EARL B & LORAINE H MILLER FDN: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EARL B & LORAINE H MILLER FDN (EIN 95-2500545)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-04
- IRS object ID
- 202313389349100511
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2023-12-04T16:56:59-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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 | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARICK | PersonFirstNm |
| Person Last | SIMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | DONITA JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,246,556 | 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 | $2,929 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,929 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $863,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $863,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,112,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,007,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,161,527 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,522 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,665 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,047,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,030,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $189,583 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,849 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $177,734 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $49,636 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,102 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $46,534 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,283 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,143 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,140 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,641 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $74,641 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,884 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,664 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,509 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $41,250 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,578 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $38,672 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,370 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,370 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $714 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $45 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $669 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,363 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $436 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,928 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $567,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,453,401 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,453,401 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,020,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,863,598 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$972,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,916,784 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,283,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,494,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,494,279 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,005,834 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,005,834 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $942,851 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,139,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,062,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,416,815 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,810,414 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,810,412 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,652,882 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,565,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,458,566 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,739,729 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,349 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,349 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $30,804,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,831,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,246,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,804,362 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,804,362 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$972,820 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,804,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,831,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,804,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,831,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,804,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$972,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,831,542 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,831,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| EQUITY SECURITIES | 2012-06-08 | 2023-06-30 | $4,116,943 | $2,815,915 | $1,301,028 | $1,301,028 |
