2013-05-09T17:37:40-05:00 2012-06-30 930623286 AKT LLP 5946 PRIESTLY DRIVE SUITE 200 CARLSBAD CA 92008 990 2011-07-01 941524922 CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION INC CALI 5108853834 25800 CARLOS BEE BLVD SA 2750 HAYWARD CA 94542 BRAD WELLS 5108853834 2013-04-17 1 ELSA A ROMERO P00485021 7604318440 2013-04-17 2011 2016-02-25 16:41:14Z X BRAD WELLS 25800 CARLOS BEE BLVD SA 2750 HAYWARD CA 94542 15450737 0 X WWW.CSUEASTBAY.EDU/FOUNDATION X 1959 CA TO PROVIDE SERVICES WHICH AID, SUPPLEMENT AND ADVANCE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY. 11 0 241 0 0 0 11370600 11044558 2346741 2004009 495084 359808 0 16504 14212425 13424879 827165 529170 0 0 7085492 6303579 0 0 0 4564388 5188457 12477045 12021206 1735380 1403673 29543907 29684123 17821937 16589098 11721970 13095025 THE CSUEB FOUNDATION, INC. IS AN AUXILIARY ORGANIZATION OF CALIFORNIA STATE UNIVERSITY EAST BAY AND THE CALIFORNIA STATE UNIVERSITY SYSTEM. THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES WHICH AID, SUPPLEMENT AND ADVANCE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY. 0 0 9643622 529170 C.S.U EAST BAY FOUNDATION SERVES THE FACULTY, STUDENT BODY AND UNIVERSITY BY PROVIDING ADMINISTRATIVE AND FISCAL SERVICES FOR RESEARCH GRANTS AND CONTRACTS, SPECIAL CAMPUS PROJECTS. 529170 2004009 CSUEB FOUNDATION SERVICES THE FACULTY AND STUDENT BODY BY PROVIDING SERVICES SUCH AS THE BOOK STORE AND DINING SERVICES TO SUPPORT CAMPUS NEEDS. 10172792 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 144 0 1 241 1 0 0 0 0 0 0 0 0 0 0 X 11 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X JAYME TRUONG 5108852702 25976 CARLOS BEE BLVD HAYWARD CA 94542 LINDA DALTON 2.00 X 0 227909 54630 LINDA DOBB 2.00 X 0 163784 43491 DR MICHAEL MAHONEY 2.00 X 0 50567 0 DR MELANY SPIELMAN 2.00 X X 0 105301 33032 CHRISTOPHER PRADO 2.00 X 0 1100 0 MARK WEISBECKER 2.00 X 0 32 0 MARK LALUAN 2.00 X 0 4840 0 DR LEROY MORISHITA 2.00 X X 0 144376 26803 BRAD WELLS 2.00 X X 0 84915 22068 DR GRACE MUNAKATA 2.00 X 0 90141 28029 CHRISTOPHER BROWN 20.00 X 29168 144669 38277 ROBERT BIBB - FORMER 0.00 X 0 188349 38608 DR MOHAMMAD QAYOUMI - FORMER 0.00 X 0 273237 37031 29168 1479220 321969 0 1 1 0 SUSAN TUCKER 530 S LAKE AVE 401 PASADENA CA 91101 RESEARCH AND FIELD WORK 199981 1 8368868 2675690 11044558 COMMERCIAL SERVICES 900099 1460133 1460133 MANAGEMENT FEES 900099 543876 543876 2004009 442544 442544 16504 16504 1943122 2025858 -82736 -82736 -82736 13424879 2004009 0 376312 343827 343827 185343 185343 64660 64660 5044882 4522262 522620 187593 136452 51141 795819 721998 73821 210625 169093 41532 10968 10968 63225 63225 60287 60287 104632 104632 268353 268240 113 4170 4170 90967 72196 18771 215118 212809 2309 384590 384590 203329 203329 125016 125016 SERVICES AND SUPPLIES 3482532 3407972 74560 0 DUES AND MEETINGS 116954 112676 4278 0 REPAIRS AND MAINTENANCE 39911 7913 31998 0 MISCELLANEOUS EXPENSES 18405 7841 10564 0 12021206 10172792 1848414 0 1732811 351488 5086452 5757485 3021938 2859180 445377 384385 9123900 3392532 5929201 5731368 11939696 13021929 1388432 1578288 29543907 29684123 1793293 1894173 5016916 4236180 4055000 3870000 6956728 6588745 17821937 16589098 X 0 0 0 0 11721970 13095025 11721970 13095025 29543907 29684123 X 1403673 -30618 X X 0 1 1 X 1 1 X 11218668 10587997 9912501 11361014 11044558 54124738 7778473 1893375 1971035 2346741 2004009 15993633 18997141 12481372 11883536 13707755 13048567 70118371 0 0 0 70118371 422644 339391 352295 476074 459048 2049452 422644 339391 352295 476074 459048 2049452 19419785 12820763 12235831 14183829 13507615 72167823 0.97160 0.96560 0.02840 0.02610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 60287 0 0 60287 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: WE ENGAGE A GOVERNMENT RELATIONS FIRM TO ASSIST US WITH IDENTIFYING AND APPLYING FOR GOVERNMENT GRANTS. THE FIRM IS A REGISTERED LOBBYING FIRM IN THE STATE OF CALIFORNIA. 35000 35000 8009294 2555703 5453591 1079606 836829 242777 5731368 MUTUAL FUNDS 1578288 F 1578288 AGENCY LIABILITY 4195001 POST RETIREMENT BENEFIT OBLIGATION 2388950 OTHER LIABILITIES 4794 6588745 13424879 12021206 1403673 -30618 -30618 1373055 13289629 -30618 -30618 13320247 104632 104632 13424879 11916574 0 11916574 104632 104632 12021206 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. 1 CALIFORNIA STATE UNIVERSITY EAST BAY 25800 CARLOS BEE BLVD HAYWARD CA 94542 946390556 115(1) 343827 RESEARCH SCHOLARSHIP 1 SCHOLARSHIP GIVEN TO STUDENTS AT CALIFORNIA STATE UNIVERSITY, EAST BAY 185343 RESEARCH SCHOLARSHIP PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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 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. X X 0 0 0 0 0 0 0 0 0 LINDA DALTON 0 225677 0 0 0 2232 0 40804 0 13826 0 282539 0 0 LINDA DOBB 0 162458 0 0 0 1326 0 29695 0 13796 0 207275 0 0 DR LEROY MORISHITA 0 113925 0 0 0 30451 0 20906 0 5897 0 171179 0 0 CHRISTOPHER BROWN 29168 143184 0 0 0 1485 3294 27785 7198 0 39660 172454 0 0 ROBERT BIBB - FORMER 0 187313 0 0 0 1036 0 26355 0 12253 0 226957 0 0 DR MOHAMMAD QAYOUMI - FORMER 0 271613 0 0 0 1624 0 28776 0 8255 0 310268 0 0 SUPPLEMENTAL INFORMATION PART III COMPENSATION FOR DIRECTORS & KEY EMPLOYEES IS COMPARED TO OTHER CSU AUXILIARIES. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE SECRETARY/TREASURER BEFORE FILING AND WILL BE PROVIDED TO THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR DIRECTORS AND KEY EMPLOYEES IS COMPARED TO OTHER CSU AUXILIARIES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS POSTED ON THE CSUEB FOUNDATION'S WEBSITE AND IT IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS IS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -30,618. FORM 990 PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR - THE AUDIT COMMITTEE WILL CONSIST OF ONE BOARD MEMBER (WHO CANNOT SERVE AS CHAIR), ONE MEMBER FROM THE UNIVERSITYS ACCOUNTING AND FISCAL SERVICES OFFICE, ONE MEMBER FROM THE ASSOCIATED STUDENTS INC. BOARD, AND ONE MEMBER OF THE COMMUNITY. THE BOARD CHAIR SHALL APPOINT THE MEMBERS OF THE COMMITTEE. CALIFORNIA STATE UNIVERSITY EAST BAY 25800 CARLOS BEE BLVD HAYWARD CA 94542 946390556 EDUCATION CA 115(1) N/A 0 CALIFORNIA STATE UNIVERSITY HAYWARD RETIREE TRUST ASSOCIATION 25976 CARLOS BEE BLVD HAYWARD CA 94542 943235218 PROVIDE HEALTHCARE BENEFITS FOR RETIRED EMPLOYEES OF THE CSUEB FOUNDATION. CA 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0