2020-07-24T15:52:37-07:00 2019-12-31 731719638 ONISKO & SCHOLZ LLP 5000 E SPRING ST STE 200 LONG BEACH CA 908155215 990 2019-01-01 205054010 LONG BEACH COMMUNITY FOUNDATION LONG 5624359033 400 OCEANGATE AVE LONG BEACH CA 90802 Marcelle Epley President & CEO 2020-07-24 true Cynthia D Schoelen CPA P00073604 5624203100 2019 2020-09-23 17:36:50Z 400 OCEANGATE AVE 800 LONG BEACH CA 90802 14956452 false X HTTP://WWW.LONGBEACHCF.ORG X 2006 CA THE LONG BEACH COMMUNITY FOUNDATION USES ITS COMMUNITY KNOWLEDGE AND PHILANTHROPIC RESOURCES TO FUNCTION AS A LEADER FOR POSITIVE CHANGE. ITS ASSETS INCLUDE CHARITABLE FUNDS MANAGED AS AN ENDOWED POOL OF INVESTMENTS. EARNINGS ON INVESTED ASSETS ARE DISTRIBUTED AS GRANTS. 14 14 4 20 0 17601219 3159639 124109 133689 1140628 1527504 197 77 18866153 4820909 1907087 4893582 0 274483 348857 0 62272 285443 266984 2467013 5509423 16399140 -688514 48832396 55668280 11504517 14601708 37327879 41066572 THE LONG BEACH COMMUNITY FOUNDATION INITIATES POSITIVE CHANGE FOR LONG BEACH THROUGHCHARITABLE GIVING, STEWARDSHIP AND STRATEGIC GRANTMAKING. false false 5128593 4893582 133689 DISTRIBUTE GRANTS TO ELIGIBLE NONPROFIT AGENCIES AND GOVERNMENT SUBDIVISIONS ASRECOMMENDED BY THE FOUNDATION'S BOARD OF DIRECTORS, DONOR ADVISORS, AND CREATORS OFSPECIAL PURPOSE CHARITABLE FUNDS AND ENDOWMENTS. MOST GRANTS ARE INTENDED TO BENEFITCHARITABLE PROGRAMS WITHIN THE CITY OF LONG BEACH. 5128593 true true false false false true false false false true true true false false true true false false false false false false false false false false false true false true false false false false false false false false true false false false false true true false false false true 13 0 true 4 true false false false false false false false 0 false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false CA X X X Marcelle Epley 5624359033 400 OCEANGATE 800 LONG BEACH CA 90802 MARCELLE EPLEY President & CEO 40.00 1.00 X 149940 0 3824 Donita Joseph CFO 2.00 1.00 X X 0 0 0 Annette Kashiwabara Secretary 2.00 1.00 X X 0 0 0 RANDAL HERNANDEZ Director 2.00 0.00 X 0 0 0 Blake Christian Director 2.00 0.00 X 0 0 0 STEVE KEESAL Director 2.00 0.00 X 0 0 0 Gary DeLong Chairman 2.00 1.00 X X 0 0 0 Michele Dobson Director 2.00 0.00 X 0 0 0 FRANK NEWELL Director 2.00 0.00 X 0 0 0 Bob Foster Director 2.00 0.00 X 0 0 0 Robert Stemler VICE CHAIR 2.00 1.00 X X 0 0 0 TONY GALES Director 2.00 0.00 X 0 0 0 SUZANNE NOSWORTHY Director 2.00 0.00 X 0 0 0 Judy Ross Director 2.00 0.00 X 0 0 0 MARK GUILLEN Director 2.00 0.00 X 0 0 0 149940 3824 1 false true false 0 3159639 759639 3159639 ADMINISTRATIVE FEES 561000 133689 133689 133689 987010 987010 0 0 0 10676037 10135543 540494 540494 540494 0 0 0 OTHER INCOME 900099 77 77 77 4820909 133766 1527504 4893582 4893582 0 0 0 153764 29988 78794 44982 0 164106 139875 18107 6124 6806 6806 0 24181 6045 12091 6045 0 1300 1300 24294 24294 0 0 101165 101165 20500 20500 5121 5121 10332 10332 20540 20540 0 5085 5085 407 407 0 7645 7645 0 0 1331 1331 3831 3831 EVENT EXPENSE 56999 56999 MISCELLANEOUS 6330 6330 PAYROLL FEES 2104 2104 0 5509423 5128593 318558 62272 480520 655865 2281370 3257068 32000 10000 0 0 0 0 0 0 12752 9070 5013 3682 0 45170043 50827827 0 0 863450 913838 48832396 55668280 2059 6141 42755 11459703 14595567 11504517 14601708 X 34321315 37606319 3006564 3460253 37327879 41066572 48832396 55668280 X -688514 4346149 81058 X false true X true false X 3382198 1552509 3827961 17601219 3159639 29523526 0 0 3382198 1552509 3827961 17601219 3159639 29523526 16882393 12641133 335515 491037 693446 1140628 1527504 4188130 0 0 33711656 0.37500 0.35870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73 2118366 4373564 31402617 true true 4192449 197609 780106 153295 59477 4957392 4519760 64165 -182907 121346 87223 4192449 4100586 35828 580708 138298 59064 4519760 3884433 85014 303525 118179 54207 4100586 2948377 1081613 8148 115895 37810 3884433 0.48000 0.42000 0.10000 true false false 12752 9070 3682 3682 50827827 RESERVE FOR AGENCY FUNDS 14595567 14595567 X 9220078 4346149 15780 81058 4442987 4777091 43818 43818 4820909 5481385 15780 15780 5465605 43818 43818 5509423 Part V, Line 4: Intended uses of the endowment fund. ENDOWMENT FUNDS ARE INTENDED TO BENEFIT CHARITABLE ORGANIZATIONS BASED ON AGREEMENTSWITH THE DONORS. Part X : FIN48 Footnote The Foundation evaluates uncertain tax positions whereby the effect of the uncertainty would be recorded if the tax positions will, more likely than not, be sustained upon examination. As of December 31, 2019 management does not believe the Foundation has any uncertain tax positions requiring accrual or disclosure. The Foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and California state purposes is generally three and four years, respectively. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN VALUE OF SPLIT INTEREST AGMTS $81058 true AMERICAN DIGITAL DIVERSITY 3228 RICHVIEW DRIVE HACIENDA HEIGHT CA 91745 824037629 501(C)(3) 10000 0 FUNDING ADDIHACKS Aquarium of the Pacific 320 Golden Shore 150 Long Beach CA 90802 330532354 501(C)(3) 520500 0 PACIFIC VISION CAPITAL CAMPAIGN ARTS & SERVICES FOR DISABLED 3626 E PCH 3RD FLOOR LONG BEACH CA 90804 953658291 501(C)(3) 6250 0 GENERAL SUPPORT ASSISTANCE LEAGUE OF LB 6220 E SPRING STREET LONG BEACH CA 90815 951660324 501(C)(3) 268000 0 CAPITAL CAMPAIGN AVALON ROTARY CLUB FOUNDATION PO BOX 444 AVALON CA 90704 371608817 501(C)(3) 9000 0 CATALINA ISLAND FUND BEACON HOUSE ASSOCIATION SP 1003 S BEACON STREET SAN PEDRO CA 90731 237376148 501(C)(3) 20450 0 GENERAL SUPPORT Boy Scouts of America 401 E 37th Street Long Beach CA 90807 951643981 501(C)(3) 16200 0 CAMPERSHIPS Boys and Girls Clubs of LB 3635 Long Beach Blvd Long Beach CA 90807 951643977 501(C)(3) 26639 0 GENERAL SUPPORT/CAMPERSHIPS BOYS AND GIRLS OF LA HARBOR 1200 S CABRILLO AVENUE SAN PEDRO CA 90731 951661682 501(C)(3) 25000 0 PROGRAMS AND FACILITIES California Conference for Equ 3711 LONG BEACH BLVD STE 1017 LONG BEACH CA 90807 542178438 501(C)(3) 10935 0 BUILDING BRIDGES YOUTH LEADERSHIP Camerata Singers of Long Beac PO Box 90511 Long Beach CA 90809 953722448 501(C)(3) 16000 0 General Support Camp Fire USA 7070 E Carson Street Long Beach CA 90808 951690969 501(C)(3) 24200 0 GENERAL SUPPORT/CAMPERSHIPS CHILDRENS DENTAL FOUNDATION PO BOX 1428 LONG BEACH CA 90801 952111124 501(C)(3) 5750 0 GENERAL SUPPORT CHRISTIAN OUTREACH APPEAL 515 E 3RD STREET LONG BEACH CA 90802 330008271 501(C)(3) 15750 0 GENERAL SUPPORT CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 953435919 501(C)(3) 7500 0 CITY OF HOPE SPIRIT OF LIFE COMMUNITY ACTION TEAM - CA 275 ST JOSEPH AVENUE LONG BEACH CA 90803 050545777 501(C)(3) 5250 0 GENERAL SUPPORT CONSERVATION CORPS OF LB 340 NIETO AVENUE LONG BEACH CA 90814 330293393 501(C)(3) 16000 0 GENERAL SUPPORT CSULB 1250 BELLFLOWER BLVD BH-155 LONG BEACH CA 90840 931150363 501(C)(3) 22100 0 SCHOLARSHIPS CSULB 49ER Foundation 6300 State University Dr332 Long Beach CA 90815 452163910 501(C)(3) 540140 0 GENERAL SUPPORT/LEADERSHIP PROGRAM DESERT COMMUNITY FOUNDATION 75-105 MERLE DRIVE SUITE 300 PALM DESERT CA 92211 954725924 501(C)(3) 10000 0 COLLEGE SCHOLARSHIPS EAST LA COLLEGE FOUNDATION 1301 AVENIDA CESAR CHAVEZ MONTEREY PARK CA 91754 330034221 501(C)(3) 10000 0 PUENTE CLUB FOOD FINDERS 3744 NORTH INDUSTRY AVE 401 LAKEWOOD CA 90712 330412749 501(C)(3) 6000 0 BLUE MARTINI BALL Girl Scouts of Greater LA 801 S Grand Ave 300 Los Angeles CA 90017 951644033 501(C)(3) 16200 0 CAMPERSHIPS GROUND EDUCATION 6475 E PACIFIC COAST HWY 294 LONG BEACH CA 90803 822375504 501(C)(3) 8980 0 LESSONS AT ALVARADO ELEMENTARY HARBOR INTERFAITH SERVICES 670 W 9TH STREET SAN PEDRO CA 90731 330031099 501(C)(3) 5896 0 GENERAL SUPPORT INTERNATIONAL CITY RACING FND 10545 HUMBOLT STREET LOS ALAMITOS CA 90720 721571018 501(C)(3) 37203 0 GENERAL SUPPORT INTERVAL HOUSE PO BOX 3356 SEAL BEACH CA 90740 953389113 501(C)(3) 15000 0 GENERAL SUPPORT Jewish Federation of Greater 3801 E Willow Street Long Beach CA 90815 951647830 501(C)(3) 10000 0 GENERAL SUPPORT Leadership Long Beach 743 Atlantic Ave Long Beach CA 90813 330361041 501(C)(3) 10750 0 30TH ANNIVERSARY Local Initiatives Support Cor 501 7th Avenue 7th Floor New York NY 10018 133030229 501(C)(3) 25000 0 EPIC LEADERS INSTITUTE Long Beach BLAST 737 Pine Avenue STE 201 Long Beach CA 90813 330967215 501(C)(3) 14000 0 GENERAL SUPPORT Long Beach Century Club PO Box 3969 Long Beach CA 90803 330103795 501(C)(3) 29822 0 MAYOR'S CHARITY GOLF TOURNAMENT LONG BEACH COMMUNITY TABLE 3166 OSTRON AVENUE LONG BEACH CA 90808 831361910 501(C)(3) 15500 0 GENERAL SUPPORT Long Beach Day Nursery 1548 Chestnut Avenue Long Beach CA 90813 951643333 501(C)(3) 21090 0 FUND PAYOUT/STEPPING STONES CAMPAIG Long Beach Museum of Art FND 2300 E Ocean Blvd Long Beach CA 90803 952567271 501(C)(3) 527500 0 GENERAL SUPPORT/MILBANKS CIRCLE Long Beach Opera 3029 South Street 2nd Floor Long Beach CA 90805 953387074 501(C)(3) 29333 0 PADDLE GIFT/ANNUAL FUND Long Beach Public Library FND 101 Pacific Avenue Long Beach CA 90822 330698704 501(C)(3) 33913 0 GENERAL SUPPORT/NEW MAIN CAMPAIGN Long Beach Symphony Assoc 249 E Ocean Blvd STE 200 Long Beach CA 90802 956004958 501(C)(3) 24166 0 INSTRAMENTS/FRANCES GROVER FUND LONG BEACH UNIFIED SCHOOL DST 1515 HUGHES WAY LONG BEACH CA 90810 956001886 8085 0 GENERAL SUPPORT MACEDONIA COMM DEVELOPMENT 1751 E 114TH ST LOS ANGELES CA 90059 473168362 501(C)(3) 10000 0 FIRST CHOICE BANK CHARITY TOUR Meals on Wheels of Long Beach PO Box 15688 LONG BEACH CA 90815 952829715 501(C)(3) 6235 0 General Support MEHARRY MEDICAL COLLEGE 1005 DR DB TODD BLVD NASHVILLE TN 37208 620488046 501(C)(3) 6000 0 GENERAL SUPPORT Mountain Life Church 7375 SILVER CREEK ROAD PARK CITY ROAD UT 84098 870552060 501(C)(3) 8000 0 CAPITAL CAMPAIGN Musical Theatre West 4350 E 7th Street Long Beach CA 90804 956100108 501(C)(3) 19556 0 General Support New Directions for Veterans PO BOX 25536 Santa Monica CA 90025 954242745 501(C)(3) 75000 0 HOUSING AND GENERAL OPERATIONS PACIFIC GATEWAY WORKFORCE 3447 ATLANTIC AVENUE LONG BEACH CA 90807 275567825 501(C)(3) 50000 0 EMPLOYMENT TALENT PROGRAM Precious Lamb Preschool Inc 2005 Palo Verde Ave PMB 301 Long Beach CA 90815 954772800 501(C)(3) 8850 0 FRESH FOOD PROGRAM Rancho Los Cerritos FND 4600 N Virginia Road Long Beach CA 90807 330618231 501(C)(3) 35900 0 CAPITAL CAMPAIGN/OPERATIONS REGENTS OF THE UNIVERSITY CA 205 HAHN STUDENT SERVICES BLD SANTA CRUZ CA 95064 941539563 501(C)(3) 7500 0 SCHOLARSHIP Ronald McDonald House Chariti 500 E 27th Street Long Beach CA 90806 953167869 501(C)(3) 48300 0 FEW GOOD MEN SPONSORSHIP SANTE DOR FOUNDATION PO BOX 29076 LOS ANGELES CA 90029 680547925 501(C)(3) 15250 0 GENERAL SUPPORT Scripps College 1030 Columbia Avenue Claremont CA 91711 951664123 501(C)(3) 35000 0 QUESTBRIDGE/ MISC PROGRAMS SMITHSONIAN INSTITUTION 1500 REMOUNT ROAD FRONT ROYAL VA 22630 530206027 501(C)(3) 800000 0 LATINO CENTER St Anthony High School 620 OLIVE AVENUE LONG BEACH CA 90802 530196617 501(C)(3) 11250 0 BASEBALL PROGRAM St John Bosco High School 13640 BELLFLOWER BLVD BELLFLOWER CA 90706 530196617 501(C)(3) 15500 0 WATER POLO/SWIM TH 562 NETWORK 5940 E WALTON STREET LONG BEACH CA 90815 824314833 501(C)(3) 25500 0 GENERAL SUPPORT THE LGBTQ CENTER OF LB 2017 E 4TH STREET LONG BEACH CA 90814 953523149 501(C)(3) 20000 0 TRANSGENDER SERVICES THEA FOUNDATION PO BOX 94234 N LITTLE ROCK AR 72190 522356755 501(C)(3) 10000 0 GENERAL SUPPORT UC SANTA BARBARA 2103 SAASB SANTA BARBARA CA 93106 956006145 501(C)(3) 10000 0 SCHOLARSHIPS UCLA FOUNDATION 10920 WILSHIRE BLVD STE 900 LOS ANGELES CA 90024 952250801 501(C)(3) 12500 0 WOODEN ATHLETIC FUND US OF CARE CAMPAIGN PO BOX 32025 WASHINGTON DC 20007 822860302 501(C)(3) 100000 0 GENERAL SUPPORT US Veterans Initiative 2001 River Avenue Long Beach CA 90810 954382752 501(C)(3) 100000 0 SUPPORT VILLAGES AT CABRILLO LB USC 3502 WATT WAY LOS ANGELES CA 90089 951642394 501(C)(3) 605600 0 USC GOULD SCHOOL OF LAW Willmore City Heritage Assoc PO Box 688 Long Beach CA 90801 330201588 501(C)(3) 5500 0 GENERAL SUPPORT Woodrow Wilson Classical HS 4400 E 10th Street Long Beach CA 90804 461074315 22000 0 GRAD NITE/GRADUATION COMMENCEMENT YMCA of Greater Long Beach 3605 Long Beach Blvd 210 Long Beach CA 90807 951643396 501(C)(3) 62504 0 GENERAL SUPPORT/MISC PROGRAMS 66 0 Grantmaker's Description of How Grants are Used RECIPIENTS OF GRANTS $20,000 OR LESS SIGN AND RETURN A "GRANT CHECK RECEIPT ACKNOWLEDGEMENT" WHICH OUTLINES THE PURPOSE OF THE GRANT. THE RECIPIENTS' SIGNATURE SIGNIFIES THAT THEY AGREE TO USE THE FUNDS FOR THE SPECIFIED PURPOSE, AND THEY UNDERSTAND THAT ANY OTHER USE OF THE FUNDS REQUIRES PRIOR AUTHORIZATION. THE RECIPIENTS ARE ASKED TO SUBMIT A SUMMARY REPORT TO LBCF UPON COMPLETION OF THE GRANT PERIOD.RECIPIENTS OF GRANTS GREATER THAN $20,000 SIGN A "GRANT AGREEMENT" OUTLINING THE STIPULATIONS OF THE GRANT, PAYMENT SCHEDULE, AND THE REPORTING REQUIREMENTS. A FINAL REPORT IS REQUIRED OF ALL GRANT RECIPIENTS, AND MID-TERM REPORTS MAY BE REQUIRED FOR LARGER GRANTS. X X X false false false false false false false false false MARCELLE EPLEY President & CEO 149940 3824 153764 X 16 713634 FMV X INSURANCE POLICY 1 46005 FMV false true false Form 990, Part VI, Line 11b: Form 990 Review Process A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE PRESIDENT/CEO AND THE AUDIT COMMITTEE, WHO REVIEW AND APPROVE THE DRAFT ON BEHALF OF THE FULL BOARD. IN ADDITION, BEFORE THE DRAFT OF THE RETURN IS APPROVED AND THE FINAL VERSION IS PREPARED FOR FILING, THE PRESIDENT/CEO PROVIDES EACH BOARD MEMBER A DRAFT COPY OF THE RETURN FOR THEIR REVIEW. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EACH MEMBER OF THE BOARD ANNUALLY FILLS OUT A CONFLICT OF INTEREST STATEMENT. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE EXECUTIVE COMMITTEE CONDUCTS A FORMAL EVALUATION OF THE PRESIDENT/CEO ONCE A YEAR IN WHICH IT DETERMINES THE PRESIDENT/CEO'S COMPENSATION FOR THE ENSUING YEAR.TO HELP DETERMINE THE PRESIDENT/CEO'S COMPENSATION, THE EXECUTIVE COMMITTEE SEEKS OUT INFORMATION COMPILED BY INDEPENDENT CONSULTANTS WHO SPECIALIZE IN GATHERING COMPENSATION DATA ON NON-PROFIT ORGANIZATIONS AND FOUNDATIONS TO DETERMINE ANAPPROPRIATE COMPENSATION RANGE FOR THE PRESIDENT/CEO GIVEN THE SIZE OF THEFOUNDATION, COMPLEXITY OF THE ORGANIZATION, BREADTH OF RESPONSIBILITIES, ETC.IN AN EXECUTIVE SESSION, THE EXECUTIVE COMMITTEE WILL THEN PROPOSE A COMPENSATION PACKAGE FOR THE PRESIDENT/CEO, WHICH IS SUBMITTED TO THE FULL BOARD FOR ITS CONSIDERATION AT THE NEXT BOARD MEETING. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE EXECUTIVE BOARD REVIEWS TOP MANAGEMENT SALARIES AND MAKES RECOMMENDATIONS TO THEFULL BOARD FOR ITS APPROVAL. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLEIN RESPONSE TO A WRITTEN REQUEST AND ON THE ORGANIZATION'S WEBSITE.THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'SWEBSITE, ON OTHER WEBSITES, AND UPON WRITTEN REQUEST. Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS = $81058 LBCF PROPERTIES FOUNDATION 400 OCEANGATE AVE 800 LONG BEACH CA 90802 452979393 SUPPORT LONG BEACH COMMUNITY FOUNDATION CA 501(C)(3) 12A I LONG BEACH COMMUNITY FOUNDATION true false false false false false false false false false false false false false false false false false false false