2017-08-14T10:36:03-07:00 2016-12-31 ONISKO & SCHOLZ LLP 5000 E SPRING ST STE 200 LONG BEACH CA 908155215 990 2016-01-01 205054010 LONG BEACH COMMUNITY FOUNDATION LONG 5624359033 400 OCEANGATE AVE LONG BEACH CA 90802 Marcelle Epley President & CEO 2017-08-14 true Cynthia D Schoelen CPA P00073604 5624203100 2016 2021-01-29 14:40:06Z 6216496 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. 13 13 3 40 0 3382198 1552509 75640 84563 335515 437919 2893 9977 3796246 2084968 2026880 1377026 0 253375 249496 0 107622 122978 156079 2403233 1782601 1393013 302367 26705048 28321972 8093479 8692320 18611569 19629652 THE LONG BEACH COMMUNITY FOUNDATION INITIATES POSITIVE CHANGE FOR LONG BEACH THROUGHCHARITABLE GIVING, STEWARDSHIP AND STRATEGIC GRANTMAKING. false false 1455621 1377026 84563 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. 1455621 true true false false false true false false false true true true false false true true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false false true true false false false true 7 0 true 3 true false false false false false false false false 0 false false false false false false false false false false X 13 13 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 Donita Joseph CFO 2.00 1.00 X X 0 0 0 Annette Kashiwabara Director 2.00 0.00 X 0 0 0 RANDAL HERNANDEZ Secretary 2.00 1.00 X X 0 0 0 Blake Christian Director 2.00 0.00 X 0 0 0 STEVE KEESAL Director 2.00 0.00 X 0 0 0 Gary DeLong VICE CHAIR 2.00 1.00 X X 0 0 0 Jane Netherton Chairman 2.00 1.00 X X 0 0 0 Michele Dobson Director 2.00 0.00 X 0 0 0 FRANK NEWELL Director 2.00 0.00 X 0 0 0 Bob Foster Director 2.00 0.00 X 0 0 0 Bob Stemler Director 2.00 0.00 X 0 0 0 Judith Vander Lans Director 2.00 0.00 X 0 0 0 Judy Ross Director 2.00 0.00 X 0 0 0 MARCELLE EPLEY President & CEO 40.00 1.00 X 113300 0 0 113300 1 false false false 0 1552509 749982 1552509 ADMINISTRATIVE FEES 561000 84563 84563 84563 384498 384498 0 0 0 3302966 881983 3196427 935101 106539 -53118 53421 -53118 106539 0 0 0 OTHER INCOME 900099 9977 9977 9977 2084968 41422 491037 1377026 1377026 0 0 0 113300 19261 94039 0 115915 32426 12257 71232 0 0 20281 5070 10141 5070 0 1105 1105 20885 20885 0 0 21820 21820 20000 20000 23097 23097 2911 2911 359 54 269 36 0 15780 15780 802 802 0 2328 1444 303 581 0 0 1886 1886 3612 3612 EVENT EXPENSE 17332 17332 EQUIPMENT REPAIRS AND MAINT 7662 7662 SUBSCRIPTIONS 4043 970 1941 1132 Postage and Shipping 2944 2944 9513 2038 3945 3530 1782601 1455621 219358 107622 367838 358348 1333226 1509888 0 0 0 0 0 0 0 12752 2855 922859 9897 0 23395905 25717301 0 0 685220 726538 26705048 28321972 5946 4004 6000 8087533 8682316 8093479 8692320 X 15162933 15983759 804507 953877 2644129 2692016 18611569 19629652 26705048 28321972 X 302367 674398 41318 X false true X true false X 1550206 2949476 2147894 3382198 1552509 11582283 0 0 1550206 2949476 2147894 3382198 1552509 11582283 3605960 7976323 214967 2107977 325593 335515 491037 3475089 0 0 15057372 0.52970 0.65600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50 1191642 1064384 12457688 true true 4744579 100514 364270 141179 66283 5001901 3562256 1361613 9745 142547 46488 4744579 3160393 327118 196616 79877 41994 3562256 2697280 138027 440126 76682 38358 3160393 2461011 136601 208819 70740 38411 2697280 0.41000 0.54000 0.05000 true false false 12752 2855 9897 9897 25717301 RESERVE FOR AGENCY FUNDS 8682316 8682316 X 2804445 674398 15780 41318 731496 2072949 12019 12019 2084968 1786362 15780 15780 1770582 12019 12019 1782601 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, 2016 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 $41318 true Algalita Marine ResearchEdu 148 N MARINA DRIVE LONG BEACH CA 90803 330657882 10750 0 Ship To Shore Collaboration Grant Aquarium of the Pacific 320 Golden Shore 150 Long Beach CA 90802 330532354 25000 0 President's Forum Boy Scouts of America 401 E 37th Street Long Beach CA 90807 951643981 13900 0 Summer Campership Program Boys and Girls Clubs of LB 3635 Long Beach Blvd Long Beach CA 90807 951643977 23362 0 Misc programs; General Support California Conference for Equ 3711 LONG BEACH BLVD STE 1017 LONG BEACH CA 90807 542178438 14624 0 General Support California Walks 1904 FRANKLIN ST STE 709 OAKLAND CA 94612 810618523 8000 0 Perds Count Conference Camp Fire USA 7070 E Carson Street Long Beach CA 90808 951690969 16150 0 Misc Program; General Support Centro De Salud De San Ysidro 1275 30th Street 2nd Floor SAN DIEGO CA 92154 952801772 15000 0 SYHC Vital Health Services for Chil Children Today 2951 Long Beach Blvd Long Beach CA 90806 954635295 13000 0 General Support, EcoHouse City Fabrick 425 East 4th Street Ste E Long Beach CA 90802 451130362 37000 0 Community Design Fellowship City of Long Beach PO Box 630 Long Beach CA 90842 956000733 60000 0 Citymart Partnership Community Hospital of LB FDN 1720 TERMINO AVE LONG BEACH CA 90804 952785554 6500 0 Year End, Emergency Room Campaign CSULB 49ER Foundation 6300 State University Dr332 Long Beach CA 90815 452163910 82269 0 General support Forest Home Foundation 700 E Redlands Blvd 232U Redlands CA 92373 205494396 97500 0 General Support, Dream Big Campaign Girl Scouts of Greater LA 801 S Grand Ave 300 Los Angeles CA 90017 951644033 13900 0 Summer Campership Program LB Rotary Charitable FDN 1119 QUEENS HWY STE 103 LONG BEACH CA 90802 330480906 18000 0 Reading By 9, Centenniel Fund Life Training Institute PO Boc 6381 COLORADO SPRING CO 80934 841209276 7200 0 General Support, Goodwill Grant Long Beach Century Club PO Box 3969 Long Beach CA 90803 330103795 8702 0 General Support Long Beach City College FDN 4901 E CARSON STE 150 LONG BEACH CA 90808 953297459 12450 0 General Support Long Beach Day Nursery 1548 Chestnut Avenue Long Beach CA 90813 951643333 21750 0 General Support Long Beach Local 2076 EUCALYPTUS AVE LONG BEACH CA 90806 273642198 6000 0 Cool California Childrens Garden Long Beach Museum of Art FND 2300 E Ocean Blvd Long Beach CA 90803 952567271 8600 0 General Support Long Beach Opera 507 Pacific Ave Long Beach CA 90802 953387074 22500 0 General Support Long Beach Public Library FND 101 Pacific Avenue Long Beach CA 90822 330698704 23690 0 General Support Long Beach Symphony Associati 555 E Ocean Blvd Long Beach CA 90802 956004958 12000 0 Medallion Sociery, Misc Programs Mariners Chruch 5001 NEWPORT COAST DRIVE IRVINE CA 92603 952419940 10000 0 Step In Campaign Meals on Wheels of Long Beach PO Box 15688 LONG BEACH CA 90815 952829715 6250 0 General Support Memorial Medical Center FND 2801 Atlantic Avenue Long Beach CA 90801 956105984 7590 0 General Support Mission India PO Box 141312 Grand Rapids MI 49514 382944724 25000 0 Misc programs; General Support Mountain Life Church 7375 SILVER CREED ROAD PARK CITY ROAD UT 84098 870552060 6000 0 General Support Coalville Summit New Directions Inc 11303 Wilshire Blvd VA Bldg Los Angeles CA 90073 954242745 75000 0 General Support Orange Catholic Foundation 13280 CHAPMAN AVENUE GARDEN GROVE CA 92840 330934571 6500 0 Christ Forever Capital Campaign Partners of Parks 2760 N STUDEBAKER ROAD LONG BEACH CA 90815 330104238 5100 0 General Support Peninsula Seniors 30928 HAWTHORNE BLVD RANCHO PV CA 90275 953723540 20000 0 Capital Campaign Precious Lamb Preschool Inc 2005 Palo Verde Ave PMB 301 Long Beach CA 90815 954772800 6500 0 General support Public Corp for the Arts LB 350 ELM AVENUE LONG BEACH CA 90802 953038398 33500 0 Workshop at MADE, Goodwill Grant Rancho Los Cerritos FND 4600 N Virginia Road Long Beach CA 90807 330618231 31750 0 General Support Ronal McDonald House of Chrty 500 E 27th Street LONG BEACH CA 90806 953167869 17500 0 General Support, A Few Good Men Scripps College 1030 Columbia Avenue Claremont CA 91711 951664123 15000 0 General support, Misc Program SeaCoast Grace Church 5100 Cerritos Ave CYPRESS CA 90630 953664130 21000 0 General Support South Coast Botanic Garden FD 26300 Crenshaw Blvd Palos Verdes CA 92649 956062220 35000 0 In Memory of Janet Dion, Golf Cart St Bonaventure Catholic CHRH 16400 SPRINDALE STREET HUNTINGTON BEAC CA 92649 530196617 10000 0 Building Fund, Annual Giving Camp St Anthony High School 620 OLIVE AVENUE LONG BEACH CA 90802 530196617 18100 0 Saint's Run, air conditioning St John Bosco High School 13640 BELLFLOWER BLVD BELLFLOWER CA 90706 951831113 14750 0 annual fund, football program Trinity Lutheran Church 759 Linden Avenue Long Beach CA 90813 951648205 6000 0 General Support; SCIC US Veterans Initiative 2001 River Avenue Long Beach CA 90810 954382752 75000 0 General support We Are The Next 1205 PINE AVENUE UNIT 202 LONG BEACH CA 90813 471462632 17000 0 Proud of Where You Came From Wilson High School 4400 East 10th Street LONG BEACH CA 90804 956001886 6000 0 Boys and Girls Golf Team World Help PO Box 248 Bellflower CA 90707 541615454 11000 0 General support, Cause Life YMCA of Greater Long Beach 3605 Long Beach Blvd 210 Long Beach CA 90807 951643396 66175 0 General Support, Campership 26 24 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 7 749982 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 AUDIT COMMITTEE, WHO REVIEW AND APPROVE THE DRAFT ON BEHALF OF THE FULL BOARD. IN ADDITION, BEFORE THE DRAFT OF THE RETURN IS APPROVED AND THE FINAL VERSION IS PREPARED FOR FILING, THE PRESIDENT/CEO PROVIDES EACH BOARD MEMBER A DRAFT COPY OF THE RETURN FOR THEIR REVIEW. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EACH MEMBER OF THE BOARD ANNUALLY FILLS OUT A CONFLICT OF INTEREST STATEMENT. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE EXECUTIVE COMMITTEE CONDUCTS A FORMAL EVALUATION OF THE PRESIDENT/CEO ONCE A YEAR IN WHICH IT DETERMINES THE PRESIDENT/CEO'S COMPENSATION FOR THE ENSUING YEAR.TO HELP DETERMINE THE PRESIDENT/CEO'S COMPENSATION, THE EXECUTIVE COMMITTEE SEEKS OUT INFORMATION COMPILED BY INDEPENDENT CONSULTANTS WHO SPECIALIZE IN GATHERING COMPENSATION DATA ON NON-PROFIT ORGANIZATIONS AND FOUNDATIONS TO DETERMINE ANAPPROPRIATE COMPENSATION RANGE FOR THE PRESIDENT/CEO GIVEN THE SIZE OF THEFOUNDATION, COMPLEXITY OF THE ORGANIZATION, BREADTH OF RESPONSIBILITIES, ETC.IN AN EXECUTIVE SESSION, THE EXECUTIVE COMMITTEE WILL THEN PROPOSE A COMPENSATION PACKAGE FOR THE PRESIDENT/CEO, WHICH IS SUBMITTED TO THE FULL BOARD FOR ITS CONSIDERATION AT THE NEXT BOARD MEETING. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE EXECUTIVE BOARD REVIEWS TOP MANAGEMENT SALARIES AND MAKES RECOMMENDATIONS TO THEFULL BOARD FOR ITS APPROVAL. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLEIN RESPONSE TO A WRITTEN REQUEST AND ON THE ORGANIZATION'S WEBSITE.THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'SWEBSITE, ON OTHER WEBSITES, AND UPON WRITTEN REQUEST. Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS = $41318 LBCF PROPERTIES FOUNDATION 400 OCEANGATE AVE 800 LONG BEACH CA 90802 452979393 SUPPORT LONG BEACH COMMUNITY FOUNDATION CA 501(C)(3) 12A I LONG BEACH COMMUNITY FOUNDATION true false false false false false false false false false false false false false false false false false false false