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Nonprofiteer
← EAST BAY COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by EAST BAY COMMUNITY FOUNDATION.

Totals

Total revenue
$41,187,858
Total expenses
$128,203,094
Contributions and grants received
$28,195,054
Grants paid
$116,583,217
Program service revenue
$0
Investment income
$12,815,913
Other revenue
$176,891
Total assets, end of year
$531,145,230
Total liabilities, end of year
$39,483,700
Net assets or fund balances, end of year
$491,661,530
Program services expenses (Part IX)
$123,354,365
Management and general expenses
$2,652,716
Fundraising expenses
$2,196,013
Program service expenses (Part III)
$123,354,365

Program services were 96.2% 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

    $28,195,054

  • 1g · Noncash contributions included above

    $7,298,472

  • 3 · Investment income

    total $11,958,147 · unrelated business -$13,715 · excluded $11,971,862

  • 6a · Gross rents

    real property $97,270

  • 6b · Less rental expenses

    real property $19,547

  • 6c · Rental income or loss

    real property $77,723

  • 6d · Net rental income or loss

    total $77,723 · excluded $77,723

  • 7a · Gross sales of assets other than inventory

    securities $857,766

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

    securities $0

  • 7c · Gain or loss

    securities $857,766

  • 7d · Net gain or loss

    total $857,766 · excluded $857,766

  • 11a · Other revenue: MISCELLANEOUS

    total $99,168 · related or exempt $99,168

  • 11e · Other revenue, total

    $99,168

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $116,024,717 · program services $116,024,717

  • 2 · Grants to domestic individuals

    total $245,500 · program services $245,500

  • 3 · Grants to foreign organizations and individuals

    total $313,000 · program services $313,000

  • 5 · Compensation of officers, directors and key employees

    total $663,606 · program services $110,056 · management and general $499,015 · fundraising $54,535

  • 7 · Other salaries and wages

    total $4,293,689 · program services $2,057,025 · management and general $1,112,623 · fundraising $1,124,041

  • 8 · Pension plan contributions

    total $122,950 · program services $70,010 · management and general $14,303 · fundraising $38,637

  • 9 · Other employee benefits

    total $555,640 · program services $277,107 · management and general $124,192 · fundraising $154,341

  • 10 · Payroll taxes

    total $367,310 · program services $172,605 · management and general $99,692 · fundraising $95,013

  • 11b · Fees: legal

    total $102,387 · program services $86,299 · management and general $13,753 · fundraising $2,335

  • 11c · Fees: accounting

    total $114,550 · management and general $114,550

  • 11f · Fees: investment management

    total $1,114,864 · program services $1,114,864

  • 11g · Fees: other

    total $2,422,023 · program services $1,864,639 · management and general $240,656 · fundraising $316,728

  • 12 · Advertising and promotion

    total $13,104 · fundraising $13,104

  • 13 · Office expenses

    total $86,573 · program services $54,102 · management and general $25,991 · fundraising $6,480

  • 14 · Information technology

    total $811,895 · program services $435,751 · management and general $185,174 · fundraising $190,970

  • 16 · Occupancy

    total $398,047 · program services $206,547 · management and general $90,516 · fundraising $100,984

  • 17 · Travel

    total $29,288 · program services $7,035 · management and general $18,551 · fundraising $3,702

  • 19 · Conferences, conventions and meetings

    total $143,000 · program services $65,260 · management and general $51,864 · fundraising $25,876

  • 22 · Depreciation, depletion and amortization

    total $187,184 · program services $97,129 · management and general $42,566 · fundraising $47,489

  • 23 · Insurance

    total $61,784 · program services $32,059 · management and general $14,050 · fundraising $15,675

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $67,983 · program services $56,660 · management and general $5,220 · fundraising $6,103

  • 24b · Other expenses: SPONSORSHIPS

    total $64,000 · program services $64,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,944,892 · end of year $5,163,388

  • 3 · Pledges and grants receivable

    beginning of year $4,607,071 · end of year $2,917,071

  • 4 · Accounts receivable

    beginning of year $1,330 · end of year $1,800

  • 9 · Prepaid expenses and deferred charges

    beginning of year $465,056 · end of year $413,827

  • 10a · Land, buildings and equipment: cost or other basis

    $6,419,445

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,845,938

  • 10c · Land, buildings and equipment, net

    beginning of year $2,760,691 · end of year $2,573,507

  • 11 · Investments: publicly traded securities

    beginning of year $541,597,708 · end of year $494,331,459

  • 12 · Investments: other securities

    beginning of year $18,747,713 · end of year $19,537,689

  • 13 · Investments: program-related

    beginning of year $5,100,000 · end of year $6,203,989

  • 15 · Other assets

    beginning of year $5,706 · end of year $2,500

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,134,577 · end of year $904,673

  • 18 · Grants payable

    beginning of year $26,096,509 · end of year $38,569,117

  • 19 · Deferred revenue

    beginning of year $18,505 · end of year $9,910

  • 27 · Net assets without donor restrictions

    beginning of year $453,576,562 · end of year $403,704,598

  • 28 · Net assets with donor restrictions

    beginning of year $100,404,014 · end of year $87,956,932

Mission and programs · 2023

Mission

THE EAST BAY COMMUNITY FOUNDATION IS A LEADING RESOURCE FOR MOBILIZING RESOURCES AND COMMUNITY LEADERSHIP TO TRANSFORM THE LIVES OF PEOPLE IN THE EAST BAY WITH PRESSING NEEDS. WE HAVE IDENTIFIED TWO, INTER-RELATED ISSUES THAT CAN LEAD TO THIS TRANSFORMATION: SUPPORT FOR YOUNG CHILDREN TO SUCCEED WITH A FOCUS ON THE CRITICAL PERIOD FROM BIRTH TO THIRD GRADE, AND ENHANCING THE ECONOMIC OPPORTUNITIES FOR ADULTS AND FAMILIES, PARTICULARLY THOSE WITH SIGNIFICANT BARRIERS TO ACHIEVING EMPLOYMENT AND FINANCIAL STABILITY.

Activities or mission (Part I)

BE THE ORGANIZATION OF CHOICE FOR PHILANTHROPY TO TRANSFORM THE LIVES OF PEOPLE IN THE EAST BAY.

  • EBCF ISSUED 2,511 GRANTS TO SUPPORT ITS MISSION. THIS INCLUDES $112.4 MILLION IN GRANTS FROM OUR COMMUNITY OF FUND ADVISORS AND $4.2 MILLION IN STRATEGIC GRANTMAKING TO EAST BAY COMMUNITY ORGANIZATIONS. EBCF'S COMMUNITY PARTNERS WON VICTORIES AROUND AFFORDABLE HOUSING AND GOOD JOBS; SECURED RESOURCES TO SAFEGUARD OUR ENVIRONMENT; FUNDED ARTISTS AND CULTURE MAKERS; AND ADVANCED INCLUSIVE ECONOMIES AND EQUITABLE EDUCATION.

    Expenses $123,354,365 · Grants $116,583,217 · Revenue $99,168

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Iara Peng

    CHAIR (STARTING JAN 24)

    Total calculated
    $0
    Hours/week
    2

  • Mark Friedman

    CHAIR (THRU JAN 24)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mona Williams

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • John Govea

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Tom Hanenburg

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Catherine Chen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bernard Boudreaux

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Xavier Morales

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joe Dougherty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Quinn Delaney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brandi Howard

    PRESIDENT & CEO

    Total calculated
    $407,039
    From this org
    $349,017
    From related orgs
    $0
    Other
    $58,022
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $349,017
    Bonus
    $0
    Other
    $0
    Deferred
    $15,232
    Nontaxable benefits
    $42,790
    Filer's total
    $407,039

  • Genevieve Zaragoza

    CONTROLLER & INTERIM CFO

    Total calculated
    $227,634
    From this org
    $184,465
    From related orgs
    $0
    Other
    $43,169
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $184,465
    Bonus
    $0
    Other
    $0
    Deferred
    $9,236
    Nontaxable benefits
    $33,933
    Filer's total
    $227,634

  • Alexandria Cooley

    MD OF DONOR SERV & GRANTS MGMT

    Total calculated
    $147,291
    From this org
    $116,034
    From related orgs
    $0
    Other
    $31,257
    Hours/week
    39 + 1 related

  • Amy Fitzgerald

    VP, COMM INV/PTRS (THRU 9/28/23)

    Total calculated
    $212,787
    From this org
    $186,001
    From related orgs
    $0
    Other
    $26,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,794
    Bonus
    $0
    Other
    $33,207
    Deferred
    $7,731
    Nontaxable benefits
    $19,055
    Filer's total
    $212,787

  • Anoop Kaur

    DIR, DONOR SERV & SUP(THRU 5/2/24)

    Total calculated
    $200,405
    From this org
    $180,837
    From related orgs
    $0
    Other
    $19,568
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $180,837
    Bonus
    $0
    Other
    $0
    Deferred
    $2,604
    Nontaxable benefits
    $16,964
    Filer's total
    $200,405

  • Andrew Hattori

    VP OF COMMUNICATIONS (THRU 8/3/23)

    Total calculated
    $131,855
    From this org
    $121,717
    From related orgs
    $0
    Other
    $10,138
    Hours/week
    40

  • Brenda Laribee

    SEN PHIL ADVISOR (THRU 9/15/23)

    Total calculated
    $195,202
    From this org
    $176,166
    From related orgs
    $0
    Other
    $19,036
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,139
    Bonus
    $0
    Other
    $23,027
    Deferred
    $7,752
    Nontaxable benefits
    $11,284
    Filer's total
    $195,202

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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 4A
AMY FITZGERALD, VP OF COMMUNITY INVESTMENT & PARTNERSHIPS, AND BRENDA LARIBEE, SENIOR PHILANTHROPIC ADVISOR, RECEIVED SEVERANCE PAYMENTS IN THE AMOUNTS OF $33,207 AND $23,027, RESPECTIVELY.

