EARL B & LORAINE H MILLER FDN: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EARL B & LORAINE H MILLER FDN (EIN 95-2500545)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-31
- IRS object ID
- 202403069349100405
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T23:40:19-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952500545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARL B & LORAINE H MILLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EARL | BusinessNameControlTxt |
| Phone | 5624934711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 192 MARINA DRIVE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARICK J SIMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5624934711 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,870,638 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,724 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,724 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $950,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $950,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $962,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,191,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $973,327 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61,044 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,693 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,975,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,929,468 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,031 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $180,469 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $50,720 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,170 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,550 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,414 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,026 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,388 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,072 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,072 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,845 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,046 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,696 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,750 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,547 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,203 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,290 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,290 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $758 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $47 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $711 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $544,702 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $397,490 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,752,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,752,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,297,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,150,196 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$321,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,826,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,494,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,770,038 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,770,038 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,062,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,522,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,022,655 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,816,246 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,816,247 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,585,796 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,458,566 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,400,525 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,492,149 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,349 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,349 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $29,831,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,509,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,870,638 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $29,831,542 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,831,542 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$321,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,831,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,509,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,831,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,509,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,831,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$321,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,509,660 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,509,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,042,058 | $1,218,156 | $823,902 | $823,902 | ||
| UBS TRUMBELL | P | $15,308 | $15,308 | $15,308 | 2012-06-08 | 2023-12-31 | |
| CAPITAL GAINS DIVIDENDS | P | $134,117 | $134,117 | $134,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $973,327 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,386 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,386 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,391 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,391 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $995 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | EANDLMILLERFDN.COM | WebsiteAddressTxt |
| Individual With Books | DARICK J SIMPSON | IndividualWithBooksNm |
| Phone | 5624934711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 192 MARINA DRIVE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RANDY MIZER | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | CHAIR OF THE BOARD | 1.00 | $0 | $0 | $0 |
| MARK SCHULTEN | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | CHIEF FINANCIAL OFFICER | 1.00 | $0 | $0 | $0 |
| DARICK J SIMPSON | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | PRESIDENT | 40.00 | $192,500 | $7,700 | $8,714 |
| ANNETTE KASHIWABARA | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MALCOLM TURNER | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CYNTHIA D TERRY | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRACY M COLUNGA | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET FARWELL SMITH | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RON R ARIAS | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RENITA SMITH | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | VICE CHAIR OF THE BOARD | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKIE YOSHIKAWA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 192 MARINA DRIVE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE COORDINATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,720 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,665,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,817,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,492,149 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,974,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,974,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $539,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,435,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,771,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,771,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,386 | TotalTaxAmt |
| Distributable Before Adj | $1,746,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,746,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,746,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,150,196 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,150,196 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,746,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $481,285 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $819,469 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,043,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,158,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,503,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,150,196 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,746,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,907,370 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $481,285 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,426,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $819,469 | ExcessFromYear4Amt |
| Excess From Year2 | $1,043,917 | ExcessFromYear2Amt |
| Excess From Year1 | $1,158,885 | ExcessFromYear1Amt |
| Excess From Current Year | $403,814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE EARL B AND LORAINE H MILLER FOU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 192 MARINA DRIVE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5624934711 | RecipientPhoneNum |
| Form And Info And Materials | NEW APPLICANTS MUST COMPLETE A LETTER OF INTENT (LOI) FOR ELIGIBILITY SCREENING PRIOR TO PROCEEDING TO THE APPLICATION STEP OF THE GRANTS PROCESS. ORGANIZATIONS WHO SUBMITTED APPLICATIONS FOR THE 2024/2025 GRANT CYCLE NEED ONLY ACCESS THEIR ONLINE ACCOUNT AND FILL OUT A NEW APPLICATION FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION: MARCH 1, 2024 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST MEET ONE OF THE FOLLOWING BASIC ELIGIBILITY CRITERIA: - NONPROFIT ORGANIZATIONS THAT ARE TAX EXEMPT UNDER IRS SECTION 501(C)3 - COMMUNITY GROUPS THAT HAVE A 501(C)3 ORGANIZATION SERVING AS THEIR FISCAL SPONSOR - GOVERNMENT AGENCIES (E.G., CITY DEPARTMENT, PUBLIC SCHOOL) THAT ARE ABLE TO PROVIDE PROOF OF STATUS AS A GOVERNMENT ENTITY ANY ELIGIBLE NONPROFIT OR ORGANIZATION SERVING IN AT LEAST ONE OF THE FOUNDATION'S THREE PROGRAM AREAS, HEALTH, EDUCATION, AND THE ARTS, MAY APPLY. THE FOUNDATION WILL ONLY CONSIDER PROPOSALS FOR PROGRAMS AND SERVICES THAT SERVE THE GREATER LONG BEACH COMMUNITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 23 SEEDS OF GREATNESS | |||||||
| 2500 TERMINO AVENUE | LONG BEACH | CA | 90815 | PC | TRUSTEE-DIRECTED GRANT FOR ANTI-VIOLENCE YOUTH CONFERENCE | $1,000 | |
| ABILITY FIRST | |||||||
| 789 NORTH FAIR OAKS | PASADENA | CA | 91103 | PC | 2023/24 ANNUAL GRANT/LB CENTER AFTERSCHOOL PROGRAM | $25,000 | |
| ABLE ARTS WORK | |||||||
| 3626 EAST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90804 | PC | 2023/24 ANNUAL GRANT/HEALTH AND WELLNESS CLINIC | $24,080 | |
| ACT OUT THEATRE COMPANY | |||||||
| 3710 NORTH WESTON PLACE | LONG BEACH | CA | 90807 | PC | DISCRETIONARY FUND CONTRIBUTION FOR YOUTH PERFORMING ARTS PROGRAM | $1,808 | |
| AFRICAN AMERICAN CULTURAL CENTER | |||||||
| 4321 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT THROUGH LONG BEACH GIVES CAMPAIGN | $1,000 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 320 GOLDENSHORE | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT/EARLY CHILDHOOD SCIENCE LEARNING PROGRAM | $23,626 | |
| ARTS COUNCIL FOR LONG BEACH | |||||||
| 115 PINE AVENUE 350 | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT/ARTS LEARNING PROGRAMS SERVING LBUSD | $25,000 | |
| ARTS COUNCIL FOR LONG BEACH | |||||||
| 115 PINE AVENUE 350 | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH ARTS EDUCATION | $1,000 | |
| ARTS COUNCIL FOR LONG BEACH | |||||||
| 115 PINE AVENUE 350 | LONG BEACH | CA | 90802 | PC | DISCRETIONARY FUND CONTRIBUTION FOR ARTS LEARNING PROGRAMS | $2,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 EAST SPRING STREET | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT/AT-NEED YOUTH ORTHODONTICS PROGRAM | $25,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 EAST SPRING STREET | LONG BEACH | CA | 90815 | PC | TRUSTEE-DIRECTED GRANT FOR "OPERATION SCHOOL BELL" BOOK PURCHASE | $3,500 | |
| BAYFRONT YOUTH & FAMILY SERVICES | |||||||
| 324 EAST BIXBY ROAD | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR CHILDREN'S AND YOUTH PROGRAMMING | $2,000 | |
| BOYS & GIRLS CLUB OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/YOUTH LEADERSHIP & WELLNESS PROGRAM | $25,000 | |
| BOYS AND GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR DEAN EASTMAN/FAIRFIELD YOUTH PROGRAMMING | $1,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE | |||||||
| 3605 LONG BEACH BLVD SUITE 100 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH LEADERSHIP TRAINING | $1,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE | |||||||
| 3605 LONG BEACH BLVD SUITE 100 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH PROGRAM SUPPORT | $1,250 | |
| CAMP FIRE ANGELES | |||||||
| 7070 EAST CARSON STREET | LONG BEACH | CA | 90808 | PC | 2023/24 ANNUAL GRANT AWARD/DEFOREST PARK HUB INITIATIVE | $25,000 | |
| CENTRO CHA INC | |||||||
| 200 PINE AVENUE SUITE 550 | LONG BEACH | CA | 90802 | PC | DISCRETIONARY FUND CONTRIBUTION FOR YOUTH PROGRAMMING | $2,500 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 2001 RIVER AVENUE | LONG BEACH | CA | 90810 | PC | 2023/24 ANNUAL GRANT AWARD/YOUTH PROGRAMMING AT CABRILLO | $25,000 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| CHILDREN'S ADVOCACY CENTER | |||||||
| 1650 E OLD EL BADILLO ST C3 | COVINA | CA | 91724 | PC | 2023/24 ANNUAL GRANT AWARD/COMFORT BAGS FOR CHILD ABUSE VICTIMS | $5,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 EAST COLUMBIA STREET SUITE 32 | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD/MULTI-SPECIALTY DENTAL TREATMENT PRGM | $25,000 | |
| CLEAR PASSAGE EDUCATIONAL FOUNDATION | |||||||
| 1471 MARTIN LUTHER KING JR AVENUE | LONG BEACH | CA | 90813 | PC | TRUSTEE-DIRECTED GRANT/UNRESTRICTED USE | $1,000 | |
| CONSERVATION CORPS OF LONG BEACH | |||||||
| 340 NIETO AVENUE | LONG BEACH | CA | 90814 | PC | TRUSTEE-DIRECTED GRANT/YOUTH PROGRAMMING | $2,000 | |
| CREATIVE CLASS COLLECTIVE | |||||||
| 228 EAST BROADWAY | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| CSULB 49ER FDN EARL B MILLER JAPANESE GARDEN | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | PC | 2023/24 ANNUAL GRANT AWARD/MUSIC IN THE GARDEN SERIES | $25,000 | |
| CSULB 49ER FOUNDATIONCARPENTER CENTER | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | PC | TRUSTEE-DIRECTED GRANT FOR BLACK SCHOLARS PERFORMING ARTS SUPPORT | $2,000 | |
| CSULB SCHOOL OF HEALTH & HUMAN SERVICES | |||||||
| 1250 BELLFLOWER BLVD BH-387 | LONG BEACH | CA | 90840 | PC | DISCRETIONARY FUND SUPPORT FOR THE STRENGTHENING YOUTH RESILIENCE PROGRAM | $15,000 | |
| DRAMATIC RESULTS | |||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | PC | 2023/24 ANNUAL GRANT AWARD/STEAM ECOSYSTEM EXPANSION DEMONSTRATION | $25,000 | |
| EDUCATE ADVANCING EARLY CHILDHOOD EDUCATION (ECE) | |||||||
| 375 REDONDO AVENUE SUITE 133 | LONG BEACH | CA | 90814 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $20,000 | |
| EXP INTERNATIONAL TRADE EDUCATION PROGRAM | |||||||
| 5000 EAST SPRING STREET SUITE 300 | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $10,000 | |
| EXTRAORDINARY FAMILIES | |||||||
| 221 NORTH ARDMORE AVENUE | LOS ANGELES | CA | 90004 | PC | 2024/25 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT FOR FOSTER YOUTH | $25,000 | |
| FOOD FINDERS | |||||||
| 3744 N INDUSTRY AVE SUITE 401 | LAKEWOOD | CA | 90712 | PC | TRUSTEE-DIRECTED GRANT FOR FOOD4KIDS PROGRAM | $2,000 | |
| FOODBANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANCISO AVENUE | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| FOR THE CHILD | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/MENTAL HEALTH TREATMENT FOR AT-NEED CHILDREN AND TEENS | $25,000 | |
| GROUND EDUCATION | |||||||
| 6475 EAST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90803 | PC | 2023/24 ANNUAL GRANT AWARD/SCHOOL GARDEN PROGRAM | $25,000 | SUITE 294 |
| HELUNA HEALTH - EARLY CHILDHOOD ED | |||||||
| 1548 CHESTNUT AVENUE | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/FAMILY ENGAGEMENT & EDUCATION INITIATIVE | $10,000 | |
| HIS LITTLE FEET | |||||||
| 3445 NORTH STUDEBAKER ROAD | LONG BEACH | CA | 90808 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $10,000 | |
| HISTORICAL SOCIETY OF LONG BEACH | |||||||
| 4260 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT/CENTRO DE LA RAZA EXHIBIT AND BOOK PUBLICATION | $5,500 | |
| INTERNATIONAL CITY THEATRE (ICT) | |||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | PC | DISCRETIONARY FUND CONTRIBUTION FOR PERFORMING ARTS CLASSROOM TEACHING (PACT) | $2,500 | |
| JAZZ ANGELS | |||||||
| 3258 WILLOW STREET | SIGNAL HILL | CA | 90755 | PC | 2023/24 ANNUAL GRANT AWARD/EXPANDING JAZZ IS GREAT IN THE 908 | $20,000 | |
| JEWISH FAMILIES & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE COUNTY | |||||||
| 3801 EAST WILLOW STREET | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT AWARD/LOW-INCOME CHILDREN FAMILY COUNSELING | $25,000 | |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVENUE | LONG BEACH | CA | 90804 | PC | 2023/24 ANNUAL GRANT AWARD/YOUTH LEADERSHIP PROGRAM | $20,000 | |
| LAKEWOOD HIGH SCHOOL ATHLETICS & ACTIVITIES | |||||||
| PO BOX 8273 | LONG BEACH | CA | 90808 | PC | TRUSTEE-DIRECTED GRANT FOR SUPPORT OF ASB, BLACK STUDENT UNION AND AAPI STUDENT GROUPS | $3,500 | |
| LATINOS IN ACTION | |||||||
| 1635 LOCUST AVE APT 303 | LONG BEACH | CA | 90813 | PC | DISCRETIONARY FUND CONTRIBUTION IN SUPPORT OF CHILDREN'S AND FAMILY SERVICES | $1,500 | |
| LONG BEACH ALLIANCE FOR CHILDREN WITH ASTHMA | |||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD/ACCESS & TREATMENT OF PEDIATRIC ASTHMA | $25,000 | |
| LONG BEACH BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/SHORTSTOP PROGRAM | $25,000 | |
| LONG BEACH BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | DISCRETIONARY FUND CONTRIBUTION FOR "RESPECTFULLY ME" PROGRAM | $5,000 | |
| LONG BEACH CAMERATA SINGERS | |||||||
| PO BOX 90511 | LONG BEACH | CA | 90809 | PC | DISCRETIONARY FUND CONTRIBUTION IN SUPPORT OF PEACE4YOUTH PROGRAM | $1,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | |||||||
| 4901 EAST CARSON STREET | LONG BEACH | CA | 90808 | PC | 2023/24 ANNUAL GRANT AWARD/SUMMER WELLNESS YOUTH CAMP | $25,000 | |
| LONG BEACH COMMUNITY ACTION PARTNERSHIP | |||||||
| 117 W VICTORIA STREET | LONG BEACH | CA | 90805 | PC | TRUSTEE-DIRECTED GRANT FOR LEADERSHIP ARTS MENTORING PROGRAM | $2,000 | |
| LONG BEACH COMMUNITY ACTION PARTNERSHIP | |||||||
| 117 W VICTORIA STREET | LONG BEACH | CA | 90805 | PC | DISCRETIONARY FUND CONTRIBUTION IN SUPPORT OF 2024 NIGHT CAP EVENT | $1,000 | |
| LONG BEACH COMMUNITY DESIGN CENTER | |||||||
| 6285 EAST SPRING STREET 595 | LONG BEACH | CA | 90808 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH ENGAGEMENT PROGRAM | $1,000 | |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVENUE | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/INVESTING IN THE LBDN WORKFORCE | $25,000 | |
| LONG BEACH COMMUNITY FOUNDATION | |||||||
| 1 WORLD TRADE CENTER 8TH FLOOR | LONG BEACH | CA | 90831 | PC | TRUSTEE-DIRECTED GRANT FOR SEND A KID TO CAMP PROGRAM | $1,000 | |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BOULEVARD | LONG BEACH | CA | 90803 | PC | 2023/24 ANNUAL GRANT AWARD/PROF. DEVELOPMENT OF LBUSD ELEM. TEACHERS | $10,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 WEST BROADWAY | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/FAMILY LEARNING CENTER PROGRAM | $20,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 200 WEST BROADWAY | LONG BEACH | CA | 90802 | PC | DISCRETIONARY FUND CONTRIBUTION IN SUPPORT OF FAMILY LEARNING CENTERS | $4,000 | |
| LONG BEACH RESCUE MISSION | |||||||
| 1430 PACIFIC AVE | LONG BEACH | CA | 90813 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH AND FAMILY SUPPORT AND SERVICES | $3,000 | |
| LONG BEACH RONALD MCDONALD | |||||||
| 500 EAST 27TH STREET | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD/FAMILY SUPPORT SERVICES | $25,000 | |
| LONG BEACH SCOTTISH RITE CHILDHOOD LNG | |||||||
| 855 ELM AVENUE | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/CLC SPEECH THERAPY PROGRAM | $5,000 | |
| LONG BEACH SYMPHONY | |||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH PROGRAMMING | $6,500 | |
| LONG BEACH UNITY FESTIVAL | |||||||
| 3553 ATLANTIC AVENUE B-1504 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF SKY KIDS CREATIVE ARTS PROGRAM | $1,000 | |
| LONG BEACH YOUTH CHORUS | |||||||
| 2902 PETALUMA AVENUE | LONG BEACH | CA | 90815 | PC | TRUSTEE-DIRECTED GRANT FOR SUMMER YOUTH INSTITUTE | $1,500 | |
| LOVE BEYOND LIMITS | |||||||
| 3515 LINDEN AVE 58 | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/"PLAY" @ KING PARK | $25,000 | |
| MACK CALVIN YOUTH EMPOWERMENT FOUNDATION | |||||||
| 1266 S CITRUS AVENUE 22 | LOS ANGELES | CA | 90019 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF YOUTH BASKETBALL AND EDUCATIONAL CAMPS | $4,000 | |
| MAYOR'S FUND FOR EDUCATION | |||||||
| 65 PINE AVENUE 898 | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANT FOR JORDAN HIGH SCHOOL MUSIC STUDENTS TRIP TO CARNEGIE HALL | $5,000 | |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||||
| 2301 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF STRAMSKI CHILDREN'S DEVELOPMENT PROGRAMS | $1,250 | |
| MOMENTUM | |||||||
| 6430 INDEPENDENCE AVENUE | WOODLAND HILLS | CA | 91367 | PC | 2023/24 ANNUAL GRANT AWARD/EARLY INTERVENTION PROGRAMS | $25,000 | |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/MOLAA APRENDE PROGRAM | $25,000 | |
| MUSICAL THEATRE WEST | |||||||
| 4350 E 7TH STREET | LONG BEACH | CA | 90804 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH EDUCATIONAL PROGRAMMING | $2,000 | |
| NATIONAL PARK FOUNDATION | |||||||
| 700 K STREET SUITE 700 NW | WASHINGTON | DC | 20005 | PC | TRUSTEE-DIRECTED CONTRIBUTION IN SUPPORT OF CESAR CHAVEZ NATIONAL MONUMENT RESTORATION | $500 | |
| NEW HOPE GRIEF SUPPORT COMMUNITY | |||||||
| 3505 LONG BEACH BLVD UNIT 2C | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| NEW HOPE GRIEF SUPPORT COMMUNITY | |||||||
| 3505 LONG BEACH BLVD UNIT 2C | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED CONTRIBUTION IN SUPPORT OF YOUTH BEREAVEMENT SERVICES | $1,500 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH PROGRAMMING | $2,000 | |
| PARTNERS OF PARKS | |||||||
| 2760 NORTH STUDEBAKER ROAD | LONG BEACH | CA | 90815 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF 2024 JUNETEENTH CELEBRATION | $2,000 | |
| PATRICK HENRY ELEMENTARY PTADBA PTA CA CONGRESS OF PARENTS TEACHER | |||||||
| 3720 CANEHILL AVENUE | LONG BEACH | CA | 90808 | PC | TRUSTEE-DIRECTED GRANT SUPPORTING AFRICAN AMERICAN VOICE MURAL AT PATRICK HENRY ELEMENTARY | $4,250 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE AVENUE PMB 301 | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT AWARD/PERFORMING ARTS PROGRAM | $25,000 | |
| RANCHO LOS ALAMITOS | |||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 90815 | PC | DISCRETIONARY FUND CONTRIBUTION IN SUPPORT OF YOUTH TONGVAN EDUCATIONAL PROGRAMS | $2,000 | |
| RANCHO LOS CERRITOS | |||||||
| 4600 VIRGINIA ROAD | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA ROAD | LONG BEACH | CA | 90807 | PC | DISCRETIONARY FUND CONTRIBUTION/LONG AGO LONG BEACH YOUTH EDUCATIONAL PROGRAM | $2,000 | |
| RENAISSANCE HIGH SCHOOL PARTS INC | |||||||
| PO BOX 1076 | LONG BEACH | CA | 90801 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF "BATTLE OF THE BANDS" PROGRAM | $1,000 | |
| SALVATION ARMY | |||||||
| 3000 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/RED SHIELD YOUTH CLUB | $25,000 | |
| ST MARY MEDICAL CENTER FOUNDATION | |||||||
| 1050 LINDEN AVENUE | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/LOW VISION CENTER SCHOOL SCREENING | $25,000 | |
| STRAMSKI CHILDREN'S DEVELOPMENT CENTER | |||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD/BEHAVIORAL, NEURODEVELOPMENTAL & PSCH EVALUATION & CARE | $25,000 | |
| SU CASA--ENDING DOMESTIC VIOLENCE | |||||||
| 3750 EAST ANAHEIM STREET SUITE 100 | LONG BEACH | CA | 90804 | PC | TRUSTEE-DIRECTED GRANT SUPPORTING CHILDREN'S AND YOUTH PROGRAMMING | $1,000 | |
| SUCCESS IN CHALLENGES INC | |||||||
| 4508 ATLANTIC AVENUE SUITE 782 | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/FREEDOM SCHOOL SUPPORT | $10,000 | |
| SUCCESS IN CHALLENGES INC | |||||||
| 4508 ATLANTIC AVENUE SUITE 782 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF FREEDOM SCHOOL | $4,000 | |
| THE CHILDREN'S CLINIC | |||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | CAPITAL CAMPAIGN INSTALLMENTS FOR WELLNESS CENTER | $500,000 | |
| THE CHILDREN'S CLINIC | |||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD/EARLY INTERVENTION FOR CHILDREN & ADOLESCENTS | $25,000 | |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVENUE | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/AUTOMATION OF CLIENT SCREENING & OUTCOME MEASURES | $25,000 | |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVENUE | LONG BEACH | CA | 90813 | PC | DISCRETIONARY FUND CONTRIBUTION IN SUPPORT OF YOUTH MENTAL HEALTH PROGRAMMING | $10,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | 225 |
| THE NON-PROFIT PARTNERSHIP | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | DISCRETIONARY FUND CONTRIBUTION FOR NONPROFIT PROFESSIONAL SVCS FUND | $20,942 | 225 |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | DISCRETIONARY FUND CONTRIBUTION TO SUPPORT LONG BEACH GIVES CAMPAIGN | $10,000 | 225 |
| THE YOUTH CENTER | |||||||
| 10909 OAK STREET | LOS ALAMITOS | CA | 90720 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF VISON MAKERS AND VIEWU PROGRAMS | $500 | |
| TICHENOR CLINIC | |||||||
| 1660 TERMINO AVENUE | LONG BEACH | CA | 90804 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVENUE | LONG BEACH | CA | 90804 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF CHILDREN'S PROGRAMMING | $1,000 | |
| YMCA OF GREATER LONG BEACH | |||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/WELLNESS 4LYFE PROGRAM | $25,000 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVENUE | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/EARLY CHILDHOOD EDUCATION FOR LOW-INCOME CHILDREN | $20,000 | |
| YOUTH LEADERSHIP INSTITUTE | |||||||
| 525 EAST 7TH STREET SUITE C207 | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/VOICEWAVES CORE OPERATING SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,752,706 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABLE ARTS WORK | |||||||
| 3626 EAST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90804 | PC | 2024/25 ANNUAL GRANT/HEALTH AND WELLNESS CLINIC | $25,000 | |
| AOC7 NEIGHBORHOOD ORGANIZATION | |||||||
| 1225 MAHANNA AVENUE | LONG BEACH | CA | 90813 | PC | 2024/25 ANNUAL GRANT/YOUTH LITERACY FAIR | $3,000 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 320 GOLDENSHORE | LONG BEACH | CA | 90802 | PC | 2024/25 ANNUAL GRANT/EARLY CHILDHOOD SCIENCE LEARNING PROGRAM | $25,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 EAST SPRING STREET | LONG BEACH | CA | 90815 | PC | 2024/25 ANNUAL GRANT AWARD/AT-NEED YOUTH ORTHODONTICS PROGRAM | $25,000 | |
| BOY SCOUTS OF AMERICALONG BEACH BRANCH | |||||||
| 401 EAST 37TH STREET | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT/SEABASE AQUATICS CENTER SUPPORT | $25,000 | |
| BOYS AND GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/EDUCATION & EMPLOYMENT PATHWAYS | $25,000 | |
| CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE | |||||||
| 3605 LONG BEACH BLVD SUITE 100 | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/CORE OPERATIONS | $25,000 | |
| CAMP FIRE LONG BEACH | |||||||
| 7070 EAST CARSON STREET | LONG BEACH | CA | 90808 | PC | 2024/25 ANNUAL GRANT AWARD/DEFOREST PARK INITIATIVE 3 | $15,000 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 2001 RIVER AVENUE | LONG BEACH | CA | 90810 | PC | 2024/25 ANNUAL GRANT AWARD/YOUTH PROGRAMMING AT CABRILLO | $25,000 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | 2024/25 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| CHILDREN'S ADVOCACY CENTER | |||||||
| 1650 E OLD EL BADILLO ST C3 | COVINA | CA | 91724 | PC | 2024/25 ANNUAL GRANT AWARD/CORE OPERATIONAL SUPPORT | $10,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 EAST COLUMBIA STREET SUITE 32 | LONG BEACH | CA | 90806 | PC | 2024/25 ANNUAL GRANT AWARD/CORE OPERATIONAL SUPPORT | $25,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 EAST COLUMBIA STREET SUITE 32 | LONG BEACH | CA | 90806 | PC | GRANT/FUNDING FOR URGENT SPECIAL PROJECTS-SECURITY UPGRADES+FLOORING REPLACEMENT | $61,000 | |
| CITY HEARTS | |||||||
| 24404 SOUTH VERMONT AVENUE SUITE | HARBOR CITY | CA | 90710 | PC | 2024/25 ANNUAL GRANT AWARD/ARTS ACCESS PROGRAMS FOR TITLE I LB SCHOOLS | $10,000 | 207 |
| CSULB SCHOOL OF HEALTH & HUMAN SERVICES | |||||||
| 1250 BELLFLOWER BLVD BH-387 | LONG BEACH | CA | 90840 | PC | DISCRETIONARY FUND CONTRIBUTION FOR STRENGTHENING YOUTH RESILIENCE PROGRAM | $30,000 | |
| DAYS LONG BEACH | |||||||
| 1230 EAST WARDLOW ROAD | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/COMMUNITY AMBASSADOR SCHOOL SAFETY PROGRAM | $20,000 | |
| DISABLE RESOURCES CENTER | |||||||
| 2750 EAST SPRING STREET SUITE 100 | LONG BEACH | CA | 90806 | PC | 2024/25 ANNUAL GRANT AWARD/LEADERSHIP BEYOND THE CLASSROOM FOR HIGH SCHOOL STUDENTS | $25,000 | |
| ESP EDUCATION & LEADERSHIPBOSS | |||||||
| 7941 E CRAMER | LONG BEACH | CA | 90808 | PC | 2024/25 ANNUAL GRANT AWARD/BUSINESS OF STUDENT SUCCESS | $25,000 | |
| EXP INTERNATIONAL TRADE EDUCATION PROGRAM | |||||||
| 5000 EAST SPRING STREET SUITE 300 | LONG BEACH | CA | 90815 | PC | 2024/25 ANNUAL GRANT AWARD/PREPARING THE NEXT GENERATION WORKFORCE | $10,000 | |
| FAMILIES UNITING FAMILIES | |||||||
| 525 EAST 7TH STREET | LONG BEACH | CA | 90813 | PC | 2025/25 ANNUAL GRANT AWARD/PROJECT FATHERHOOD | $25,000 | |
| FOR THE CHILD | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/MENTAL HEALTH TREATMENT FOR AT-NEED CHILDREN AND TEENS | $25,000 | |
| GOODWILL SOLAC | |||||||
| 800 WEST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90806 | PC | 2024/25 ANNUAL GRANT AWARD/HIGH SCHOOL CNA 9CERTIFIED NURSING ASSISTANT) TRAINING PROGRAM | $25,000 | |
| GROUND EDUCATION | |||||||
| 6475 EAST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90803 | PC | 2024/25 ANNUAL GRANT AWARD/SCHOOL GARDEN PROGRAM | $25,000 | SUITE 294 |
| HELUNA HEALTH - EARLY CHILDHOOD ED | |||||||
| 1548 CHESTNUT AVENUE | LONG BEACH | CA | 90813 | PC | 2024/25 ANNUAL GRANT AWARD/FAMILY ENGAGEMENT & EDUCATION INITIATIVE | $25,000 | |
| HIS LITTLE FEET | |||||||
| 3445 NORTH STUDEBAKER ROAD | LONG BEACH | CA | 90808 | PC | 2024/25 ANNUAL GRANT/CORE OPERATING SUPPORT | $10,000 | |
| INTERVAL HOUSE | |||||||
| 6615 EAST PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90803 | PC | 2024/25 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | SUITE 170 |
| JEWISH FAMILIES & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE COUNTY | |||||||
| 3801 EAST WILLOW STREET | LONG BEACH | CA | 90815 | PC | 2024/25 ANNUAL GRANT AWARD/LOW-INCOME CHILDREN FAMILY COUNSELING | $25,000 | |
| LEADERSHIP LONG BEACH | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/YOUTH LEADERSHIP DEVELOPMENT | $10,000 | |
| LONG BEACH ALLIANCE FOR CHILDREN WITH ASTHMA | |||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | PC | 2024/25 ANNUAL GRANT AWARDS/ACCESS & TREATMENT OF PEDIATRIC ASTHMA | $25,000 | |
| LONG BEACH BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/SHORTSTOP PROGRAM | $25,000 | |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/BRIDGE TO SUCCESS PROGRAM | $20,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | |||||||
| 4901 EAST CARSON STREET | LONG BEACH | CA | 90808 | PC | 2024/25 ANNUAL GRANT AWARD/SUMMER WELLNESS YOUTH CAMP | $25,000 | |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BOULEVARD | LONG BEACH | CA | 90803 | PC | 2024/25 ANNUAL GRANT AWARD/PROF. DEVELOPMENT OF LBUSD K-12 TEACHERS | $10,000 | |
| LONG BEACH RESCUE MISSION | |||||||
| 1430 PACIFIC AVE | LONG BEACH | CA | 90813 | PC | 2024/25 ANNUAL GRANT AWARD/LYDIA HOUSE FOR WOMEN & CHILDREN | $25,000 | |
| LONG BEACH UNITY FESTIVAL | |||||||
| 3553 ATLANTIC AVENUE B-1504 | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/SKY KIDS CREATIVE ARTS IN ACTION | $25,000 | |
| MAYOR'S FUND FOR EDUCATION | |||||||
| 65 PINE AVENUE 898 | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/READY ROSIE FAMILY ENGAGEMENT PROGRAM | $25,000 | |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | PC | 2024/25 ANNUAL GRANT AWARD/MOLAA APRENDE PROGRAM | $25,000 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/COLLEGE ACCESS PROGRAM | $25,000 | |
| PARTNERS OF PARKS | |||||||
| 2760 NORTH STUDEBAKER ROAD | LONG BEACH | CA | 90815 | PC | 2024/25 ANNUAL GRANT AWARD/YOUTH SCHOLARSHIP PROGRAM | $5,000 | |
| PATHWAYS VOLUNTEER HOSPICE | |||||||
| 4645 WOODRUFF ROAD | LAKEWOOD | CA | 90713 | PC | 2024/25 ANNUAL GRANT AWARD/LBUSD MENTAL WELLNESS PROJECT | $25,000 | |
| PONY BOX DANCE THEATRE | |||||||
| 3687 HACKETT AVENUE | LONG BEACH | NC | 90808 | PC | 2024/25 ANNUAL GRANT AWARD/BEST FOOT FORWARD YOUTH PROGRAM | $22,000 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE AVENUE PMB 301 | LONG BEACH | CA | 90815 | PC | 2024/25 ANNUAL GRANT AWARD/CORE OPERATIONAL SUPPORT | $25,000 | |
| SALVATION ARMY | |||||||
| 3000 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/RED SHIELD YOUTH CLUB | $25,000 | |
| SBCC | |||||||
| 540 NORTH MARINE AVENUE | WILMINGTON | CA | 90744 | PC | 2024/25 ANNUAL GRANT AWARD/PRESCHOOL WITHOUT WALLS | $20,000 | |
| SHARED SCIENCE | |||||||
| 5318 EAST SECOND ST 602 | LONG BEACH | CA | 90803 | PC | 2024/25 ANNUAL GRANT AWARD/TARGETED COLLABORATION STEM ED PROGRAM | $5,000 | |
| SISTER CITIES OF LONG BEACH | |||||||
| PO BOX 41492 | LONG BEACH | CA | 90853 | PC | 2024/25 ANNUAL GRANT AWARD/LONG BEACH HIGH SCHOOL DIGITAL PEN PAL PROGRAM | $5,000 | |
| STRAMSKI CHILDREN'S DEVELOPMENT CENTER | |||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | PC | 2024/25 ANNUAL GRANT AWARD/BEHAVIORAL, NEURODEVELOPMENTAL & PSCH EVALUATION & CARE | $25,000 | |
| SUCCESS IN CHALLENGES INC | |||||||
| 4508 ATLANTIC AVENUE SUITE 782 | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/FREEDOME SCHOOL SUPPORT | $15,000 | |
| THE BOOK TRUCK | |||||||
| 733 WALNUT AVENUE | LONG BEACH | CA | 90813 | PC | 2024/25 ANNUAL GRANT AWARD/TEEN LITERACY PROGRAM | $10,000 | |
| THE CHILDREN'S CLINIC | |||||||
| 701 EAST 28TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | 2024/25 ANNUAL GRANT AWARD/EARLY INTERVENTION FOR CHILDREN & ADOLESCENTS | $25,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | 2024/25 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | 225 |
| WOMENSHELTER OF LONG BEACH | |||||||
| 4202 LONG BEACH BOULEVARD SUITE 102 | LONG BEACH | CA | 90807 | PC | 2024/25 ANNUAL GRANT AWARD/YOUTH MENTAL HEALTH SUPPORT PROGRAM | $25,000 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVENUE | LONG BEACH | CA | 90802 | PC | 2024/25 ANNUAL GRANT AWARD/EARLY CHILDHOOD EDUCATION FOR LOW-INCOME CHILDREN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,141,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,724 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $950,724 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,044 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $962,034 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,975,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,975,526 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $56,072 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,072 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO REAL RETURN FUND | $1,005,834 | $940,017 |
| DODGE & COX INCOME FUND | $3,356,804 | $3,078,293 |
| METROPOLITAN WEST TOTAL RETURN | $4,376,573 | $3,559,791 |
| NUVEEN HIGH YIELD R6 | $1,077,036 | $1,007,695 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND | $1,751,264 | $3,504,040 |
| DFA EMERGING MARKETS | $1,851,568 | $2,404,963 |
| VANGUARD EXTENDED MARKET | $1,099,479 | $2,754,836 |
| DODGE & COX INTERNATIONAL STOCK FUND | $3,405,819 | $4,070,098 |
| VANGUARD 500 INDEX ADMIR | $3,137,090 | $5,787,442 |
| ADOBE INC | $48,245 | $188,884 |
| ALCON INC F | $70,585 | $119,367 |
| AMERIPRISE FINL | $39,206 | $177,284 |
| AMGEN INC. | $78,595 | $165,599 |
| ANSYS INC | $38,470 | $133,423 |
| ATMOS ENERGY CORPORATION | $108,538 | $122,483 |
| AUTODESK INC | $98,840 | $127,437 |
| BLACKSTONE INC | $88,737 | $126,895 |
| CAPITAL ONE FC | $66,229 | $116,298 |
| COMMERCE BANCSHARES | $49,970 | $61,470 |
| CONSTELLATION BRANDS INC | $77,632 | $92,621 |
| CORTEVA INC | $78,503 | $162,359 |
| COTERRA ENERGY INC | $78,451 | $123,615 |
| CULLEN FROST BANKERS | $45,825 | $75,206 |
| DANAHER CORP | $35,483 | $134,919 |
| ECOLAB INC | $124,925 | $139,230 |
| GENERAL DYNAMICS CO | $27,466 | $133,464 |
| HONEYWELL INTL INC | $123,207 | $117,447 |
| LENNAR CORP CLASS A | $20,931 | $181,325 |
| LENNAR CORP CLASS B | $1,161 | $11,154 |
| MARTIN MARIETTA MATR | $34,120 | $184,212 |
| MEDTRONIC PLC F | $80,798 | $82,646 |
| MICHELIN COMPAGNIE F | $102,541 | $122,047 |
| MICROCHIP TECHNOLOGY | $39,998 | $163,328 |
| MICROSOFT CORP | $18,041 | $259,231 |
| MITSUBISHI U F J FINAN F | $45,174 | $100,872 |
| OSHKOSH CORPORATION | $77,741 | $80,068 |
| PARKER-HANNIFIN CORP | $70,644 | $214,969 |
| PNC FINL SERVICES | $72,932 | $96,398 |
| PROCTER & GAMBLE | $107,539 | $127,813 |
| QUALCOMM INC | $64,584 | $170,299 |
| RPM INTERNTNL | $72,023 | $120,602 |
| SONY CORP F | $61,413 | $109,586 |
| THE COCA-COLA CO | $83,326 | $126,027 |
| XCEL ENERGY INC | $122,815 | $96,672 |
| XYLEM INC. | $85,928 | $142,412 |
| EQUITY LIFESTYLE PPT | $61,969 | $84,213 |
| MERCK | $108,696 | $148,560 |
| U S BANCORP | $94,918 | $114,098 |
| AMERICAN INTL CORP | $121,605 | $0 |
| AMERICAN WATER WORKS | $115,106 | $115,727 |
| LOWES COMPANIES | $120,126 | $109,789 |
| TELEDYNE TECHNOLOGIE | $97,148 | $98,936 |
| TOTAL ENERGIES SE | $117,446 | $122,291 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS TRUMBULL PROPERTY FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,400,525 | BookValueAmt |
| EOYFMV | $1,492,149 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE AND FAX | $1,401 | $88 | $1,313 |
| POSTAGE | $12 | $1 | $11 |
| INSURANCE | $5,198 | $325 | $4,873 |
| DUES & SUBSCRIPTIONS | $1,080 | $68 | $1,012 |
| OTHER OFFICE EXPENSES | $289 | $18 | $271 |
| PROGRAMS | $15,451 | $0 | $15,451 |
| TAX & FILING FEES | $200 | $0 | $200 |
| COMPUTER EXPENSE | $5,081 | $0 | $5,081 |
| TABLES & EVENTS | $16,223 | $0 | $16,223 |
| COMMUNITY OUTREACH | $3,000 | $0 | $3,000 |
| WEBSITE | $150 | $0 | $150 |
| MISCELLANEOUS EXPENSE | $4,526 | $0 | $4,526 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM UBS TRUMBELL | Desc |
| Revenue And Expenses Per Books | $61,044 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,044 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $83,765 | $83,765 | $0 |
| UBS INVESTMENT FEES | $12,080 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,742 | $1,046 | $15,696 |
| FEDERAL EXCISE TAX | $32,000 | $0 | $0 |