2016-07-15T12:14:51-07:00 2013-12-31 ONISKO & SCHOLZ LLP 5000 E SPRING ST STE 200 LONG BEACH CA 908155215 990 2013-01-01 205054010 LONG BEACH COMMUNITY FOUNDATION LONG 5624359033 400 OCEANGATE AVE LONG BEACH CA 90802 Marcelle Epley President & CEO 2016-07-15 true Paul P Scholz CPA P00292985 5624203100 2013 2016-09-27 15:27:22Z X Marcelle Epley 15582180 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 3 12 0 1550206 2949476 146531 60713 260350 2107977 426 1957087 5118592 842489 1151505 0 223120 186282 0 62826 237820 109232 1303429 1447019 653658 3671573 17891218 21996130 5755355 6296002 12135863 15700128 THE LONG BEACH COMMUNITY FOUNDATION INITIATES POSITIVE CHANGE FOR LONG BEACH THROUGHCHARITABLE GIVING, STEWARDSHIP AND STRATEGIC GRANTMAKING. false false 1218514 1151505 60713 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. 1218514 true true false false false true false false false true false 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 3 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 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 Director 2.00 0.00 X 0 0 0 Donita Joseph CFO 2.00 0.00 X X 0 0 0 Kevin McGuan VICE CHAIR 2.00 0.00 X X 0 0 0 Jane Netherton ChaiR 2.00 0.00 X X 0 0 0 Alex Norman Director 2.00 0.00 X 0 0 0 Donna Reckseen Secretary 2.00 0.00 X 0 0 0 Jean Bixby Smith 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 President & CEO 40.00 0.00 X 48000 0 0 48000 0 false false false 0 2949476 892925 2949476 ADMINISTRATIVE FEES 561000 60713 60713 60713 185655 185655 0 0 0 12385910 10463588 1922322 1922322 1922322 0 0 0 OTHER INCOME 900099 426 426 426 5118592 60713 2108403 1151505 1151505 0 0 0 48000 15600 20400 12000 0 123837 40247 52631 30959 0 0 14445 4695 6139 3611 0 1615 1615 13000 13000 0 0 23983 23983 25495 25000 495 9218 9218 2954 2954 0 0 0 918 220 441 257 0 7042 7042 0 0 0 9694 2848 5441 1405 EVENT EXPENSE 4320 1037 2074 1209 SUBSCRIPTIONS 1940 466 931 543 EQUIPMENT REPAIRS AND MAINT 1633 392 784 457 Printing and Publications 1462 102 205 1155 5958 1402 3039 1517 1447019 1218514 165679 62826 1283883 301787 1002264 164786 0 0 0 0 0 3156 5506 0 0 15329564 18919133 0 0 1274615 1602654 17891218 21996130 4053 1862 163793 6300 5587509 6287840 5755355 6296002 X 9774796 12822921 1387089 1834510 973978 1042697 12135863 15700128 17891218 21996130 X 3671573 -435347 328039 X false true X true false X 2065871 2613995 5020626 1550206 2949476 14200174 0 0 2065871 2613995 5020626 1550206 2949476 14200174 4180238 10019936 712414 539614 -567666 214967 2107977 3007306 0 0 17207480 0.58230 0.68050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29 2680260 1004135 10323957 true true 2697280 138027 440126 76682 38358 3160393 2461011 136601 208819 70740 38411 2697280 2200379 390290 -67575 22970 39113 2461011 1603813 550251 142522 75589 20618 2200379 987085 426799 246920 37560 19431 1603813 true false false 18919133 BENEFICIAL INTRST IN SPLIT INTRST AGMTS 1602654 BEQUEST RECEIVABLE 1602654 RESERVE FOR AGENCY FUNDS 6287840 6287840 X 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, 2013 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. true Algalita Marine Research FND 148 N Marina Drive Long Beach CA 90803 330657882 501(c)(3) 10000 0 Liaison; Plastic Ocean Pollution Aquarium of the Pacific 320 Golden Shore 150 Long Beach CA 90802 330532354 501(c)(3) 16500 0 Misc programs; General Support Boy Scouts of America 401 E 37th Street Long Beach CA 90807 951643981 501(c)(3) 11500 0 Press Telegram Send a Kid to Camp Boys and Girls Clubs LB 3635 Long Beach Blvd Long Beach CA 90807 951643977 501(c)(3) 15607 0 Misc programs; General Support Camp Fire USA 7070 E Carson Street Long Beach CA 90808 951690969 501(c)(3) 22000 0 Misc programs; General Support CSULB 49ER Foundation 1250 Bellflower Blvd Suite B Long Beach CA 90840 452163910 501(c)(3) 27500 0 49er Athletic Club; College of HHS Fisher House Southern CA Inc 400 W Ocean Blvd Unit 2403 