2015-11-09T14:45:29-08:00 2014-12-31 ONISKO & SCHOLZ LLP 5000 E SPRING ST STE 200 LONG BEACH CA 908155215 990 2014-01-01 205054010 LONG BEACH COMMUNITY FOUNDATION LONG 5624359033 400 OCEANGATE AVE LONG BEACH CA 90802 Marcelle Epley President & CEO 2015-11-09 true Paul P Scholz CPA P00292985 5624203100 2014 2016-03-07 17:11:31Z 4736603 false false X HTTP://WWW.LONGBEACHCF.ORG X 2006 CA THE LONG BEACH COMMUNITY FOUNDATION USES ITS COMMUNITY KNOWLEDGE AND PHILANTHROPIC RESOURCES TO FUNCTION AS A LEADER FOR POSITIVE CHANGE. ITS ASSETS INCLUDE CHARITABLE FUNDS MANAGED AS AN ENDOWED POOL OF INVESTMENTS. EARNINGS ON INVESTED ASSETS ARE DISTRIBUTED AS GRANTS. 12 12 4 13 0 2949476 2147894 60713 68707 2107977 325593 426 7460 5118592 2549654 1151505 911686 0 186282 205557 0 63855 109232 121387 1447019 1238630 3671573 1311024 21996130 24843447 6296002 7299296 15700128 17544151 THE LONG BEACH COMMUNITY FOUNDATION INITIATES POSITIVE CHANGE FOR LONG BEACH THROUGHCHARITABLE GIVING, STEWARDSHIP AND STRATEGIC GRANTMAKING. false false 981694 911686 68707 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. 981694 true true false false false true false false false true true true false true true true false true false false false false false false false false false true false false false false false false false false false false false false false true false false false false true true false false false true 5 0 true 4 true false false false false false false false false 0 false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false CA X X X Marcelle Epley 5624359033 400 OCEANGATE 800 LONG BEACH CA 90802 Eleanor Aguilar Director 2.00 0.00 X 0 0 0 Bill Barnes Director 2.00 0.00 X 0 0 0 Blake Christian Vice Chair 2.00 0.00 X 0 0 0 Donita Joseph CFO 2.00 0.00 X X 0 0 0 Gary DeLong Director 2.00 0.00 X 0 0 0 Jane Netherton ChaiR 2.00 0.00 X X 0 0 0 Michelle Dobson Director 2.00 0.00 X 0 0 0 Donna Reckseen Secretary 2.00 0.00 X 0 0 0 Bob Foster Director 2.00 0.00 X 0 0 0 Bob Stemler Director 2.00 0.00 X 0 0 0 Gary VanArnam Director 2.00 0.00 X 0 0 0 Judith Vander Lans Chairman 2.00 0.00 X 0 0 0 JAMES WORSHAM Past President 40.00 0.00 X 59000 0 0 MARCELLE EPLEY President & CEO 40.00 0.00 X 57500 0 0 116500 0 false false false 0 2147894 710873 2147894 ADMINISTRATIVE FEES 561000 68707 68707 68707 278950 278950 0 0 0 2233592 2186949 46643 46643 46643 0 0 0 OTHER INCOME 900099 7460 7460 7460 2549654 68707 333053 911686 911686 0 0 0 116500 38445 50095 27960 0 73107 23177 30488 19442 0 0 15950 5184 6778 3988 0 6013 6013 16235 16235 0 0 30097 30097 22177 22177 9591 9591 1460 1460 0 0 0 1070 1070 0 7071 7071 0 0 194 194 10504 3082 5899 1523 Credit card and bank fees 4043 4043 EQUIPMENT REPAIRS AND MAINT 3798 3798 SUBSCRIPTIONS 2515 2515 Postage and Shipping 1940 1940 4679 120 3208 1351 1238630 981694 193081 63855 301787 449493 1002264 1264700 164786 258000 0 0 0 0 0 5506 0 7752 194 7558 0 18919133 21243573 0 0 1602654 1620123 21996130 24843447 1862 2250 6300 6287840 7297046 6296002 7299296 X 12822921 14389203 1834510 1825969 1042697 1328979 15700128 17544151 21996130 24843447 X 1311024 515530 17469 X false true X true false X 2613995 5020626 1550206 2949476 2147894 14282197 0 0 2613995 5020626 1550206 2949476 2147894 14282197 3465418 10816779 539614 -567666 214967 2107977 325593 2620485 0 0 16902682 0.63990 0.58230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 1636873 708035 11678570 true true 3160393 327118 196616 79877 41994 3562256 2697280 138027 440126 76682 38358 3160393 2461011 136601 208819 70740 38411 2697280 2200379 390290 -67575 22970 39113 2461011 1603813 550251 142522 75589 20618 2200379 0.56000 0.37000 0.07000 true false false 7752 194 7558 7558 21243573 BENEFICIAL INTRST IN SPLIT INTRST AGMTS 1620123 1620123 RESERVE FOR AGENCY FUNDS 7297046 7297046 X 3090188 515530 15780 17469 548779 2541409 8245 8245 2549654 1246165 15780 15780 1230385 8245 8245 1238630 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 true Aquarium of the Pacific 320 Golden Shore 150 Long Beach CA 90802 330532354 501(c)(3) 25500 0 Misc programs; General Support Boy Scouts of America 401 E 37th Street Long Beach CA 90807 951643981 501(c)(3) 11000 0 Summer Campership Program Boys and Girls Clubx of LB 3635 Long Beach Blvd Long Beach CA 90807 951643977 501(c)(3) 22705 0 Misc programs; General Support CA conf for Equality &Justice 444 Ocean blvd suite 940 Long Beach CA 90802 542178438 501(c)(3) 6322 0 Misc Program; General Support CA State University FND 1250 Bellflower Bld CBA 325 Long Beach CA 90840 956123757 501(c)(3) 6000 0 Scholarship Fund Camp Fire USA 7070 E Carson Street Long Beach CA 90808 951690969 501(c)(3) 11250 0 Misc Program; General Support Childrens Dental Foundation 455 E Columbia Street 32 Long Beach CA 90806 952111124 501(c)(3) 11011 0 Peds Dental Care, General Support Comprehensive Child Dev Inc 2545 Pacific Ave Long Beach CA 90806 330061885 501(c)(3) 6510 0 General support CSULB 49ER Foundation 6300 State University Dr332 Long Beach CA 90815 452163910 501(c)(3) 11545 0 I Declare Campaign; Misc Program Forest Home Foundation 700 E Redlands Blvd 2320 Redlands CA 92373 205494396 501(c)(3) 10000 0 General Support Girl Scouts of Greater LA 801 S Grand Ave 300 Los Angeles CA 90017 951644033 501(c)(3) 11000 0 Summer Campership Program Jordan High Shcool ASB 6500 Atlantic Avenue Long Beach CA 90805 501(c)(3) 10200 0 Ace Academy LB City College FND 4901 E Carson Suite B 12 Long Beach CA 90808 953297459 501(c)(3) 13650 0 Misc Program, General support LB Depot for Creative Reuse 320 Elm Avenue Long Beach CA 90802 263966214 501(c)(3) 23500 0 Program support for Friend Fest Leadership Long Beach Inc 743 Atlantic Avenue Long Beach CA 90807 330361041 501(c)(3) 9300 0 Youth Leadership Program Long Beach Century Club PO Box 3969 Long Beach CA 90803 330103795 501(c)(3) 6763 0 General Support Long Beach City College 4901 E Carson Street Long Beach CA 90808 5019c)(3) 20000 0 General support Long Beach Day Nursery 1548 Chestnut Avenue Long Beach CA 90813 511643333 501(c)(3) 33161 0 General Support Long Beach Museum of Art FND 2300 E Ocean Blvd Long Beach CA 90803 952567271 501(c)(3) 10650 0 General Support Long Beach Public Library FND 101 Pacific Avenue Long Beach CA 90822 330698704 501(c)(3) 28280 0 General Support, Misc Program Mariners Church 5001 Newport Coast Drive Irvine CA 92603 952419940 501(c)(3) 32500 0 General Support, Debt Deduction Memorial Medical Center FND 2801 Atlantic Avenue Long Beach CA 90806 956105984 501(c)(3) 15250 0 Misc Program Mountain Life Church 7375 Silver Creek Road Park City UT 84098 870552060 501(c)(3) 5500 0 Kenya and Haiti Mission, Gen Fund New Directions Inc 11303 Wilshire Blvd VA Bldg Los Angeles CA 90073 954242745 501(c)(3) 75000 0 General Support Parkcrest Christian Church 3936 Woodruf Avenue Long Beach CA 90808 952283828 501(c)(3) 17500 0 Misc programs; General Support Pathways to Independence PO Box 43 Los Alamitos CA 90720 330148082 501(c)(3) 7760 0 Misc Program; General support Precious Lamb Preschool Inc 2005 Palo Verde Ave PMB 301 Long Beach CA 90815 954772800 501(c)(3) 12500 0 General support Rancho Los Alamitos FND 6400 E Bixby Hill Road Long Beach CA 90815 330083942 501(c)(3) 6725 0 General Support; Misc Program Rancho Los Cerritos FND 4600 Virginia Road Long Beach CA 90807 330618231 501(c)(3) 26500 0 General Support Ronald McDonald House So CA 500 27th Street Long Beach CA 90806 953167869 501(c)(3) 37800 0 Gavin Herbert Eye Institute Scripps College 1030 Columbia Avenue Claremont CA 91711 951664123 501(c)(3) 20650 0 General support, Misc Program Shaohannahs Hope Inc PO Box 647 Franklin TN 37065 320011220 501(c)(3) 30000 0 General Support, adoption grants Special Olympics of So Calif 6730 E Carson Street Long Beach CA 90808 954538450 501(c)(3) 16500 0 Misc programs; General Support Steel Magnolias 6216 E Pacific Coast Hwy352 Long Beach CA 90803 320355983 501(c)(3) 7075 0 Misc programs; General Support Su Casa 3840 Woodruff Avenue 203 Long Beach CA 90808 953495175 501(c)(3) 6510 0 General Support The Childrens Clinic 2790 Atlantic Avenue Long Beach CA 90806 951643332 501(c)(3) 10011 0 General Support; Charity Regatta Trinity Lutheran Church 759 Linden Avenue Long Beach CA 90813 951648205 501(c)(3) 6155 0 General Support; General Fund US Veterans Initiative 2001 River Avenue Long Beach CA 90810 954382752 501(c)(3) 75000 0 General support Women Shelter of Long Beach PO box 32107 Long Beach CA 90832 951644058 501(c)(3) 6511 0 General Support Woodrow Wilson Classical HS 4400 E 10th Street Long Beach CA 90804 461074315 501(c)(3) 5100 0 Alumni Golf Tournament, Graduation World Help PO Box 248 Bellflower CA 90707 541615454 501(c)(3) 18000 0 General support, Kingdom Patners YMCA of Greater Long Beach 3605 Long Beach Blvd 210 Long Beach CA 90807 951643396 501(c)(3) 38275 0 General Support, Campership Young Horizons 501 Atlantic Avenue Long Beach CA 90802 237049621 501(c)(3) 6511 0 General Support 43 0 Grantmaker's Description of How Grants are Used RECIPIENTS OF GRANTS $20,000 OR LESS SIGN AND RETURN A "GRANT CHECK RECEIPT ACKNOWLEDGEMENT" WHICH OUTLINES THE PURPOSE OF THE GRANT. THE RECIPIENTS' SIGNATURE SIGNIFIES THAT THEY AGREE TO USE THE FUNDS FOR THE SPECIFIED PURPOSE, AND THEY UNDERSTAND THAT ANY OTHER USE OF THE FUNDS REQUIRES PRIOR AUTHORIZATION. THE RECIPIENTS ARE ASKED TO SUBMIT A SUMMARY REPORT TO LBCF UPON COMPLETION OF THE GRANT PERIOD.RECIPIENTS OF GRANTS GREATER THAN $20,000 SIGN A "GRANT AGREEMENT" OUTLINING THE STIPULATIONS OF THE GRANT, PAYMENT SCHEDULE, AND THE REPORTING REQUIREMENTS. A FINAL REPORT IS REQUIRED OF ALL GRANT RECIPIENTS, AND MID-TERM REPORTS MAY BE REQUIRED FOR LARGER GRANTS. 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. X 16 710873 FAIR MARKET VALUE false true false Form 990, Part VI, Line 11b: Form 990 Review Process A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE PRESIDENT/CEO AND THE 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 LBCF PROPERTIES FOUNDATION 400 OCEANGATE AVE 800 LONG BEACH CA 90802 452979393 SUPPORT LONG BEACH COMMUNITY FOUNDATION CA 501(C)(3) 11A I LONG BEACH COMMUNITY FOUNDATION true false false false false false false false false false false false false false false false false false false false