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LONG BEACH COMMUNITY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LONG BEACH COMMUNITY FOUNDATION (EIN 20-5054010)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349310909
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T17:07:51-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 E SPRING STREET SUITE 200AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908155215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205054010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LONG BEACH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLONGBusinessNameControlTxt
Phone5624359033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 OCEANGATE AVE 800AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCELLE EPLEYPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone5624359033PhoneNum
Signature2023-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARCELLEPersonFirstNm
Person LastEPLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCYNTHIA SCHOELENPreparerPersonNm
PTINP00073604PTIN
Phone5624203100PhoneNum
Preparation2023-10-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARCELLE EPLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 OCEANGATE AVE 800AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90802ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,610,084GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://LONGBEACHCF.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE LONG BEACH COMMUNITY FOUNDATION FUNCTIONS AS A LEADER FOR POSITIVE CHANGE.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,074,056PYContributionsGrantsAmt
CY Contributions Grants$3,040,490CYContributionsGrantsAmt
PY Program Service Revenue$182,808PYProgramServiceRevenueAmt
CY Program Service Revenue$186,433CYProgramServiceRevenueAmt
PY Investment Income$3,179,515PYInvestmentIncomeAmt
CY Investment Income$1,295,809CYInvestmentIncomeAmt
PY Other Revenue$400PYOtherRevenueAmt
CY Other Revenue$300CYOtherRevenueAmt
PY Total Revenue$10,436,779PYTotalRevenueAmt
CY Total Revenue$4,523,032CYTotalRevenueAmt
PY Grants And Similar Paid$4,574,875PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,708,940CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$380,664PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$446,110CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$116,487CYTotalFundraisingExpenseAmt
PY Other Expenses$240,034PYOtherExpensesAmt
CY Other Expenses$252,534CYOtherExpensesAmt
PY Total Expenses$5,195,573PYTotalExpensesAmt
CY Total Expenses$5,407,584CYTotalExpensesAmt
PY Revenues Less Expenses$5,241,206PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$884,552CYRevenuesLessExpensesAmt
Total Assets BOY$70,296,685TotalAssetsBOYAmt
Total Assets EOY$60,390,962TotalAssetsEOYAmt
Total Liabilities BOY$20,483,222TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,682,760TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$49,813,463NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$41,708,202NetAssetsOrFundBalancesEOYAmt
MissionTHE LONG BEACH COMMUNITY FOUNDATION INITIATES POSITIVE CHANGE FOR LONG BEACH THROUGH CHARITABLE GIVING, STEWARDSHIP AND STRATEGIC GRANTMAKING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,889,221ExpenseAmt
Grant$4,708,940GrantAmt
Revenue$186,433RevenueAmt
DescDISTRIBUTE GRANTS TO ELIGIBLE NONPROFIT AGENCIES AND GOVERNMENT SUBDIVISIONS AS RECOMMENDED BY THE FOUNDATION'S BOARD OF DIRECTORS, DONOR ADVISORS, AND CREATORS OF SPECIAL PURPOSE CHARITABLE FUNDS AND ENDOWMENTS. MOST GRANTS ARE INTENDED TO BENEFIT CHARITABLE PROGRAMS WITHIN THE CITY OF LONG BEACH.Desc
Total Program Service Expenses$4,889,221TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARCELLE EPLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5624359033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 OCEANGATE 800AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90802ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DONITA JOSEPH
DIRECTOR2.001.00Yes (X)$0$0$0
ANNETTE KASHIWABARA
SECRETARY2.001.00Yes (X)$0$0$0Yes (X)
KEVIN PETERSON
DIRECTOR2.00Yes (X)$0$0$0
STEVE KEESAL
DIRECTOR2.00Yes (X)$0$0$0
GARY DELONG
DIRECTOR2.001.00Yes (X)$0$0$0
MICHELE DOBSON
DIRECTOR2.00Yes (X)$0$0$0
FRANK NEWELL
CHAIRMAN2.00Yes (X)$0$0$0Yes (X)
BOB FOSTER
DIRECTOR2.00Yes (X)$0$0$0
ROBERT STEMLER
DIRECTOR2.001.00Yes (X)$0$0$0
ANTHONY GALES
CFO (1/1/22-11/30/22)2.00Yes (X)$0$0$0Yes (X)
SUZANNE NOSWORTHY
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
JUDY ROSS
DIRECTOR2.00Yes (X)$0$0$0
MARK GUILLEN
DIRECTOR2.00Yes (X)$0$0$0
MARCELLE EPLEY
PRESIDENT & CEO40.001.00$169,783$0$5,094Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$169,783TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,094TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,040,490AllOtherContributionsAmt
Noncash Contributions$1,729,779NoncashContributionsAmt
Total Contributions$3,040,490TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business561000BusinessCd
Total Revenue Column$186,433TotalRevenueColumnAmt
Related Or Exempt Func Income$186,433RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$186,433TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,153,231TotalRevenueColumnAmt
Exclusion$1,153,231ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,229,630SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,087,052SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$142,578SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$142,578TotalRevenueColumnAmt
Exclusion$142,578ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$300TotalRevenueColumnAmt
Exclusion$300ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$300OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,523,032TotalRevenueColumnAmt
Related Or Exempt Func Income$186,433RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,296,109ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,708,940TotalAmt
Program Services$4,708,940ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$174,878TotalAmt
Management And General$89,986ManagementAndGeneralAmt
Fundraising$84,892FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$225,576TotalAmt
Program Services$168,675ProgramServicesAmt
Management And General$34,073ManagementAndGeneralAmt
Fundraising$22,828FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,300TotalAmt
Management And General$6,300ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,520TotalAmt
Management And General$10,520ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,836TotalAmt
Program Services$7,209ProgramServicesAmt
Management And General$14,418ManagementAndGeneralAmt
Fundraising$7,209FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$840TotalAmt
Management And General$840ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,728TotalAmt
Management And General$23,728ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$22,329TotalAmt
Management And General$22,329ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$121,841TotalAmt
Management And General$121,841ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,558TotalAmt
Fundraising$1,558FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,804TotalAmt
Management And General$11,804ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,200TotalAmt
Management And General$36,200ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,750TotalAmt
Management And General$12,750ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$40TotalAmt
Management And General$40ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,427TotalAmt
Management And General$7,427ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$775TotalAmt
Management And General$775ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,589TotalAmt
Management And General$4,589ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
MISCELLANEOUS$4,256$4,256
PAYROLL FEES$3,060$3,060
EVENT EXPENSE$1,337$1,337

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,407,584TotalAmt
Program Services$4,889,221ProgramServicesAmt
Management And General$401,876ManagementAndGeneralAmt
Fundraising$116,487FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$234,092BOYAmt
EOY$871,021EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,683,050BOYAmt
EOY$3,519,985EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,828BOYAmt
EOY$116,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,752LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,395LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,132BOYAmt
EOY$1,357EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$65,929,478BOYAmt
EOY$55,419,847EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$445,105BOYAmt
EOY$462,752EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$70,296,685BOYAmt
EOY$60,390,962EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,839BOYAmt
EOY$9,526EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,480,383BOYAmt
EOY$18,673,234EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,483,222BOYAmt
EOY$18,682,760EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,283,360BOYAmt
EOY$31,872,437EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,530,103BOYAmt
EOY$9,835,765EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,813,463BOYAmt
EOY$41,708,202EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$70,296,685BOYAmt
EOY$60,390,962EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$884,552ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$7,050,449NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$170,260OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,601,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,159,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,834,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,074,056CurrentTaxYearMinus1YearAmt
Current Tax Year$3,040,490CurrentTaxYearAmt
Total$33,709,453TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,601,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,159,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,834,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,074,056CurrentTaxYearMinus1YearAmt
Current Tax Year$3,040,490CurrentTaxYearAmt
Total$33,709,453TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$17,564,947SubstantialContributorsTotAmt
Public Support Total170$16,144,506PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$854,907CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$987,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$903,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$842,824CurrentTaxYearMinus1YearAmt
Current Tax Year$1,153,231CurrentTaxYearAmt
Total$4,741,479TotalAmt
FieldValueIRS element (for citing)
Total Support$38,450,932TotalSupportAmt
Public Support CY1700.41990PublicSupportCY170Pct
Public Support PY1700.39240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held91DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$432,520DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$3,799,887DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$24,034,125DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,916,481BeginningYearBalanceAmt
Contributions$1,730,082ContributionsAmt
Investment Earnings Or Losses-$1,074,055InvestmentEarningsOrLossesAmt
Grants Or Scholarships$172,692GrantsOrScholarshipsAmt
Administrative Expenses$128,554AdministrativeExpensesAmt
End Year Balance$13,271,262EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,153,040BeginningYearBalanceAmt
Contributions$6,103,936ContributionsAmt
Investment Earnings Or Losses$886,444InvestmentEarningsOrLossesAmt
Grants Or Scholarships$125,831GrantsOrScholarshipsAmt
Administrative Expenses$101,108AdministrativeExpensesAmt
End Year Balance$12,916,481EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,957,392BeginningYearBalanceAmt
Contributions$338,943ContributionsAmt
Investment Earnings Or Losses$753,838InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$170,248GrantsOrScholarshipsAmt
Administrative Expenses$67,384AdministrativeExpensesAmt
End Year Balance$6,153,037EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,192,449BeginningYearBalanceAmt
Contributions$197,609ContributionsAmt
Investment Earnings Or Losses$780,106InvestmentEarningsOrLossesAmt
Grants Or Scholarships$153,295GrantsOrScholarshipsAmt
Administrative Expenses$59,477AdministrativeExpensesAmt
End Year Balance$4,957,392EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,519,760BeginningYearBalanceAmt
Contributions$64,165ContributionsAmt
Investment Earnings Or Losses-$182,907InvestmentEarningsOrLossesAmt
Grants Or Scholarships$121,346GrantsOrScholarshipsAmt
Administrative Expenses$87,223AdministrativeExpensesAmt
End Year Balance$4,192,449EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.30000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.69000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,752OtherCostOrOtherBasisAmt
Depreciation$11,395DepreciationAmt
Book Value$1,357BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,357TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY POOL$26,649,426F
SHORT-TERM FIXED INCOME POOL$12,612,946F
MUTUAL FUNDS & OTHER$10,658,490F
INTERMEDIATE-TERM FIXED INCOME POOL$5,498,985F
FieldValueIRS element (for citing)
Total Book Value Securities$55,419,847TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RESERVE FOR AGENCY FUNDS$17,426,234
GRANTS PAYABLE$1,247,000
FieldValueIRS element (for citing)
Total Liability$18,673,234TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$2,697,476TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$7,050,449NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$22,530DonatedServicesAndUseFcltsAmt
Other Revenue-$170,260OtherRevenueAmt
Revenue Not Reported-$7,198,179RevenueNotReportedAmt
Revenue Subtotal$4,500,703RevenueSubtotalAmt
Investment Expenses Not Incld$22,329InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$22,329RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,523,032TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,407,785TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$22,530DonatedServicesUseFcltsAmt
Expenses Not Reported$22,530ExpensesNotReportedAmt
Expenses Subtotal$5,385,255ExpensesSubtotalAmt
Investment Expenses Not Incld2$22,329InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$22,329ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,407,584TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:ENDOWMENT FUNDS ARE INTENDED TO BENEFIT CHARITABLE ORGANIZATIONS BASED ON AGREEMENTS WITH THE DONORS.
PART X, LINE 2:THE FOUNDATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE TAX POSITIONS WILL, MORE LIKELY THAN NOT, BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2022 MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT INTEREST AGMTS

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (77 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CSULB 49ER FOUNDATION
6300 E STATE UNIVERSITY DRIVE SUITE332LONG BEACHCA90815452163910501(C)(3)$876,294$0GENERAL SUPPORT
UNIVERSITY OF SOUTHERN CALIFORNIA
PO BOX 7913LOS ANGELESCA90007951642394501(C)(3)$615,000$0GENERAL SUPPORT
PRECIOUS LAMB PRESCHOOL INC
2005 PALO VERDE AVENUE PMB 301LONG BEACHCA90815954772800501(C)(3)$502,300$0GENERAL SUPPORT
SMITHSONIAN INSTITUTION
PO BOX 37012 MRC 035WASHINGTONDC20013530206027501(C)(3)$400,000$0GENERAL SUPPORT
CITY OF LONG BEACH
PO BOX 630LONG BEACHCA908420001956000733$300,000$0GENERAL SUPPORT
RDC-S111 INC
245 E THIRD STREETLONG BEACHCA90802953848482$210,000$0GENERAL SUPPORT
NEW DIRECTIONS FOR VETERANS
PO BOX 25536SANTA MONICACA90025954242745501(C)(3)$100,000$0GENERAL SUPPORT
UNITED STATES VETERANS INITIATIVE
2001 RIVER AVENUELONG BEACHCA90810954382752501(C)(3)$100,000$0GENERAL SUPPORT
YMCA OF GREATER LONG BEACH
3605 LONG BEACH BLVD SUITE 210LONG BEACHCA90807951643396501(C)(3)$65,000$0GENERAL SUPPORT
LONG BEACH MUSEUM OF ART FOUNDATION
2300 E OCEAN BLVDLONG BEACHCA90803952567271501(C)(3)$63,800$0GENERAL SUPPORT
LONG BEACH CITY COLLEGE
4901 E CARSON STREET MAIL CODE R-18LONG BEACHCA90808$63,500$0GENERAL SUPPORT
RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA
500 E 27TH STREETLONG BEACHCA90806953167869501(C)(3)$59,100$0GENERAL SUPPORT
LONG BEACH SYMPHONY ASSOCIATION
249 E OCEAN BLVD SUITE 200LONG BEACHCA90802956004958501(C)(3)$57,634$0GENERAL SUPPORT
LONG BEACH AQUARIUM OF THE PACIFIC
320 GOLDEN SHORE SUITE 350LONG BEACHCA90802330532354501(C)(3)$52,500$0GENERAL SUPPORT
HUBBS-SEAWORLD RESEARCH INSTITUTE
2595 INGRAHAM STREETSAN DIEGOCA92109952304740501(C)(3)$50,000$0GENERAL SUPPORT
BOYS & GIRLS CLUBS OF LONG BEACH
3635 LONG BEACH BLVDLONG BEACHCA908074018951643977501(C)(3)$45,342$0GENERAL SUPPORT
CAMP FIRE
7070 E CARSON STREETLONG BEACHCA90808951690969501(C)(3)$36,500$0GENERAL SUPPORT
FISHER HOUSE SOUTHERN CALIFORNIA INC
400 W OCEAN BLVD UNIT 2403LONG BEACHCA90802461815286501(C)(3)$36,000$0GENERAL SUPPORT
LONG BEACH DAY NURSERY
1548 CHESTNUT AVENUELONG BEACHCA90813951643333501(C)(3)$32,656$0GENERAL SUPPORT
SCRIPPS COLLEGE
1030 COLUMBIA AVENUECLAREMONTCA91711951664123501(C)(3)$32,000$0GENERAL SUPPORT
LONG BEACH PUBLIC LIBRARY FOUNDATION
200 W BROADWAYLONG BEACHCA90802330698704501(C)(3)$27,247$0GENERAL SUPPORT
BOY SCOUTS OF AMERICA
401 E 37TH STREETLONG BEACHCA90807951643981501(C)(3)$27,000$0GENERAL SUPPORT
GIRL SCOUTS OF GREATER LOS ANGELES
801 S GRAND AVENUE SUITE 300LOS ANGELESCA90017951644033501(C)(3)$26,500$0GENERAL SUPPORT
ALAMITOS BAY SAILING FOUNDATION
7201 E OCEAN BLVDLONG BEACHCA90803820994409501(C)(3)$26,300$0GENERAL SUPPORT
CALIFORNIA STATE UNIVERSITY LONG BEACH
1250 BELLFLOWER BLVD BH-155LONG BEACHCA908400103$24,500$0GENERAL SUPPORT
TICHENOR ORTHOPEDIC CLINIC FOR CHILDREN
1660 TERMINO AVENUELONG BEACHCA90804951647800501(C)(3)$23,850$0GENERAL SUPPORT
ST MARY'S MEDICAL CENTER FOUNDATION
1050 LINDEN AVENUELONG BEACHCA90813237153876501(C)(3)$23,000$0GENERAL SUPPORT
STANFORD UNIVERSITY
355 GALVEZ STREETSTANFORDCA943056106941156365501(C)(3)$21,000$0GENERAL SUPPORT
LINC HOUSING CORPORATION
110 PINE AVENUE SUITE 500LONG BEACHCA90802330578620501(C)(3)$20,450$0GENERAL SUPPORT
REAL LIFE CHRISTIAN CHURCH
23841 NEWHALL RANCH RDVALENCIACA91355954821218501(C)(3)$20,000$0GENERAL SUPPORT
DRAMATIC RESULTS
3310 LIME AVESIGNAL HILLCA90755330515302501(C)(3)$20,000$0GENERAL SUPPORT
CAMERATA SINGERS OF LONG BEACH INC
PO BOX 90511LONG BEACHCA90809953722448501(C)(3)$19,450$0GENERAL SUPPORT
CSU DOMINGUEZ HILLS
1000 EAST VICTORIA STREETCARSONCA90747$16,000$0GENERAL SUPPORT
LONG BEACH CENTURY CLUB
PO BOX 3969LONG BEACHCA90803330103795501(C)(3)$15,632$0GENERAL SUPPORT
PATHWAYS VOLUNTEER HOSPICE
4645 WOODRUFF ROADLAKEWOODCA90713330241726501(C)(3)$15,200$0GENERAL SUPPORT
HIS LITTLE FEET INC
3445 STUDEBAKERLONG BEACHCA90808473769966501(C)(3)$15,188$0GENERAL SUPPORT
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREETLOS ANGELESCA90007952408623501(C)(3)$15,000$0GENERAL SUPPORT
BIXBY KNOLLS COMMUNITY FOUNDATION
4321 ATLANTIC AVELONG BEACHCA90807832048312501(C)(3)$15,000$0GENERAL SUPPORT
UNIVERSITY OF CALIFORNIA BERKELEY
201 SPROUL HALL 1960BERKELEYCA947201960946090626501(C)(3)$13,500$0GENERAL SUPPORT
LONG BEACH OPERA
115 PINE AVENUE SUITE 550LONG BEACHCA90802953387074501(C)(3)$13,317$0GENERAL SUPPORT
THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES
701 E 28TH STREET SUITE 200LONG BEACHCA90806951643332501(C)(3)$12,850$0GENERAL SUPPORT
WESTERN OREGON UNIVERSITY
345 MONMOUTH AVENUE NORTHMONMOUTHOR97361$12,000$0GENERAL SUPPORT
MOUNTAIN COMMUNITIES BOYS AND GIRLS CLUB
PO BOX 2228CRESTLINECA92325330653707501(C)(3)$12,000$0GENERAL SUPPORT
MUSICAL THEATRE WEST
4350 E 7TH STREETLONG BEACHCA90804956100108501(C)(3)$11,334$0GENERAL SUPPORT
GUIDANCE CENTER
1301 PINE AVELONG BEACHCA90813951691017501(C)(3)$11,200$0GENERAL SUPPORT
MONTANA STATE UNIVERISTY
138 REID HALLBOZEMANMT59717$11,000$0GENERAL SUPPORT
UCLA FOUNDATION
10920 WILSHIRE BLVD STE 900LOS ANGELESCA90024952250801501(C)(3)$10,500$0GENERAL SUPPORT
SANTA CATALINA ISLAND CONSERVANCY
PO BOX 2739AVALONCA90704237228407501(C)(3)$10,200$0GENERAL SUPPORT
SCAN GROUP
3800 KILROY AIRPORT WAY STE 100LONG BEACHCA90806953826037501(C)(3)$10,125$0GENERAL SUPPORT
MOUNTAIN LIFE CHURCH
7375 SILVER CREEK ROADPARK CITYUT84098870552060$10,000$0GENERAL SUPPORT
SALVATION ARMY
3060 LONG BEACH BLVDLONG BEACHCA90807501(C)(3)$10,000$0GENERAL SUPPORT
PROJECT STREET VET
516 SOLAR RD NWLOS RANCHOSNM87107851158446501(C)(3)$10,000$0GENERAL SUPPORT
SAN DIEGO STATE UNIVERSITY
5500 CAMPANILE DRSAN DIEGOCA92182$10,000$0GENERAL SUPPORT
SAN PEDRO CITY BALLET
1231 S PACIFIC AVENUESAN PEDROCA90731330630949501(C)(3)$10,000$0GENERAL SUPPORT
LEADERSHIP LONG BEACH
743 ATLANTIC AVENUELONG BEACHCA90813330361041501(C)(3)$10,000$0GENERAL SUPPORT
TOGETHER WE RISE
580 W LAMBERT ROAD UNIT ABREACA92821263043727501(C)(3)$10,000$0GENERAL SUPPORT
CHAMBER ORCHESTRA OF THE SOUTH BAY INC
PO BOX 2095PALOS VERDES ESTATESCA90274237259502501(C)(3)$10,000$0GENERAL SUPPORT
CITYHEART INC
2201 E WILLOW ST SUITE D301SIGNAL HILLCA90755811199041501(C)(3)$10,000$0GENERAL SUPPORT
FIRST CONGREGATIONAL CHURCH OF LONG BEACH
241 CEDAR AVENUELONG BEACHCA90802951643320501(C)(3)$9,817$0GENERAL SUPPORT
ASSISTANCE LEAGUE OF LONG BEACH
6220 E SPRING STREETLONG BEACHCA90815951660324501(C)(3)$8,600$0GENERAL SUPPORT
MEALS ON WHEELS OF LONG BEACH INC
PO BOX 15688LONG BEACHCA90815952829715501(C)(3)$8,140$0GENERAL SUPPORT
LONG BEACH JUNIOR CREW
5318 E 2ND ST PMB 366LONG BEACHCA90803330706214501(C)(3)$7,825$0GENERAL SUPPORT
ST ANTHONY HIGH SCHOOL
620 OLIVE AVENUELONG BEACHCA90802530196617$7,500$0GENERAL SUPPORT
MARGUERITE KIEFER EDUCATION CENTER INC
607 E 3RD STREETLONG BEACHCA90802753220288501(C)(3)$7,500$0GENERAL SUPPORT
ORANGE COUNTY YOUTH SPORTS FOUNDATION
PO BOX 25282ANAHEIMCA92825237117333501(C)(3)$7,000$0GENERAL SUPPORT
WOODROW WILSON HIGH SCHOOL
4400 E 10TH STREETLONG BEACHCA90804956001886501(C)(3)$7,000$0GENERAL SUPPORT
LONG BEACH COMMUNITY TABLE
3166 OSTROM AVENUELONG BEACHCA90808831361910501(C)(3)$6,500$0GENERAL SUPPORT
NATIONAL UNIVERSITY
9388 LIGHTWAVE AVENUESAN DIEGOCA92123$6,500$0GENERAL SUPPORT
PACIFIC OAKS COLLEGE & CHILDREN'S SCHOOL
203 N LASALLE STCHICAGOIL60601951716809501(C)(3)$6,500$0GENERAL SUPPORT
ANGELS GATE CULTURAL CENTER INC
3601 S GAFFEY STREET BOX 1/BUILDING ASAN PEDROCA90731953688214501(C)(3)$6,350$0GENERAL SUPPORT
GRAND CANYON UNIVERSITY
3300 W CAMELBACK RD BLDG 3PHOENIXAZ85017900615620501(C)(3)$6,000$0GENERAL SUPPORT
CHAPMAN UNIVERSITY
ONE UNIVERSITY DRIVEORANGECA92866951643992501(C)(3)$6,000$0GENERAL SUPPORT
SUN VALLEY SUMMER SYMPHONY INC
PO BOX 1914SUN VALLEYID83353820397940501(C)(3)$6,000$0GENERAL SUPPORT
MEMORIAL MEDICAL CENTER FOUNDATION
2801 ATLANTIC AVENUE PO BOX 1428LONG BEACHCA90801956105984501(C)(3)$5,955$0GENERAL SUPPORT
INTERNATIONAL CITY THEATRE
67 LONG BEACH BLVDLONG BEACHCA90802330306882501(C)(3)$5,817$0GENERAL SUPPORT
LONG BEACH ROTARY CHARITABLE FOUNDATION
400 OCEANGATE SUITE 470LONG BEACHCA90802330480906501(C)(3)$5,500$0GENERAL SUPPORT
SUN VALLEY CENTER FOR THE ARTS INC
PO BOX 656SUN VALLEYID83353237113276501(C)(3)$5,200$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org161Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationRECIPIENTS OF GRANTS $20,000 OR LESS SIGN AND RETURN A "GRANT CHECK RECEIPT ACKNOWLEDGEMENT" WHICH OUTLINES THE PURPOSE OF THE GRANT. THE RECIPIENTS' SIGNATURE SIGNIFIES THAT THEY AGREE TO USE THE FUNDS FOR THE SPECIFIED PURPOSE, AND THEY UNDERSTAND THAT ANY OTHER USE OF THE FUNDS REQUIRES PRIOR AUTHORIZATION. THE RECIPIENTS ARE ASKED TO SUBMIT A SUMMARY REPORT TO LBCF UPON COMPLETION OF THE GRANT PERIOD. RECIPIENTS OF GRANTS GREATER THAN $20,000 SIGN A "GRANT AGREEMENT" OUTLINING THE STIPULATIONS OF THE GRANT, PAYMENT SCHEDULE, AND THE REPORTING REQUIREMENTS. A FINAL REPORT IS REQUIRED OF ALL GRANT RECIPIENTS, AND MID-TERM REPORTS MAY BE REQUIRED FOR LARGER GRANTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARCELLE EPLEYPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$169,783BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$5,094DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$174,877TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$1,729,779NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BLINE 11B EXPLANATION - A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE PRESIDENT/CEO, WHO REVIEWS AND APPROVES THE DRAFT. IN ADDITION, BEFORE THE DRAFT OF THE RETURN IS APPROVED AND THE FINAL VERSION IS PREPARED FOR FILING, THE PRESIDENT/CEO PROVIDES EACH BOARD MEMBER A DRAFT COPY OF THE RETURN FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CEACH MEMBER OF THE BOARD ANNUALLY FILLS OUT A CONFLICT OF INTEREST STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE BOARD REVIEWS TOP MANAGEMENT SALARIES AND MAKES RECOMMENDATIONS TO THE FULL BOARD FOR ITS APPROVAL. THE EXECUTIVE COMMITTEE CONDUCTS A FORMAL EVALUATION OF THE PRESIDENT/CEO ONCE A YEAR IN WHICH IT DETERMINES THE PRESIDENT/CEO'S COMPENSATION FOR THE ENSUING YEAR. TO HELP DETERMINE THE PRESIDENT/CEO'S COMPENSATION, THE EXECUTIVE COMMITTEE SEEKS OUT INFORMATION COMPILED BY INDEPENDENT CONSULTANTS WHO SPECIALIZE IN GATHERING COMPENSATION DATA ON NON-PROFIT ORGANIZATIONS AND FOUNDATIONS TO DETERMINE AN APPROPRIATE COMPENSATION RANGE FOR THE PRESIDENT/CEO GIVEN THE SIZE OF THE FOUNDATION, COMPLEXITY OF THE ORGANIZATION, BREADTH OF RESPONSIBILITIES, ETC. IN AN EXECUTIVE SESSION, THE EXECUTIVE COMMITTEE WILL THEN PROPOSE A COMPENSATION PACKAGE FOR THE PRESIDENT/CEO, WHICH IS SUBMITTED TO THE FULL BOARD FOR ITS CONSIDERATION AT THE NEXT BOARD MEETING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE IN RESPONSE TO A WRITTEN REQUEST AND ON THE ORGANIZATION'S WEBSITE. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, ON OTHER WEBSITES, AND UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -170,260.
FORM 990. PART XII, LINE 2C.NO CHANGE FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LBCF PROPERTIES FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 OCEANGATE AVE 800AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90802ZIPCd
FieldValueIRS element (for citing)
EIN452979393EIN
Primary ActivitiesSUPPORT LONG BEACH COMMUNITY FOUNDATIONPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status12A IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1LONG BEACH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd