,192,695. Net assets orf fund balances: ath beginning ofy year (must equal Part X,I line 32, column (A)) Other changesi inr net assets or fund balances (explain on Schedule 0) Part XII Financial Statements and Reporting Accounting method used top prepare the Form 990: separate basis, consolidated basis, orb both: Separate basis consolidated basis, or both: X Separate basis 0. XI Yes No 2a X 2b X 10 Net assets ort fund balances ate end ofy year. Combine lines 31 through 9 (must equal Part X, line 32, 12,422,279. Check ifs Schedule O contains ar response or note to any linei int this Part) XII Cash Accrual Other Ift the organization changed its method ofa accounting from a priory year or checked' "Other," explain on Schedule O. 2a Werei the organization's financial statements compiled or reviewed by ani independent: accountant? If" "Yes," check a box below toi indicate whether thet financial statements fori the year were compiled or reviewed on a If"Yes," check a box below toi indicate whether thet financial statements for the year were audited on a separate basis, If"Yes" tol line 2a or 2b, does the organization have a committee that assumes responsibility for oversight oft the audit, review, or compilation of its financial statements and selection ofa ani independent accountant? Ift the organization changed either its oversight process ors selection process during the tax year, explain on Schedule O. 3a As ar result ofaf federal award, was the organization required to undergo ana audit ora audits as set forthi int the If"Yes," did the organization undergo the required audit or audits? Ift the organization didr not undergo the required audit or audits, explain why on Schedule Oa and describe any steps takent to undergo sucha audits Consolidated basis Consolidated basis Both consolidated: and separate basis Both consolidated: and separate basis Weret the organization's financial statements audited by ani independent accountant? 2c X 3a X 3b X Form 990 (2022) Uniform Guidance, 2 C.F.R. Part 200, Subpart F? 232012 12-13-22 13 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A SCHEDULE. A (Form 990) Department ofthel Treasury Internal Revenues Service OMBI No. 1545-0047 2022 Opent tol Public Inspection Employer identification number 94-1524922 Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section Go to www.rs-gov/Form990 fori instructions and the latest information. 4947(a)(1) nonexempt charitable trust. Attach tol Form 990 or Form 990-EZ. Name of the organization CALIFORNIA STATE UNIVERSITY, EAST BAY Parti Reason for Public Charity Status. (All organizations must complete this part.) Seei instructions. The organization isr not a private foundation becausei iti is: (For lines 11 through 12, check only onel box.) Ac church, convention of churches, or association of churches describedi in section 170(b)(1)(A)0). As school described in section 170(b)(1)(A)(i). (Attach Schedulel E( (Form 990).) Ahospital or a cooperative hospital service organization described in section 170(b)(1)(A)dm). FOUNDATION, INC. 1 2 3 4 5 6 7 8 9 Ar medical research organization operated in conjunction with al hospital describedi in section 170(b)(1)A)U). Enter the hospital's name, And organization operated for the! benefit ofa a college or university owned or operated by a governmental unit described in city, and state:_ section 170(D)(1)(A)V). (Complete Part II.) section 170()(1)A/VI). (Complete Part I.) Afederal, state, orl local government or governmental unit described in section 170(b)(1)(A)V)- Acommunity trust describedi in section 170(b)(1)(A)vi). (Complete Part I.) And organization that normally receives a substantial part ofi its support from a governmental unit or fromi the general public describedi in Ana agricultural research organization described in section 170(D)(1)(A)(x) operated in conjunction with a land-grant college oru university ora ar non-land-grant college of agriculture (seei instructions). Enter the name, city, and state oft the college or university: 10 XJ An organization1 that normally receives (1) moret than 33 1/3% ofi its support from contributions, membership fees, and gross receipts from activities related toi its exempt functions, subject to certain exceptions; and (2) nor more than 33 1/3% ofi its support from grossi investment income and unrelated business taxablei income (less section5 5111 tax)f from businesses acquired by the organization after. June 30, 1975. An organization organized and operated exclusively tot test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations describedi in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Checkt the box on lines 12a1 through 12d1 that describes thet type ofs supporting organization and completel lines 12e, 12f, and 12g. Typel I.As supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) thep power tor regularly appoint ore elect ar majority oft the directors or trustees oft the supporting Typel II. As supporting organization supervised or controlled inc connection with its supported organization(s), by! having control or management oft the supporting organization vestedi int the same persons that control or manage the supported Typel III functionally integrated. A: supporting organization operated inc connection with, and functionally integrated with, its supported organization(s) (seei instructions). Your must complete Part IV, Sections A, D, and E. Typel IlI non-functionally integrated. A supporting organization operatedi ino connection withi its supported organization(s) thati isr not functionally integrated. The organization generally must satisfy a distribution requirement and ana attentiveness requirement (seei instructions). You must complete Part IV, Sections Aa and D, and Part V. Check this box ift the organization received a written determination from the IRS that iti is a Typel I, Typel II, Type III functionally integrated, or Typel Illr non-functionally integrated supporting organization. See section 509(a)(2). (Complete Part II.) 11 12 a b C d e organization. You must complete Part IV, Sections A: and B. organization(s). You must complete Part IV, Sections A and C. Enter the number ofs supported organizations (i) Name of supported organization Providet the following information aboutt the supported organization(s). ()EIN (ii)7 Type of organization (Misthed nyour governingo ganizationl document? isted (v)A Amount of monetary (vi) Amount ofc other (described onl lines 1-10 Yes No support (seei instructions) support (seei instructions) above (seei instructions) Total LHAE For Paperwork Reduction. Act Notice, see the Instructions for Form 990 or 990-EZ. 232021 12-09-22 Schedule A( (Form 990): 2022 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule, A( (Form 990) 2022 Section A. Public Support Calendar) year (orf fiscaly yearb beginning in) Gifts, grants, contributions, and membership fees received. (Dor not include any "unusual grants.") Taxr revenues levied for the organ- ization's benefit and eitherp paidt to ore expended oni its behalf The value ofs services orf facilities furnished by a governmental unit to the organization without charge Total. Addl lines 11 through 3 Thep portion oft total contributions by each person (other than a governmental unit or publicly supported organization)! included onl line 1 that exceeds 2% oft the amount shown onl line 11, column () 6 Public support. Subtract line5 5froml line4. Section B. Total Support Calendar year (orf fiscal year beginning in) 7 Amounts from! line 4 8 Grossi income fromi interest, dividends, payments received on securities loans, rents, royalties, andi income from similars sources 9 Neti income from unrelated business activities, whether or not the businessi is regularly carried on 10 Otheri income. Dor not include gain orl loss from thes sale of capital assets (Explaini inF Part VI) 11 Total support. Addl lines 7t through 10 12 Gross receipts from related activities, etc. (see instructions) organization, check this box and stop here Section C. Computation of Public Support Percentage 14 Public support percentage for 2022 (ine 6, column (), divided byl line 11, column () 15 Public support percentaget from 2021 Schedule. A, Part II, line 14 stop here. The organization qualifies as a publicly supported organization and stop here. The organization qualifies as a publicly supported organization FOUNDATION, INC. 94-1524922 Page 2 Partil Support Schedule for Organizations Described in Sections 170(b)(1)(A)v) and 170(b)(1)A)Vi) (Complete only ify you checked the box onl line 5,7,or80 ofF Partl lori ift the organization failedt to qualify under Part II. Ifthe organization failst to qualify under the tests listed below, please complete Part II.) (a)2018 (b)2019 (c)2020 (d)2021 (e)2 2022 (Total (a)2018 (b)2019 (c)2 2020 (d) 2021 (e)2 2022 (Total 12 14 15 13 First5 5y years. Ift thel Form 990i isf fori the organization's first, second, third, fourth, ort fifth tax year as as section 501(c)(3) % % 16a 33 1/3% support test- 2022. Ifthe organization did not check the box on line 13, and line 14i is 33 1/3% or more, check this box and b331 1/3% support test- 2021. Ifthe organization did not check al box onl line 13 or 16a, andI line 15is 33 1/3% orr more, check this box 17a 10% actranccrcumsances test- - 2022. Ifthe organization did not check al box onl line 13, 16a, or 16b, and line 14is 10% orr more, andi ift the organization meets thei actsanccircumstances test, checkt this box and stopl here. Explain in Part VI howi the organization meets thet actsandcicumstances test. The organization qualifies as a publicly supported organization bok-acrmadtcmtne test- - 2021. Ifthe organization did not check al box onl line 13, 16a, 16b, or 17a, and line 15i is 10% or more, andi ift the organization meets the actsanccircumstances test, checkt this box and stop here. Explain in Part VI howi the organization meets the lactsandcircumstances test. The organization qualifies as a publicly supported organization 18 Private foundation. Ift the organization did not check ab box onl line 13, 16a, 16b, 17a, or 17b, check this box and see instructions Schedule A( (Form 990): 2022 232022 12-09-22 15 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule A (Form 990): 2022 Section A. Public Support Calendar) year (orf fiscaly yearb beginning in) Gifts, grants, contributions, and membership fees received. (Dor not include any "unusual grants.") Gross receipts from admissions, merchandise sold or services per- formed, orf facilities furnishedi in any activity thati isr related tot the 3 Gross receipts from activities that are not an unrelated trade or bus- iness under section 513 4 Tax revenues leviedf for the organ- ization's benefit and eitherp paidt to ore expended oni its! behalf The value ofs services orf facilities furnished bya a governmental unit to the organization without charge Total. Add lines 11 through5 7a Amounts included onl lines 1,2, and 3r received from disqualified persons b Amounts includedo onl lines2 2a and3r received fromo othert than disqualifiedp personst that exceedt theg greater of$ $5,0000 or 1%6ofthe amounto onl line 13fort they year cAdd lines 7a and' 7b 8 Public support. (Subtractline7 7cfrom line6 6.) Section B. Total Support Calendar year (orf fiscal year beginning in) 9 Amounts from! line 6 10a Grossi incomet fromi interest, dividends, payments received on securities loans, rents, royalties, bl Unrelated! business taxablei income (less section 5111 taxes) from businesses acquireda after June 30, 1975 cAddI lines 10a and 10b 11 Neti incomet from unrelated business activities not included onl line 10b, whether or not the business is regularly carried on 12 Otheri income. Dor not include gain orl loss from the sale of capital assets (Explaini inF Part VI.) checkt this box and stop here FOUNDATION, INC. 94-1524922 Page 3 Part III Support Schedule for Organizations Describedi in Section 509(a)(2) (Complete onlyi ify you checked the box onl line 10 ofF Part lori ift the organization1 failed to qualify under Part II.I Ift the organization fails to qualify under the tests listed below, please complete Part II.) (a)2018 (b)2019 (c)2020 (d)2021 (e)2 2022 (Total 12029699.13287168.14867320.14466301.17750146.146.72400634. organization's tax-exempt purpose 451,635. 318,480. 267,389. 334,755. 264,308. 1636567. 12481334.13605648.15134709.14801056.28014454.74037201. 0. 0. 0. 74037201. (Total (a)2018 (b)2019 (c)2020 (d)2021 (e)2022 12481334.13605648.15134709.14801056.28014454.74037201. andi income from similars sources 411,660. 433,270. 435,245. 499,642. 489,532. 2269349. 411,660. 433,270. 435,245. 499,642. 489,532. 2269349. 38. 38. 13 Totals support. (Addlines 9, 10c, 11, and1 12.) 12892994.14038956.A5569954.5300698.28503986.76306588. 14 First5 5 years. Ift thel Form 990i isf fori the organization's first, second, third, fourth, or fifth tax year as as section! 501(c)(3) organization, Section C. Computation of Public Support Percentage 15 Publics support percentage for 2022 (ine 8, column (), divided byl line 13, column () 16 Public support percentage from 2021 Schedule A, Part II, line 15 Section D. Computation of Investment Income Percentage 17 Investment income percentaget for 2022 (line 10c, column (), divided byl line 13, column () 18 Investment income percentage from 2021 Schedule. A,F Part III, line 17 15 16 17 18 97.03 % 96.80 % 2.97 % 3.20 % XI 19a 33 1/3% support tests 2022. Ift the organization did not check thel box onl line 14, and line 15 isi more than: 33 1/3%, and line 17isr not moret than 33 1/3%, checkt this box and stop here. The organization qualifies as a publicly supported organization b331 1/3% support tests - 2021. Ift the organization did not check a box onl line 14 orl line 19a, and line 16i is more than: 33 1/3%, and line 18i isr not more than 331 1/3%, check this box and stop! here. The organization qualifies as a publicly supported organization 20 Private foundation. Ift the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions 232023 12-09-22 Schedule A(Form 990)2 2022 16 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Schedule A( (Form 990) 2022 PartV Supporting Organizations CALIFORNIA STATE UNIVERSITY, EAST BAY FOUNDATION, INC. 94-1524922 Page 4 (Complete only ify you checked al box onl line 12 of Part I.Ify you checked box 12a, Part 1, complete Sections A and B. Ify you checked box 12b, Part I, complete Sections Aa and C. Ify you checked box 12c, Part 1, complete Sections A, D, and E.Ify you checked box 12d, Partl, complete Sections Aa and D, and complete Part' V.) Are all of the organization's supported organizations listed by name int the organization's governing documents? If" "No," describe in Part' VI how the supported organizations are designated. If designated by class or purpose, describe the designation. Ifhistoric and continuing relationship, explain. Did the organization! have any supported organization that does not have anl IRS determination ofs status under section 509(a)(1) or (2)? If" "Yes," explain in Part' VI how the organization determined: that the supported 3a Did the organization have as supported organization described ins section 501(c)(4), (5), or (6)? If"Yes," "answer Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If' "Yes," describe. in Part' VI whena and how the Didi the organization ensurei that alls support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If" "Yes," explain in Part' VI what controls the organization, puti inp place to ensure: such use. 4a Was any supported organization not organizedi int the United States ("foreign supported organization")? If "Yes," andi ify youd checked box 12a or 12bi in Part 1 answer lines 4b and 4c below. Did the organization! have ultimate control and discretion! in deciding whether to make grants tot thet foreign supported organization? If" "Yes," describe inl Part' VI how the organization hads such controla and discretion despite being controlled ors supervised by ori inc connection with its supported organizations. Did the organization: support anyf foreign supported organization that does not have anl IRS determination under sections 501(c/(3) and! 509(a)(1) or (2)? If" "Yes," explain in Part VI what controls the organization used to ensure that all support tot thet foreign supported organization was usede exclusively. fors section 170(c/(2)(B) 5a Did the organization add, substitute, orr remove any supported organizations duringt thet tax year? If"Yes," answer lines 5b and 5c below (ifa applicable). Also, provide detaili in Part' Vi, including @ the names and EIN numbers oft the supported organizations added, substituted, or removed; (i)t the reasons fore each: such action; (ii) the authority under the organization's organizing document: authorizing such action; and (iv) how the action Typel lor Type II only. Was any added or substituted supported organization part ofa a class already Substitutions only. Was the substitution the result of ane event beyond the organization's control? Did the organization provide support (whether int thet form of grants ort the provision ofs services or facilities) to anyone other than Qi its supported organizations, (i)i individuals that are part oft the charitable class benefited by one orr more ofi its supported organizations, or (ii) other supporting organizations that also support or benefit one orr more of thet filing organization's supported organizations? If" Yes," provide detaili in Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as definedi ins section 4958(c)(3)(C), at family member ofa a substantial contributor, ora a 35% controlled entity with regard to as substantial contributor? If' "Yes,' complete Part/ lof Schedule L( (Form 990). 8 Did the organization make al loan to a disqualified person (as definedi in section 4958) not described onl line 7? 9a Was the organization controlled directly ori indirectly ata anyt time during thet tax year by one orr more disqualified persons, as defined ins section 4946 (other than foundation managers and organizations described Did one orr more disqualified persons (as defined onl line 9a)! hold a controlling interest in any entityi in which Dida a disqualified person (as defined onl line 9a)h have and ownership interest in, or derive any personal benefit from, assets in which thes supporting organization alsol had ani interest? If" "Yes," provide detail in Part VI. 10a Was the organization subject tot the excess business holdings rules ofs section 4943 because ofs section 4943(0 (regarding certain Typel Ils supporting organizations, and all Type Ill non-functionallyl integrated Did the organization have any excess business holdings int the tax year? (Use Schedule C, Form 4720, to Section A. AlI Supporting Organizations Yes No organization was described ins section 509(a)(1) or (2). 2 3a 3b 3c 4a 4b 4c lines 3b and 3c below. organization made the determination. purposes. was accomplished (such as by amendment: tot the organizing document). designatedi int the organization's organizing document? 5a 5b 5c Part VI. 6 7 8 9a 9b 9c 10a 10b Schedule A( (Form 990): 2022 If" "Yes," complete Part/ lof Schedule L( (Form 990). ins section 509(a)(1) or (2))? If" "Yes," provide detaili in PartVI. the supporting organization had ani interest? If" "Yes," provide detaili in Part VI. supporting organizations)? If' "Yes," answer line 10b below. determine whether the organization hade excess business holdings.) 232024 12-09-22 17 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Part MV Supporting Organizations (continued) CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule A( (Form 990) 2022 FOUNDATION, INC. 94-1524922 Page 5 Yes No 11a 11b 11c 11 Hast the organization accepted a gift or contribution from any oft the following persons? Ap person who directly ori indirectly controls, eithera alone ort together with persons described onl lines 11ba and A35% controlled entity ofa ap person described onl line 11a or1 11b above? If" "Yes" tol line 11a, 11b, or 11c, provide 11c below, the governing body ofas supported organization? Afamily member ofa a person described onl line 11a above? Section B. TypelSupporting Organizations detaili in! Part VI. Yes No Did the governing body, members oft the governing body, officers acting int their official capacity, or membership of one or more supported organizations have the powert to regularly appoint ore elect atl least a majority oft the organization's officers, directors, or trustees at allt times during the tax year? If" "No," describe in Part' VI how the supported organization(s) effectively operated, supervised, or controlled: the organization's activities. Ift the organization hadi more than one supported organization, describe. how the powers toa appointa andlor remove officers, directors, ort trustees were allocated among the supported organizations andi what conditions or restrictions, ifany, applied tos such powers during the tax year. 2 Did the organization operate for the! benefit of any supported organization othert than the supported organization(s) that operated, supervised, or controlled thes supporting organization? If" "Yes," explain in Part VI how providing such benefit carried out the purposes oft the supported organization(s) that operated, Were ar majority oft the organization's directors ort trustees during the taxy year also ar majority of the directors ort trustees ofe each oft the organization's supported organization(s)? If"No," describe in Part' VI how control or management oft thes supporting organization was vested int the same persons that controlled or managed Didt the organization provide to each ofi its supported organizations, by the last day of thet fifth month of the organization's tax year, (a a writtenr notice describing thet type anda amount ofs support provided during the prior tax year, (i) a copy oft the Form 9901 that was most recently filed as oft the date of notification, and (ii) copies oft the organization's governing documents ine effect ont the date ofr notification, tot the extent not previously provided? 2 Were any oft the organization's officers, directors, ort trustees either @ appointed ore elected byt the supported organization(s) or (i) serving ont the governing body ofas supported organization? If' "No," explain in Part' VI how the organization maintained: a close and continuous working relationship with the supported organization/s). 3 Byr reason oft ther relationship described onl line 2, above, did the organization's supported organizations have a significant voice int the organization's investment policies andi in directing the use of the organization's income or assets at allt times during thet tax year? If "Yes," describe in Part' VI the role the organization's supervised. or controlled: the supporting organization. Section C. Type I Supporting Organizations 2 Yes No thes supported organizationfs). Section D. All Type III Supporting Organizations Yes No 2 3 supported organizations playedi int thisregard. Section E. Type III Functionally Integrated Supporting Organizations Check the box next to the method that the organization usedt to satisfy the Integral Part Test during the year (see instructions). a b C The organization: satisfiedi the Activities' Test. Complete line 2 below. The organization ist the parent of each ofi its supported organizations. Complete line 3 below. Did substantially: all oft the organization's: activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If' "Yes," then in Part VIi identify those supported organizations and explain how these activities directly furtheredi their exempt purposes, howt the organization was responsive tot those supported organizations, and how the organization determined Did the activities described onl line 2a, above, constitute activities that, butf fort the organization's involvement, one or more oft the organization's supported organization(s) would! have beene engagedi in? If"Yes," explain in Part' VI the reasons for the organization's) position that its supported organization(s) would have engagedi in Did the organization have the power tor regularly appoint or elect a majority oft the officers, directors, or trustees ofe each oft the supported organizations? If' "Yes" or' "No" provide details in PartVi. Did the organization exercise as substantial degree of direction over the policies, programs, and activities ofe each ofi its supported organizations? If" "Yes." describe in Part' VI the role plaved by the organization in this regard. The organization: supported a governmental entity. Describe in Part' VI how) yous supporteda a governmental entity (seei instructions). 2 Activities Test. Answer lines 2a and 2b below. Yes No that these activities constituted: substantially. all ofi its activities. these activities but for the organization's involvement. 3 Parent of Supported Organizations. Answer lines 3a and: 3b below. 2a 2b 3a 3b Schedule A( (Form 990)2 2022 232025 12-09-22 18 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule A( (Form 990) 2022 FOUNDATION, INC. 94-1524922 Page 6 Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check! here if the organization: satisfied the Integral Part Test as a qualifying trust onl Nov. 20, 1970( explain in Part VI). See instructions. All other Type IlI non-functionally integrated supporting organizations must complete Sections At through E. (B) Current Year (optional) Section A- Adjusted Net Income Net short-term capital gain 2 Recoveries of prior-year distributions 3 Other gross income (see instructions) Addl lines 11 through3. Depreciation and depletion (A) Prior Year 1 2 3 4 5 6 7 8 Portion of operating expenses paid ori incurred for production or collection of grossi income or for management, conservation, or maintenance of property held for production ofi income (see instructions) 8 Adjusted Net Income (subtract lines 5,6, and 7from line 4) Aggregate fair market value of allr non-exempt-use. assets (see instructions fors short tax year or assets held for part ofy year): Average monthly value of securities Average monthly cash balances Fair market value of other non-exempt-use assets dT Total (add lines 1a, 1b, and 1c) Discount claimed for blockage or other factors (explain in detaili inl Part' VI): Acquisition indebtedness applicable to non-exemptuse assets Subtract line 21 from line 1d. Cash deemed held for exempt use. Enter 0.015 ofl line 3 (for greater amount, seei instructions). 5 Net value of non-exemptuse assets (subtract line 41 from line 3) 6 Multiply line 5by0.035. 7 Recoveries of prior-year distributions 8 Minimum Asset Amount (add line 7tol line 6) Section C- Distributable Amount Adjusted neti income for prior year (from Section A, line 8, column A) 2 Enter 0.85 ofl line 1. Minimum: asset amount for prior year (from Section B, line 8, column A) 4 Enter greater ofl line 2 or line 3. Income taxi imposed inp prior year Distributable Amount. Subtract line 5f from line 4, unless subject to emergency temporary reduction (see instructions). 7 Other expenses (see instructions) Section Minimum. B- Current Year (B) (optional) Asset Amount (A) Prior Year 1a 1b 1c 1d 2 3 4 5 6 7 8 1 2 3 4 5 6 Current Year 7 Check! here if the current year is the organization's first as ar non-functionally integrated Type Ill supporting organization (see instructions). Schedule A( (Form 990): 2022 232026 12-09-22 19 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-B118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule A( (Form 990) 2022 Section D- Distributions FOUNDATION, INC. 94-1524922 Page 7 Current Year Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Amounts paid tos supported organizations to accomplish exempt purposes Amounts paid top perform activity that directly furthers exempt purposes of supported 3 Administrative expenses paidt to accomplish exempt purposes of supported organizations Qualified set-aside amounts (prior IRS approval required- provide details in Part' VI) Distributions to attentive supported organizations to which the organization is responsive 1 2 3 4 5 6 7 8 9 10 organizations, in excess ofi income from activity Amounts paid to acquire exempt-use assets Other distributions (describe inl Part VI). Seei instructions. Total annual distributions. Add lines 1t through6. (provide details inl Part VI). See instructions. 9 Distributable amount for 20221 from Section C, line6 6 10 Line 8 amount divided byl line 9 amount Section E- Distribution. Allocations (seei instructions) Distributable amount for 2022 from Section C,I line 6 Underdistrbutions, ifany, for years priort to 2022 (reason- able cause required- explaini in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2022 () Excess Distributions (ii) Underdistributions Pre-2022 (ii) Distributable Amount for 2022 From 2017 From 2018 From 2019 d From 2020 From 2021 Total ofl lines 3at through 3e Applied to underdistributions of prior years Applied to 2022 distributable amount Carryover from 2017 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3if from line 3f. Distributions for 20221 from Section D, Applied to underdistributions of prior years b Applied to 2022 distributable amount Remainder. Subtract lines 4a and 4bf from line 4. Remaining underdistributions for years prior to: 2022,if any. Subtract lines 3g and 4a1 from line 2. For result greater than zero, explain in! Part VI. See instructions. Remaining underdistributions for 2022. Subtract lines 3h and 4bf from line 1. For result greatert than: zero, explaini in Part VI. Seei instructions. Excess distributions carryover to 2023. Add lines 3j and 4c. 8 Breakdown ofl line 7: Excess from 2018 Excess from 2019 Excess from 2020 d Excess from 2021 Excess from 2022 line 7: Schedule A( (Form 990): 2022 232027 12-09-22 20 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule A( (Form 990) 2022 FOUNDATION, INC. 94-1524922 Page 8 PartVI Supplemental Information. Provide the explanations required by Part II, line 10; Parti II, line 17a or 17b; Part III, line 12; Partl IV, Section A,! lines 1,2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part M, Section B, lines 1a and 2; Part IV, Section C, line 1;Part! IV, Section D, lines 2 and 3; Part! IV, Section E, lines 1c, 2a, 2b, 3a, and: 3b; Part V, line 1;F Part' V, Section B,I line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, ande 6. Also complete this partf for any additional information. (See instructions.) SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: OTHER INCOME 232028 12-09-22 Schedule A(Form 990): 2022 21 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A -SCLOSURE COPY ** Schedule B (Form 990) Department ofthel Treasury Internal Revenue Service Name oft the organization Organization type (check one): Filers of: Form 990 or 990-EZ Schedule of Contributors Attach tol Form 990 or Form 990-PF. Go to www.rs.govForm990: for the latest information. OMBI No. 1545-0047 2022 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY FOUNDATION, INC. Section: XI 501(c) 3 )(enter number) organization 4947(a)(1) nonexempt charitablet trust not treated as a private foundation 527 political organization 501(c)(3) exempt private foundation 501(c)(3) taxable private foundation Form 990-PF 4947(a)(1) nonexempt charitable trust treated as a private foundation Checki ify your organization is covered by the General Rule or a Special Rule. Note: Onlya a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, duringt the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts la and II. Seei instructions for determining a contributor's total contributions. Special Rules For an organization described ins section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)A)v), that checked Schedule. A( (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2): 2%0 oft the amount on QF Form 990, Part VII, line 1h; For an organization described ins section 501(c)(7), (8), or (10)f filing Form 990 or 990-EZ1 that received from any one contributor, during the year, total contributions of moret than $1,000 exclusively forr religious, charitable, scientific, literary, ore educational purposes, or fort the prevention of crueltyt to children or animals. Complete Parts (entering or( (i) Form 990-EZ, line 1. Complete Parts l'andI II. "N/A" in column (b) instead oft the contributor name and address), II, and III. For an organization described ins section 501(c)(7), (8), or (10)f filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively forr religious, charitable, etc., purposes, but nos such contributions totaledr moret than $1,000. Ift this box is checked, enter here the total contributions that were received during the yearf for an exclusively religious, charitable, etc., purpose. Don't complete any oft the parts unlesst the General Rule applies tot this organization because it received nonexclusively Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B( (Form 990), buti it must answer "No" on Part IV, line 2, ofi its Form 990; or check the box onl line Ho ofi its Form 990-EZ or oni its Form 990-PF, Part I, line 2, to certify religious, charitable, etc., contributions totaling $5,000 orr more during the year $ that it doesn't meet thet filingr requirements of Schedule B( (Form 990). LHA For Paperwork Reduction Act! Notice, see thei instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990) (2022) 223451 11-15-22 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 2 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Contributors (seei instructions). Use duplicate copies ofF Part lif additional spacei is needed. (a) No. 1 (b) Name, address, and ZIP +4 (c) Total contributions (d) Type of contribution Person XJ Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person % Payroll Noncash (Complete Part Ilfor noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Parti Ilf for noncash contributions.) (d) Type of contribution Person X Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) Schedule B (Form 990) (2022) $ 6,875,638. (a) No. 2 (b) Name, address, andz ZIP. +4 (c) Total contributions $ 2,456,116. (a) No. 3 (b) Name, address, and ZIP +4 (c) Total contributions $ 1,527,084. Noncash (a) No. 4 (b) Name, address, and ZIP. +4 (c) Total contributions $ 1,995,740. (a) No. 5 (b) Name, address, and ZIP +4 (c) Total contributions 649,916. Noncash (a) No. 6 (b) Name, address, and ZIP. +4 (c) Total contributions $ 473,062. Noncash 223452 11-15-22 23 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 2 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Contributors (seei instructions). Use duplicate copies ofF Part lif additional spacei is needed. (a) No. 7 (b) Name, address, and ZIP +4 (c) Total contributions (d) Type of contribution Person XJ Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person % Payroll Noncash (Complete Part Ilfor noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Parti Ilf for noncash contributions.) (d) Type of contribution Person X Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) Schedule B (Form 990) (2022) $ 385,471. (a) No. 8 (b) Name, address, andz ZIP. +4 (c) Total contributions $ 293,768. (a) No. 9 (b) Name, address, and ZIP +4 (c) Total contributions $ 320,706. Noncash (a) No. 10 (b) Name, address, and ZIP. +4 (c) Total contributions $ 116,302. Noncash (a) No. 11 (b) Name, address, and ZIP +4 (c) Total contributions 278,634. Noncash (a) No. 12 (b) Name, address, and ZIP. +4 (c) Total contributions $ 257,934. Noncash 223452 11-15-22 24 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 2 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Contributors (seei instructions). Use duplicate copies ofF Part lif additional spacei is needed. (a) No. 13 (b) Name, address, and ZIP +4 (c) Total contributions (d) Type of contribution Person XJ Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person % Payroll Noncash (Complete Part Ilfor noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Parti Ilf for noncash contributions.) (d) Type of contribution Person X Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) Schedule B (Form 990) (2022) $ 15,310. (a) No. 14 (b) Name, address, andz ZIP. +4 (c) Total contributions $ 123,252. (a) No. 15 (b) Name, address, and ZIP +4 (c) Total contributions $ 16,656. Noncash (a) No. 16 (b) Name, address, and ZIP. +4 (c) Total contributions $ 49,867. Noncash (a) No. 17 (b) Name, address, and ZIP +4 (c) Total contributions 31,457. Noncash (a) No. 18 (b) Name, address, and ZIP. +4 (c) Total contributions $ 22,666. Noncash 223452 11-15-22 25 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 2 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Contributors (seei instructions). Use duplicate copies ofF Part lif additional spacei is needed. (a) No. 19 (b) Name, address, and ZIP +4 (c) Total contributions (d) Type of contribution Person XJ Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person % Payroll Noncash (Complete Part Ilfor noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Parti Ilf for noncash contributions.) (d) Type of contribution Person X Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) Schedule B (Form 990) (2022) $ 131,568. (a) No. 20 (b) Name, address, andz ZIP. +4 (c) Total contributions $ 349,842. (a) No. 21 (b) Name, address, and ZIP +4 (c) Total contributions $ 20,421. Noncash (a) No. 22 (b) Name, address, and ZIP. +4 (c) Total contributions $ 14,177. Noncash (a) No. 23 (b) Name, address, and ZIP +4 (c) Total contributions 25,000. Noncash (a) No. 24 (b) Name, address, and ZIP. +4 (c) Total contributions $ 653,185. Noncash 223452 11-15-22 26 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 2 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Contributors (seei instructions). Use duplicate copies ofF Part lif additional spacei is needed. (a) No. 25 (b) Name, address, and ZIP +4 (c) Total contributions (d) Type of contribution Person XJ Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person % Payroll Noncash (Complete Part Ilfor noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Parti Ilf for noncash contributions.) (d) Type of contribution Person X Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) Schedule B (Form 990) (2022) $ 19,769. (a) No. 26 (b) Name, address, andz ZIP. +4 (c) Total contributions $ 23,978. (a) No. 27 (b) Name, address, and ZIP +4 (c) Total contributions $ 25,055. Noncash (a) No. 28 (b) Name, address, and ZIP. +4 (c) Total contributions $ 73,493. Noncash (a) No. 29 (b) Name, address, and ZIP +4 (c) Total contributions 22,754. Noncash (a) No. 30 (b) Name, address, and ZIP. +4 (c) Total contributions $ 16,191. Noncash 223452 11-15-22 27 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 2 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Contributors (seei instructions). Use duplicate copies ofF Part lif additional spacei is needed. (a) No. 31 (b) Name, address, and ZIP +4 (c) Total contributions (d) Type of contribution Person XJ Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person % Payroll (Complete Part Ilfor noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Parti Ilf for noncash contributions.) (d) Type of contribution Person X Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) Schedule B (Form 990) (2022) $ 12,000. (a) No. 32 (b) Name, address, andz ZIP. +4 (c) Total contributions $ 8,245. Noncash (a) No. 33 (b) Name, address, and ZIP +4 (c) Total contributions $ 21,631. Noncash (a) No. 34 (b) Name, address, and ZIP. +4 (c) Total contributions $ 5,750. Noncash (a) No. 35 (b) Name, address, and ZIP +4 (c) Total contributions 78,057. Noncash (a) No. 36 (b) Name, address, and ZIP. +4 (c) Total contributions $ 77,625. Noncash 223452 11-15-22 28 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 2 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Contributors (seei instructions). Use duplicate copies ofF Part lif additional spacei is needed. (a) No. 37 (b) Name, address, and ZIP +4 (c) Total contributions (d) Type of contribution Person XJ Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person % Payroll (Complete Part Ilfor noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Parti Ilf for noncash contributions.) (d) Type of contribution Person X Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) Schedule B (Form 990) (2022) $ 53,460. (a) No. 38 (b) Name, address, andz ZIP. +4 (c) Total contributions $ 48,233. Noncash (a) No. 39 (b) Name, address, and ZIP +4 (c) Total contributions $ 31,034. Noncash (a) No. 40 (b) Name, address, and ZIP. +4 (c) Total contributions $ 20,374. Noncash (a) No. 41 (b) Name, address, and ZIP +4 (c) Total contributions 19,674. Noncash (a) No. 42 (b) Name, address, and ZIP. +4 (c) Total contributions $ 18,279. Noncash 223452 11-15-22 29 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 2 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Contributors (seei instructions). Use duplicate copies ofF Part lif additional spacei is needed. (a) No. 43 (b) Name, address, and ZIP +4 (c) Total contributions (d) Type of contribution Person XJ Payroll Noncash (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person % Payroll Noncash (Complete Part Ilfor noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Parti Ilf for noncash contributions.) (d) Type of contribution Person X Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) (d) Type of contribution Person XJ Payroll (Complete Part Ilf for noncash contributions.) Schedule B (Form 990) (2022) $ 18,104. (a) No. 44 (b) Name, address, andz ZIP. +4 (c) Total contributions $ 17,959. (a) No. 45 (b) Name, address, and ZIP +4 (c) Total contributions $ 14,124. Noncash (a) No. 46 (b) Name, address, and ZIP. +4 (c) Total contributions $ 10,339. Noncash (a) No. 47 (b) Name, address, and ZIP +4 (c) Total contributions 7,032. Noncash (a) No. 48 (b) Name, address, and ZIP. +4 (c) Total contributions $ 5,875. Noncash 223452 11-15-22 30 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 3 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Part II Noncash Property (seei instructions). Use duplicate copies of Part Ilifa additional: spacei isr needed. (a) No. from Partl (b) (c) FMV (or estimate) (Seei instructions.) (d) Dater received Description ofr noncash propertys given (a) No. from Partl (b) (c) FMV (or estimate) (Seei instructions.) (d) Date received Description ofr noncash property given (a) No. from Partl (b) (c) FMV( (or estimate) (Seei instructions.) (d) Dater received Description ofr noncash property given (a) No. from Partl (b) (c) FMV( (or estimate) (See instructions.) (d) Dater received Description ofr noncash propertys given $ (a) No. from Partl (b) (c) FMV( (or estimate) (Seei instructions.) (d) Date received Description ofr noncash property given $ (a) No. from Partl (b) (c) FMV (or estimate) (Seei instructions.) (d) Dater received Description ofr noncash property given $. 223453 11-15-22 Schedule B (Form 990) (2022) 31 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule B( (Form 990) (2022) Name of organization FOUNDATION, INC. Page 4 Employer identification number 94-1524922 CALIFORNIA STATE UNIVERSITY, EAST BAY Partl Exclusively religious, charitable, etc., contributions to organizations described ins section! 501(c)7), (8), or( (10)t that total more than $1,000f for they year from any one contributor. Complete columns (a)t through (e)a and thef followingl line entry. For organizations completingF PartilIl,e entert thet totald ofe exclusivelyreligious, charitable, etc., contributions of $1,000 orl less fort they year.( (Enter thisi info. once.) $ Use duplicate copies of Part Illi ifa additional space is needed. (a) No. from Partl (b) Purpose of gift (c)Use of gift (d) Description of how is held gifti (e)" Transfer of gift Transferee's name, address, and? ZIP. +4 Relationship of transferor to transferee (a) No. from Partl (b)F Purpose ofg gift (c) Use of gift (d) Description of how gifti is held (e) Transfer of gift Transferee's name, address, and ZIP +4 Relationship of transferor to transferee (a) No. from Partl (b) Purpose of gift (c) Use of gift (d) Description of how gifti is held (e)" Transfer of gift Transferee's name, address, andz ZIP. +4 Relationship of transferor to transferee (a)! No. from Partl (b) Purpose of gift (c) Use of gift (d) Description of how gifti is held (e)" Transfer of gift Transferee's name, address, and ZIP. +4 Relationship of transferor to transferee 223454 11-15-22 Schedule B (Form 990) (2022) 32 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-B118-5A9A69F4026A SCHEDULE D (Form 990) Department oft thel Treasury Internal Revenue Service Supplemental Financial Statements Complete ift the organization answered' "Yes" on! Form 990, PartIV, 6,7,8,9, 10,11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Got to www.rs.gowForm90 for instructions and the latest information. OMBI No. 1545-0047 2022 Opent to Public Inspection Employer identification number 94-1524922 (b) Funds and other accounts line Attach tol Form 990. Name of the organization CALIFORNIA STATE UNIVERSITY, EAST BAY FOUNDATION, INC. Partl Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete ifthe organization answered "Yes" onF Form 990, Part M, line 6. (a) Donor advised funds Totalr number ate end of year Aggregate value of contributions to (during year) 3 Aggregate value of grants from (during year) Aggregate value at end ofy year Didt the organization inform all donors and donora advisors in writing that the assets! held in donor advised funds 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for1 the benefit oft the donor or donora advisor, orf for any otherp purpose conferring Partl Conservation Easements. Complete ift the organization answered' "Yes" onF Form 990, Part M, line 7. aret the organization's property, subject tot the organization's exclusive legal control? Yes Yes No No impermissible private benefit? Purpose(s) of conservation easements held by the organization (check allt that apply). Preservation of land for public use (for example, recreation ore education) Preservation ofah historically important land area Preservation ofac certified historic structure Protection of natural habitat Preservation of opens space day oft thet tax year. Totalr number of conservation easements Totala acreage restricted by conservation easements historic structure listedi int the National Register 2 Complete lines 2a1 through: 2di ift the organization held a qualified conservation contribution int thet form of a conservation easement on thel last Helda att the End oft the Tax) Year 2a 2b 2c 2d Number of conservation easements ona a certified historic structure included in (a) Number of conservation easements included in (c) acquired after. July 25,2006, and not ona 3 Number of conservation easements modified, transferred, released, extinguished, ort terminated byt the organization during thet tax year Number ofs states where property subject to conservation easement isl located violations, and enforcement oft the conservation easements it holds? Does the organization! have a written policy regarding the periodic monitoring, inspection, handling of Yes No 6 Staff and volunteer hours devoted tor monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurredi inr monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 8 Does each conservation easement reported onl line 2(d) above satisfy the requirements of section 170(h)(4)(B)0) InF Part XIII, describe howt the organization reports conservation easements ini its revenue ande expense statement and balance sheet, and include, if applicable, thet text of thet footnote tot the organization's financial statements that describes the Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. 1a Ifthe organization elected, asp permitted under FASB ASC 958, not tor report ini its revenue statement. andl balance sheet works ofa art, historical treasures, or others similar assets! held for public exhibition, education, or researchi in furtherance of public service, provide inF Part XIIl thet text oft thet footnote toi itsf financial statements that describes thesei items. Ifthe organization elected, as permitted under FASBA ASC 958, tor reporti ini its revenue: statement and balance sheet works of art, historical treasures, or other similar assets! heldi for public exhibition, education, orr researchi int furtherance of public service, 2 Ift the organization received orh held works ofa art, historical treasures, or other similar assets fort financial gain, provide thet following amounts required to be reported under FASB ASC 958 relating tot thesei items: and section 170(h)4)(B)0)? Yes No organization's: accounting for conservation easements. Complete ift the organization answered "Yes" on Form 990, Part IV, line 8. providet thet following amounts relating tot thesei items: () Revenue included on! Form 990, Part' VII, line 1 (ii) Assets included inF Form 990, PartX Revenue included on Form 990, Part VIII, line 1 Assets includedi in Form 990, PartX $ $ $ $ LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D( (Form 990) 2022 232051 09-01-22 33 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule D (Form 990)2022 FOUNDATION, INC. 94-1524922 Page 2 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's: acquisition, accession, and other records, check any of thet following that make significant use ofi its collection items (check allt that apply): Public exhibition Scholarly research Preservation fori future generations a b d Loan ore exchange program e Other Provide a description oft the organization's collections and explain how theyf further the organization's exempt purpose in Part) XIII. Duringt the year, did the organization: solicit or receive donations of art, historical treasures, or others similar assets to be soldt to raise funds rather thant to be maintained as part oft the organization's collection? Part IV Escrow and Custodial. Arrangements. Complete if the organization answered "Yes" on Form 990, Part M, line 9, or 1a Ist the organization: an agent, trustee, custodian or otheri intermediary for contributions or other assets not included Yes X Yes Amount 2,395,161. 581,173. 824,280. 2,152,054. Yes XIN No No No reported an amount on Form 990, Part X, line 21. onF Form 990, Part) X? Beginning balance Additions during the year Distributions during the year Ending balance If"Yes," explain the arrangement in Part Xill and complete the following table: 1c 1d 1e 1f 2a Didi the organization include an amount on Form 990, Part X, line 21, fore escrow or custodial account liability? b If"Yes," explain the arrangement inF Part XIII. Check here ift the explanation has been provided on Part XIII PartV Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part M, line 10. (a) Current year (b) Prior year (c) Twoy years back (d) Threey yearst back (e) Four years! back 1a Beginning of year balance Contributions Neti investment earnings, gains, and losses Grants ors scholarships Othere expenditures forf facilities and programs Administrative expenses End ofy year balance Boardo designated or quaskendowment Permanent endowment Terme endowment organization by: () Unrelated organizations (i) Related organizations Providei thee estimated percentage oft the current year end balance (line 1g, column (a) held as: % % % The percentages onl lines 2a, 2b, and: 2cs should equal 100%. 3a Aret there endowment fundsr noti int the possession of the organization that arel held and administered for the Yes No 3ali) 3ali) 3b If"Yes" onl line 3a(i), are the related organizations listed as required on Schedule R? Describe inF Part) XIII thei intended uses of the organization's endowment funds. PartV VI Land, Buildings, and Equipment. Complete ift the organization answered "Yes" onF Form 990, Part M, line 11a. See Form 990, Part X, line 10. Description of property (a) Cost or other basis (nvestment) (b) Cost or other basis (other) 35,000. 525,875. (c) Accumulated depreciation (d) Book value 35,000. 1a Land Buildings Leasehold improvements Equipment Other 7,649,921. 4,281,390. 3,368,531. 525,875. 0. Total. Add lines 1a through 1e. (Column (d) muste equal Form 990. Part) X. column (B). line 10c.) 3,403,531. Schedule D( (Form 990): 2022 232052 09-01-22 34 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Schedulel D( (Form 990): 2022 Part VII Investments - Other Securities. (a) Description ofs security or category (includingr name ofs security) (1) Financial derivatives (2) Closely held equity interests (3) Other (A) LOCAL AGENCY INVESTMENT (B) FUND (C) SURPLUS MONEY INVESTMENT (D) FUND (E) MUTUAL FUNDS (F) ALTERNATIVE INVESTMENTS (G) (H) Total. (Col.(b)m must equal Form 990, PartX,col. (B)line 12.) Part VIII Investments - Program Related. CALIFORNIA STATE UNIVERSITY, EAST BAY FOUNDATION, INC. 94-1524922 Page 3 Completei ift the organization: answered "Yes" on Form 990, Part M,I line 11b. See Form 990, Part X, line 12. (b)E Book value (c) Method of valuation: Cost ore end-of-year market value 239,596. END-OF-YEAR MARKET VALUE 729. END-OF-YEAR MARKET VALUE 2,502,272. END-OF-YEAR MARKET VALUE 291,935. END-OF-YEAR MARKET VALUE 3,034,532. (b) Book value Complete ift the organization answered "Yes" on Form 990, Part M, line 11c. See Form 990, Part) X, line 13. (a) Description ofi investment (c) Method of valuation: Cost ore end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Col.(b)must equal Form 990, PartX, col. (B) line 13.) Part IX Other Assets. Complete ift the organization answered "Yes" on Form 990, Part M, line 11d. See Form 990, Part X, line 15. (a) Description (b) Book value 2,374,901. 1,424. 270,858. (1) DEFERRED OUTFLOWS - NET PENSION LIABILITY (2) DEFERRED OUTFLOWS - LOSS ON REFUNDING (3) DEFERRED OUTFLOWS - NET OPEB (4) (5) (6) (7) (8) (9) 1. Total. (Column (b) must equal Form 990, Part) X, col. (B) line 15.) 2,647,183. (b) Book value 1,650,734. 5,785,805. 837,940. 3,729. 532,001. 147,639. 8,957,848. Schedule D (Form 990): 2022 PartX Other Liabilities. (1) Federal income taxes (2) NET OTHER POSTEMPLOYMENT BENEFITS (3) LIABILITY (4) NET PENSION LIABILITY (5) DEFERRED INFLOWS - NET PENSION (6) LIABILITY (7) OTHER LIABILITIES (8) DEFERRED INFLOW - LEASE (9) DEFERRED INFLOWS NET OPEB Total. (Column (b) must equal Form 990. Part) X. col. (B) line 25.) Complete ift the organization answered "Yes" on Form 990, Part M, line 11e or 11f. See Form 990, Part) X, line 25. (a) Description ofl liability 2. Liability for uncertaint tax positions. InF Part XIII, provide thet text oft thet footnote tot the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here ift the text oft the footnote has been provided inF Part XIII X 232053 09-01-22 35 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedulel D (Form 990): 2022 FOUNDATION, INC. 94-1524922 Page 4 1 19,415,800. Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete ift the organization: answered' "Yes" on Form 990, Part M, line 12a. Totalr revenue, gains, and other support per audited financial statements Amounts included onl line 1b but not on Form 990, Part' VIII, line 12: Net unrealized gains (losses) oni investments Donated services and use off facilities Recoveries of prior year grants Other (Describei inF Part) XII.) Addi lines 2a1 through 2d Subtract line 2e from line 1 Other (Describe inF Part) XIII) Add lines 4a and 4b 2a 1,192,695. 2b 2c 2d 4a 4b 2e 1,192,695. 3 18,223,105. Amounts included on Form 990, Part VIII, line 12, but not onl line 1: Investment expenses noti included on Form 990, Part' VII, line 7b 5 Total revenue. Addl lines 3 and 4c. (This muste equal Form 990. Partlline 12.) Totale expenses andI losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use off facilities Prior year adjustments Other losses Other (Describe inF Part XIII) Add lines 2a1 through 2d Subtract line 2e from line 1 Other (Describe inF Part XII.) Addl lines 4a and 4b Part XIII Supplemental Information. 88,054. 4c 88,054. 5 18,311,159. 17,654,523. Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete ift the organization answered "Yes" on Form 990, Part M, line 12a. 2a 2b 2c 2d 4a 4b 2e 0. 3 17,654,523. Amounts included on Form 990, Part IX, line 25, but not onl line 1: Investment expenses noti included on Form 990, Part VII, line 7b 5 Totale expenses. Addl lines 3a and 4c. (This muste equal Form 990. Partl line 18.) 88,054. 4c 88,054. 5 17,742,577. Provide the descriptions required for Part II, lines 3,5 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V,I line 4; Part X, line 2; Part) XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this partt to provide any additionali information. PART IV, LINE 1B: ORGANIZATIONS. PART X, LINE 2: THE FOUNDATION ADMINISTERS AGENCY ASSETS ON BEHALF OF CAMPUS THE FOUNDATION IS A QUALIFIED NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)C)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). HOWEVER, THE FOUNDATION REMAINS SUBJECT TO TAXES ON ANY NET INCOME WHICH 232054 09-01-22 Schedule D( (Form 990)2 2022 36 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Part XIII Supplemental Information (continued) CALIFORNIA STATE UNIVERSITY, EAST BAY Schedulel D (Form 990) 2022 FOUNDATION, INC. 94-1524922 Page 5 IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND UNRELATED TO ITS EXEMPT PURPOSE. THE 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 FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. THE FOUNDATIONS FEDERAL INCOME TAX AND INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), GENERALLY FOR THREE YEARS AFTER THE RETURNS WERE FILED. STATE AND LOCAL JURISDICTIONS HAVE STATUTES OF LIMITATION THAT GENERALLY RANGE FROM 3 TO 5 YEARS. Schedule D( (Form 990): 2022 232055 09-01-22 37 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-B118-5A9A69F4026A SCHEDULEF (Form 990) Department ofthel Treasury Internal Revenue Service Name oft the organization FOUNDATION, INC. Statement of Activities Outside the United States Complete ift the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16. Go toy www.irs. gov/Form990 for instructions and the latesti information. OMB No.1 1545-0047 2022 Open to Public Inspection Employer identification number 94-1524922 Attach to Form 990. CALIFORNIA STATE UNIVERSITY, EAST BAY Partl General Information on Activities Outside the United States. Complete if the organization answered "Yes" on For grantmakers. Does the organization maintain records tos substantiate the amount ofi its grants and other assistance, the grantees' eligibility fori the grants ora assistance, and the selection criteria used to award the grants ora assistance? Form 990, Part IV, line 14b. XJ Yes No For grantmakers. Describe in Part Vi the organization's procedures for monitoring the use ofi its grants and other assistance outside the United States. (a) Region 3 Activities per Region. (Thef following Part Lline 3t table can be duplicated if additional spacei isr needed.) (b) Number of (c) Number of (d)A Activities conducted int the region (e) Ifactivity listedi in (d) int the region independent gram services, investments, grants to describe specific type (f) Total expenditures investments forand region 18,824. offices agents, employees, and (by type) (such as, fundraising, pro- isap program service, of service(s) int the region int the contractors recipients located int the region) inthe region NORTH AMERICA 0 GRANTS TO RECIPIENTS GRANT SUBAWARDS 3a Subtotal Totalf from continuation sheetst to Partl Totals (add lines 3a and3b) 0 18,824. 0. 18,824. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedulel F( (Form 990): 2022 232071 10-17-22 38 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule F (Form 990) 2022 FOUNDATION, INC. 94-1524922 Page2 Partll Grants and Other Assistance to Organizations or Entities Outside the United States. Completei if the organization answered "Yes" on Form 990, Part M, line 15, for any recipient who received more than $5,000. Part Ilcan be duplicated if additional spacei is needed. 1 (a) Name of organization (b) IRS code section and EIN (ifa applicable) (d) Purpose of grant (e) Amount (f)! Manner of (9) Amount of (h) Description of cash grant cash disbursement, assistance () Method of appraisal, other) (c) Region NORTH AMERICA CANADA AND MEXICO, BUT NOT THE UNITED STATES GRANT SUBAWARD noncash ofnoncash valuation (book, FMV, assistance 18,824. WIRE 0. 2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as a tax exempt 501(c)(3) organization by the IRS, ort for which the grantee or counsel has provided a section 501(c)(3) equivalency letter 1 0 3 Enter total number of other organizations or entities Schedule F (Form 990): 2022 232072 10-17-22 39 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule F (Form 990) 2022 FOUNDATION, INC. 94-1524922 Page3 Partlll Grants and Other Assistance tol Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part M, line 16. Part III can be duplicated if additional space is needed. (c)Number of (d) Amount of recipients cash grant (e)! Manner of cash disbursement (f)A Amount of (9) Description of noncash assistance (h) Method of valuation (book, FMV, appraisal, other) (a) Type of grant or assistance (b) Region noncash assistance Schedule F (Form 990): 2022 232073 10-17-22 40 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Schedule F( (Form 990) 2022 FOUNDATION, INC. CALIFORNIA STATE UNIVERSITY, EAST BAY 94-1524922 Page 4 Part M Foreign Forms 1 Wasi the organization al U.S. transferor of property toa af foreign corporation during the taxy year? If" "Yes," the organization may be required to file Form 926, Return bya U.S. Transferor of Property to a Foreign 2 Didt the organization have ani interest ina at foreign trust during the tax year? If" "Yes," the organization may ber required tos separately file Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts, andlor Form 3520-A, Annual Information. Retur of Foreign Trust Witha U.S. Owner (see Instructions for Forms. 3520 and 3520-A; don'tf file with Form 990) 3 Did the organization! have an ownershipi interest inaf foreign corporation duringt thet tax year? If"Yes," the organization may be required to file Form 5471, Information. Return of U.S. Persons With Respect to 4 Was the organization a direct ori indirect shareholder of a passive foreign investment company ora qualified electing fund during thei tax year? If" "Yes," the organization may be required to file Form 8621, Information Return bya Shareholder ofa Passive Foreign Investment Company or Qualified Electing 5 Did the organization have an ownership interest ina at foreign partnership during thet tax year? IF"Yes," the organization may be required to file Form 8865, Return ofU.S. Persons With Respect to Certain 6 Did the organization! have any operations ino orr relatedi to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Corporation (see Instructions for Form 926) Yes XI No Yes XI No Yes XJ No Certain Foreign Corporations (see Instructions for Form 5471) Fund (see Instructions for Form 8621) Yes XIN No Yes XI No Yes XI No Schedulel F( (Form 990)2 2022 Foreign Partnerships (see Instructions for Form 8865) Instructions for Form 5713; don't file with Form 990) 232074 10-17-22 41 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Schedule F( (Form 990) 2022 FOUNDATION, INC. PartV Supplemental Information CALIFORNIA STATE UNIVERSITY, EAST BAY 94-1524922 Page 5 Provide the information required by Part 1, line 2 (monitoring of funds); Part 1,I line 3, column ( (accounting method; amounts of investments VS. expenditures per region); Part II, line 1 (accounting method); Partl III( (accounting method); and Part IlI, column (c) (estimated number ofr recipients), as applicable. Also complete this part top provide any additional information. See instructions. PART I, LINE 2: MONITORING OF GRANT FUNDS USE OCCURS AT THE PRE-AWARD STAGE THROUGH CLOSEOUT OF AN AWARD. ALL PRINCIPAL INVESTIGATORS (PIS) AND ADMNISTRATORS AT CSUEB WITHIN ALL SCHOOLS, UNITS, DIVISIONS, UNIVERSITY DEPARTMENTS AND ENTERS/INSTITUIE, COMPLIES WITH THIS SUBRECIPIENT MONITORING POLICY. 232075 10-17-22 Schedule F (Form 990): 2022 42 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-1D3-B118-5A9A69F4026A SCHEDULEI (Form 990) Department ofthe Treasury Internal Revenue Service Grants and Other Assistance to Organizations, Governments, and Individuals in the United States OMBI No. 1545-0047 2022 Open to Public Inspection Employer identification number 94-1524922 XJ Yes if the Complete organization answered Attach tol Form 990. "Yes" on Form 990, Part IV, line 21 or 22. Goto www.irs.gov/Form390: for the latest information. Name oft the organization CALIFORNIA STATE UNIVERSITY, EAST BAY FOUNDATION, INC. Partl General Information on Grants and Assistance criteria used to award the grants or assistance? Does the organization maintain records tos substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection No 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. recipient that received more than $5,000. Part IlC can be duplicated if additional spacei is needed. Partll Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete ift the organization answered "Yes" on Form 990, Part IV, line 21, for any 1(a)! Name and address of organization (b) EIN or government (c) IRC section (d) Amount of (e) Amount of valuation (Methodo (book, of (g) Description of (fa applicable) cash grant noncash FMV, appraisal, noncash: assistance (h) Purpose of grant or assistance assistance other) HAYWARD UNIFIED SCHOOL DISTRICT 24411 AMADOR ST HAYWARD, CA 94544 CHABOT LAS POSITAS COMMUNITY COLLEGE - 7600 DUBLIN BLVD 3RD FLOOR - DUBLIN, CA 94568 COMMUNITY CHILD CARE COUNCIL (4CS) OF ALAMEDA COUNTY - 22351 CITY CENTER DR, SUITE 100 - HAYWARD, CA US DEPARTMENT OF AGRICULTURE 10300 BALTIMORE AVE, BLDG 003-WEST BELSTVILLE, MD 20705 CITY OF HAYWARD 777 B ST HAYWARD, CA 94541 LA FAMILIA COUNSELING SERVICE 24301 SOUTHLAND DR., SUITE 300 HAYWARD, CA 94545 94-1693499 SOVERNMENT 1,528,406. 0. GRANT SUBAWARD 94-1670563 GOVERNMENT 402,017. 0. GRANT SUBAWARD 94541 23-7218859 501(C)(3) 387,759. 0. GRANT SUBAWARD 72-0564834 SOVERNMENT 402,739. 0. GRANT SUBAWARD 94-6000346 SOVERNMENT 178,205. 0. GRANT SUBAWARD 94-2297155 302,565. 0. GRANT SUBAWARD 2 Enter total number of section 501(c)(3) and government organizations listed int the line 1 table 3 Enter total number of other organizations listed in the line 1 table LHA For Paperwork Reduction. Act Notice, see the Instructions for Form 990. 25. 4. Schedule I(Form 990): 2022 232101 10-31-22 43 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A Schedulel (Form 990) FOUNDATION, INC. CALIFORNIA STATE UNIVERSITY, EAST BAY 94-1524922 Page1 1 PartlI Continuation of Grants and Other Assistance to Domestic organizations and Domestic Governments (Schedulel(Form 990), Part II.) (a) Name and address of organization or government (b) EIN (c) IRC section (d) Amount of (e) Amount of (f) Method of (9) Description of (h) Purpose of grant ora assistance ifapplicable cash grant noncash valuation non-cash assistance (book, FMV, appraisal, other) assistance EDEN AREA ROP 26316 HESPERIAN BLVD HAYWARD, CA 94545 HATCHUEL TABERNIK AND ASSOCIATES 2560 NINTH ST, SUITE 319A BERKELEY, CA 94710 ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT - 1000 BROADWAY, SUITE 500 - OAKLAND, CA 94607 TIBURCIO VASQUEZ HEALTH CENTER INC 33255 NINTH ST UNION CITY, CA 94587 OHLONE COMMUNITY COLLEGE DISTRICT 43600 MISSION BLVD FREMONT, CA 94539 ALAMEDA COUNTY OFFICE OF EDUCATION 313 W WINTON AVE HAYWARD, CA 94544 EDEN YOUTH AND FAMILY CENTER 680 w. TENNYSON RD HAYWARD, CA 94544 UNIVERSITY OF DELAWARE 220 HULLIHEN HALL NEWARK, DE 19716 CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION 6300 STATE UNIVERSITY DR., SUITE 332 - LONG BEACH, CA 90815 232241 04-01-22 94-3158083 107,006. 0. GRANT SUBAWARD 91-1850644 311,000. 0. GRANT SUBAWARD 94-6000501 GOVERNMENT 189,985. 0. GRANT SUBAWARD 23-7118361 501(C)(3) 210,119. 0. GRANT SUBAWARD 94-2378181 SOVERNMENT 14,469. 0. GRANT SUBAWARD 94-6002421 SOVERNMENT 84,238. 0. GRANT SUBAWARD 94-2442586 501(C)(3) 186,815. 0. GRANT SUBAWARD 51-6000297 501(C)(3) 100,202. 0. GRANT SUBAWARD 95-6106694 501(C)(3) 130,368. 0. GRANT SUBAWARD Schedule I(Form 990) 44 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A Schedulel (Form 990) FOUNDATION, INC. CALIFORNIA STATE UNIVERSITY, EAST BAY 94-1524922 Page1 1 PartlI Continuation of Grants and Other Assistance to Domestic organizations and Domestic Governments (Schedulel(Form 990), Part II.) (a) Name and address of organization or government (b) EIN (c) IRC section (d) Amount of (e) Amount of (f) Method of (9) Description of (h) Purpose of grant ora assistance ifapplicable cash grant noncash valuation non-cash assistance (book, FMV, appraisal, other) assistance VIRGINIA COMMONWEALTH UNIVERSITY 907 FLOYD AVE RICHMOND, VA 23284 THE STATE UNIVERSITY OF NEW JERSEY, RUTGERS - 33 KNIGHTSBRIDGE LAWRENCE LIVERMORE NATIONAL LABORATORY - 7000 EAST AVE LIVERMORE, CA 94550 UNIVERSITY ENTERPRISES INC. 6000 JED SMITH DR SACRAMENTO, CA 95819 SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION - 5250 CAMI CONSULTING INC 318 COMMODORE DR RICHMOND, CA 94804 PERALTA COMMUNITY COLLEGE DISTRICT 333 EAST 8TH ST OAKLAND, CA 94606 CALIFORNIA STATE UNIVERSITY, FRESNO FOUNDATION 4910 N CHESTNUT FRESNO, CA 93726 UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 105 KINKEAD HALL - LEXINGTON, KY 40506 232241 04-01-22 54-6001758 GOVERNMENT 92,127. 0. GRANT SUBAWARD RD 2 EAST PISCATAWAY, NJ 08854 22-6001086 501(C)(3) 28,197. 0. GRANT SUBAWARD 20-5624386 SOVERNMENT 74,200. 0. GRANT SUBAWARD 94-1337638 501(C)(3) 42,142. 0. GRANT SUBAWARD CAMPANILE DR - SAN DIEGO, CA 92182 95-6042721 501(C)(3) 42,164. 0. GRANT SUBAWARD 94-3350294 65,883. 0. GRANT SUBAWARD 94-1590799 GOVERNMENT 54,000. 0. GRANT SUBAWARD 94-6003272 501(C)(3) 19,640. 0. GRANT SUBAWARD 61-6033693 501(C)(3) 40,973. 0. GRANT SUBAWARD Schedule I(Form 990) 45 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A Schedulel (Form 990) FOUNDATION, INC. CALIFORNIA STATE UNIVERSITY, EAST BAY 94-1524922 Page1 1 PartlI Continuation of Grants and Other Assistance to Domestic organizations and Domestic Governments (Schedulel(Form 990), Part II.) (a) Name and address of organization or government (b) EIN (c) IRC section (d) Amount of (e) Amount of (f) Method of (9) Description of (h) Purpose of grant ora assistance ifapplicable cash grant noncash valuation non-cash assistance (book, FMV, appraisal, other) assistance BAY AREA LEEDS 2244 OAK GROVE RD #31342 WALNUT CREEK, CA 94598 BSCS SCIENCE LEARNING 5415 MARK DABLING BLVD COLORADO SPRINGS, CO 80918 VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY - 300 TURNER ST, WEBER STATE UNIVERSITY 3848 HARRISON BLVD OGDEN, UT 84408 CALIFORNIA STATE UNIVERSITY FOUNDATION 401 GOLDEN SHORE LONG BEACH, CA 90802 83-3965064 501(C)(3) 20,000. 0. GRANT SUBAWARD 84-0622557 501(C)(3) 28,293. 0. GRANT SUBAWARD SUITE 4200 - BLACKBURG, VA 24061 54-6001805 SOVERNMENT 43,016. 0. GRANT SUBAWARD 87-6000535 SOVERNMENT 7,430. 0. GRANT SUBAWARD 95-6123757 501(C)(3) 10,800. 0. PUBLIC RELATIONS SUPPORT Schedule I(Form 990) 232241 46 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule (Form 990) 2022 FOUNDATION, INC. 94-1524922 Page2 Partlll Grants and Other Assistance to Domestic Individuals. Complete ift the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space isr needed. (a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of non- (e) Method of valuation (f) Description ofr noncash assistance recipients cash grant cash assistance (book, FMV, appraisal, other) TIPBDS/BCHOEARNPS 346 1,555,593. 0. PartIV Supplemental Information. Provide the information required in Partl 1, line 2; Part III, column (b); and any other additional information. PART I, LINE 2: MONITORING OF GRANT FUNDS USE OCCURS AT THE PRE-AWARD STAGE THROUGH CLOSEOUT OF AN AWARD. ALL PRINCIPAL INVESTIGATORS (PIS) AND ADMNISTRATORS AT CSUEB WITHIN ALL SCHOOLS, UNITS, DIVISIONS, UNIVERSITY DEPARIMENTS AND CENTERS/INSTVITOES, COMPLIES WITH THIS SUBRECIPIENT MONITORING POLICY. THE FOUNDATION HAS A DETAILED SPONSORED PROGRAMS GUIDE, WHICH PROVIDES RULES AND PROCEDURES FOR THE RESPONSIBLE CONDUCT OF GRANTS. THE PRINCIPAL INVESTIGATOR OF EACH GRANT IS PRIMARILY RESPONSIBLE FOR RUNNING THE GRANT 232102 10-31-22 Schedule I(Form 990): 2022 47 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Part IV Supplemental Information CALIFORNIA STATE UNIVERSITY, EAST BAY Schedulel (Form 990) FOUNDATION, INC. 94-1524922 Page 2 IN ACCORDANCE WITH THE FOUNDATION SPONSORED PROGRAMS GUIDE AND SPONSOR REQUIREMENTS. HOWEVER, THE FOUNDATION MAINTAINS PURCHASING AND APPROVAL PROCEDURES FOR ALL SIGNIFICANT GRANT ACTIVITIES IN ORDER TO MONITOR THE GRANT APPROPRIATELY. Schedule I(Form 232291 990) 48 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-B118-5A9A69F4026A SCHEDULEJ (Form 990) Department ofthel Treasury Internal Revenues Service Name oft the organization Compensation Information For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete ift the organization answered' "Yes" onl Form 990, Partl IV, line 23. Attachi tol Form 990. Go to www.rs.govorm90 for instructions and the latest information. CALIFORNIA STATE UNIVERSITY, EAST BAY OMB No. 1545-0047 2022 Opent to Public Inspection Employer identification number 94-1524922 FOUNDATION, INC. Partl Questions Regarding Compensation Yes No 1a Check the appropriate box(es) ift the organization provided any oft the following to orf for ap personl listed on Form 990, Part VII, Section A, line 1a. Complete Part Illt to provide any relevant information regarding thesei items. First-class or charter travel Travel for companions Taxi indemnification and gross-up payments Discretionary spending account Housing allowance orr residence for personal use Payments for business use of personal residence Health ors social club dues ori initiation fees Personal services (such asr maid, chauffeur, chef) b Ifany oft the boxes onl line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orp provision of all of the expenses described above? If" "No," complete Part Illt to explain Did the organization require substantiation prior tor reimbursing ora allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding thei items checked onl line 1a? 3 Indicate which, if any, oft the following the organization usedt to establish the compensation oft the organization's CEO/Executive Director. Check allt that apply. Do not checka any boxesf for methods used by ar related organization1 to 1b 2 establish compensation oft the CEO/Executive Director, but explain in Part III. Compensation committee Independent compensation consultant Form 990 of other organizations organization or a related organization: Written employment contract Compensation survey ors study Approval by the board or compensation committee During they year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect tot thet filing Participate inc orr receive payment from a supplemental nonqualified retirement plan? Participate inc orr receive payment from ane equity-based compensation arrangement? If"Yes" to any ofl lines 4a-c, list the persons and provide the applicable amounts for each itemi inF Part III. Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 Forp persons listed on Form 990, Part VII, Section. A, line 1a, did the organization pay or accrue any compensation Receive as severance payment or change-of-control. payment? 4a 4b 4c X X X contingent ont the revenues of: Thec organization? Any related organization? If"Yes" onl line 5a or 5b, describe inF Part III. contingent ont ther net eamnings of: The organization? Any related organization? If" "Yes" onl line 6a or6 6b, describe inF Part III. not described onl lines 5a ande 6?1 If" "Yes," describe inF Part III 5a 5b 6a 6b 7 8 9 X X X X X X Forp persons listed on Form 990, Part' VII, Section A, line 1a, did the organization pay or accrue any compensation Forp persons listedo on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject tot the initial contract exception described inF Regulations section 53.4958-4(a)3)? If" "Yes," describe inF Part III If"Yes" onl line 8, did the organization also follow the rebuttable presumption procedure describedi in Regulations section 53.4958-6(c)? LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J( (Form 990): 2022 232111 10-18-22 49 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule J(Form 990) 2022 FOUNDATION, INC. 94-1524922 Page2 PartlI Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row 0 and from related organizations, described int the instructions, on row (). Note: The sum of columns (B)0)-() for eachl listedi individual must equal the total amount of Form 990, Part' VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual. Dor not list anyi individuals that aren't listed on Form 990, Part' VII. (B) Breakdown of W-2 and/or 1099-MISC and/or 1099-NEC (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation compensation (ii) Bonus & (ii) Other incentive reportable compensation compensation 0. 0. 0. 0. 0. 37,046. 0. 0. 0. 0. 0. 51,665. 0. 0. 0. 0. 0. 0. 0. 0. 0. 40,998. 0. 0. 0. 0. 0. 22,997. 0. 0. 0. 0. 0. 28,409. other deferred compensation benefits (B)Q-(D) in column (B) reported as deferred on prior Form 990 0. 0. 0. 0. 0. 0. (A) Name and Title () Base compensation 0 ( 184,655. 0 () 173,021. 0 ( 150,934. 0 () 143,166. 0 () 151,089. 0 (i) 105,271. 0 ( 0 (i) () (i) () () () ( () (i) () (i) () (i) 0 () 0 (i) (1) YUANYUAN GAO BOARD MEMBER (2) CHANDRA KHAN BOARD MEMBER (3) KAUMUDI MISRA BOARD MEMBER (4) MYESHIA ARMSTRONG (5) EVELYN BUCHANAN CHAIR (6) ALBERT GONZALEZ BOARD MEMBER 0. 0. 0. 0. 0. 0. 0. 26,884. 248,585. 0. 2,235. 226,921. 0. 0. 5,332. 189,496. 0. 11,520. 185,606. 0. 20,889. 154,569. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 41,892. 19,228. 212,054. Schedule J (Form 990): 2022 232112 10-18-22 50 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule J(Form 990) 2022 PartlII Supplemental Information FOUNDATION, INC. 94-1524922 Page3 Provide the information, explanation, or descriptions required for Partl 1, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information. PART I, LINE 3: ALL COMPENSATION IS DETERMINED BY CALIFORNIA STATE UNIVERSITY EAST BAY. CALIFORNIA STATE UNIVERSITY EAST BAY USES WRITTEN EMPLOYMENT CONTRACTS AND COMPENSATION SURVEYS OR STUDIES IN SETTING EMPLOYEE COMPENSATION. Schedule J( (Form 990): 2022 232113 10-18-22 51 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A SCHEDULEK (Form 990) Department ofthe Treasury Internal Revenue Service Partl Bond Issues Supplemental Information on Tax-Exempt Bonds explanations, and any additional information in Part' VI. OMB No. 1545-0047 2022 Open to Public Inspection Employer identification number 94-1524922 Complete ift the organization answered "Yes" on Form 990, Part IV, line 24a. Provide descriptions, Attach tol Form 990. Go to www.rs.gov/form,90: for instructions and the latest information. Name of the organization CALIFORNIA STATE UNIVERSITY, EAST BAY FOUNDATION, INC. SEE PART VI FOR COLUMN (A) CONTINUATIONS (a) Issuer name (b) Issuer EIN (c) CUSIP# (d) Date issued (e) Issue price (f) Description of purpose (9)Deleasedn) On behalf () Pooled ofissuer financing Yes No Yes No Yes No X X X X X X TRUSTEES OF THE TRUSTEES OF THE REFUND SERIES REFUND SERIES A CALIFORNIA STATE UNIVERS 91-215558713077C2S6 08/07/13 2,710,000.1998 BONDS BC CALIFORNIA STATE UNIVERS 91-2155587 NONE 07/29/21 345,000.1998 BONDS D Partll Proceeds Amount of bonds retired Amount of bonds legally defeased Total proceeds of issue Gross proceeds in reserve funds 5 Capitalized interest from proceeds 6 Proceeds in refunding escrows 7 Issuance costs from proceeds 8 Credit enhancement from proceeds 9 Working capital expenditures from proceeds 10 Capital expenditures from proceeds 11 Other spent proceeds 12 Other unspent proceeds 13 Year of substantial completion A 2,415,000. 2,710,000. B 15,000. 345,000. C D 2,710,000. 345,000. 2013 2021 Yes No Yes No Yes No Yes No X X X X X X X X 14 Were the bonds issued as part ofar refunding issue oft tax-exempt bonds (or, ifissued prior to 2018, a current refunding issue)? 15 Were the bonds issued as part of a refundingi issue oft taxable bonds (or, if issued prior to 2018, an advance refunding issue)? 16 Has the final allocation of proceeds been made? 17 Does the organization maintain adequate books and records to support the final allocation of proceeds? LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule K (Form 990): 2022 232121 10-28-22 52 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule K (Form 990) 2022 PartllI Private Business Use FOUNDATION, INC. 94-1524922 Page2 A B C D Yes No Yes No Yes No Yes No X X X X X X Was the organization. a partner ina a partnership, ora a member of an LLC, which owned property financed by tax-exempt bonds? Are there any lease arrangements that may resulti in private business use of bond-financed property? 3a Are there any management or service contracts that may result inp private business use of bond-financed property? If"Yes" tol line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? Are there any research agreements that may resulti inp private business use of If"Yes"t tol line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? Enter the percentage of financed property used in a private business use by entities other than a section 501(c/3) organization or a state or local government Enter the percentage of financed property used in a private business use asa result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, oras state or local government Does the bond issue meet the private security or payment test? 8a Has there been as sale or disposition of any of the bond-financed property to a non- governmental person other than a 501(c)(3) organization since the bonds were issued? If" "Yes" tol line 8a, enter the percentage of bond-financed property sold or If"Yes" tol line 8a, was any remedial action taken pursuant to Regulations Has the organization established written procedures to ensure that all nonqualified bonds oft the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? bond-financed property? X X % % % X X % % % % X X % % % % % % % o Total of lines 4 and 5 disposed of sections 1.141-12 and 1.145-2? % % X X A B C D Yes No Yes No Yes No Yes No X X X X X X X X X X PartIV Arbitrage Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penaltyi in Lieu of Arbitrage Rebate? 2 If"No" to line 1,didt the following apply? Rebate not due yet? Exception to rebate? No rebate due? performed 3 Ist the bond issue a variable rate issue? 232122 10-28-22 If"Yes" tol line 2c, provide in Part' Vit the date the rebate computation was Schedule K (Form 990): 2022 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule K (Form 990) 2022 PartIV Arbitrage (continued) FOUNDATION, INC. 94-1524922 Page3 A B C D Yes No Yes No Yes No Yes No X X 4a Has the organization or the governmental issuer entered into a qualified hedge with respect tot the bond issue? Name of provider Term of hedge d Was the hedge superintegrated? Was the hedge terminated? b Name of provider Term of GIC 5a Were gross proceeds invested ina guaranteed investment contract (GIC)? X X d Was the regulatory safe harbor for establishing the fair market value oft the GIC satisfied? Were any gross proceeds invested beyond an available temporary period? Has the organization established written procedures to monitor the requirements of section 148? PartV Procedures To Undertake Corrective Action X X X X A B C D Yes No Yes No Yes No Yes No X X Has the organization established written procedures to ensure that violations off federal tax requirements are timely identified and corrected1 through the voluntary closing agreement program if self-remediation isn't available under applicable regulations? PartVI Supplemental Information. Provide additional information for responses to questions on Schedule K. See instructions. (A) ISSUER NAME: TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY (A) ISSUER NAME: TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY SCHEDULE K, PART I, BOND ISSUES: 232123 10-28-22 Schedule K (Form 990): 2022 DocuSign Envelope ID: COB09CA1-D75A-41D3-B118-5A9A69F4026A SCHEDULEO (Form 990) Department oft thel Treasury Internal Revenue Service Name oft the organization Supplemental Information to Form 990 or 990-EZ Complete toy provide information for responses to specific questions on 990-EZ or top provide any additional information. Attach to Form 990 or Form 990-EZ. Gotov www.rs.ow/Form90: for the latest information. CALIFORNIA STATE UNIVERSITY, EAST BAY OMBN No. 1545-0047 2022 Opent to Public Inspection 990 or Form Employer identification number 94-1524922 FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 1A: THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD AND THE CHAIR OF THE AUDIT COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT IN ALL MATTERS IN WHICH THE FULL BOARD HAS AUTHORITY TO ACT, EXCEPT AS FOLLOWS: (A) FILLING VACANCIES IN THE BOARD OF DIRECTORS; (B) FIXING COMPENSATION OF ANY DIRECTOR FOR SERVING AS AN OFFICER OR ON ANY COMMITTEE, OR OTHERWISE PROVIDING SERVICES TO THE FOUNDATION; (C) AMENDMENT OR REPEAL OF ANY BYLAW OR ADOPTION OF ANY NEW BYLAW; (D) AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD OF DIRECTORS THAT BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; AND (E) APPROVAL OF A POTENTIAL CONFLICT-OF-OF-INTEREST TRANSACTION. FORM 990, PART VI, SECTION A, LINE 7A: THE FOLLOWING INDIVIDUALS RECEIVE VOTING POSITIONS ON THE FOUNDATION'S BOARD OF DIRECTORS BY VIRTUE OF THEIR POSITION AT CSU EAST BAY: (A) THE PRESIDENT OF THE UNIVERSITY OR THEIR DESIGNEE; (B) THE VICE PRESIDENT FOR ADMINISTRATION AND FINANCE/CHIEF FINANCIAL OFFICER; AND (C) THE PROVOST/VICE PRESIDENT OF ACADEMIC AFFAIRS. THE UNIVERSITY PRESIDENT ALSO ADMINISTRATION/STAFF AND ANOTHER FROM NON-CAMPUS PERSONNEL. FINALLY, THE CSU EAST BAY PRESIDENT HAS THE RIGHT TO APPROVE ALL DIRECTORS ELECTED TO APPOINTS TWO MEMBERS OF THE BOARD OF DIRECTORS; ONE FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B: AMENDMENTS TO THE ARTICLES AND BYLAWS AND THE REMOVAL OF ANY MEMBER OF THE BOARD OF DIRECTORS MUST BE APPROVED BY THE CSU EAST BAY PRESIDENT. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule o (Form 990) 2022 232211 10-28-22 55 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule 0 (Form 990) 2022 Page 2 Name oft the organization CALIFORNIA STATE UNIVERSITY, EAST BAY Employer identification number 94-1524922 FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B: THE ORGANIZATION'S FORM 990 WAS REVIEWED BY THE SECRETARK/TREASURER AND WAS PROVIDED TO THE OTHER BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO BOARD MEMBERS, MANAGERS, EMPLOYEES AND CONTRACTED CONSULTANTS. BOARD MEMBERS ARE REQUIRED ANNUALLY TO SIGN AND FILE THE CONFLICT OF INTEREST STATEMENT. OTHERS ARE REQUIRED ANNUALLY TO FILE A STATEMENT OF ECONOMIC INTERESTS. 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 B, LINE 15: CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION DOES NOT PAY ANY EMPLOYEES. CALIFORNIA STATE UNIVERSITY EAST BAY, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES AND HAS FORMAL COMPENSATION POLICIES. 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. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ONLINE AT 232212 10-28-22 Schedule o( (Form 990)2 2022 56 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-41D3-8118-5A9A69F4026A Schedule 0 (Form 990) 2022 Page 2 Name oft the organization CALIFORNIA STATE UNIVERSITY, EAST BAY WWW.CSUEASTBAY.EDU/FOUNDATION/BOARD-INFORMATION.HTML. Employer identification number 94-1524922 FOUNDATION, INC. FORM 990, PART XII, LINE 2C: THE AUTHORITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. 232212 10-28-22 Schedule o( (Form 990)2 2022 57 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651 DocuSign Envelope ID: COB09CA1-D75A-1D3-B118-5A9A69F4026A OMB No. 1545-0047 2022 Open tol Public Inspection Employer identification number 94-1524922 SCHEDULER (Form 990) Department ofthe Treasury Internal Revenue Service Related Organizations and Unrelated Partnerships Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or37. Go to www.rs-gov/Form90 for instructions and the latest information. Attach to Form 990. Name of the organization CALIFORNIA STATE UNIVERSITY, EAST BAY FOUNDATION, INC. Parti Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33. (a) Name, address, and EIN (ifa applicable) of disregarded entity (b) Primary activity (c) foreign country) (d) (e) (f) Direct controlling entity Legal domicile (state or Total income End-of-year assets PartlI Identification of Related Tax-Exempt Organizations. Complete ift the organization answered "Yes" on Form 990, Part MV, line 34, because it had one or more related tax-exempt organizations during the tax year. (a) Name, address, and EIN ofrelated organization (b) Primary activity (c) foreign country) (d) (e) section status (if section 501(c)(3) (f) entity (g), Section512p/13) entity? Yes No Legal domicile (state or Exempt Code Public charity Direct controlling controlled CALIFORNIA STATE UNIVERSITY, EAST BAY 94-6390556, 25800 CARLOS BEE BLVD, SA 2750, HAYWARD, CA 94542 EDUCATION ÇALIFORNIA 115(1) 501(C)(9) N/A su EAST BAY FOUNDATION X X CALIFORNIA STATE UNIVERSITY, HAYWARD RETIREE PROVIDE HEALTHCARE HEALTH TRUST - 94-3235218, 25800 CARLOS BEE BENEFITS FOR RETIRED BLVD, SA 2750, HAYWARD, CA 94542 EMPLOYEES OF CSU EAST BAY ÇALIFORNIA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R( (Form 990): 2022 SEE PART VII FOR CONTINUATIONS 232161 09-14-22 LHA 58 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A Schedule R (Form 990) 2022 FOUNDATION, INC. organizations treated as a partnership during the tax year. CALIFORNIA STATE UNIVERSITY, EAST BAY 94-1524922 Page2 PartiII Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part M, line 34, because it had one or more related (a) Name, address, and EIN ofr related organization (b) (c) (statec or foreign country) (d) entity (e) (related, unrelated, income excluded from tax under sections 512-514) (f) (9) assets (h) (i) end-of-year allocations? amount in box managing partner? ownership 20of Schedule Yes No K-1 (Form 1065) Yes'No () (k) Primary activity domicile Legal Direct controlling Predominant income Share of total Share of Disproportionate Code V-UBI GeneraicPercentage PartIV Identification of Related organizations Taxable as a Corporation or Trust. Complete ift the organization answered "Yes" on Form 990, Part IV, line 34, because it had one orr more related organizations treated as a corporation or trust during the tax year. (a) Name, address, and EIN ofr related organization (b) (c) (stateor foreign country) (d) (e) or trust) (f) (9) end-ot-year ownership controlled assets (h) () entity? Yes No Primary activity Legal domicile Direct controlling Type of entity Share of total Share of Percentage 512bX13) Section entity (Ccorp, S corp, income 232162 09-14-22 Schedule R (Form 990): 2022 59 DocuSign Envelope ID: COB09CA1-D75A-41D3-5118-5A9A69F4026A Schedule R (Form 990) 2022 FOUNDATION, INC. CALIFORNIA STATE UNIVERSITY, EAST BAY 94-1524922 Page3 PartV Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36. During the tax year, did the organization engage ina any of the following transactions with one or more related organizations listed in Parts II-IV? Note: Complete line 1ifa any entityi is listed in Parts II, III, or IVG of this schedule. Receipt of () interest, (ii) annuities, (ii) royalties, or (iv) rent from a controlled entity Gift, grant, or capital contribution tor related organization(s) Gift, grant, or capital contribution from related organization(s) Loans orl loan guarantees to or for related organization(s) Loans orl loan guarantees by related organization(s) Dividends from related organization(s) Sale of assets tor related organization(s) Purchase of assets from related organization(s) Exchange of assets with related organization(s) Lease of facilities, equipment, or other assets tor related organization(s) Lease of facilities, equipment, or other assets from related organization(s) Performance of services or membership orf fundraising solicitations for related organization(s) m Performance of services or membership or fundraising solicitations by related organization/s) Sharing off facilities, equipment, mailing lists, or other assets with related organization(s) Yes No 1a X 1b X 1c X 1d X 1e X 1f X 19 X 1h X 1i X 1i X 1k X 11 X 1m X 1n X 10 X 1p X 1q X 1r X 1s X Sharing of paid employees with related organization(s) Reimbursement paid to related organization(s) fore expenses Reimbursement paid by related organization(s) fore expenses Other transfer of cash or property to related organization(s) Other transfer of cash or property from related organizations) 2 Ift the answer to any oft the above is' "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) Name of related organization (b) Transaction type (a-s) (c) Amount involved (d) Method of determining amount involved (1) (2) (3) (4) (5) (6) 232163 09-14-22 Schedule R (Form 990): 2022 60 DocuSign Envelope ID: COB09CA1-D75A-1D3-B118-5A9A69F4026A CALIFORNIA STATE UNIVERSITY, EAST BAY Schedule R (Form 990) 2022 FOUNDATION, INC. 94-1524922 Page4 PartVI Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent ofi its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN ofentity (b) (c) (d) (state or foreign (related, unrelated, 501(c)(3) orgs.? excluded from tax under country) sections 512-514) Yes No income le) (f) total (9) (h) () of Schedule K-1 () (k) Primary activity Legal domicile Predominant income partnerss sec. Share of Share of Dispropor- Code V-UBI CemaalcPercentage end-of-year allocations? tionate amounti in box 20 managing partner? ownership assets Yes No (Form 1065) Yes/NO_ Schedule R( (Form 990)2 2022 232164 09-14-22 61 DocuSign Envelope ID: COB09CA1-D75A-41D3-3118-5A9A69F4026A Schedule R (Form 990) 2022 Part VII Supplemental Information CALIFORNIA STATE UNIVERSITY, EAST BAY FOUNDATION, INC. 94-1524922 Page 5 Provide additional information for responses to questions on Schedule R. See instructions. PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: CALIFORNIA STATE UNIVERSITY, HAYWARD RETIREE HEALTH TRUST PRIMARY ACTIVITY: PROVIDE HEALTHCARE BENEFITS FOR RETIRED EMPLOYEES OF CSU EAST BAY FOUNDATION 232165 09-14-22 Schedule R( (Form 990)2 2022 62 11070419 131839 A277065 2022.05080 CALIFORNIA STATE UNIVERSI A2770651