STRATEGY STUDIO / PUBLIC DATA EXPLORER

EARL B & LORAINE H MILLER FDN: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EARL B & LORAINE H MILLER FDN (EIN 95-2500545)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-04
IRS object ID
202513089349100646
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-04T15:41:25-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12050 MAIN ST STE 1300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952500545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EARL B & LORAINE H MILLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEARLBusinessNameControlTxt
Phone5624934711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1192 MARINA DRIVEAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARICK J SIMPSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5624934711PhoneNum
Signature2025-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELEANOR A LIVINGSTON CPA MSTPreparerPersonNm
PTINP00226461PTIN
Phone5624351191PhoneNum
Preparation2025-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,794,842FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,015InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,015InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$920,820DividendsRevAndExpnssAmt
Dividends Net Invst Incm$920,820DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$735,613NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,243,337GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$735,613CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$56,365OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$56,365OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,713,813TotalRevAndExpnssAmt
Total Net Invst Incm$1,713,813TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$200,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$187,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$55,025OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$3,439OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$51,586OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$17,516PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,095PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$16,421PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$43,493AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$43,493AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$129,185OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$129,185OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$33,846TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,676TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$16,675TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$33,250OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$2,078OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$31,172OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$7,530TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,530TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$525PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$33PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$492PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$41,811OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$510OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$41,301OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$562,181TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$151,516TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$396,170TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,756,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,756,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,318,681TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$151,516TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,152,670TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$604,868ExcessRevenueOverExpensesAmt
Net Investment Income$1,562,297NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,770,038SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,602,667SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,602,667SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$14,522,850CorporateStockBOYAmt
Corporate Stock EOY$15,228,879CorporateStockEOYAmt
