LONG BEACH COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LONG BEACH COMMUNITY FOUNDATION (EIN 20-5054010)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201503139349302820
- Schema version
- 2014v5.0
- Note
- A later return for the same period supersedes this one.
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T14:45:29-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONISKO & SCHOLZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 E SPRING ST STE 200 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908155215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205054010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG BEACH COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 5624359033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 OCEANGATE AVE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marcelle Epley | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul P Scholz CPA | PreparerPersonNm |
| PTIN | P00292985 | PTIN |
| Phone | 5624203100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,736,603 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.LONGBEACHCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,949,476 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,147,894 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $60,713 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,707 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,107,977 | PYInvestmentIncomeAmt |
| CY Investment Income | $325,593 | CYInvestmentIncomeAmt |
| PY Other Revenue | $426 | PYOtherRevenueAmt |
| CY Other Revenue | $7,460 | CYOtherRevenueAmt |
| PY Total Revenue | $5,118,592 | PYTotalRevenueAmt |
| CY Total Revenue | $2,549,654 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,151,505 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $911,686 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $186,282 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $205,557 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $63,855 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $109,232 | PYOtherExpensesAmt |
| CY Other Expenses | $121,387 | CYOtherExpensesAmt |
| PY Total Expenses | $1,447,019 | PYTotalExpensesAmt |
| CY Total Expenses | $1,238,630 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,671,573 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,311,024 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,996,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,843,447 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,296,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,299,296 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,700,128 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,544,151 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE LONG BEACH COMMUNITY FOUNDATION INITIATES POSITIVE CHANGE FOR LONG BEACH THROUGHCHARITABLE GIVING, STEWARDSHIP AND STRATEGIC GRANTMAKING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $981,694 | ExpenseAmt |
| Grant | $911,686 | GrantAmt |
| Revenue | $68,707 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $981,694 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marcelle Epley | PersonNm |
| Phone | 5624359033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 OCEANGATE 800 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Eleanor Aguilar | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Barnes | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Blake Christian | |||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Donita Joseph | |||||||
| CFO | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Gary DeLong | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Netherton | |||||||
| ChaiR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michelle Dobson | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Donna Reckseen | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bob Foster | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bob Stemler | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gary VanArnam | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Judith Vander Lans | |||||||
| Chairman | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES WORSHAM | |||||||
| Past President | 40.00 | 0.00 | $59,000 | $0 | $0 | Yes (X) | |
| MARCELLE EPLEY | |||||||
| President & CEO | 40.00 | 0.00 | $57,500 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $116,500 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,147,894 | AllOtherContributionsAmt |
| Noncash Contributions | $710,873 | NoncashContributionsAmt |
| Total Contributions | $2,147,894 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $68,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,707 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,707 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,950 | TotalRevenueColumnAmt |
| Exclusion | $278,950 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,233,592 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,186,949 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,643 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,643 | TotalRevenueColumnAmt |
| Exclusion | $46,643 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,460 | TotalRevenueColumnAmt |
| Exclusion | $7,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,460 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,549,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,707 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $333,053 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,686 | TotalAmt |
| Program Services | $911,686 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,500 | TotalAmt |
| Program Services | $38,445 | ProgramServicesAmt |
| Management And General | $50,095 | ManagementAndGeneralAmt |
| Fundraising | $27,960 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,107 | TotalAmt |
| Program Services | $23,177 | ProgramServicesAmt |
| Management And General | $30,488 | ManagementAndGeneralAmt |
| Fundraising | $19,442 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,950 | TotalAmt |
| Program Services | $5,184 | ProgramServicesAmt |
| Management And General | $6,778 | ManagementAndGeneralAmt |
| Fundraising | $3,988 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,013 | TotalAmt |
| Management And General | $6,013 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,235 | TotalAmt |
| Management And General | $16,235 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,097 | TotalAmt |
| Management And General | $30,097 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,177 | TotalAmt |
| Management And General | $22,177 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,591 | TotalAmt |
| Fundraising | $9,591 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,460 | TotalAmt |
| Management And General | $1,460 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070 | TotalAmt |
| Management And General | $1,070 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,071 | TotalAmt |
| Management And General | $7,071 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194 | TotalAmt |
| Management And General | $194 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,504 | TotalAmt |
| Program Services | $3,082 | ProgramServicesAmt |
| Management And General | $5,899 | ManagementAndGeneralAmt |
| Fundraising | $1,523 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Credit card and bank fees | $4,043 | $4,043 |
| EQUIPMENT REPAIRS AND MAINT | $3,798 | $3,798 |
| SUBSCRIPTIONS | $2,515 | $2,515 |
| Postage and Shipping | $1,940 | $1,940 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,679 | TotalAmt |
| Program Services | $120 | ProgramServicesAmt |
| Management And General | $3,208 | ManagementAndGeneralAmt |
| Fundraising | $1,351 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,238,630 | TotalAmt |
| Program Services | $981,694 | ProgramServicesAmt |
| Management And General | $193,081 | ManagementAndGeneralAmt |
| Fundraising | $63,855 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,787 | BOYAmt |
| EOY | $449,493 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,264 | BOYAmt |
| EOY | $1,264,700 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,786 | BOYAmt |
| EOY | $258,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,506 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,752 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $194 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,558 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,919,133 | BOYAmt |
| EOY | $21,243,573 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,602,654 | BOYAmt |
| EOY | $1,620,123 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,996,130 | BOYAmt |
| EOY | $24,843,447 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,862 | BOYAmt |
| EOY | $2,250 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,300 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,287,840 | BOYAmt |
| EOY | $7,297,046 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,296,002 | BOYAmt |
| EOY | $7,299,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,822,921 | BOYAmt |
| EOY | $14,389,203 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,834,510 | BOYAmt |
| EOY | $1,825,969 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,697 | BOYAmt |
| EOY | $1,328,979 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,700,128 | BOYAmt |
| EOY | $17,544,151 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,996,130 | BOYAmt |
| EOY | $24,843,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,311,024 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $515,530 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $17,469 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,613,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,020,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,550,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,949,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,147,894 | CurrentTaxYearAmt |
| Total | $14,282,197 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,613,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,020,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,550,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,949,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,147,894 | CurrentTaxYearAmt |
| Total | $14,282,197 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,465,418 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,816,779 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $539,614 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$567,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,107,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $325,593 | CurrentTaxYearAmt |
| Total | $2,620,485 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,902,682 | TotalSupportAmt |
| Public Support CY170 | 0.63990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 38 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,636,873 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $708,035 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,678,570 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,160,393 | BeginningYearBalanceAmt |
| Contributions | $327,118 | ContributionsAmt |
| Investment Earnings Or Losses | $196,616 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $79,877 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $41,994 | AdministrativeExpensesAmt |
| End Year Balance | $3,562,256 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,697,280 | BeginningYearBalanceAmt |
| Contributions | $138,027 | ContributionsAmt |
| Investment Earnings Or Losses | $440,126 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,682 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $38,358 | AdministrativeExpensesAmt |
| End Year Balance | $3,160,393 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,461,011 | BeginningYearBalanceAmt |
| Contributions | $136,601 | ContributionsAmt |
| Investment Earnings Or Losses | $208,819 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $70,740 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $38,411 | AdministrativeExpensesAmt |
| End Year Balance | $2,697,280 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,200,379 | BeginningYearBalanceAmt |
| Contributions | $390,290 | ContributionsAmt |
| Investment Earnings Or Losses | -$67,575 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,970 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $39,113 | AdministrativeExpensesAmt |
| End Year Balance | $2,461,011 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,603,813 | BeginningYearBalanceAmt |
| Contributions | $550,251 | ContributionsAmt |
| Investment Earnings Or Losses | $142,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $75,589 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,618 | AdministrativeExpensesAmt |
| End Year Balance | $2,200,379 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,752 | OtherCostOrOtherBasisAmt |
| Depreciation | $194 | DepreciationAmt |
| Book Value | $7,558 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,558 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $21,243,573 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTRST IN SPLIT INTRST AGMTS | Desc |
| Book Value | $1,620,123 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,620,123 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESERVE FOR AGENCY FUNDS | Desc |
| Amt | $7,297,046 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,297,046 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,090,188 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $515,530 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,780 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $17,469 | OtherRevenueAmt |
| Revenue Not Reported | $548,779 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,541,409 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,245 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $8,245 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,549,654 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,246,165 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,780 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $15,780 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,230,385 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,245 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,245 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,238,630 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014 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 $17469 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Aquarium of the Pacific | ||||||||
| 320 Golden Shore 150 | Long Beach | CA | 90802 | 330532354 | 501(c)(3) | $25,500 | $0 | Misc programs; General Support |
| Boy Scouts of America | ||||||||
| 401 E 37th Street | Long Beach | CA | 90807 | 951643981 | 501(c)(3) | $11,000 | $0 | Summer Campership Program |
| Boys and Girls Clubx of LB | ||||||||
| 3635 Long Beach Blvd | Long Beach | CA | 90807 | 951643977 | 501(c)(3) | $22,705 | $0 | Misc programs; General Support |
| CA conf for Equality &Justice | ||||||||
| 444 Ocean blvd suite 940 | Long Beach | CA | 90802 | 542178438 | 501(c)(3) | $6,322 | $0 | Misc Program; General Support |
| CA State University FND | ||||||||
| 1250 Bellflower Bld CBA 325 | Long Beach | CA | 90840 | 956123757 | 501(c)(3) | $6,000 | $0 | Scholarship Fund |
| Camp Fire USA | ||||||||
| 7070 E Carson Street | Long Beach | CA | 90808 | 951690969 | 501(c)(3) | $11,250 | $0 | Misc Program; General Support |
| Childrens Dental Foundation | ||||||||
| 455 E Columbia Street 32 | Long Beach | CA | 90806 | 952111124 | 501(c)(3) | $11,011 | $0 | Peds Dental Care, General Support |
| Comprehensive Child Dev Inc | ||||||||
| 2545 Pacific Ave | Long Beach | CA | 90806 | 330061885 | 501(c)(3) | $6,510 | $0 | General support |
| CSULB 49ER Foundation | ||||||||
| 6300 State University Dr332 | Long Beach | CA | 90815 | 452163910 | 501(c)(3) | $11,545 | $0 | I Declare Campaign; Misc Program |
| Forest Home Foundation | ||||||||
| 700 E Redlands Blvd 2320 | Redlands | CA | 92373 | 205494396 | 501(c)(3) | $10,000 | $0 | General Support |
| Girl Scouts of Greater LA | ||||||||
| 801 S Grand Ave 300 | Los Angeles | CA | 90017 | 951644033 | 501(c)(3) | $11,000 | $0 | Summer Campership Program |
| Jordan High Shcool ASB | ||||||||
| 6500 Atlantic Avenue | Long Beach | CA | 90805 | 501(c)(3) | $10,200 | $0 | Ace Academy | |
| LB City College FND | ||||||||
| 4901 E Carson Suite B 12 | Long Beach | CA | 90808 | 953297459 | 501(c)(3) | $13,650 | $0 | Misc Program, General support |
| LB Depot for Creative Reuse | ||||||||
| 320 Elm Avenue | Long Beach | CA | 90802 | 263966214 | 501(c)(3) | $23,500 | $0 | Program support for Friend Fest |
| Leadership Long Beach Inc | ||||||||
| 743 Atlantic Avenue | Long Beach | CA | 90807 | 330361041 | 501(c)(3) | $9,300 | $0 | Youth Leadership Program |
| Long Beach Century Club | ||||||||
| PO Box 3969 | Long Beach | CA | 90803 | 330103795 | 501(c)(3) | $6,763 | $0 | General Support |
| Long Beach City College | ||||||||
| 4901 E Carson Street | Long Beach | CA | 90808 | 5019c)(3) | $20,000 | $0 | General support | |
| Long Beach Day Nursery | ||||||||
| 1548 Chestnut Avenue | Long Beach | CA | 90813 | 511643333 | 501(c)(3) | $33,161 | $0 | General Support |
| Long Beach Museum of Art FND | ||||||||
| 2300 E Ocean Blvd | Long Beach | CA | 90803 | 952567271 | 501(c)(3) | $10,650 | $0 | General Support |
| Long Beach Public Library FND | ||||||||
| 101 Pacific Avenue | Long Beach | CA | 90822 | 330698704 | 501(c)(3) | $28,280 | $0 | General Support, Misc Program |
| Mariners Church | ||||||||
| 5001 Newport Coast Drive | Irvine | CA | 92603 | 952419940 | 501(c)(3) | $32,500 | $0 | General Support, Debt Deduction |
| Memorial Medical Center FND | ||||||||
| 2801 Atlantic Avenue | Long Beach | CA | 90806 | 956105984 | 501(c)(3) | $15,250 | $0 | Misc Program |
| Mountain Life Church | ||||||||
| 7375 Silver Creek Road | Park City | UT | 84098 | 870552060 | 501(c)(3) | $5,500 | $0 | Kenya and Haiti Mission, Gen Fund |
| New Directions Inc | ||||||||
| 11303 Wilshire Blvd VA Bldg | Los Angeles | CA | 90073 | 954242745 | 501(c)(3) | $75,000 | $0 | General Support |
| Parkcrest Christian Church | ||||||||
| 3936 Woodruf Avenue | Long Beach | CA | 90808 | 952283828 | 501(c)(3) | $17,500 | $0 | Misc programs; General Support |
| Pathways to Independence | ||||||||
| PO Box 43 | Los Alamitos | CA | 90720 | 330148082 | 501(c)(3) | $7,760 | $0 | Misc Program; General support |
| Precious Lamb Preschool Inc | ||||||||
| 2005 Palo Verde Ave PMB 301 | Long Beach | CA | 90815 | 954772800 | 501(c)(3) | $12,500 | $0 | General support |
| Rancho Los Alamitos FND | ||||||||
| 6400 E Bixby Hill Road | Long Beach | CA | 90815 | 330083942 | 501(c)(3) | $6,725 | $0 | General Support; Misc Program |
| Rancho Los Cerritos FND | ||||||||
| 4600 Virginia Road | Long Beach | CA | 90807 | 330618231 | 501(c)(3) | $26,500 | $0 | General Support |
| Ronald McDonald House So CA | ||||||||
| 500 27th Street | Long Beach | CA | 90806 | 953167869 | 501(c)(3) | $37,800 | $0 | Gavin Herbert Eye Institute |
| Scripps College | ||||||||
| 1030 Columbia Avenue | Claremont | CA | 91711 | 951664123 | 501(c)(3) | $20,650 | $0 | General support, Misc Program |
| Shaohannahs Hope Inc | ||||||||
| PO Box 647 | Franklin | TN | 37065 | 320011220 | 501(c)(3) | $30,000 | $0 | General Support, adoption grants |
| Special Olympics of So Calif | ||||||||
| 6730 E Carson Street | Long Beach | CA | 90808 | 954538450 | 501(c)(3) | $16,500 | $0 | Misc programs; General Support |
| Steel Magnolias | ||||||||
| 6216 E Pacific Coast Hwy352 | Long Beach | CA | 90803 | 320355983 | 501(c)(3) | $7,075 | $0 | Misc programs; General Support |
| Su Casa | ||||||||
| 3840 Woodruff Avenue 203 | Long Beach | CA | 90808 | 953495175 | 501(c)(3) | $6,510 | $0 | General Support |
| The Childrens Clinic | ||||||||
| 2790 Atlantic Avenue | Long Beach | CA | 90806 | 951643332 | 501(c)(3) | $10,011 | $0 | General Support; Charity Regatta |
| Trinity Lutheran Church | ||||||||
| 759 Linden Avenue | Long Beach | CA | 90813 | 951648205 | 501(c)(3) | $6,155 | $0 | General Support; General Fund |
| US Veterans Initiative | ||||||||
| 2001 River Avenue | Long Beach | CA | 90810 | 954382752 | 501(c)(3) | $75,000 | $0 | General support |
| Women Shelter of Long Beach | ||||||||
| PO box 32107 | Long Beach | CA | 90832 | 951644058 | 501(c)(3) | $6,511 | $0 | General Support |
| Woodrow Wilson Classical HS | ||||||||
| 4400 E 10th Street | Long Beach | CA | 90804 | 461074315 | 501(c)(3) | $5,100 | $0 | Alumni Golf Tournament, Graduation |
| World Help | ||||||||
| PO Box 248 | Bellflower | CA | 90707 | 541615454 | 501(c)(3) | $18,000 | $0 | General support, Kingdom Patners |
| YMCA of Greater Long Beach | ||||||||
| 3605 Long Beach Blvd 210 | Long Beach | CA | 90807 | 951643396 | 501(c)(3) | $38,275 | $0 | General Support, Campership |
| Young Horizons | ||||||||
| 501 Atlantic Avenue | Long Beach | CA | 90802 | 237049621 | 501(c)(3) | $6,511 | $0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 43 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | 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. THE FINAL REPORTS INCLUDE A SUMMARY OF THE ACCOMPLISHMENTS AND AN ACCOUNTING OF HOW THE GRANT MONEY WAS SPENT. MULTI-YEAR GRANT RECIPIENTS AREREQUIRED TO MAKE AN ANNUAL PROGRESS REPORT/PRESENTATION TO THE FOUNDATION'S FULL BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $710,873 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 EXECUTIVE 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.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 AGMTS = $17469 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBCF PROPERTIES FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 OCEANGATE AVE 800 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452979393 | EIN |
| Primary Activities | SUPPORT LONG BEACH COMMUNITY FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG BEACH COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |