EARL B & LORAINE H MILLER FDN: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EARL B & LORAINE H MILLER FDN (EIN 95-2500545)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-10
- IRS object ID
- 202230419349100333
- Schema version
- 2020v4.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-10T21:57:27-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| 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 | DARRICK J SIMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5624934711 | PhoneNum |
| Signature | 2022-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARRICK | PersonFirstNm |
| Person Last | SIMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A CORDOVA | PreparerPersonNm |
| PTIN | P00029387 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2022-02-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,081,208 | 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 | $224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $880,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $880,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,147,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,382,821 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,147,524 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $69,870 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $66 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,097,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,028,187 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,937 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $164,063 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $94,902 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,931 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $88,971 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,295 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,295 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $46,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,895 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,491 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,525 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,167 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,682 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $37,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,344 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,156 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,962 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,962 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,366 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $336 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,030 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,971 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $615,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,142,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,142,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,758,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,543,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,339,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,846,640 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,538,897 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,199,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,199,983 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,005,834 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,005,834 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,156,362 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,049,107 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,831,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,228,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,810,414 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,810,414 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,066,682 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,289,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,186,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,430,038 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,349 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,349 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $30,693,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,033,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,081,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,693,976 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,033,637 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,693,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,033,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,693,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,033,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,693,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,339,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,033,637 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,033,637 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MUTUAL FUNDS | 2011-06-08 | 2020-12-31 | $2,150,000 | $1,100,981 | $1,049,019 | $1,049,019 | |
| EQUITY SECURITIES | 2011-06-08 | 2020-12-31 | $1,945,632 | $1,134,316 | $811,316 | $811,316 | |
| CAPITAL GAINS DIVIDENDS | 2020-07-01 | 2021-06-30 | $287,189 | $287,189 | $287,189 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,147,524 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,936 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,936 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,368 | OverpaymentAmt |
| Applied To ES Tax | $14,368 | 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 (8 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 | $175,000 | $0 | $0 |
| 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 |
| DR NANCY KIMBER | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RANDY MIZER | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RENITA SMITH | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNETTE KASHIWBARA | ||||||||
| 192 MARINA DRIVE | LONG BEACH | CA | 90803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA S MELLO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 192 MARINA DRIVE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $63,295 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WINDES INC | |||||
| 3780 KILROY AIRPORT WAY SUITE 600 | LONG BEACH | CA | 90806 | ACCOUNTING SERVICES | $66,970 |
| VERUS INVESTMENTS | |||||
| 2321 ROSECRANS AVENUE SUITE 2250 | EL SEGUNDO | CA | 90245 | INVESTMENT MANAGEMENT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $35,610,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,995,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,508,075 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,114,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,114,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $601,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,513,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,975,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,975,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,568 | TotalTaxAmt |
| Distributable Before Adj | $1,936,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,936,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,936,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,543,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,543,265 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,543,265 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,936,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,392,325 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $311,425 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $481,285 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $819,469 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,004,504 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,543,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,543,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $392,821 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $392,821 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,611,683 | 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 | $999,504 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,612,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $311,425 | ExcessFromYear3Amt |
| Excess From Year2 | $481,285 | ExcessFromYear2Amt |
| Excess From Year1 | $819,469 | ExcessFromYear1Amt |
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 2020/2021 GRANT CYCLE NEED ONLY ACCESS THEIR ONLINE ACCOUNT AND FILL OUT A NEW APPLICATION FORM. LETTERS OF INTENT MUST BE SUBMITTED ONLINE BY FEBRUARY 8, 2021. ORGANIZATIONS CONFIRMED AS ELIGIBLE WILL RECEIVE NOTIFICATION TO PROCEED TO THE FORMAL APPLICATION PROCESS BY FEBRUARY 20, 2021. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INTENT: FEBRUARY 8, 2021 APPLICATION: MARCH 29, 2021 | 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. NEW APPLICANTS MUST COMPLETE A LETTER OF INTENT (LOI) FOR ELIGIBILITY SCREENING PRIOR TO PROCEEDING TO THE APPLICATION STEP OF THE GRANTS PROCESS. 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVENTURES TO DREAM ENRICHMENT | |||||||
| 903 FAIRBANKS AVENUE | LONG BEACH | CA | 90813 | PC | SIMPSON - CORE OPERATIONAL SUPPORT - LEASE PAYMENT ASSISTANCE | $500 | |
| ANGEL'S GATE CULTURAL CENTER | |||||||
| 3601 S GAFFEY STREET | SAN PEDRO | CA | 90731 | PC | ARTISTS IN CLASSROOMS PROGRAM | $15,000 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 320 GOLDEN SHORE SUITE 350 | LONG BEACH | CA | 908024200 | PC | SIMPSON - DRIFT DIVE PROGRAM | $1,500 | |
| ARTS COUNCIL FOR LONG BEACH (PCA) | |||||||
| 3350 ELM AVENUE | LONG BEACH | CA | 90802 | PC | ARTS LEARNING IN LONG BEACH | $15,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 908150664 | PC | ORTHODONTIC PROGRAM | $10,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 908150664 | PC | CAPITAL CAMPAIGN CONTRIBUTION IN SUPPORT OF CREATING SMILES PROJECT TO EXPAND CAMPUS FOR INCREASED SERVICE TO CHILDREN | $625,500 | |
| CA-MX STUDIES CENTRE | |||||||
| 1551 N STUDEBAKER RD | LONG BEACH | CA | 90815 | PC | ARIAS - STUDY ABROAD PROGRAM | $2,000 | |
| CALIFORNIA AQUATIC THERAPY & WELLNESS CENTER (POOLS OF HOPE) | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 908051133 | PC | YOUTH WELLNESS PROGRAM FOR CHILDREN OF VARYING ABILITIES | $9,000 | |
| CALIFORNIA FAMILIES IN FOCUS DJS | |||||||
| 6475 CA-1 | LONG BEACH | CA | 90803 | PC | KASHIWABARA/KIMBER/MIZER/SCHULTEN/SIMPSON/R. SMITH - "LONG BEACH GIVES" CONTRIBUTION | $3,000 | |
| CALIFORNIA SCOTTISH RITE FDN DJS | |||||||
| 2100 N BROADWAY | LONG BEACH | CA | 90803 | PC | KASHIWABARA/KIMBER/MIZER/SCHULTEN/SIMPSON/R. SMITH - "LONG BEACH GIVES" CONTRIBUTION/LANGUAGE CTR | $3,000 | |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN ST | LOS ALAMITOS | CA | 90720 | PC | M. SMITH - EMERGENCY SHELTER FOR HOMELESS CHILDREN | $2,000 | |
| CENTRO CHA | |||||||
| 727 PINE AVENUE 2ND FLOOR | LONG BEACH | CA | 90813 | PC | ARIAS - UNRESTRICTED USE FOR CHILDREN'S PROGRAMMING | $2,500 | |
| CHILDREN TODAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | ECOHOUSE | $7,250 | |
| CHILDREN TODAY BIG BANG ON THE BAY | |||||||
| 2951 LONG BEACH BLVD | LONG BEACH | CA | 90806 | PC | CONTRIBUTION IN SUPPORT OF CHILDREN TODAY PROGRAMS | $2,500 | |
| CHILDREN'S DENTAL HEALTH CLINIC | |||||||
| 455 E COLUMBIA AVENUE SUITE 32 | LONG BEACH | CA | 908061620 | PC | MULTI-SPECIALTY PEDIATRIC DENTAL TREATMENT FOR UNDERSERVED CHILDREN | $30,000 | |
| CITY HEARTS | |||||||
| PO BOX 1314 | TOPANGA | CA | 90290 | PC | ARTS IN CONTINUUM: LEARNING IN CHALLENGING TIMES | $6,000 | |
| DRAMATIC RESULTS | |||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | PC | IN-CLASS STEAM PROGRAMS | $20,000 | |
| EXTRAORDINARY FAMILIES DJS | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | PC | KASHIWABARA/KIMBER/MIZER/SCHULTEN/SIMPSON/R. SMITH - "LONG BEACH GIVES" CONTRIBUTION/FOSTER CHILDREN | $3,000 | |
| FOOD FINDER | |||||||
| 3744 N INDUSTRY AVE SUITE 401 | LAKEWOOD | CA | 90712 | PC | SCHULTEN - UNRESTRICTED FUNDS | $2,000 | |
| FOR THE CHILD | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 908071507 | PC | MENTAL HEALTH TREATMENT AND FAMILY SUPPORT FOR ABUSED AND NEGLECTED CHILDREN | $17,500 | |
| FOR THE CHILD | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 908071507 | PC | KIMBER/SCHULTEN - UNRESTRICTED FUNDS | $5,000 | |
| FORGOTTEN IMAGES INC | |||||||
| 4320 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | SIMPSON - AFRICAN AMERICAN ARTIFACTS EXHIBIT | $2,000 | |
| GOODWILL SOLAC | |||||||
| 800 W PACIFIC COAST HWY | LONG BEACH | CA | 90806 | PC | MIZER - SUPPORT OF CHILDREN'S PROGRAMMING | $2,000 | |
| HIS LITTLE FEET | |||||||
| 3445 N STUDEBAKER RD | LONG BEACH | CA | 90808 | PC | M. SMITH - SUPPORT OF CHILDREN'S PROGRAMMING - HOMELESS SUPPLIES | $1,000 | |
| INTERNATIONAL CITY THEATRE | |||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | PC | CONTRIBUTION IN SUPPORT OF CHILDREN'S PROGRAMMING | $2,000 | |
| INTERNATIONAL CITY THEATRE (ICT) | |||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | PC | PERFORMING ARTS CLASSROOM TEACHING | $15,000 | |
| LONG BEACH ALLIANCE FOR CHILDREN WITH ASTHMA | |||||||
| 2651 ELM STREET SUITE 100 | LONG BEACH | CA | 90806 | PC | ASTHMA INTERVENTION AND HOME VISITATION PROGRAM | $17,500 | |
| LONG BEACH COMMUNITY FOUNDATION - LB MIGRANT CHILDREN | |||||||
| 400 OCEANGATE STE 800 | LONG BEACH | CA | 90802 | PC | CONTRIBUTION TO PROVIDE SUPPLIES FOR MIGRANT CHILDREN TEMPORARILY HOUSED AT THE CONVENTION CTR | $10,000 | |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | INVESTING IN STRATEGIC INITITIATIVES FOR EARLY CARE AND EDUCATION OF VULNERABLE CHILDREN | $15,000 | |
| LONG BEACH HERITAGE COALITION | |||||||
| PO BOX 92521 | LONG BEACH | CA | 90809 | PC | CONTRIBUTION TO SUPPORT "LONG BEACH GIVES" PROGRAM | $2,000 | |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BLVD | LONG BEACH | CA | 90803 | PC | KIDSVISIONS ARTS EDUCATION PROGRAM | $11,500 | |
| LONG BEACH OPERA | |||||||
| 3029 E SOUTH STREET 2ND FLOOR | LONG BEACH | CA | 90805 | PC | LONG BEACH OPERA AT SCHOOL PROGRAM | $11,000 | |
| LONG BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 65 PINE AVENUE SUITE 875 | LONG BEACH | CA | 908024718 | PC | DICTIONARY DAYS AND FAMILY LEARNING CENTER PROGRAMS | $10,000 | |
| LONG BEACH RESCUE MISSION | |||||||
| 1430 PACIFIC AVE | LONG BEACH | CA | 90803 | PC | VARIOUS TRUSTEES - UNRESTRICTED FUNDS | $5,000 | |
| LONG BEACH SYMPHONY | |||||||
| 249 E OCEAN BLVD SUITE 200 | LONG BEACH | CA | 90802 | PC | YOUTH CONCERT EDUCATIONAL PROGRAMMING | $5,000 | |
| LONG BEACH SYMPHONY ASSOCIATION | |||||||
| 555 E OCEAN BLVD SUITE 106 | LONG BEACH | CA | 90802 | PC | MIZER AND M. SMITH - YOUTH EDUCATIONAL PROGRAMMING/CONCERT STREAMING | $7,500 | |
| LONG BEACH UNIFIED SCHOOL DISTRICT | |||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | PC | SMART START ELEMENTARY ART PROGRAM | $15,000 | |
| LONG BEACH UNIFIED SCHOOL DISTRICT | |||||||
| 1515 HUGHES WAY | LONG BEACH | CA | 90810 | PC | MIZER - CHILDREN'S ART PROGRAMS | $1,000 | |
| LONG BEACH UNITY FESTIVAL | |||||||
| 3553 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | SKY KIDS CREATIVE ARTS, PRODUCTION AND MENTORING | $7,500 | |
| LONG BEACH UNITY FESTIVAL | |||||||
| 3553 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | MIZER AND R.. SMITH - UNRESTRICTED FUNDS | $2,000 | |
| LOS ALAMITOS EDUCATION FOUNDATION (LAEF) | |||||||
| 10293 BLOOMFIELD STREET | LOS ALAMITOS | CA | 90720 | PC | SCHULTEN - UNRESTRICTED FUNDS | $1,000 | |
| LOVE BEYOND LIMITS | |||||||
| 3515 LINDEN AVE 58 | LONG BEACH | CA | 90807 | PC | KASHIWABARA/KIMBER/MIZER/SCHULTEN/SIMPSON/R. SMITH - "LONG BEACH GIVES" CONTRIBUTION/KIDS RETREAT | $3,000 | |
| MAYE | |||||||
| 2153 E ANAHEIM ST | LONG BEACH | CA | 90804 | PC | SIMPSON - SUPPORT COUNSELING | $1,000 | |
| MUSICAL THEATRE WEST | |||||||
| 4350 E 7TH STREET | LONG BEACH | CA | 90804 | PC | KASHIWABARA - YOUTH PROGRAMMING | $5,000 | |
| NEW HOPE GRIEF SUPPORT COMMUNITY | |||||||
| 3443 SAN ANSELINE AVENUE | LONG BEACH | CA | 908082729 | PC | SCHOOL BASED BEREAVEMENT SUPPORT GROUPS | $8,750 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | PC | ARIAS - YOUTH PROGRAMMING | $2,500 | |
| PARTNERS OF PARKS | |||||||
| 1150 E 4TH ST | LONG BEACH | CA | 90802 | PC | ARIAS AND R. SMITH - JUNETEENTH 2021 SUPPORT | $1,000 | |
| PATHWAYS VOLUNTEER HOSPICE | |||||||
| 4645 WOODRUFF AVENUE | LAKEWOOD | CA | 90713 | PC | CHILDREN'S GRIEF COUNSELING AND EDUCATION PROGRAM | $10,000 | |
| POOLS OF HOPE | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 908051133 | PC | MIZER - UNRESTRICTED FUNDS | $2,000 | |
| PROVIDENCE TRINITY CARE HOSPICE | |||||||
| 5315 TORRANCE BLVD SUITE B-1 | TORRANCE | CA | 90503 | PC | KIMBER - UNRESTRICTED FUNDS | $4,000 | |
| RANCHO LOS ALAMITOS | |||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 908154706 | PC | CONTRIBUTION IN SUPPORT OF CHILDREN'S PROGRAMMING | $2,000 | |
| RANCHO LOS ALAMITOS FOUNDATION | |||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 908154706 | PC | TOVAAVE: A TONGVA CULTURAL PROGRAM | $7,500 | |
| RANCHO LOS CERRITOS | |||||||
| 4600 VIRGINIA ROAD | LONG BEACH | CA | 908071916 | PC | ARIAS - RANCHO RE-OPENING AND VIRTUAL LEARNING / MUSICAL ROOTS PROGRM | $5,500 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA ROAD | LONG BEACH | CA | 908071916 | PC | LONG AGO LONG BEACH | $12,500 | |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 500 E 27TH STREET | LONG BEACH | CA | 90806 | PC | MIZER - CHILDREN'S PROGRAMMING | $1,500 | |
| ROSE PARK NEIGHBORHOOD-ART-WORKSLBC-AT-RISK YOUTH | |||||||
| 3350 E 7TH ST 140 | LONG BEACH | CA | 90804 | PC | SIMPSON - ARTWORKS LBC | $1,000 | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 525 E 7TH STREET PO BOX 20038 | LONG BEACH | CA | 90813 | PC | M. SMITH - CHILDREN'S PROGRAMMING | $1,000 | |
| ST MARY MEDICAL CENTER FOUNDATION | |||||||
| 1050 LINDEN AVENUE | LONG BEACH | CA | 90813 | PC | LOW VISION CENTER SCHOOL VISION SCREENING PROGRAM | $9,600 | |
| STRAMISKI CHILDREN'S DEVELOPMENT CENTER | |||||||
| 2650 ELM AVENUE SUITE 301 | LONG BEACH | CA | 90806 | PC | BEHAVIORAL AND NEURDEVELOPMENT PROGRAM | $15,000 | |
| SU CASA | |||||||
| 3750 EAST ANAHEIM STREET STE 100 | LONG BEACH | CA | 90804 | PC | M. SMITH - DOMESTIC VIOLENCE SERVICES FOR FAMILIES | $1,000 | |
| THE CHILDREN'S CLINIC | |||||||
| 701 E 26TH STREET SUITE 200 | LONG BEACH | CA | 90806 | PC | CORE OPERATING SUPPORT DURING COVID | $47,500 | |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVENUE | LONG BEACH | CA | 90813 | PC | TRAUMA-INFORMED MOVEMENT IN EDUCATION | $25,000 | |
| THE HESABU CIRCLEDR KAGHA SURARY | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | PC | SIMPSON - YOUTH MATH PROGRAM | $1,500 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | CORE OPERATING SUPPORT | $5,000 | 225 |
| THE NONPROFIT PARTNERSHIP - LB GIVES | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | SPONSORSHIP OF CITYWIDE NONPROFIT CONTRIBUTION DRIVE | $20,000 | 225 |
| TICHENOR ORTHOPEDIC CLINIC | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | ARIAS AND SCHULTEN - UNRESTRICTED FUNDS | $1,500 | |
| TNP - SCHOLARSHIPS FOR NONPROFIT YOUTH | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | DONATION TO SUPPORT SCHOLARSHIPS FOR PROGRAMS BENEFITTING LONG BEACH YOUTH | $10,000 | 225 |
| TNP SCHOLARSHIPS | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90808 | PC | KASHIWABARA - YOUTH SERVING PROGRAMS | $2,000 | 225 |
| UNITED CAMBODIAN COMMUNITY | |||||||
| 2201 E ANAHEIM ST STE 200 | LONG BEACH | CA | 908043411 | PC | SIMPSON - LONG BEACH LIVING ARTS PROGRAM | $500 | |
| UNITED CAMBODIAN COMMUNITY LIVING ARTS LB | |||||||
| 2201 E ANAHEIM ST STE 200 | LONG BEACH | CA | 908043411 | PC | CONTRIBUTION IN SUPPORT OF ARTS EDUCATION PROGRAMS FOR UNDERSERVED YOUTH | $300 | |
| YMCA - OF GREATER LONG BEACH | |||||||
| 3605 LONG BEACH BLVD SUITE 210 | LONG BEACH | CA | 90809 | PC | FAIRFIELD FAMILY YMCA CORE OPERATING SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,142,400 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (70 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 | AFTERSCHOOL PROGRAM FOR YOUTH/CHILDREN WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES | $45,000 | |
| ABLE ARTS WORK | |||||||
| 3626 CA-1 | LONG BEACH | CA | 90804 | PC | CREATIVE HEALTH AND WELLNESS CLINIC | $20,000 | |
| ANGEL'S GATE CULTURAL CENTER | |||||||
| 3601 S GAFFEY STREET | SAN PEDRO | CA | 90731 | PC | ARTISTS-IN-CLASSROOMS ART EDUCATION PROGRAM | $40,000 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 320 GOLDEN SHORE SUITE 350 | LONG BEACH | CA | 908024200 | PC | OUT-OF-SCHOOL SCIENCE LEARNING PROGRAMS | $21,459 | |
| ARTS COUNCIL FOR LONG BEACH (PCA) | |||||||
| 110 PINE AVENUE SUITE 1100 | LONG BEACH | CA | 90802 | PC | ARTS LEARNING; EYE ON DESIGN AND PASSPORT TO THE ARTS | $35,000 | |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING STREET | LONG BEACH | CA | 908150664 | PC | YOUTH ORTHODONTIC PROGRAM | $40,000 | |
| BOYS & GIRLS CLUB OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90803 | PC | FIVE CORE YOUTH DEVELOPMENT INITIATIVE | $35,000 | |
| CA CONF FOR EQUALITY & JUSTICE CCEG | |||||||
| 3605 LONG BEACH BLVD SUITE 100 | LONG BEACH | CA | 90807 | PC | REAL RESILIENCY YOUTH EDUCATION PROGRAM: DIVERSION FROM JUVENILE JUSTICE SYSTEM | $25,000 | |
| CALIFORNIA AQUATIC THERAPY & WELLNESS CENTER (POOLS OF HOPE) | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 908051133 | PC | YOUTH WELLNESS PROGRAM | $20,000 | |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 2001 RIVER AVE | LONG BEACH | CA | 90810 | PC | YOUTH PROGRAMS AT THE VILLAGES AT CABRILLO | $25,000 | |
| CHILD LANE | |||||||
| 2545 PACIFIC AVE | LONG BEACH | CA | 90806 | PC | PROGRAM SUPPORT FOR THREE EARLY CARE AND EDUCATION CENTERS | $25,000 | |
| CHILDREN TODAY | |||||||
| PO BOX 21174 | LONG BEACH | CA | 908014174 | PC | ECOHOUSE: CHILDCARE FACILITY PROVIDING TRAUMA-INFORMED SERVICES TO INFANTS, TODDLERS AND PRESCHOOLERS | $25,000 | |
| CHILDREN'S DENTAL HEALTH FDN | |||||||
| 200 MARINA DRIVE | LONG BEACH | CA | 90806 | PC | MULTI-SPECIALTY PEDIATRIC DENTAL TREATMENT FOR UNDERSERVED CHILDREN | $50,000 | |
| CITY FABRICK | |||||||
| 425 E 4TH ST | LONG BEACH | CA | 90802 | PC | COMMUNITY LEARNING GARDENS AT STEPHENS MIDDLE SCHOOL AND THE SCOTTISH RITE TEMPLE | $24,000 | |
| CITY HEARTS | |||||||
| PO BOX 1314 | TOPANGA | CA | 90290 | PC | HEARTSY THERAPEUTIC ARTS AND LIFE-SKILLS WORKSHOPS FOR CHILDREN, TEENS AND TRANSITIONAL AGE YOUTH | $12,000 | |
| CITY OF LB DEPT HHS | |||||||
| 2525 GRAND AVE | LONG BEACH | CA | 90815 | PC | EARLY CHILDHOOD DEVELOPMENT KIT DISTRIBUTION PROGRAM | $35,000 | |
| DAYS LONG BEACH | |||||||
| 1232 E WARDLOW RD | LONG BEACH | CA | 90807 | PC | YOUTH EDUCATION, DEVELOPMENT, LEADERSHIP AND ACADMIC SUCCESS | $20,000 | |
| DISABLE RESOURCES CENTER | |||||||
| 2750 E SPRING ST 100 | LONG BEACH | CA | 90806 | PC | GET ORGANIZED - LEADERSHIP BEYOND THE CLASSROOM (GO LBC) | $25,000 | |
| DRAMATIC RESULTS | |||||||
| 3310 LIME AVENUE | SIGNAL HILL | CA | 90755 | PC | ARTS INTEGRATED STEAM PROGRAMS | $40,000 | |
| EDUCATE EARLY CHILDHOOD ED | |||||||
| 2525 GRAND AVENUE | LONG BEACH | CA | 90815 | PC | EXPANSION AND ENHANCEMENT OF STEM PROGRAMS AT TWO PRESCHOOL SITES | $20,000 | |
| ESP EDUCATION & LEADERSHIP BOSS | |||||||
| 7941 E CRAMER | LONG BEACH | CA | 90808 | PC | STEM CAREER PATH INITIATIVE | $25,000 | |
| EXTRAORDINARY FAMILIES | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | PC | CONTINUUM OF CARE FOR CHILDREN AND YOUTH ENTERING THE WELFARE SYSTEM | $25,000 | |
| FOODBANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | PC | CORE OPERATIONAL SUPPORT FOR FOOD DISTRIBUTION PROGRAM | $15,000 | |
| GOODWILL SOLAC | |||||||
| 800 W PACIFIC COAST HWY | LONG BEACH | CA | 90806 | PC | HIGH SCHOOL CERTIFIED NURSING ASSISTANT TRAINING PROGRAM | $24,000 | |
| GROUND EDUCATION | |||||||
| 6475 E PACIFIC COAST HIGHWAY 294 | LONG BEACH | CA | 90803 | PC | GARDEN LEARNING PROGRAM FOR TITLE I SCHOOLS IN LONG BEACH | $20,000 | |
| HELUNA HEALTH - EARLY CHILDHOOD ED | |||||||
| 13300 CROSSROADS PKWY N 450 | CITY OF INDUSTRY | CA | 91746 | PC | LONG BEACH EARLY CHILDHOOD EDUCATION FAMILY EDUCATION AND ENGAGEMENT PROGRAMS | $10,000 | |
| HELUNA HEALTH-LITTLE BY LITTLE | |||||||
| 13300 CROSSROADS PKWY N 450 | CITY OF INDUSTRY | CA | 91746 | PC | LITTLE BY LITTLE SCHOOL READINESS PROGRAM AT ST. MARY WIC CENTER IN LONG BEACH | $20,000 | |
| INTELLECTUAL VIRTUES ACADEMY | |||||||
| 3601 LINDEN AVE | LONG BEACH | CA | 90807 | PC | STUDENT SOCIO-EMOTIONAL HEALTH ADVISORY PROGRAM | $20,000 | |
| INTERNATIONAL TRADE EDUCATION PROGRAM | |||||||
| 2417 EAST CARSON STREET SUITE 200 | CARSON | CA | 90810 | PC | CORE OPERATIONAL SUPPORT FOR EXP CAREER PATHWAYS PROGRAMMING | $5,000 | |
| INTERVAL HOUSE | |||||||
| 6615 PACIFIC COAST HWY 170 | LONG BEACH | CA | 90803 | PC | CORE OPERATIONAL SUPPORT FOR HEALTH AND WELLNESS AND RELATIONSHIP EDUCATION PROGRAMS FOR YOUTH | $20,000 | |
| INTERVAL HOUSE | |||||||
| 6615 PACIFIC COAST HWY 170 | LONG BEACH | CA | 90803 | PC | MIZER - FOR CHILDREN'S PROGRAMMING | $1,000 | |
| JEWISH FAMILIES & CHILDREN'S | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 90815 | PC | LOW INCOME COUNSELING FOR CHILDREN AND FAMILIES | $25,000 | |
| JUNIOR LEAGUE OF LONG BEACH | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | KIDS IN THE KITCHEN PROGRAM | $5,000 | |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | PC | YOUTH LEADERSHIP DEVELOPMENT PROGRAM | $20,000 | |
| LEADERSHIP LONG BEACH | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | CORE OPERATING SUPPORT FOR YOUTH LEADERSHIP LONG BEACH PROGRAMS | $25,000 | |
| LONG BEACH BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | PC | SHORTSTOP YOUTH JUSTICE SYSTEM DIVERSION PROGRAMMING | $15,000 | |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD 201 | LONG BEACH | CA | 90807 | PC | CORE OPERATIONAL SUPPORT FOR ACADEMIC MENTORING PROGRAM AND BRIDGE TO SUCCESS PROGRAM | $30,000 | |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | PC | INVESTING IN STRATEGIC INITIATIVES FOR EARLY CARE AND EDUCATION OF VULNERABLE CHILDREN | $50,000 | |
| LONG BEACH OPERA | |||||||
| 3029 E SOUTH STREET | LONG BEACH | CA | 90805 | PC | OPERA@SCHOOL PROGRAMMING | $26,650 | |
| LONG BEACH SCOTTISH RITE CHILDHOOD LNG | |||||||
| 855 ELM AVE | LONG BEACH | CA | 90813 | PC | RITECARE CHILDREN'S LANGUAGE CENTER INDIVIDUAL THERAPY SERVICES | $5,000 | |
| LONG BEACH UNIFIED SCHOOL DISTRICT | |||||||
| 333 W BROADWAY SUITE 202 | LONG BEACH | CA | 90802 | PC | SMART START ELEMENTARY ART PROGRAM | $30,000 | |
| LONG BEACH UNITY FESTIVAL | |||||||
| 3553 ATLANTIC AVENUE | LONG BEACH | CA | 90807 | PC | SKY KIDS CREATIVE ARTS, PRODUCTION AND MENTORING PROGRAM | $25,000 | |
| LOVE BEYOND LIMITS | |||||||
| 3515 LINDEN AVE 58 | LONG BEACH | CA | 90803 | PC | YOUTH WELLNESS RETREAT | $25,000 | |
| MAYOR'S FUND FOR EDUCATION | |||||||
| 245 E 3RD ST | LONG BEACH | CA | 90802 | PC | READYROSIE LONG BEACH EARLY LEARNING PROGRAM | $30,000 | |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVE | LONG BEACH | CA | 90802 | PC | COMMUNITY ARTS EDUCATION PROGRAM APRENDE | $25,000 | |
| MUSICAL THEATRE WEST | |||||||
| 4350 E 7TH STREET | LONG BEACH | CA | 90804 | PC | VIRTUAL EDUCATION OUTREACH FOR LBUSD STUDENTS | $20,000 | |
| NEW HOPE GRIEF SUPPORT COMMUNITY | |||||||
| 3443 SAN ANSELINE AVENUE | LONG BEACH | CA | 908082729 | PC | PANDEMIC GRIEF AND LOSS SUPPORT GROUPS FOR LONG BEACH CHILDREN AND FAMILIES | $30,000 | |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | PC | COLLEGE ACCESS PROGRAM | $50,000 | |
| PATHWAYS VOLUNTEER HOSPICE | |||||||
| 3701 MICHELSON STREET | LAKEWOOD | CA | 90712 | PC | CHILDREN'S GRIEF COUNSELING AND EDUCATION PROGRAM | $20,000 | |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1815 213TH ST | TORRANCE | CA | 90501 | PC | SPEECH, OCCUPATIONAL, PHYSICAL AND SOCIAL LANGUAGE THERAPY: LEAPS & BOUNDS PROGRAM | $25,000 | |
| PRECIOUS LAMB PRESCHOOL | |||||||
| 2005 PALO VERDE 301 | LONG BEACH | CA | 90815 | PC | EARLY EDUCATION PROGRAMS | $30,000 | |
| PROVIDENCE TRINITY CARE HOSPICE | |||||||
| 5315 TORRANCE BLVD SUITE B-1 | TORRANCE | CA | 90503 | PC | TRINITY KIDSCARE | $25,000 | |
| PUREST ACADEMY FOR KIDS INC | |||||||
| 12235 CENTRALIA ST | LAKEWOOD | CA | 90715 | PC | CORE OPERATIONAL SUPPORT FOR PUREST ACADEMY | $20,000 | |
| RANCHO LOS ALAMITOS FOUNDATION | |||||||
| 6400 BIXBY HILL ROAD | LONG BEACH | CA | 908154706 | PC | SCHOOL TOUR PROGRAMS | $25,000 | |
| RANCHO LOS CERRITOS FOUNDATION | |||||||
| 4600 VIRGINIA ROAD | LONG BEACH | CA | 908071916 | PC | LONG AGO LONG BEACH; STORYTELLING ADVENTURE | $30,000 | |
| SBCC | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | PC | PRESCHOOL WITHOUT WALLS | $20,000 | |
| SHARED SCIENCE | |||||||
| 5318 2ND ST 602 | LONG BEACH | CA | 90803 | PC | TARGETED STEM EDUCATION LEARNING PROGRAMS | $5,000 | |
| ST MARY MEDICAL CENTER FOUNDATION | |||||||
| 1050 LINDEN AVENUE | LONG BEACH | CA | 90813 | PC | LOW VISION CENTER SCHOOL VISION SCREENING PROGRAM | $30,000 | |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVENUE SUITE 782 | LONG BEACH | CA | 908071520 | PC | FREEDOM SCHOOL PROGRAM | $8,000 | |
| SYMPHONIC JAZZ ORCHESTRA | |||||||
| 110 W OCEAN BLVD SUITE 22 | LONG BEACH | CA | 90802 | PC | MUSIC IN SCHOOLS RESIDENCY | $8,500 | |
| THE CHILDREN'S CLINIC | |||||||
| 2790 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | PC | FAMILY HEALTH BEHAVIORAL HEALTH PROGRAM FOR CHILDREN | $50,000 | |
| THE GUIDANCE CENTER | |||||||
| 4335 ATLANTIC AVENUE | LONG BEACH | CA | 908072803 | PC | MENTAL HEALTH SERVICES AT EDUCARE IN LONG BEACH | $50,000 | |
| THE JEWEL BOX CHILDREN'S THEATRE | |||||||
| 3371 CERRITOS AVE | SIGNAL HILL | CA | 90755 | PC | COMMUNITY ENGAGEMENT PROGRAM | $20,000 | |
| THE LGBTQ CENTER | |||||||
| 2017 E 4TH ST | LONG BEACH | CA | 90814 | PC | YOUTH AND FAMILY SERVICES | $35,000 | |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90802 | PC | CORE OPERATIONAL SUPPORT | $50,000 | 225 |
| THE NONPROFIT PARTNERSHIP - LB GIVES | |||||||
| 4900 E CONANT STREET BLDG 0-2 SUITE | LONG BEACH | CA | 90802 | PC | CONTRIBUTION DURING "LONG BEACH GIVES" FOR CALIFORNIA FAMILIES IN FOCUS/LOVE BEYOND LIMITS | $2,000 | 225 |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | PC | CORE OPERATIONAL SUPPORT | $25,000 | |
| YMCA - AFTERSCHOOL ENRICHMENT | |||||||
| 525 E 7TH STREET | LONG BEACH | CA | 90813 | PC | FAIRFIELD YMCA AFTERSCHOOL PROGRAMS | $40,000 | |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVENUE | LONG BEACH | CA | 90802 | PC | EARLY CHILDHOOD EDUCATION PROGRAMS | $50,000 | |
| YOUTH LEADERSHIP INSTITUTE | |||||||
| 4401 ATLANTIC AVE STE 200 | LONG BEACH | CA | 90807 | PC | YOUTH-LED COMMUNICATIONS TO ACCESS HEALTH RESOURCES IN LONG BEACH | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,792,609 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $880,373 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,147,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,097,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,097,991 | 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 | CategoryTxt |
| Amt | $66,970 | Amt |
| Net Investment Income | $46,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,895 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $3,356,806 | $3,563,161 |
| METROPOLITAN WEST TOTAL RETURN | $4,376,571 | $4,380,628 |
| TIAA-CREF HIGH YIELD FUND | $1,077,037 | $1,122,893 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EUROPACIFIC GROWTH FUND | $1,751,265 | $4,327,944 |
| DFA EMERGING MARKETS | $2,241,578 | $2,374,472 |
| VANGUARD EXTENDED MARKET | $1,187,111 | $3,326,082 |
| DODGE & COX INTERNATIONAL STOCK FUND | $3,499,304 | $4,041,625 |
| VANGUARD S&P 500 INDEX FUND | $2,417,579 | $4,292,940 |
| ADOBE INC | $32,164 | $398,235 |
| ALCON INC F | $144,789 | $186,892 |
| AMERIPRISE FINL | $88,947 | $231,458 |
| AMGEN INC. | $142,778 | $231,563 |
| ANSYS INC | $81,952 | $305,413 |
| CABOT OIL & GAS CORP | $146,496 | $146,664 |
| CAPITAL ONE FC | $170,784 | $289,270 |
| CHUBB LTD F | $90,736 | $125,563 |
| CINCINNATI FINL | $115,254 | $160,936 |
| COMMERCE BANCSHARES | $85,452 | $120,564 |
| CORTEVA INC | $141,972 | $232,838 |
| CULLEN FROST BANKERS | $85,002 | $126,560 |
| DANAHER CORP | $87,622 | $310,761 |
| EAST WEST BANCORP | $67,068 | $85,096 |
| ELANCO ANIMAL HEALTH INC | $111,433 | $169,981 |
| GENERAL DYNAMICS CO | $53,140 | $167,551 |
| HONEYWELL INTL INC | $230,286 | $225,492 |
| JOHNSON CONTROLS INTER F | $136,208 | $251,872 |
| JPMORGAN CHASE & CO | $18,397 | $116,966 |
| LENNAR CORP CLASS A | $49,682 | $283,148 |
| LENNAR CORP CLASS B | $1,161 | $6,516 |
| MARTIN MARIETTA MATR | $69,376 | $211,086 |
| MEDTRONIC PLC F | $136,971 | $220,951 |
| MICHELIN COMPAGNIE F | $181,458 | $223,719 |
| MICROCHIP TECHNOLOGY | $85,556 | $275,522 |
| MICROSOFT CORP | $51,493 | $387,387 |
| MITSUBISHI U F J FINAN F | $92,282 | $103,414 |
| NOVARTIS AG F | $140,428 | $160,582 |
| PARKER-HANNIFIN CORP | $139,199 | $254,901 |
| PAYPAL HOLDINGS INCORPOR | $15,098 | $247,758 |
| PHILLIPS 66 | $67,646 | $158,767 |
| PNC FINL SERVICES | $150,309 | $236,542 |
| PROCTER & GAMBLE | $174,838 | $170,012 |
| QUALCOMM INC | $126,902 | $240,122 |
| RPM INTERNTNL | $133,348 | $180,020 |
| SONY CORP F | $112,115 | $224,578 |
| SUN COMMUNITIES | $59,672 | $111,410 |
| THE COCA-COLA CO | $150,928 | $193,714 |
| TWITTER INC | $120,854 | $254,597 |
| TYSON FOODS INC | $136,225 | $151,208 |
| WALGREENS BOOTS ALLI | $79,957 | $106,798 |
| XYLEM INC. | $155,489 | $223,126 |
| CROWN CASTLE INTL CO | $209,454 | $247,777 |
| EQUITY LIFESTYLE PPT | $63,507 | $107,750 |
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 | $1,156,362 | 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 | $2,186,141 | BookValueAmt |
| EOYFMV | $2,430,038 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,295 | LegalFeesAmt |
| Net Investment Income | $7,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE AND FAX | $1,758 | $110 | $1,648 |
| POSTAGE | $591 | $37 | $554 |
| DUES AND SUBSCRIPTIONS | $3,874 | $242 | $3,632 |
| INSURANCE | $7,693 | $481 | $7,212 |
| COMPUTER EXPENSE | $15,733 | $0 | $15,733 |
| TABLES & EVENTS | $12,900 | $0 | $12,900 |
| OTHER OFFICE EXPENSES | $250 | $16 | $234 |
| MISCELLANEOUS | $6,047 | $0 | $5,529 |
| ADVERTISING | $1,500 | $0 | $1,500 |
| PRESIDENT INSURANCE | $16,601 | $1,038 | $15,563 |
| PROGRAMS | $1,863 | $0 | $1,863 |
| WEBSITE | $1,325 | $0 | $1,325 |
| BANK SERVICE CHARGES | $750 | $47 | $703 |
| TAX & FILING FEES | $185 | $0 | $185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM UBS TRUMBELL AND TAP COMMUNITY FUNDS | $75,265 | $5,461 | $75,265 |
| OTHER INVESTMENT LOSS | -$5,395 | -$5,395 | -$5,395 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $97,513 | $97,513 | $0 |
| CONSULTANTS | $1,525 | $0 | $1,525 |
| CUSTODIAN FEES | $4,978 | $4,978 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $14,594 | $912 | $13,682 |
| FEDERAL EXCISE TAX | $33,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $3,255 | $3,255 | $0 |