Corporate Stock EOYFMV$26,926,139CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,816,247CorporateBondsBOYAmt
Corporate Bonds EOY$9,816,245CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,773,887CorporateBondsEOYFMVAmt
Other Investments BOY$1,400,525OtherInvestmentsBOYAmt
Other Investments EOY$1,260,206OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,492,149OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$20,349LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$20,349LandBldgEquipAccumDeprecAmt
Total Assets BOY$29,509,660TotalAssetsBOYAmt
Total Assets EOY$28,907,997TotalAssetsEOYAmt
Total Assets EOYFMV$39,794,842TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,205OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,205TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$29,831,542CapitalStockBOYAmt
Capital Stock EOY$28,904,792CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$321,882RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,509,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,904,792TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,509,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,907,997TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,509,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$604,868ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$28,904,792SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,904,792TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$2,031,469$1,504,875$526,594$526,594
UBS TRUMBELLP$2,849-$2,849-$2,8492012-06-082024-12-31
CAPITAL GAINS DIVIDENDSP$211,868$211,868$211,868
FieldValueIRS element (for citing)
Capital Gain Net Income$735,613CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,716InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,716SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,716TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$8,216TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressEANDLMILLERFDN.COMWebsiteAddressTxt
Individual With BooksDARICK J SIMPSONIndividualWithBooksNm
Phone5624934711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1192 MARINA DRIVEAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RANDY MIZER
192 MARINA DRIVELONG BEACHCA90803CHAIR OF THE BOARD1.00$0$0$0
MARK SCHULTEN
192 MARINA DRIVELONG BEACHCA90803CHIEF FINANCIAL OFFICER1.00$0$0$0
DARICK J SIMPSON
192 MARINA DRIVELONG BEACHCA90803PRESIDENT40.00$200,000$7,679$9,516
ANNETTE KASHIWABARA
192 MARINA DRIVELONG BEACHCA90803SECRETARY1.00$0$0$0
MALCOLM TURNER
192 MARINA DRIVELONG BEACHCA90803TRUSTEE1.00$0$0$0
CYNTHIA D TERRY
192 MARINA DRIVELONG BEACHCA90803TRUSTEE1.00$0$0$0
TRACY M COLUNGA
192 MARINA DRIVELONG BEACHCA90803TRUSTEE1.00$0$0$0
MARGARET FARWELL SMITH
192 MARINA DRIVELONG BEACHCA90803TRUSTEE1.00$0$0$0
RON R ARIAS
192 MARINA DRIVELONG BEACHCA90803TRUSTEE1.00$0$0$0
RENITA SMITH
192 MARINA DRIVELONG BEACHCA90803VICE CHAIR OF THE BOARD1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonVICKIE YOSHIKAWAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1192 MARINA DRIVEAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd
FieldValueIRS element (for citing)
TitleEXECUTIVE COORDINATOTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$54,329CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERUS INVESTMENT ADVISORYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 FIFTH AVE STE 3900AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENT FEESServiceTypeTxt
Compensation$74,355CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,986,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,622,491AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,423,102FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,032,524TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$38,032,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$570,488CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,462,036NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,873,102MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,873,102MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,716TaxBasedOnInvestmentIncomeAmt
Total Tax$21,716TotalTaxAmt
Distributable Before Adj$1,851,386DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,851,386DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,851,386DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,152,670ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,152,670QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,851,386DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$819,469ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,043,917ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,158,885ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$403,814ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,426,085TotalExcessDistributionCyovAmt
Qualifying Distributions$2,152,670QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,851,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$301,284RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,727,369TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$819,469ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,907,900ExcessDistriCyovToNextYrAmt
Excess From Year3$1,043,917ExcessFromYear3Amt
Excess From Year2$1,158,885ExcessFromYear2Amt
Excess From Year1$403,814ExcessFromYear1Amt
Excess From Current Year$301,284ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE EARL B AND LORAINE H MILLER FOURecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1192 MARINA DRIVEAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5624934711RecipientPhoneNum
Form And Info And MaterialsNEW 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 2025/2026 GRANT CYCLE NEED ONLY ACCESS THEIR ONLINE ACCOUNT AND FILL OUT A NEW APPLICATION FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATION: FEBRUARY 28, 2025SubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS 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 (111 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SUCCESS IN CHALLENGES
5239 ATLANTIC AVENUELONG BEACHCA90805NONPROFIT 501(C)3SUPPORT FOR 2024 RON PALMER YOUTH SUMMER BASKETBALL CAMP$500
CHILDREN'S DENTAL HEALTH CLINIC
455 EAST COLUMBIA STREET 32LONG BEACHCA90806NONPROFIT 501(C)32024/25 ANNUAL GRANT AWARD/CORE OPERATIONAL SUPPORT$61,000
MUSICAL THEATRE WEST
4350 EAST SEVENTH STREETLONG BEACHCA90804NONPROFIT 501(C)3SUPPORT FOR 2024 "BROADWAY IN THE PARK" FUNDRAISER$600
LONG BEACH PUBLIC LIBRARY FOUNDATION
200 WEST BROADWAYLONG BEACHCA90802NONPROFIT 501(C)3SUPPORT FOR 2024 GRAPE EXPECTATIONS GALA FUNDRAISER$500
MACK CALVIN YOUTH EMPOWERMENT FOUNDATION
1266 SOUTH CITRUS AVENUE 22LOS ANGELESCA90019NONPROFIT 501(C)3SUPPORT FOR 2024 SUMMER YOUTH BASKETBALL AND ACADEMIC CAMP$500
CHILDREN TODAY
2951 LONG BEACH BOULEVARDLONG BEACHCA90806NONPROFIT 501(C)3SUPPORT FOR 2024 "ROOTS TO GROW" FALL FETE FUNDRAISER$2,500
INTERNATIONAL CITY THEATRE
67 LONG BEACH BOULEVARDLONG BEACHCA90802NONPROFIT 501(C)3STUDENTS TO STAGE PROGRAM$250
RENAISSANCE HIGH SCHOOL PARTS
POST OFFICE BOX 1076LONG BEACHCA90801NONPROFIT 501(C)32025 SUNDANCE FILM FESTIVAL STUDENT FIELD TRIP$2,000
THE PEARL FOUNDATION
POST OFFICE BOX 7073LONG BEACHCA90807NONPROFIT 501(C)32024 LONG BEACH GIVES CAMPAIGN$1,000
MUSICAL THEATRE WEST
4350 EAST SEVENTH STREETLONG BEACHCA90804NONPROFIT 501(C)32024 LONG BEACH GIVES CAMPAIGN$1,000
AFRICAN AMERICAN CULTURAL CENTER
4321 ATLANTIC AVENUELONG BEACHCA90807NONPROFIT 501(C)32024 LONG BEACH GIVES CAMPAIGN$1,000
LONG BEACH UNIFIED SCHOOL DISTRICT
1515 HUGHES WAYLONG BEACHCA90810GOVERNMENT AGENCY/SCSUPPORT FOR WASHINGTON MIDDLE SCHOOL MULTI-CULTURAL FAIRS$3,000
CENTRO CHA
1633 LONG BEACH BOULEVARDLONG BEACHCA90813NONPROFIT 501(C)32024 NUESTRA IMAGEN AWARDS SPONSOR$1,500
RANCHO LOS CERRITOS FOUNDATION
4600 VIRGINIA ROADLONG BEACHCA90807NONPROFIT 501(C)32024 ADOBE SUNSET GALA FUNDRAISER$1,000
LONG BEACH CHURCH COLLECTIVE
3511 LONG BEACH BOULEVARDLONG BEACHCA90807NONPROFIT 501(C)3RECONCILE LONG BEACH INITIATIVE$2,000
CALIFORNIA YOUTH EMPOWERMENT SERVICES
580 EAST BURNETT STREETLONG BEACHCA90806NONPROFIT 501(C)3HOOPS AFTER DARK 2024 WINTER PROGRAM$11,500
CSULB 49ER FOUNDATION
6300 STATE UNIVERSITY DR 324LONG BEACHCA90815NONPROFIT 501(C)3STUDENT BEACH PANTRY SUPPORT ON GIVING TUESDAY$1,500
MACK CALVIN YOUTH EMPOWERMENT FOUNDATION
1266 SOUTH CITRUS AVENUE 22LOS ANGELESCA90019NONPROFIT 501(C)32025 WINTER YOUTH BASKETBALL AND ACADEMIC CAMP$500
LONG BEACH COMMUNITY ACTION PARTNERSHIP
117 WEST VICTORIA STREETLONG BEACHCA90805NONPROFIT 501(C)32024 NIGHT CAP GALA FUNDRAISER$1,000
CALIFORNIA MEXICO STUDIES INC
1551 NORTH STUDEBAKER ROADLONG BEACHCA90815NONPROFIT 501(C)3UNRESTRICTED USE (YOUTH PROGRAMMING)$2,000
LONG BEACH FORWARD
425 ATLANTIC AVENUELONG BEACHCA90802NONPROFIT 501(C)3SPONSORSHIP OF 2025 BLACK HISTORY MONTH$1,000
LONG BEACH UNIFIED SCHOOL DISTRICT
1515 HUGHES WAYLONG BEACHCA90810GOVERNMENT AGENCY/SCMILLIKAN HIGH SCHOOL ASSOCIATED STUDENT BODY MBA PATHWAY PROGRAM$500
LONG BEACH UNIFIED SCHOOL DISTRICT
1515 HUGHES WAYLONG BEACHCA90810GOVERNMENT AGENCY/SCCULTURAL DEVELOPMENT FOR CLEVELAND ELEMENTARY SCHOOL$1,000
LONG BEACH SYMPHONY ASSOCIATION
249 EAST OCEAN BOULEVARD SUITE 200LONG BEACHCA90802NONPROFIT 501(C)3STUDENT EDUCATIONAL PROGRAMMING$2,500
RENAISSANCE HIGH SCHOOL PARTS
POST OFFICE BOX 1076LONG BEACHCA90801NONPROFIT 501(C)3SUPPORT FOR 2025 BATTLE OF THE BANDS EVENT$4,000
PARTNERS OF PARKS
2760 NORTH STUDEBAKER ROADLONG BEACHCA90815NONPROFIT 501(C)3SUPPORT FOR 2025 JUNETEENTH CELEBRATION$1,000
LONG BEACH UNIFIED SCHOOL DISTRICT
1515 HUGHES WAYLONG BEACHCA90810GOVERNMENT AGENCY/SCLAKEWOOD HIGH SCHOOL ASSOCIATED STUDENT BODY ACTIVITIES AND PROGRAMS$1,000
23 SEEDS OF GREATNESS
2500 TERMINO AVENUELONG BEACHCA90815NONPROFIT 501(C)3EMPOWERING OUR YOUTH: BEYOND THIS MOMENT EVENT SUPPORT$250
CONSERVATION CORPS OF LONG BEACH
340 NIETO AVENUELONG BEACHCA90814NONPROFIT 501(C)3YOUTH PROGRAMMING$1,500
LINC HOUSING CORPORATION
3590 ELM AVENUELONG BEACHCA90807NONPROFIT 501(C)3YOUTH PROGRAMMING$1,250
CASA YOUTH SHELTER
10911 REAGAN STREETLOS ALAMITOSCA90720NONPROFIT 501(C)3YOUTH AND FAMILY SUPPORT SERVICES$1,250
LONG BEACH COMMUNITY TABLE
3166 OSTROM AVENUELONG BEACHCA90808NONPROFIT 501(C)3YOUTH AND FAMILY SUPPORT SERVICES$1,250
BAYFRONT YOUTH AND FAMILY SERVICES
900 EAST WARDLOW ROADLONG BEACHCA90807NONPROFIT 501(C)3YOUTH MENTAL HEALTH SERVICES$2,000
ANGELS GATE CULTURAL CENTER
3601 S GAFFEY ST BOX 1 BLDG ASAN PEDROCA90731NONPROFIT 501(C)3LONG BEACH STUDENT ART EDUCATION$3,000
ST LUKES EPISCOPAL CHURCH
525 EAST SEVENTH STREETLONG BEACHCA90813NONPROFIT 501(C)3BASIC NEEDS FOR YOUTH AND FAMILIES$3,000
LAKEWOOD HIGH ATHLETICS AND ACTIVITIES
POST OFFICE BOX 8273LONG BEACHCA90808NONPROFIT 501(C)3LAKEWOOD HIGH SCHOOL API AND BSU PROGRAMS$1,000
ASSISTANCE LEAGUE OF LONG BEACH
6220 EAST SPRING STREETLONG BEACHCA90815NONPROFIT 501(C)3YOUTH ORTHODONTICS PROGRAM$3,400
SUCCESS IN CHALLENGES
5239 ATLANTIC AVENUELONG BEACHCA90805NONPROFIT 501(C)3SUPPORT FOR FREEDOM SCHOOL$1,750
OPERATION JUMP START
3515 LINDEN AVENUELONG BEACHCA90807NONPROFIT 501(C)3COLLEGE ACCESS PROGRAM AND INTERNSHIPS$500
CENTRO CHA
1633 LONG BEACH BOULEVARDLONG BEACHCA90813NONPROFIT 501(C)3CHILDREN AND FAMILY SERVICES$500
HISTORICAL SOCIETY OF LONG BEACH
4260 ATLANTIC AVENUELONG BEACHCA90807NONPROFIT 501(C)3YOUTH EDUCATIONAL PROGRAMMING$500
BRIDGE BUILDERS FOUNDATION
3787 SOUTH VERMONT AVENUELOS ANGELESCA90007NONPROFIT 501(C)3MATH COLLABORATIVE PROGRAM AT JORDAN HIGH$2,750
CALIFORNIA MEXICO STUDIES INC
1551 NORTH STUDEBAKER ROADLONG BEACHCA90815NONPROFIT 501(C)3YOUTH EDUCATIONAL PROGRAMMING$1,000
AFRICAN AMERICAN CULTURAL CENTER
4321 ATLANTIC AVENUELONG BEACHCA90807NONPROFIT 501(C)3YOUTH EDUCATIONAL PROGRAMMING$1,000
LONG BEACH CHURCH COLLECTIVE
3511 LONG BEACH BOULEVARDLONG BEACHCA90807NONPROFIT 501(C)3RECONCILE LONG BEACH INITIATIVE$750
LONG BEACH CITY COLLEGE FOUNDATION
4901 CARSON STREETLONG BEACHCA90808NONPROFIT 501(C)3VIKING EMERGENCY AND BASIC NEEDS FUND FOR FAMILIES$2,000
JEWEL BOX CHILDREN'S THEATER COMPANY
3371 CERRITOS AVENUESIGNAL HILLCA90755NONPROFIT 501(C)3SUMMER CAMP AT LONG BEACH PLAYHOUSE$2,000
SUCCESS IN CHALLENGES
5239 ATLANTIC AVENUELONG BEACHCA90805NONPROFIT 501(C)320TH ANNUAL RON PALMER/ERROLL PARKER BASKETBALL CAMP$500
CSULB 49ER FOUNDATION
6300 STATE UNIVERSITY DR 324LONG BEACHCA90815NONPROFIT 501(C)3STRENGTHENING YOUTH RESILIENCE PROJECT$30,000
THE NONPROFIT PARTNERSHIP
4900 EAST CONANT AVENUE O2LONG BEACHCA90808NONPROFIT 501(C)32024 LONG BEACH GIVES CHAMPION SPONSORSHIP$10,000
RANCHO LOS CERRITOS FOUNDATION
4600 VIRGINIA ROADLONG BEACHCA90807NONPROFIT 501(C)3UNDERWRITING FOR EVENT PHOTOGRAPHY - ADOBE SUNSET$1,000
AFRICAN AMERICAN CULTURAL CENTER
