FINANCIAL_SERVICESONGOING

Foundation Budgets $113K for Graystone Consulting Fees

CSU East Bay Foundation budgeted $113,000 in FY 25/26 for Graystone’s investment consulting services, with about $25,000 expensed by the end of the first quarter. Morgan Stanley also charges a separate service fee related to investment management.

Document date · October 29, 2025

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TerraCycle logo
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WithersRavenel logo
Derivita logo
Comcate logo
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WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract amount
$113,000 budgeted consulting fee for FY 25/26; approximately $25,000 incurred year-to-date
Contract type
FINANCIAL_SERVICES
Contract term
FY 25/26
Renewal date
2026-06-30
Renewal
Annual consulting engagement reflected in the FY 25/26 operating budget; future years’ budgets will revisit and adjust the line item as needed.
Document type
Minutes
Source document
CSU East Bay Foundation, Inc. Board Meeting Minutes October 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by California State University-East Bay?

GRAYSTONE was awarded this financial services contract by California State University-East Bay, as recorded on October 29, 2025. The contract value is $113,000 budgeted consulting fee for FY 25/26; approximately $25,000 incurred year-to-date.

How much is the GRAYSTONE contract with California State University-East Bay worth?

The GRAYSTONE contract with California State University-East Bay is valued at $113,000 budgeted consulting fee for FY 25/26; approximately $25,000 incurred year-to-date, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in CSU East Bay Foundation, Inc. Board Meeting Minutes October 2025 (Minutes), dated October 29, 2025 from California State University-East Bay. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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