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

  • OAKLAND UNIFIED SCHOOL DISTRICT

    $9,000,000

    THRIVING STUDENTS, THRIVING COMMUNITIES

  • PACIFIC COMMUNITY VENTURES

    $6,000,000

    OAKLAND RESTORATIVE LOAN FUND II, GENERAL SUPPORT

  • HEALTH RESOURCES IN ACTION

    $5,500,000

    CENTER FOR GUN VIOLENCE

  • TIDES CENTER

    $5,191,650

    CAPACITY-BUILDING TO STRENGTHEN RESIDENT LEADERSHIP AND COMMUNITY ORGANIZING IN EAST CONTRA COSTA COUNTY (FBO: LIFT UP CONTRA COSTA), BOOST! WEST OAKLAND, ARAB RESOURCE AND ORGANIZING CENTER (AROC), SHALOM BAYIT, BOOST! WEST OAKLAND, GENERAL SUPPORT FBO DETROIT ACTION EDUCATION FUND, CENTER FOR CARE INNOVATIONS: SAFETY NET INNOVATION NETWORK: INNOVATION COMMUNITY SUMMIT 2024, FIRST EXPOSURES, CENTER FOR CARE INNOVATION FOR 2024 COMMUNITY SUMMIT, ARAB RESOURCE AND ORGANIZING CENTER (AROC), LIFT UP CONTRA COSTA, OAKLAND THRIVES (FS: TIDES CENTER), WAKE - WOMEN'S ALLIANCE FOR KNOWLEDGE EXCHANGE

  • PUBLIC GOOD PROJECTS

    $3,404,476

    STOPFLU, MEDICAID REDETERMINATION CAMPAIGN, ADVANCING HEALTH AND HEALTH EQUITY THROUGH THOUGHT LEADERSHIP, IMPLEMENTATION DONATION: EMERGENT OPPORTUNITIES FUND, HOUSING RIGHTS CAMPAIGN

  • HELUNA HEALTH

    $3,000,000

    CALIFORNIA ABUNDANT BIRTH PROJECT

  • NATIONAL COUNCIL FOR BEHAVIORAL HEALTH

    $2,966,800

    MENTAL HEALTH WORKFORCE ACCELERATION COLLABORATIVE, NATIONAL MENTAL HEALTH WORKFORCE ACCELERATION COLLABORATIVE

  • THE UNITY COUNCIL

    $2,750,000

    BUILDING ECONOMIC OPPORTUNITY, RESILIENCE, AND COMMUNITY WELLNESS FOR OAKLAND IMMIGRANT YOUTH AND SMALL BUSINESSES

  • EAT LEARN PLAY FOUNDATION

    $2,500,000

    HEALTHY MEALS & ACTIVITIES FOR OAKLAND STUDENTS

  • BLACK CULTURAL ZONE COMMUNITY DEVELOPMENT CORPORATION

    $2,187,550

    GENERAL SUPPORT, COMMISSIONING OF RE-MEMBER, RESIST AND RE-CLAIM (R3), APPLICATION STIPEND FOR JCCF, STRONG ECONOMY NETWORK: SUPPORTING HEALTHY ENTREPRENEURS, BLACK CULTURAL ZONES AND CULTURAL COMMERCIAL CORRIDORS

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.

  • EBCF PROPERTIES

    501(C)(3) · SUPPORT EAST BAY COMMUNITY FOUNDATION · CA · controlled entity

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

  • MODEL TRANSITIONS FOUNDATION

    501(C)(3) · SUPPORT EAST BAY COMMUNITY FOUNDATION · CA · controlled entity

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

  • EAST BAY FOUNDATION ON AGING

    501(C)(3) · SUPPORT EAST BAY COMMUNITY FOUNDATION · CA · controlled entity

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

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 · controlled entity

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

  • POOLED INCOME FUND (3)

    T · INVESTMENTS · CA · controlled entity

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

  • CHARITABLE LEAD ANNUITY TRUST (1)

    T · INVESTMENTS · CA · controlled entity

    Directly controlled by EAST BAY COMMUNITY FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349313018

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