| MUTUAL FUNDS | 2012-06-08 | 2023-06-30 | $2,840,254 | $3,030,364 | -$190,110 | -$190,110 |
| UBS TRUMBELL | 2012-06-08 | 2022-12-31 | $50,609 | $50,609 | $50,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,161,527 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,034 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,034 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,391 | OverpaymentAmt |
| Applied To ES Tax | $2,391 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
|---|---|---|---|---|---|---|---|---|
| DARICK J SIMPSON | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | PRESIDENT | 40.00 | $189,583 | $5,778 | $12,505 |
| RON R ARIAS | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | CHAIR OF THE BOARD | 1.00 | $0 | $0 | $0 |
| MARGARET FARWELL SMITH | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARK SCHULTEN | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | CHIEF INVESTMENT OFFICER | 1.00 | $0 | $0 | $0 |
| RANDY MIZER | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | VICE CHAIR OF THE BOARD | 1.00 | $0 | $0 | $0 |
| RENITA SMITH | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNETTE KASHIWABARA | ||||||||
| 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 |
| CYNTHIA D TERRY | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MALCOLM TURNER | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $31,146,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,027,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,981,228 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,154,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,154,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $527,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,627,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,731,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,731,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,643 | TotalTaxAmt |
| Distributable Before Adj | $1,704,713 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,704,713 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,704,713 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,863,598 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,863,598 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,704,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $311,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $481,285 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $819,469 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,043,917 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,656,096 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,863,598 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,704,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,158,885 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,814,981 | 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 | $311,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,503,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $481,285 | ExcessFromYear4Amt |
| Excess From Year3 | $819,469 | ExcessFromYear3Amt |
| Excess From Year1 | $1,043,917 | ExcessFromYear1Amt |
| Excess From Current Year | $1,158,885 | 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 2022/2023 GRANT CYCLE NEED ONLY ACCESS THEIR ONLINE ACCOUNT AND FILL OUT A NEW APPLICATION FORM. LETTERS OF INTENT MUST BE SUBMITTED ONLINE BY MARCH 2023. ORGANIZATIONS CONFIRMED AS ELIGIBLE WILL RECEIVE NOTIFICATION TO PROCEED TO THE FORMAL APPLICATION PROCESS BY MARCH 2023. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION: MARCH 3, 2023 | 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 (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AACCLB | |||||||
| 4321 ATLANTIC AVE | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH PROGRAMMING | $1,450 | |
| ABILITY FIRST | |||||||
| 3770 E WILLOW ST | LONG BEACH | CA | 90815 | PC | 2022/23 ANNUAL GRANT AWARD/AFTERSCHOOL PROGRAM | $35,000 | |
| ABLE ARTS WORK | |||||||
| 3626 CA-1 | LONG BEACH | CA | 90804 | PC | 2022/23 ANNUAL GRANT AWARD/HEALTH & WELLNESS CLINIC | $22,000 | |
| ACT OUT THEATRE COMPANY | |||||||
| 3341 E 49TH STREET | LONG BEACH | CA | 90805 | PC | 2023 10TH ANNIVERSARY GALA | $500 | |
| ADVENTURES TO DREAMS ENRICHMENT | |||||||
| 903 FAIRBANKS AVENUE | LONG BEACH | CA | 90813 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH PROGRAMMING | $2,900 | |
| AFRICAN AMERICAN CULTURAL CENTER | |||||||
| 4321 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | LONG BEACH GIVES CAMPAIGN | $107 | |
| ANDY STREET COMMUNITY ASSOCIATION | |||||||
| 4000 LONG BEACH BLVD STE 305 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH EDUCATION | $1,500 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 320 GOLDEN SHORE SUITE 350 | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/EARLY CHILDHOOD SCIENCE PROGRAM | $25,143 | |
| ARTS COUNCIL FOR LONG BEACH (PCA) | |||||||
| 3350 ELM AVENUE | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/MIDDLE SCHOOL ARTS PROGRAMMING | $40,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | 2022/23 ANNUAL GRANT AWARD/AT-NEED YOUTH ORTHODONTICS PROGRAM | $49,299 | |
| BOSS | |||||||
| 7941 E KRAMER STREET | LONG BEACH | CA | 90808 | PC | LONG BEACH GIVES CAMPAIGN | $500 | |
| BOYS AND GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90803 | PC | TRUSTEE-DIRECTED GRANT FOR MAINTENANCE FUND | $1,000 | |
| BRAVE GLOBAL INC | |||||||
| 668 OBISPO AVE | LONG BEACH | CA | 90814 | PC | TRUSTEE-DIRECTED GRANT FOR BRAVE CIRCLES YOUTH PROGRAM | $1,500 | |
| CA CONFERENCE FOR EQUALITY & JUSTICE (CCEJ) | |||||||
| 3605 LONG BEACH BLVD SUITE 100 | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/BUILDING BRIDGES YOUTH LEADERSHIP | $30,000 | |
| CALIFORNIA AQUATIC THERAPY & WELLNESS | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | DISCRETIONARY FUND CONTRIBUTION FOR YOUTH WELLNESS PROGRAM | $1,000 | |
| CALIFORNIA AQUATIC THERAPY & WELLNESS CENTER (POOLS OF HOPE) | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | 2022/23 ANNUAL GRANT AWARD/YOUTH WELLNESS PROGRAM | $25,000 | |
| CAMP FIRE USA | |||||||
| 7070 E CARSON ST | LONG BEACH | CA | 90808 | PC | 2022/23 ANNUAL GRANT AWARD/DEFOREST PARK HUB INITIATIVE | $30,000 | |
| CENTRO CHA INC | |||||||
| 727 PINE AVENUE 2ND FLOOR | LONG BEACH | CA | 90813 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH PROGRAMMING | $1,000 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 2001 RIVER AVE | LONG BEACH | CA | 90810 | PC | 2022/23 ANNUAL GRANT AWARD/YOUTH PROGRAMMING AT CABRILLO | $25,000 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | 2022/23 ANNUAL GRANT AWARD/ECO HOUSE | $31,500 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 E COLUMBIA AVENUE SUITE 32 | LONG BEACH | CA | 90806 | PC | 2022/23 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $70,000 | |
| CITY FABRICK | |||||||
| 1444 E 4TH ST | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/COMMUNITY GARDEN SHARED RESOURCE GUIDE | $20,000 | |
| CONSERVATION CORPS OF LONG BEACH | |||||||
| 340 NIETO AVE | LONG BEACH | CA | 90814 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH PROGRAMMING | $2,000 | |
| CSULB 49ER FDN EARL B MILLER JAPANESE GARDEN | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | PC | LONG BEACH GIVES CAMPAIGN | $550 | |
| CSULB 49ER FOUNDATIONCSULB BLACK ALUMNI SCHOLARSHIP | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | PC | SCHOLARSHIP FUND | $513 | |
| CSULB 49ER'S FOUNDATION | |||||||
| 1250 BELLFLOWER BLVD BH-387 | LONG BEACH | CA | 90840 | PC | DISCRETIONARY FUND CONTRIBUTION FOR YOUTH MENTAL HEALTH INITIATIVE | $15,000 | |
| CSULB 49ER'S FOUNDATION | |||||||
| 1250 BELLFLOWER BLVD BH-387 | LONG BEACH | CA | 90840 | PC | TRUSTEE-DIRECTED GRANT FOR FAMILY FOOD PANTRY | $2,650 | |
| DAYS LONG BEACH | |||||||
| 1232 E WARDLOW RD | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/YOUTH EDUCATION DEVELOPMENT | $20,000 | |
| DISABLE RESOURCES CENTER | |||||||
| 2750 E SPRING ST 100 | LONG BEACH | CA | 90806 | PC | 2022/23 ANNUAL GRANT AWARD/YOUTH LEADERSHIP FOR HIGH SCHOOL | $30,000 | |
| DRAMATIC RESULTS | |||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | PC | 2022/23 ANNUAL GRANT AWARD/STEAM ECOSYSTEM EXPANSION DEMONSTRATION | $50,000 | |
| EDUCATE ADVANCING EARLY CHILDHOOD EDUCATION (ECE) | |||||||
| 2525 GRAND AVENUE | LONG BEACH | CA | 90815 | PC | 2022/23 ANNUAL GRANT AWARD/UN MUNDO DE AMIGOS PRESCHOOL | $25,000 | |
| ESP EDUCATION & LEADERSHIP BOSS | |||||||
| 7941 E CRAMER | LONG BEACH | CA | 90808 | PC | 2022/23 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $20,000 | |
| ESP EDUCATION & LEADERSHIPBOSS | |||||||
| 7941 E CRAMER | LONG BEACH | CA | 90808 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH PROGRAMMING | $1,500 | |
| EXTRAORDINARY FAMILIES | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | PC | 2022/23 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| FOOD FINDERS | |||||||
| 3744 N INDUSTRY AVE SUITE 401 | LAKEWOOD | CA | 90712 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH AND FAMILY SUPPORT SERVICES | $2,000 | |
| FOR THE CHILD | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/MENTAL HEALTH TREATMENT FOR YOUTH | $20,000 | |
| FOR THE CHILD | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | $1,500 TRUSTEE DIRECTED, $20,000 2022/23 ANNUAL GRANT INSTALLMENT FOR YOUTH PROGRAMMING | $21,500 | |
| FRIENDS OF THE LB FIREFIGHTERS | |||||||
| 3205 N LAKEWOOD BLVD | LONG BEACH | CA | 90808 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH BASED INITIATIVES | $1,000 | |
| GREEN PINES CREATIVE FOUNDATION | |||||||
| 129 W 5TH ST | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH CREATIVE WORKSHOPS | $881 | |
| GROUND EDUCATION | |||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | PC | 2022/23 ANNUAL GRANT AWARD/GARDEN LEARNING PROGRAM TITLE I SCHOOLS | $30,000 | |
| INTELLECTUAL VIRTUES ACADEMY | |||||||
| 3601 LINGDEN AVE | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/STUDENT INTERVENTION FOR VULNERABLE YOUTH | $30,000 | |
| INTERNATIONAL CITY THEATRE (ICT) | |||||||
| 330 E SEASIDE WAY | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/PERFORMING ARTS CLASSROOM TEACHING | $30,000 | |
| INTERVAL HOUSE | |||||||
| 6615 PACIFIC COAST HWY 170 | LONG BEACH | CA | 90803 | PC | 2022/23 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| JAZZ ANGELS | |||||||
| 3258 E WILLOW ST | SIGNAL HILL | CA | 90755 | PC | 2022/23 ANNUAL GRANT AWARD/CAPACITY BUILDING SUPPORT | $20,000 | |
| JEWISH FAMILIES & CHILDREN'S | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 90815 | PC | 2022/23 ANNUAL GRANT AWARD/LOW-INCOME CHILDREN FAMILY COUNSELING | $25,000 | |
| JORDAN HIGH SCHOOL | |||||||
| 6500 ATLANTIC AVE | LONG BEACH | CA | 90805 | PC | TRUSTEE-DIRECTED GRANTS FOR HIGH SCHOOL ARTS & WELLNESS | $2,000 | |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | PC | 2022/23 ANNUAL GRANT AWARD/YOUTH LEADERSHIP PROGRAM | $20,000 | |
| KLEEFELD CONTEMPORARY | |||||||
| 1250 N BELLFLOWER BLVD | LONG BEACH | CA | 90840 | PC | 2022/23 ANNUAL GRANT AWARD/PLUGGED IN CLASSROOM CONNECTIONS | $20,000 | |
| LATINOS IN ACTION | |||||||
| 1635 LOCUST AVE APT 303 | LONG BEACH | CA | 90813 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH AND FAMILY PROGRAMMING | $500 | |
| LB CENTER FOR ECONOMIC INCLUSION | |||||||
| 6509 GUNDRY AVE | LONG BEACH | CA | 90805 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH AND FAMILY FOOD SUPPORT | $5,000 | |
| LBUSD SMART ART | |||||||
| 333 W BROADWAY SUITE 202 | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/STEVENSON SMART START PROGRAM | $25,000 | |
| LEADERSHIP LONG BEACH | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH LEADERSHIP PROGRAM | $750 | |
| LINC HOUSING - SPARK AT MIDTOWN | |||||||
| 3590 ELM AVE | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/YOUTH ENRICHMENT PROGRAMMING | $25,000 | |
| LONG BEACH ALLIANCE FOR CHILDREN WITH ASTHMA | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | PC | 2022/23 ANNUAL GRANT AWARDS/ACCESS & TREATMENT OF PEDIATRIC ASTHMA | $50,000 | |
| LONG BEACH BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/SHORTSTOP PROGRAM | $20,000 | |
| LONG BEACH BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | DISCRETIONARY FUND CONTRIBUTION FOR "RESPECTFULLY ME" PROGRAM | $500 | |
| LONG BEACH BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR "RESPECTFULLY ME" YOUTH PROGRAM | $2,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | |||||||
| SECOND FLOOR 4900 E CONANT ST | LONG BEACH | CA | 90808 | PC | 2022/23 ANNUAL GRANT AWARD/SUMMER RECREATION SWIM CAMP | $15,000 | BUILDING O-2 |
| LONG BEACH COMMUNITY ACTION PARTNERSHIP | |||||||
| 117 W VICTORIA STREET | LONG BEACH | CA | 90805 | PC | 2023 ANNUAL GALA | $500 | |
| LONG BEACH COMMUNITY FOUNDATION | |||||||
| 400 OCEANGATE STE 800 | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANT FOR "ROCKETT ACADEMY" YOUTH PROGRAM | $1,000 | |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | 2022/23 ANNUAL GRANT AWARD/EARLY CARE & EDUCATION OF VULNERABLE CHLLDREN | $45,000 | |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BLVD | LONG BEACH | CA | 90803 | PC | 2022/23 ANNUAL GRANT AWARD/PROF. DEVELOPMENT OF LBUSD ELEM. TEACHERS | $10,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 65 PINE AVENUE SUITE 875 | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/FAMILY LEARNING CENTER PROGRAM | $35,000 | |
| LONG BEACH RESCUE MISSION | |||||||
| 1430 PACIFIC AVE | LONG BEACH | CA | 90803 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH AND FAMILY SUPPORT | $5,500 | |
| LONG BEACH RONALD MCDONALD | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | 2022/23 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $30,000 | |
| LONG BEACH SYMPHONY | |||||||
| 249 E OCEAN BLVD 200 | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/MUSICAL BRIDGES COMMUNITY CONCERTS | $25,000 | |
| LONG BEACH SYMPHONY | |||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH PROGRAMMING | $6,500 | |
| LONG BEACH UNIFIED SCHOOL DISTRICT | |||||||
| 333 W BROADWAY SUITE 202 | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANTS FOR HIGH SCHOOL INITIATIVES | $5,500 | |
| LONG BEACH UNITY FESTIVAL | |||||||
| 3553 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/SKY KIDS CREATIVE ARTS PROGRAM | $31,500 | |
| LONG BEACH UNITY FESTIVAL | |||||||
| 3553 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH ARTS PROGRAMMING | $2,000 | |
| LONG BEACH UNITY FESTIVAL | |||||||
| 3553 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | DISCRETIONARY FUND CONTRIBUTION FOR SKY KIDS PROGRAM | $1,000 | |
| LOVE BEYOND LIMITS | |||||||
| 3515 LINDEN AVE 58 | LONG BEACH | CA | 90803 | PC | 2022/23 ANNUAL GRANT AWARD/YOUTH WELLNESS RETREAT | $20,000 | |
| LOVE BEYOND LIMITS | |||||||
| 3515 LINDEN AVE 58 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR "CONNECTING BEYOND LIMITS" EVENT SPONSORSHIP | $500 | |
| MAYOR'S FUND FOR EDUCATION | |||||||
| 245 E 3RD ST | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/READY ROSIE FAMILY ENGAGEMENT PROGRAM | $35,000 | |
| MENTORING A TOUCH FROM ABOVE | |||||||
| 319 WEST FIG ST | FALL BROOK | CA | 92028 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH BASKETBALL CAMP | $500 | |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVE | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/MOLAA APRENDE PROGRAM | $40,000 | |
| MUSICAL THEATRE WEST | |||||||
| 4350 E 7TH STREET | LONG BEACH | CA | 90804 | PC | TRUSTEE-DIRECTED GRANTS FOR AT-RISK YOUTH PROGRAMMING | $5,000 | |
| NAACP | |||||||
| 3580 E PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90804 | PC | 2022 GALA CELEBRATION | $250 | |
| NEW HOPE GRIEF SUPPORT COMMUNITY | |||||||
| 3443 SAN ANSELINE AVENUE | LONG BEACH | CA | 90808 | PC | 2022/23 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $40,000 | |
| NEW HOPE GRIEF SUPPORT COMMUNITY | |||||||
| 3505 LONG BEACH BLVD UNIT 2C | LONG BEACH | CA | 90807 | PC | LONG BEACH GIVES CAMPAIGN | $250 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH PROGRAMMING | $3,500 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | PC | LONG BEACH GIVES CAMPAIGN | $1,000 | |
| ORANGE COUNTY ROBOTICS ALLIANCE | |||||||
| 6772 CUMBERLAND DRIVE | HUNTINGTON BEACH | CA | 92647 | PC | TRUSTEE-DIRECTED GRANT TO SUPPORT POLY HS IN ROBOTICS TOURNAMENT | $500 | |
| PARTNERS OF PARKS | |||||||
| 1150 E 4TH ST | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANTS IN SUPPORT OF YOUTH EDUCATION PROGRAMS | $1,500 | |
| PATHWAYS VOLUNTEER HOSPICE | |||||||
| 4645 WOODRUFF AVE | LAKEWOOD | CA | 90713 | PC | 2022/23 ANNUAL GRANT AWARD/CHANGES CHILDREN'S GRIEF PROGRAMMING | $35,000 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE AVE | LONG BEACH | CA | 90815 | PC | 2022/23 ANNUAL GRANT AWARD/FAMILY & STAFF MENTAL HEALTH INITIATIVE | $25,000 | |
| RANCHO LOS ALAMITOS FOUNDATION | |||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 90815 | PC | 2022/23 ANNUAL GRANT AWARD/SCHOOL PROGRAMS & TOURS | $20,000 | |
| RANCHO LOS CERRITOS | |||||||
| 4600 VIRGINIA ROAD | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANTS IN SUPPORT OF YOUTH EDUCATION PROGRAMS | $5,000 | |
| RANCHO LOS CERRITOS | |||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 90815 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH PROGRAMMING (S/B RANCHO LOS CERRITOS) | $1,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA ROAD | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/ADOBE DAYS REVISITED | $30,000 | |
| RENAISSANCE HIGH SCHOOL PARTS INC | |||||||
| PO BOX 1076 | LONG BEACH | CA | 90801 | PC | TRUSTEE-DIRECTED GRANT IN SUPPORT OF PATHFINDERS PROGRAM | $1,500 | |
| SALVATION ARMY | |||||||
| 3092 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | 2022/23 ANNUAL GRANT AWARD/RED SHIELD YOUTH CLUB | $25,000 | |
| SHARED SCIENCE | |||||||
| 5318 2ND ST UNIT 602 | LONG BEACH | CA | 90803 | PC | 2022/23 ANNUAL GRANT AWARD/TARGETED STEM EDUCATION PROGRAM | $5,000 | |
| ST LUKE'S ESPICOPAL CHURCH | |||||||
| 525 E 7TH STREET PO BOX 20038 | LONG BEACH | CA | 90813 | PC | TRUSTEE-DIRECTED GRANT FOR PRESCHOOL PROGRAM | $2,000 | |
| ST MARY MEDICAL CENTER FOUNDATION | |||||||
| 1050 LINDEN AVENUE | LONG BEACH | CA | 90813 | PC | 2022/23 ANNUAL GRANT AWARD/LOW VISION CENTER SCHOOL SCREENING | $30,000 | |
| STRAMSKI CHILDREN'S DEVELOPMENT CENTER | |||||||
| 2650 ELM AVENUE SUITE 301 | LONG BEACH | CA | 90806 | PC | 2022/23 ANNUAL GRANT AWARD BEHAVIORAL, NEURODEVELOPMENTAL & PSCH EVALUATION & CARE | $50,000 | |
| SUCCESS IN CHALLENGES INC | |||||||
| 4508 ATLANTIC AVENUE SUITE 782 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH PROGRAMMING | $1,500 | |
| SYMPHONIC JAZZ ORCHESTRA | |||||||
| PO BOX 1421 | CULVER CITY | CA | 90232 | PC | 2022/23 ANNUAL GRANT AWARD/MUSIC IN SCHOOLS RESIDENCIES | $12,000 | |
| THE CHILDREN'S CLINIC | |||||||
| 701 E 26TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | 2022/23 ANNUAL GRANT AWARD/EARLY INTERVENTION FOR CHILDREN & ADOLESCENTS | $50,000 | |
| THE CHILDREN'S CLINIC | |||||||
| 701 E 26TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | CAPITAL CAMPAIGN INSTALLMENTS FOR WELLNESS CENTER | $500,000 | |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVENUE | LONG BEACH | CA | 90813 | PC | 2022/23 ANNUAL GRANT AWARD/TIME TRAUMA INFORMED MOVEMENT IN EDUCATION | $60,000 | |
| THE JEWEL BOX CHILDREN'S THEATRE | |||||||
| 2050 SANTA FE AVE | LONG BEACH | CA | 90810 | PC | 2022/23 ANNUAL GRANT AWARD/COMMUNITY ENGAGEMENT PROGRAM | $20,000 | |
| THE LGBTQ CENTER | |||||||
| 2017 E 4TH ST | LONG BEACH | CA | 90814 | PC | 2022/23 ANNUAL GRANT AWARD/YOUTH AND FAMILY SERVICES | $40,000 | |
| THE MAYE CENTER | |||||||
| 2153 E ANAHEIM ST | LONG BEACH | CA | 90804 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH SUMMER STEAM PROGRAM | $500 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | 2022/23 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $50,000 | 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 | $19,058 | 225 |
| TICHENOR CLINIC | |||||||
| 1660 TERMINO AVENUE | LONG BEACH | CA | 90804 | PC | LONG BEACH GIVES CAMPAIGN | $1,000 | |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | 2022/23 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| TICHENOR ORTHOPEDIC CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | TRUSTEE-DIRECTED GRANTS FOR YOUTH PROGRAMMING | $2,500 | |
| UNITED CAMBODIAN COMMUNITY | |||||||
| 2201 E ANAHEIM ST STE 200 | LONG BEACH | CA | 90804 | PC | 2022/23 ANNUAL GRANT AWARD/LIVING ARTS LONG BEACH | $25,000 | |
| UNITED CAMBODIAN COMMUNITY INC | |||||||
| 2201 E ANAHEIM ST STE 200 | LONG BEACH | CA | 90804 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH ENGAGEMENT | $1,500 | |
| WOMENSHELTER OF LONG BEACH | |||||||
| PO BOX 117098 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED AND DISC. FUND SUPPORT FOR YOUTH & FAMILY | $2,500 | |
| WOMENSHELTER OF LONG BEACH | |||||||
| PO BOX 117098 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR WOMEN AND CHILDREN'S SERVICES | $2,000 | |
| YMCA OF GREATER LONG BEACH | |||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90809 | PC | TRUSTEE-DIRECTED GRANT FOR CHILDREN'S PROGRAMMING AT LOS ALTOS | $250 | |
| YOU RUN THIS TOWN FOUNDATION | |||||||
| 140 LINDEN AVENUE UNIT 291 | LONG BEACH | CA | 90802 | PC | "WE THRIVE" BACKPACK GIVEAWAY | $500 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVENUE | LONG BEACH | CA | 90802 | PC | 2022/23 ANNUAL GRANT AWARD/EARLY CHILDHOOD EDUCATION FOR LOW-INCOME CHILDREN | $60,000 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVENUE | LONG BEACH | CA | 90802 | PC | TRUSTEE-DIRECTED GRANT FOR TECHNOLOGY UPDATES FOR STAFF/STUDENTS | $4,850 | |
| YOUTH LEADERSHIP INSTITUTE | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | TRUSTEE-DIRECTED GRANT FOR YOUTH PROGRAMMING | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,453,401 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 3770 E WILLOW ST | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT AWARD/AFTERSCHOOL PROGRAM | $25,000 | |
| ABLE ARTS WORK | |||||||
| 3626 CA-1 | LONG BEACH | CA | 90804 | PC | 2023/24 ANNUAL GRANT AWARD/HEALTH & WELLNESS CLNIC | $24,080 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 320 GOLDEN SHORE SUITE 350 | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/EARLY CHILDHOOD SCIENCE PROGRAM | $23,626 | |
| ARTS COUNCIL FOR LONG BEACH (PCA) | |||||||
| 3350 ELM AVENUE | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/MIDDLE SCHOOL ARTS PROGRAMMING | $25,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT AWARD/AT-NEED YOUTH ORTHODONTICS PROGRAM | $25,000 | |
| BOYS & GIRLS CLUB OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90803 | PC | 2023/24 ANNUAL GRANT AWARD/YOUTH LEADERSHIP & WELLNESS PROGRAM | $25,000 | |
| CAMP FIRE ANGELES | |||||||
| 7070 E CARSON ST | LONG BEACH | CA | 90808 | PC | 2023/24 ANNUAL GRANT AWARD/DEFOREST PARK HUB INITIATIVE | $25,000 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 2001 RIVER AVE | 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 | $18,500 | |
| CHILDREN'S ADVOCACY CENTER | |||||||
| 10413 LOS ALAMITOS BLVD | LOS ALAMITOS | CA | 90720 | PC | 2023/24 ANNUAL GRANT AWARD/COMFORT BAGS FOR CHILD ABUSE VICTIMS | $5,000 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 E COLUMBIA AVENUE SUITE 32 | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| CREATIVE CLASS COLLECTIVE | |||||||
| 228 E BROADWAY | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| CSULB JAPANESE GARDEN | |||||||
| EARL WARREN DR | LONG BEACH | CA | 90840 | PC | 2023/24 ANNUAL GRANT AWARD/MUSIC IN THE GARDEN | $25,000 | |
| 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) | |||||||
| 2525 GRAND AVENUE | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $20,000 | |
| EXTRAORDINARY FAMILIES | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| FOODBANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANCISCO AVE | 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 YOUTH | $45,000 | |
| GROUND EDUCATION | |||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | PC | 2023/24 ANNUAL GRANT AWARD/SCHOOL GARDEN PROGRAM | $25,000 | |
| HELUNA HEALTH - EARLY CHILDHOOD ED | |||||||
| 13300 CROSSROADS PKWY N 450 | CITY OF INDUSTRY | CA | 91746 | PC | 2023/24 ANNUAL GRANT AWARD/FAMILY ENGAGEMENT & EDUCATION INITIATIVE | $10,000 | |
| HIS LITTLE FEET | |||||||
| 3445 N STUDEBAKER RD | LONG BEACH | CA | 90808 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $10,000 | |
| INTERNATIONAL TRADE EDUCATION PROGRAM | |||||||
| 2417 EAST CARSON STREET SUITE 200 | CARSON | CA | 90810 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $10,000 | |
| JAZZ ANGELS | |||||||
| 3258 E WILLOW ST | SIGNAL HILL | CA | 90755 | PC | 2023/24 ANNUAL GRANT AWARD/EXPANSION OF "JAZZ IS GREAT IN THE 908" | $20,000 | |
| JEWISH FAMILIES & CHILDREN'S | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT AWARD/LOW-INCOME CHILDREN FAMILY COUNSELING | $25,000 | |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | PC | 2023/24 ANNUAL GRANT AWARD/YOUTH LEADERSHIP PROGRAM | $20,000 | |
| LONG BEACH ALLIANCE FOR CHILDREN WITH ASTHMA | |||||||
| 2651 ELM STREET SUITE 100 | 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 CITY COLLEGE FOUNDATION | |||||||
| SECOND FLOOR 4900 E CONANT ST | LONG BEACH | CA | 90808 | PC | 2023/24 ANNUAL GRANT AWARD/SUMMER WELLNESS YOUTH CAMP | $25,000 | BUILDING O-2 |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/INVESTING IN THE LBDN WORKFORCE | $25,000 | |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BLVD | LONG BEACH | CA | 90803 | PC | 2023/24 ANNUAL GRANT AWARD/PROF. DEVELOPMENT OF LBUSD ELEM. TEACHERS | $10,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 65 PINE AVENUE SUITE 875 | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/FAMILY LEARNING CENTER PROGRAM | $20,000 | |
| LONG BEACH RONALD MCDONALD | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | 2023/24 ANNUAL GRANT AWARD/FAMILY SUPPORT SERVICES | $25,000 | |
| LONG BEACH SCOTTISH RITE CHILDHOOD LNG | |||||||
| 855 ELM AVE | LONG BEACH | CA | 90813 | PC | 2023/24 ANNUAL GRANT AWARD/CLC SPEECH THERAPY PROGRAM | $5,000 | |
| LOVE BEYOND LIMITS | |||||||
| 3515 LINDEN AVE 58 | LONG BEACH | CA | 90803 | PC | 2023/24 ANNUAL GRANT AWARD/"PLAY" @ KING PARK | $25,000 | |
| MOMENTUM | |||||||
| 1406 OBISPO AVE | LONG BEACH | CA | 90804 | PC | 2023/24 ANNUAL GRANT AWARD/EARLY INTERVENTION PROGRAMS | $25,000 | |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVE | LONG BEACH | CA | 90802 | PC | 2023/24 ANNUAL GRANT AWARD/MOLAA APRENDE PROGRAM | $25,000 | |
| NEW HOPE GRIEF SUPPORT COMMUNITY | |||||||
| 3443 SAN ANSELINE AVENUE | LONG BEACH | CA | 90808 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE AVE | LONG BEACH | CA | 90815 | PC | 2023/24 ANNUAL GRANT AWARD/PERFORMING ARTS PROGRAM | $25,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA ROAD | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| SALVATION ARMY | |||||||
| 3092 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 | |||||||
| 2650 ELM AVENUE SUITE 301 | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD BEHAVIORAL, NEURODEVELOPMENTAL & PSCH EVALUATION & CARE | $25,000 | |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVENUE SUITE 782 | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/FREEDOM SCHOOL | $10,000 | |
| THE CHILDREN'S CLINIC | |||||||
| 701 E 26TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | 2023/24 ANNUAL GRANT AWARD/EARLY INTERVENTION FOR CHILDREN & ADOLESCENTS | $25,000 | |
| THE CHILDREN'S CLINIC | |||||||
| 701 E 26TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | CAPITAL CAMPAIGN PROMISE OF $1,000,000 FOR WELLNESS CENTER | $1,000,000 | |
| 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 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 |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | 2023/24 ANNUAL GRANT AWARD/CORE OPERATING SUPPORT | $25,000 | |
| YMCA - AFTERSCHOOL ENRICHMENT | |||||||
| 525 E 7TH STREET | LONG BEACH | CA | 90813 | 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 | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | 2023/24 ANNUAL GRANT AWARD/VOICEWAVES CORE OPERATING SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,111,206 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,929 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $863,364 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,112,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,047,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,047,707 | 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 | $74,641 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $74,641 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $3,356,804 | $3,070,833 |
| METROPOLITAN WEST TOTAL RETURN | $4,376,571 | $3,615,081 |
| TIAA-CREF HIGH YIELD FUND | $1,077,037 | $966,968 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND | $1,751,264 | $3,354,294 |
| DFA EMERGING MARKETS | $1,779,680 | $2,094,617 |
| VANGUARD EXTENDED MARKET | $1,099,479 | $2,428,473 |
| DODGE & COX INTERNATIONAL STOCK FUND | $3,405,819 | $3,830,916 |
| VANGUARD 500 INDEX ADMIR | $3,985,301 | $5,992,027 |
| ADOBE INC | $13,008 | $134,472 |
| ALCON INC F | $70,585 | $110,027 |
| AMERIPRISE FINL | $39,206 | $137,846 |
| AMGEN INC. | $78,595 | $117,671 |
| ANSYS INC | $38,470 | $137,062 |
| ATMOS ENERGY CORPORATION | $108,538 | $122,157 |
| AUTODESK INC | $98,840 | $105,374 |
| BLACKSTONE INC | $111,356 | $95,294 |
| CAPITAL ONE FC | $66,229 | $91,871 |
| COMMERCE BANCSHARES | $49,993 | $51,135 |
| CONSTELLATION BRANDS INC | $77,632 | $88,607 |
| CORTEVA INC | $78,503 | $172,473 |
| COTERRA ENERGY INC | $78,451 | $117,265 |
| CULLEN FROST BANKERS | $45,825 | $79,572 |
| DANAHER CORP | $40,167 | $129,600 |
| ECOLAB INC | $124,925 | $109,214 |
| GENERAL DYNAMICS CO | $27,466 | $98,969 |
| HONEYWELL INTL INC | $123,207 | $114,125 |
| LENNAR CORP CLASS A | $20,931 | $151,625 |
| LENNAR CORP CLASS B | $1,161 | $9,038 |
| MARTIN MARIETTA MATR | $39,109 | $156,975 |
| MEDTRONIC PLC F | $80,798 | $92,505 |
| MICHELIN COMPAGNIE F | $102,541 | $93,599 |
| MICROCHIP TECHNOLOGY | $39,998 | $159,918 |
| MICROSOFT CORP | $20,886 | $197,513 |
| MITSUBISHI U F J FINAN F | $45,174 | $68,836 |
| OSHKOSH CORPORATION | $77,741 | $64,077 |
| PARKER-HANNIFIN CORP | $70,644 | $165,767 |
| PHILLIPS 66 | $31,292 | $82,027 |
| PNC FINL SERVICES | $72,932 | $78,089 |
| PROCTER & GAMBLE | $107,539 | $117,599 |
| QUALCOMM INC | $64,584 | $101,779 |
| RPM INTERNTNL | $72,023 | $100,498 |
| SONY CORP F | $61,413 | $116,152 |
| THE COCA-COLA CO | $83,326 | $119,236 |
| XCEL ENERGY INC | $122,815 | $112,528 |
| XYLEM INC. | $85,928 | $118,251 |
| CROWN CASTLE INTL CO | $120,143 | $83,176 |
| EQUITY LIFESTYLE PPT | $61,969 | $86,489 |
| ACTIVISION BLIZZARD | $92,224 | $101,160 |
| MERCK | $108,696 | $138,468 |
| SYSCO | $91,127 | $93,492 |
| U S BANCORP | $94,918 | $94,957 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,005,834 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $942,851 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $1,458,566 | BookValueAmt |
| EOYFMV | $1,739,729 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE AND FAX | $1,285 | $80 | $1,205 |
| POSTAGE | $70 | $4 | $66 |
| INSURANCE | $3,897 | $244 | $3,653 |
| DUES & SUBSCRIPTIONS | $915 | $57 | $858 |
| EDUCATION & SEMINARS | $135 | $0 | $135 |
| OTHER OFFICE EXPENSES | $815 | $51 | $764 |
| PROGRAMS | $1,745 | $0 | $1,745 |
| TAX & FILING FEES | $200 | $0 | $200 |
| COMPUTER EXPENSE | $5,117 | $0 | $5,117 |
| TABLES & EVENTS | $15,037 | $0 | $15,037 |
| COMMUNITY OUTREACH | $1,940 | $0 | $1,940 |
| WEBSITE | $231 | $0 | $231 |
| MISCELLANEOUS EXPENSE | $976 | $0 | $977 |
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 | $68,522 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,665 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,522 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $92,884 | $92,884 | $0 |
| UBS INVESTMENT FEES | $18,729 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,543 | $1,034 | $15,509 |
| FEDERAL EXCISE TAX | $24,500 | $0 | $0 |
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $630 | $630 | $0 |