4321 ATLANTIC AVENUELONG BEACHCA90807NONPROFIT 501(C)32025 MARTIN LUTHER KING, JR. FESTIVAL AND PARADE SPONSORSHIP$1,000
LONG BEACH COMMUNITY ACTION PARTNERSHIP
117 WEST VICTORIA STREETLONG BEACHCA90805NONPROFIT 501(C)32025 LONG BEACH NIGHT CAP FUNDRAISING EVENT - CONTRIBUTOR SPONSOR$1,000
HELUNA HEALTH
13300 CROSSROADS PKWY N 450INDUSTRYCA91746NONPROFIT 501(C)3LONG BEACH EARLY CHILDHOOD EDUCATION COMMITTEE - 2025 EARLY CHILDHOOD EDUCATION SYMPOSIUM AD$1,000
THE GUIDANCE CENTER
1301 PINE AVENUELONG BEACHCA90813NONPROFIT 501(C)32025 SUNSET SIP FUNDRAISING EVENT - PASO ROBLES SPONSOR$500
THE NONPROFIT PARTNERSHIP
4900 EAST CONANT AVENUE O2LONG BEACHCA90808NONPROFIT 501(C)3NONPROFIT COMMUNITY BREAKFAST - TABLE SPONSORSHIP$1,000
THE NONPROFIT PARTNERSHIP
4900 EAST CONANT AVENUE O2LONG BEACHCA90808NONPROFIT 501(C)32025 LONG BEACH GIVES CAMPAIGN SUPPORT$21,000
CSULB RESEARCH FOUNDATION
1250 BELLFLOWER BOULEVARDLONG BEACHCA90840NONPROFIT 501(C)3YOUTH PROGRAMMING FOR KLEEFELD CONTEMPORARY$2,000
MACK CALVIN YOUTH EMPOWERMENT FOUNDATION
1266 SOUTH CITRUS AVENUE 22LOS ANGELESCA90019NONPROFIT 501(C)3YOUTH BASKETBALL AND ACADEMIC CAMP$1,000
MUSEUM OF LATIN AMERICAN ART
628 ALAMITOS AVENUELONG BEACHCA90802NONPROFIT 501(C)3APRENDE (LEARN) PROGRAM$25,000
LONG BEACH UNITY FESTIVAL
3553 ATLANTIC AVENUE B1504LONG BEACHCA90807NONPROFIT 501(C)3SKY KIDS CREATIVE ARTS IN ACTION FOR YOUTH$25,000
PONY BOX DANCE THEATRE
3687 HACKETT AVENUELONG BEACHCA90808NONPROFIT 501(C)3BEST FOOT FORWARD$22,000
CHILDREN TODAY
2951 LONG BEACH BOULEVARDLONG BEACHCA90806NONPROFIT 501(C)3CORE OPERATIONS$25,000
GROUND EDUCATION
6475 EAST PACIFIC COAST HWY 294LONG BEACHCA90803NONPROFIT 501(C)3SCHOOL GARDEN PROGRAM$25,000
YOUNG HORIZONS
501 ATLANTIC AVENUELONG BEACHCA90802NONPROFIT 501(C)3EARLY CHILDHOOD EDUCATION FOR LOW-INCOME CHILDREN$25,000
ABLE ARTS WORK
3626 EAST PACIFIC COAST HWYLONG BEACHCA90804NONPROFIT 501(C)3CREATIVE HEALTH AND WELLNESS CLINIC$25,000
DISABLE RESOURCES CENTER INC
2750 EAST SPRING STREETLONG BEACHCA90806NONPROFIT 501(C)3GET ORGANIZED-LEADERSHIP BEYOND THE CLASSROOM$25,000
GOODWILL SOLAC
800 WEST PACIFIC COAST HWYLONG BEACHCA90806NONPROFIT 501(C)3HIGH SCHOOL CERTIFIED NURSE ASSISTANT TRAINING PROGRAM$25,000
SHARED SCIENCE
5318 EAST SECOND STREET 602LONG BEACHCA90803NONPROFIT 501(C)3TARGETED COLLABORATION STEM EDUCATION PROGRAM$5,000
CENTURY VILLAGES AT CABRILLO
2001 RIVER AVENUELONG BEACHCA90810NONPROFIT 501(C)3YOUTH PROGRAMS AT CENTURY VILLAGES$25,000
BOY SCOUTS OF AMERICA LONG BEACH COUNCIL
401 EAST 37TH STREETLONG BEACHCA90807NONPROFIT 501(C)3SEA BASE AQUATICS CENTER$25,000
BOYS & GIRLS CLUBS OF LONG BEACH
3635 LONG BEACH BOULEVARDLONG BEACHCA90807NONPROFIT 501(C)3EDUCATION AND EMPLOYMENT PATHWAYS$25,000
CALIFORNIA CONFERENCE FOR EQUALITY & JUSTICE
3605 LONG BEACH BLVD SUITE 100LONG BEACHCA90807NONPROFIT 501(C)3CORE OPERATIONS$25,000
EXP - INTERNATIONAL TRADE EDUCATION PROGRAMS
5000 EAST SPRING STREET 300LONG BEACHCA90815NONPROFIT 501(C)3PREPARING THE NEXT GENERATION WORKFORCE$10,000
LONG BEACH CITY COLLEGE FOUNDATION
4901 CARSON STREETLONG BEACHCA90808NONPROFIT 501(C)3SUMMER WELLNESS YOUTH CAMP$25,000
LONG BEACH AQUARIUM OF THE PACIFICE
320 GOLDEN SHORE 350LONG BEACHCA90802NONPROFIT 501(C)3EARLY CHILDHOOD SCIENCE LEARNING PROGRAMS$25,000
PARTNERS OF PARKS
2760 NORTH STUDEBAKER ROADLONG BEACHCA90815NONPROFIT 501(C)3YOUTH SCHOLARSHIP PROGRAM$5,000
MAYOR'S FUND FOR EDUCATION
65 PINE AVENUE 898LONG BEACHCA90802NONPROFIT 501(C)3READYROSIELB FAMILY ENGAGEMENT PROGRAM$25,000
BOSS (BUSINESS OF STUDENT SUCCESS)
7941 EAST CRAMER STREETLONG BEACHCA90808NONPROFIT 501(C)3EDUCATION AND LEADERSHIP INSTITUE$25,000
LEADERSHIP LONG BEACH
4401 ATLANTIC AVENUE 200LONG BEACHCA90807NONPROFIT 501(C)3LEADERSHIP DEVELOPMENT FOR LONG BEACH YOUTH$10,000
PRECIOUS LAMB PRESCHOOL
2005 PALO VERDE AVENUE PMB301LONG BEACHCA90815NONPROFIT 501(C)3CORE OPERATIONS$25,000
DAYS LONG BEACH
1230 EAST WARDLOW AVENUELONG BEACHCA90807NONPROFIT 501(C)3COMMUNITY AMBASSADOR PROGRAM$20,000
HELUNA HEALTH
13300 CROSSROADS PKWY N 450INDUSTRYCA91746NONPROFIT 501(C)3FAMILY ENGAGEMENT AND EDUCATION INITIATIVE$25,000
LONG BEACH BAR FOUNDATION
3515 LINDEN AVENUELONG BEACHCA90807NONPROFIT 501(C)3SHORTSTOP YOUTH PROGRAM$25,000
LONG BEACH BLAST
4201 LONG BEACH BLVD 201LONG BEACHCA90807NONPROFIT 501(C)3BRIDGE TO SUCCESS PROGRAM$20,000
OPERATION JUMP START
3515 LINDEN AVENUELONG BEACHCA90807NONPROFIT 501(C)3COLLEGE ACCESS PROGRAM$25,000
SBCC
540 NORTH MARINE AVENUEWILMINGTONCA90744NONPROFIT 501(C)3PRESCHOOL WITHOUT WALLS$20,000
SUCCESS IN CHALLENGES
5239 ATLANTIC AVENUELONG BEACHCA90805NONPROFIT 501(C)3FREEDOM SCHOOL$15,000
THE BOOK TRUCK
733 WALNUT AVENUELONG BEACHCA90813NONPROFIT 501(C)3LONG BEACH TEEN LITERACY PROGRAM$10,000
THE SALVATION ARMY
16941 KEEGAN AVENUECARSONCA90746NONPROFIT 501(C)3LONG BEACH RED SHIELD YOUTH CLUB$25,000
FOR THE CHILD
4565 CALIFORNIA AVENUELONG BEACHCA90807NONPROFIT 501(C)3PROVIDING EQUITABLE ACCESS TO QUALITY MENTAL HEALTH PROGRAMS FOR CHILDREN MOST IN NEED$25,000
THE CHILDREN'S CLINIC
701 EAST 28TH STREET SUITE 200LONG BEACHCA90806NONPROFIT 501(C)3EARLY INTERVENTION BEHAVIORAL/MENTAL HEALTH PROGRAM FOR CHILDREN AND ADOLESCENTS$25,000
THE CHILDREN'S DENTAL HEALTH FOUNDATION
455 EAST COLUMBIA STREET 32LONG BEACHCA90806NONPROFIT 501(C)3CORE OPERATIONS$25,000
ASSISTANCE LEAGUE OF LONG BEACH
6220 EAST SPRING STREETLONG BEACHCA90815NONPROFIT 501(C)3LONG BEACH ORTHODONTICS PROGRAM$25,000
JEWISH FAMILY & CHILDREN'S SERVICE
3801 EAST WILLOW STREETLONG BEACHCA90815NONPROFIT 501(C)3COUNSELING FOR LOW-INCOME CHILDREN AND FAMILIES$25,000
LONG BEACH ALLIANCE FOR CHILDREN WITH ASTHMA
2801 ATLANTIC AVENUELONG BEACHCA90806NONPROFIT 501(C)3LONG BEACH ALLIANCE FOR CHILDREN WITH ASTHMA$25,000
PATHWAYS VOLUNTEER HOSPICE
4645 WOODRUFF ROADLAKEWOODCA90713NONPROFIT 501(C)3LBUSD MENTAL WELLNESS PROJECT$25,000
WOMENSHELTER OF LONG BEACH
POST OFFICE BOX 17098LONG BEACHCA90807NONPROFIT 501(C)3YOUTH MENTAL HEALTH SUPPORT PROGRAM$25,000
STRAMSKI CHILDREN'S DEVELOPMENT CENTER
2801 ATLANTIC AVENUELONG BEACHCA90806NONPROFIT 501(C)3BEHAVIORAL, NEURODEVELOPTMENTAL AND PSYCHOLOGICAL EVALUATION CARE COORDINATION PROGRAM$25,000
INTERVAL HOUSE
6615 EAST PACIFIC COAST HWY 170LONG BEACHCA90803NONPROFIT 501(C)3CORE OPERATIONS$25,000
FAMILIES UNITING FAMILIES
515 EAST SEVENTH STREETLONG BEACHCA90813NONPROFIT 501(C)3PROJECT FATHERHOOD$25,000
CHILDREN'S ADVOCACY CENTER
1650 EAST OLD BADILLO STC3COVINACA91724NONPROFIT 501(C)3CORE OPERATIONS$10,000
THE NONPROFIT PARTNERSHIP
4900 EAST CONANT AVENUE O2LONG BEACHCA90808NONPROFIT 501(C)3CORE OPERATIONS$25,000
LONG BEACH RESCUE MISSION
1430 PACIFIC AVENUELONG BEACHCA90813NONPROFIT 501(C)3LYDIA HOUSE SHELTER FOR WOMEN AND CHILDREN$25,000
CAMP FIRE LONG BEACH
7070 EAST CARSON STREETLONG BEACHCA90808NONPROFIT 501(C)3DEFOREST HUB INITIATIVE 3$15,000
AOC7
1225 MAHANNA AVENUELONG BEACHCA90813NONPROFIT 501(C)3RETREATISH$3,000
LONG BEACH MUSEUM OF ART
2300 EAST OCEAN BOULEVARDLONG BEACHCA90803NONPROFIT 501(C)3ARTS-INTEGRATED PROFESSIONAL LEARNING FOR LBUSD K-12 TEACHERS$10,000
SISTER CITIES OF LONG BEACH
POST OFFICE BOX 41492LONG BEACHCA90853NONPROFIT 501(C)3LONG BEACH HIGH SCHOOL DIGITAL PEN PAL PROGRAM$5,000
CITY HEARTS
24404 S VERMONT AVE SUITE 207HARBOR CITYCA90710NONPROFIT 501(C)3ARTS ACCESS PROGRAMS FOR LONG BEACH TITLE I SCHOOLS$10,000
HIS LITTLE FEET
3445 NORTH STUDEBAKER ROADLONG BEACHCA90808NONPROFIT 501(C)3CORE OPERATIONS$10,000
THE CHILDREN'S CLINIC
701 EAST 28TH STREET SUITE 200LONG BEACHCA90806NONPROFIT 501(C)3CAPITAL CAMPAIGN INSTALLMENTS FOR WELLNESS CENTER$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,756,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A FUTURE SUPERHERO AND FRIENDS
4470 ATLANTIC AVENUE 7843LONG BEACHCA90807NONPROFIT 501(C)3READING IN EVERY SCHOOL IN LONG BEACH$10,000
ABILITYFIRST
789 NORTH FAIR OAKSPASADENACA91103NONPROFIT 501(C)3LONG BEACH AFTER SCHOOL PROGRAM$25,000
ABODE COMMUNITIES
2420 EAST CESAR CHAVEZ AVE B101LOS ANGELESCA90033NONPROFIT 501(C)3BEYOND HOMES: EXPANDING YOUTH ENRICHMENT$10,000
ARTS COUNCIL FOR LONG BEACH
115 PINE AVENUE SUITE 350LONG BEACHCA90802NONPROFIT 501(C)3CORE OPERATIONS$50,000
BOOKS AND BUCKETS (SEED)
1643 PACIFIC AVENUE 202LONG BEACHCA90813NONPROFIT 501(C)3CORE OPERATIONS$40,000
BOSS (BUSINESS OF STUDENT SUCCESS)
7941 EAST CRAMER STREETLONG BEACHCA90808NONPROFIT 501(C)3EDUCATION AND LEADERSHIP INSTITUE$25,000
BOY SCOUTS OF AMERICA LONG BEACH COUNCIL
401 EAST 37TH STREETLONG BEACHCA90807NONPROFIT 501(C)3SEA BASE AQUATICS CENTER$15,000
BOYS & GIRLS CLUBS OF LONG BEACH
3635 LONG BEACH BOULEVARDLONG BEACHCA90807NONPROFIT 501(C)3EDUCATION AND EMPLOYMENT PATHWAYS$25,000
CALIFORNIA CONFERENCE FOR EQUALITY & JUSTICE
3605 LONG BEACH BLVD SUITE 100LONG BEACHCA90807NONPROFIT 501(C)3CORE OPERATIONS$30,000
CAMERATA SINGERS OF LONG BEACH
POST OFFICE BOX 90511LONG BEACHCA90809NONPROFIT 501(C)3CAMERATA CHILDREN'S MUSICA ACADEMY$10,000
CHILDREN'S ADVOCACY CENTER
1650 EAST OLD BADILLO STC3COVINACA91724NONPROFIT 501(C)3CORE OPERATIONS$15,000
COMMUNITY MEDICAL WELLNESS CENTERS USA
1360 EAST ANAHEIM ST STE 101LONG BEACHCA90813NONPROFIT 501(C)3CHILDREN'S BEHAVIORAL HEALTH CAPACITY BUILDING PROGRAM$25,000
CSULB 49ER FOUNDATION
6300 STATE UNIVERSITY DR 324LONG BEACHCA90815NONPROFIT 501(C)3STRENGTHENING YOUTH RESILIENCE PROJECT$25,000
DAYS LONG BEACH
1230 EAST WARDLOW AVENUELONG BEACHCA90807NONPROFIT 501(C)3COMMUNITY AMBASSADOR PROGRAM$19,195
DRAMATIC RESULTS
3310 LIME AVENUESIGNAL HILLCA90755NONPROFIT 501(C)3CAPACITY BUILDING FOR IN-SCHOOL ARTS INTEGRATION EDUCATION PROGRAM$35,000
EDUCATE UN MUNDO DE AMIGO PRESCHOOL
375 REDONDO AVENUE SUITE 133LONG BEACHCA90814NONPROFIT 501(C)3CORE OPERATIONS$35,000
EXP - INTERNATIONAL TRADE EDUCATION PROGRAMS
5000 EAST SPRING STREET 300LONG BEACHCA90815NONPROFIT 501(C)3PREPARING THE NEXT GENERATION WORKFORCE$10,000
FAMILIES UNITING FAMILIES
515 EAST SEVENTH STREETLONG BEACHCA90813NONPROFIT 501(C)3PROJECT FATHERHOOD$25,000
FOOD FINDERS
10539 HUMBOLT AVENUELOS ALAMITOSCA90720NONPROFIT 501(C)3FOOD 4 KIDS$10,000
GOODWILL SOLAC
800 WEST PACIFIC COAST HWYLONG BEACHCA90806NONPROFIT 501(C)3HIGH SCHOOL CERTIFIED NURSE ASSISTANT TRAINING PROGRAM$50,000
HELUNA HEALTH
13300 CROSSROADS PKWY N 450INDUSTRYCA91746NONPROFIT 501(C)3CORE OPERATIONS: LONG BEACH EARLY CHILDHOOD EDUCATION COMMITTEE/FAMILY ENGAGEMENT AND EDUCATION$25,000
INTERVAL HOUSE
6615 EAST PACIFIC COAST HWY 170LONG BEACHCA90803NONPROFIT 501(C)3CORE OPERATIONS$25,000
JEWEL BOX CHILDREN'S THEATER COMPANY
3371 CERRITOS AVENUESIGNAL HILLCA90755NONPROFIT 501(C)3COMMUNITY ENGAGEMENT PROGRAM$20,000
KHMER GIRLS IN ACTION
1085 REDONDO AVENUELONG BEACHCA90804NONPROFIT 501(C)3YOUTH LEADERSHIP DEVELOPMENT PROGRAM$20,000
LONG BEACH BLAST
4201 LONG BEACH BLVD 201LONG BEACHCA90807NONPROFIT 501(C)3BRIDGE TO SUCCESS:COMPREHENSIVE LIFE SKILLS SUPPORT AND MENTORING FOR AT-PROMISE YOUTH$25,000
LONG BEACH BLUES SOCIETY
2601 EAST OCEAN BOULEVARDLONG BEACHCA90803NONPROFIT 501(C)3BLUES IN THE SCHOOLS$8,000
LONG BEACH FORWARD INC
425 ATLANTIC AVENUELONG BEACHCA90802NONPROFIT 501(C)3SAFE STEPS, STRONG MINDS: SUPPORTING STUDENT LEARNING THROUGH SAFE PASSAGE AND PARENT ORGANIZING$25,000
LONG BEACH PUBLIC LIBRARY FOUNDATION
200 WEST BROADWAYLONG BEACHCA90802NONPROFIT 501(C)3FAMILY LEARNING CENTER AND STUDIO$40,000
LONG BEACH RESCUE MISSION
1430 PACIFIC AVENUELONG BEACHCA90813NONPROFIT 501(C)3LYDIA HOUSE SHELTER FOR WOMEN AND CHILDREN$25,000
LONG BEACH SYMPHONY ASSOCIATION
249 EAST OCEAN BOULEVARD SUITE 200LONG BEACHCA90802NONPROFIT 501(C)3ELEMENTARY ENSEMBLES LBUSD PARTNERSHIP$20,000
LONG BEACH UNITY FESTIVAL
3553 ATLANTIC AVENUE B1504LONG BEACHCA90807NONPROFIT 501(C)3SKY KIDS RESLIENCE AND RHYTHM INITIATIVE$22,500
MAYOR'S FUND FOR LONG BEACH
65 PINE AVENUE 898LONG BEACHCA90802NONPROFIT 501(C)3FAMILY ENGAGMENT AND EARLY LEARNING HUB$40,000
MOMENTUM
2400 WILLOW LANETHOUSAND OAKSCA91361NONPROFIT 501(C)3CONTINUED EARLY INTERVENTION FOR CHILDREN$15,000
MUSICAL THEATRE WEST
4350 EAST SEVENTH STREETLONG BEACHCA90804NONPROFIT 501(C)3BUS TRANSPORTATION FOR STUDENT MATINEE PROGRAM$25,000
NEW HOPE GRIEF SUPPORT COMMUNITY
3505 LONG BEACH BLVD STE 1FLONG BEACHCA90807NONPROFIT 501(C)3BEREAVEMENT SUPPORT PROGRAMS FOR YOUTH AND FAMILIES$25,000
OPERATION JUMP START
3515 LINDEN AVENUELONG BEACHCA90807NONPROFIT 501(C)3COLLEGE ACCESS PROGRAM$40,000
PARTNERS OF PARKS
2760 NORTH STUDEBAKER ROADLONG BEACHCA90815NONPROFIT 501(C)3YOUTH SCHOLARSHIP PROGRAM$7,500
RANCHO LOS ALAMITOS FOUNDATION
6400 EAST BIXBY HILL ROADLONG BEACHCA90815NONPROFIT 501(C)3EDUCATIONAL TOURS FOR LBUSD STUDENTS$20,000
RANCHO LOS CERRITOS FOUNDATION
4600 VIRGINIA ROADLONG BEACHCA90807NONPROFIT 501(C)3ADELANTE: THE PEOPLE OF RANCHO LOS CERRITOS$25,000
RISING TIDEMKEC
607 EAST THIRD STREETLONG BEACHCA90802NONPROFIT 501(C)3CORE OPERATIONS$25,000
LONG BEACH RONALD MCDONALD HOUSE
500 EAST 27TH STREETLONG BEACHCA90806NONPROFIT 501(C)3CORE OPERATIONS$30,000
ST MARY MEDICAL CENTER FOUNDATION
1050 LINDEN AVENUELONG BEACHCA90813NONPROFIT 501(C)3ACCESS TO SERVICES FOR STUDENT WELL-BEING MENTAL HEALTH$30,000
THE GUIDANCE CENTER
1301 PINE AVENUELONG BEACHCA90813NONPROFIT 501(C)3FAMILY RESOURCE CENTER$100,000
TICHENOR CLINIC FOR CHILDREN
1660 TERMINO AVENUELONG BEACHCA90804NONPROFIT 501(C)3CORE OPERATIONS$25,000
WOMENSHELTER OF LONG BEACH
POST OFFICE BOX 17098LONG BEACHCA90807NONPROFIT 501(C)3YOUTH MENTAL HEALTH SUPPORT PROGRAM$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,187,195TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,015ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$920,820ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,365ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$735,613ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,713,813ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,713,813TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$43,493Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$43,493DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PIMCO REAL RETURN FUND$1,005,834$972,138
DODGE & COX INCOME I$3,356,804$3,142,942
METROPOLITAN WEST TOTAL RETURN$4,376,571$3,627,840
NUVEEN HIGH YIELD R6$1,077,036$1,030,967

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS EUROPACIFIC GROWTH FUND$1,751,264$3,715,517
DFA EMERGING MARKETS$1,636,667$2,297,234
VANGUARD EXTENDED MARKET$1,099,479$3,146,817
DODGE & COX INTERNATIONAL STOCK FUND$2,757,083$3,967,960
VANGUARD 500 INDEX ADMIR$3,137,090$6,578,080
ADOBE INC$48,245$131,539
ALCON INC F$70,585$118,295
AMERIPRISE FINL$32,529$184,137
AMGEN INC.$78,595$147,981
ATMOS ENERGY CORPORATION$108,538$161,816
BLACKSTONE INC$88,737$122,356
CAPITAL ONE FC$66,229$178,718
COMMERCE BANCSHARES$42$0
CONSTELLATION BRANDS INC$77,632$58,565
CORTEVA INC$78,503$224,335
COTERRA ENERGY INC$78,451$117,636
CULLEN FROST BANKERS$45,825$95,120
DANAHER CORP$35,483$106,672
ECOLAB INC$124,925$157,622
GENERAL DYNAMICS CO$27,466$134,164
LENNAR CORP CLASS A$5,780$133,838
LENNAR CORP CLASS B$1,161$8,420
MARTIN MARIETTA MATR$34,120$163,041
MEDTRONIC PLC F$80,798$91,529
MICROCHIP TECHNOLOGY$39,998$125,610
MICROSOFT CORP$18,041$249,202
MITSUBISHI U F J FINAN F$45,174$128,145
OSHKOSH CORPORATION$77,741$84,020
PARKER-HANNIFIN CORP$70,644$296,850
PNC FINL SERVICES$72,932$115,580
PROCTER & GAMBLE$107,539$123,473
QUALCOMM INC$64,584$136,167
RPM INTERNTNL$72,023$123,021
SONY CORP F$61,413$167,894
THE COCA-COLA CO$83,326$140,085
XCEL ENERGY INC$122,814$123,261
EQUITY LIFESTYLE PPT$61,969$79,739
MERCK$108,696$94,992
U S BANCORP$94,917$130,049
AMERICAN INTL CORP$121,605$140,196
AMERICAN WATER WORKS$115,106$124,643
LOWES COMPANIES$120,126$110,491
TELEDYNE TECHNOLOGIE$97,147$130,639
TOTAL ENERGIES SE$117,446$112,589
COHEN & STEERS INSTL REALTY SHARES$1,312,402$1,324,365
AIR PRODS & CHEMS INC$139,201$120,158
ALPHABET INC$134,369$142,622
SYNOPSYS INC$149,394$150,215
UBER TECHNOLOGIES$103,400$149,187
VERIZON COMMUNICATIONS$129,356$128,555
WELLS FARGO & CO$122,289$132,999

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUBS TRUMBULL PROPERTY FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,260,206BookValueAmt
EOYFMV$1,492,149EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE AND FAX$1,438$90$1,348
POSTAGE$12$1$11
INSURANCE$4,473$280$4,193
DUES & SUBSCRIPTIONS$1,350$84$1,266
OTHER OFFICE EXPENSES$877$55$822
PROGRAMS$607$0$607
TAX & FILING FEES$200$0$200
COMPUTER EXPENSE$7,734$0$7,734
TABLES & EVENTS$24,035$0$24,035
COMMUNITY OUTREACH$97$0$97
WEBSITE$983$0$983
MISCELLANEOUS EXPENSE$5$0$5

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME FROM UBS TRUMBELLDesc
Revenue And Expenses Per Books$56,365RevenueAndExpensesPerBooksAmt
Net Investment Income$56,365NetInvestmentIncomeAmt
Adjusted Net Income$56,365AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$3,205EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$113,289$113,289$0
UBS INVESTMENT FEES$15,896$15,896$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$17,787$1,112$16,675
FEDERAL EXCISE TAX$14,495$0$0
FOREIGN TAXES$1,564$1,564$0