Long Beach CA 90802 461815286 501(c)(3) 201000 0 Fisher House; General Support Focus on the Family 8605 Explorer Drive Colorado Spring CO 80920 953188150 501(c)(3) 10000 0 General Support Forest Home Foundation 700 E Redlands Blvd Ste 232U Redlands CA 92373 205494396 501(c)(3) 14500 0 General Support Forgotten Children Inc 16731 Marie Lane Huntington Beac CA 92647 743200194 501(c)(3) 10000 0 Gems Uncovered Girl Scouts of Greater LA 4040 Bellflower Blvd Long Beach CA 90808 951644033 501(c)(3) 11500 0 Press Telegram Send a Kid to Camp LB Community Services Dev 3012 Long Beach Blvd Long Beach CA 90807 953401090 501(c)(3) 26000 0 LB in Action and PADNET Programs LB Public Library Foundation 101 Pacific Avenue Long Beach CA 90822 330698704 501(c)(3) 58610 0 Misc programs; General Support Long Beach BLAST 737 Pine Avenue Suite 201 Long Beach CA 90813 330967215 501(c)(3) 25800 0 Misc programs; General Support Long Beach City College Fdn 4901 E Carson Suite B12 Long Beach CA 90808 953297459 501(c)(3) 14250 0 Misc programs; General Support Long Beach Day Nursery 1548 Chestnut Avenue Long Beach CA 90813 951643333 501(c)(3) 21000 0 Misc programs; General Support Long Beach Local 2076 Eucalyptus Avenue Long Beach CA 90806 273642198 501(c)(3) 5200 0 Farm Supplies Long Beach Museum of Art FND 2300 E Ocean Blvd Long Beach CA 90803 952567271 501(c)(3) 10100 0 General Support; Milbanks Circle Long Beach Nonprofit Prtnrshp 4900 E Conant Street Long Beach CA 90808 330842943 501(c)(3) 25250 0 Misc programs; General Support Long Beach Rescue Mission PO Box 1969 Long Beach CA 90801 952741506 501(c)(3) 5550 0 General Support; Christmas Store Mariners Church 5001 Newport Coast Drive Irvine CA 92603 952419940 501(c)(3) 22500 0 Capital Campaign; Misc Programs Memorial Medical Center Fdn 2801 Atlantic Ave PO Box 1428 Long Beach CA 90801 956105984 501(c)(3) 5120 0 Misc programs New Directions Inc 11303 Wilshire Blvd VA Bldg Los Angeles CA 90073 954242745 501(c)(3) 75000 0 General Support Pacific News Service 741 Atlantic Avenue Long Beach CA 90813 941709509 501(c)(3) 25000 0 Community News Website Parkcrest Christian Church LB 3936 Woodruff Avenue Long Beach CA 90808 952283828 501(c)(3) 17500 0 LB Plant; Vision 360 Rancho Los Cerritos FND 4600 Virginia Road Long Beach CA 90807 330618231 501(c)(3) 31750 0 General Support Ronald McDonald House SO CA 500 E 27th Street Long Beach CA 90806 953167869 501(c)(3) 27000 0 General Support Scripps College 1030 Columbia Avenue Claremont CA 91711 951664123 501(c)(3) 20000 0 Annual Fund Steel Magnolias PO Box 352 Long Beach CA 90801 320355983 501(c)(3) 6800 0 Misc programs; General Support Temple Israel of Long Beach 269 Loma Avenue Long Beach CA 90803 951684093 501(c)(3) 43000 0 Capital Campaign; General Support UCI Foundation 101 Academy Way Irvine CA 92617 952540117 501(c)(3) 70000 0 Gavin Herbert Eye Institute Un Mundo de Amigos Preschool 1480 Long Beach Boulevard Long Beach CA 90813 900670174 501(c)(3) 9300 0 Parenting Classes US Veterans Initiative 2001 River Avenue Long Beach CA 90810 954382752 501(c)(3) 75000 0 General Support Valley Christian School Sys 10818 Artesia Blvd Cerritos CA 90703 951803684 501(c)(3) 6800 0 General Support; Lacrosse Club World Help Kingdom Partners PO Box 248 Bellflower CA 90707 541615454 501(c)(3) 9800 0 General Support YMCA of Greater Long Beach 3605 Long Beach Blvd Ste 210 Long Beach CA 90807 951643396 501(c)(3) 37950 0 Misc programs; General Support 36 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 11 864165 FAIR MARKET VALUE X 3 28760 FAIR MARKET VALUE false true false Form 990, Part VI, Line 11b: Form 990 Review Process A DRAFT COPY OF THE FORM 990 RETURN 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.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 = $328039 Amended Explanation In the original filing, Part V, question 9 was inadvertently not answered. 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