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Nonprofiteer
← EAST BAY FOUNDATION ON AGING

Form 990 for tax year 2022

Filed by EAST BAY FOUNDATION ON AGING.

Totals

Total revenue
$287,286
Total expenses
$592,101
Contributions and grants received
$5,052
Grants paid
$390,000
Program service revenue
$0
Investment income
$282,234
Other revenue
$0
Total assets, end of year
$12,678,822
Total liabilities, end of year
$800
Net assets or fund balances, end of year
$12,678,022
Program services expenses (Part IX)
$451,310
Management and general expenses
$140,791
Fundraising expenses
$0
Program service expenses (Part III)
$451,310

Program services were 76.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $5,052

  • 3 · Investment income

    total $241,063 · excluded $241,063

  • 7a · Gross sales of assets other than inventory

    securities $41,171

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $41,171

  • 7d · Net gain or loss

    total $41,171 · excluded $41,171

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $390,000 · program services $390,000

  • 11a · Fees: management

    total $120,378 · program services $60,189 · management and general $60,189

  • 11c · Fees: accounting

    total $9,200 · management and general $9,200

  • 11f · Fees: investment management

    total $35,466 · management and general $35,466

  • 11g · Fees: other

    total $35,310 · management and general $35,310

  • 13 · Office expenses

    total $281 · management and general $281

  • 14 · Information technology

    total $311 · management and general $311

  • 17 · Travel

    total $34 · management and general $34

  • 19 · Conferences, conventions and meetings

    total $1,121 · program services $1,121

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $11,919,500 · end of year $12,678,822

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $800

  • 25 · Other liabilities

    beginning of year $80 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $10,033,297 · end of year $10,683,269

  • 28 · Net assets with donor restrictions

    beginning of year $1,886,123 · end of year $1,994,753

Mission and programs · 2022

Mission

THE MISSION OF THE EAST BAY FOUNDATION ON AGING IS TO IMPROVE THE QUALITY OF LIFE OF THE ELDERLY THROUGH GRANTS TO NONPROFIT ORGANIZATIONS IN THE EAST BAY. INITIAL PRIORITIES INCLUDE DIRECT SERVICE, TRAINING, AND CAPACITY BUILDING GRANTS TO ORGANIZATIONS SERVING ELDERLY WOMEN, OAKLAND RESIDENTS, AND/OR UTILIZING AN INTERGENERATIONAL APPROACH.

Activities or mission (Part I)

TO IMPROVE THE QUALITY OF LIFE OF THE ELDERLY THROUGH GRANTS TO NONPROFIT ORGS IN THE EAST BAY.

  • EAST BAY FOUNDATION ON AGING COMPLETED A FULL ROUND OF GRANTS, GRANTING $390,000 TO 13 ORGANIZATIONS SUPPORTING THE QUALITY OF LIFE OF THE ELDERLY IN THE EAST BAY.

    Expenses $451,310 · Grants $390,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANNE WARNER-REITZ

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BARBARA SANDOVAL TERRAZAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DIANNE OMI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALBERTO ORTEGA HINOJOSA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY LOUISE ZERNICKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETER SZUTU THRU 123122

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALAN STEIN THRU 51723

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GENEVIEVE ZARAGOZA

    TREASURER

    Total calculated
    $186,318
    From this org
    $0
    From related orgs
    $142,432
    Other
    $43,886
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,432 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,081 related
    Nontaxable benefits
    $0 + $38,805 related
    Filer's total
    $0 + $186,318 related

  • ANOOP KAUR

    SECRETARY

    Total calculated
    $152,112
    From this org
    $0
    From related orgs
    $135,982
    Other
    $16,130
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,982 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,378 related
    Nontaxable benefits
    $0 + $13,752 related
    Filer's total
    $0 + $152,112 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
EAST BAY COMMUNITY FOUNDATION, RELATED ORGANIZATION OF EAST BAY FOUNDATION ON AGING, UTILIZES COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION OF THE CEO.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUST (5)

    T · INVESTMENTS · CA

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

  • POOLED INCOME FUND

    T · INVESTMENTS · CA

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

  • CHARITABLE LEAD ANNUITY TRUST (1)

    T · INVESTMENTS · CA

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202421359349308762

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