2026-04-03T13:06:06-05:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 956070198 LONG BEACH ROTARY SCHOLARSHIP FOUNDATION LONG 5629994718 1126 QUEENS HIGHWAY SYLVANNIA ROOM LONG BEACH CA 90802 LETTY TOTAH CFO 5629994718 2026-03-30 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2026-03-30 2024 2025-03-06 01:10:19Z LAURENCE JACKSON 1126 QUEENS HIGHWAY SYLVANNIA ROOM LONG BEACH CA 90802 1950624 0 X WWW.LBRSF.ORG X 1963 CA PROVIDE SCHOLARSHIP AWARDS TO COLLEGE STUDENTS. 19 19 1 19 0 0 208859 200299 0 0 739573 554723 162177 209056 1110609 964078 433099 444950 0 0 74046 86750 0 0 0 145715 220224 652860 751924 457749 212154 13352066 14421682 17980 142289 13334086 14279393 TO PROVIDE FINANCIAL ASSISTANCE FOR ACHIEVING STUDENTS WHO MEET ELIGIBILITY REQUIREMENTS AND ATTEND LONG BEACH CITY COLLEGE OR CALIFORNIA STATE UNIVERSITY LONG BEACH. 0 0 444950 444950 THE FOUNDATION PROVIDES FUNDS FOR SCHOLARSHIPS AND GRANTS-IN-AID TO STUDENTS ENROLLED IN A COURSE OF EDUCATION AT CALIFORNIA STATE UNIVERSITY, LONG BEACH AND LONG BEACH CITY COLLEGE. 444950 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SILVIA TOTAH 5629994718 1126 QUEENS HIGHWAY SYLVANNIA ROOM LONG BEACH CA 90802 CAM KILLINGSWORTH CHAIR 2.00 X X 0 0 0 JEFFREY WIMBISH VICE CHAIR 2.00 X X 0 0 0 LARRY JACKSON CFO 2.00 X X 0 0 0 JEAN SMITH SECRETARY 2.00 X X 0 0 0 CRAIG CROSS BOARD MEMBER 2.00 X 0 0 0 CRAIG DOUGHERTY BOARD MEMBER 2.00 X 0 0 0 DON COCHRAN BOARD MEMBER 2.00 X 0 0 0 FRANK NEWELL BOARD MEMBER 2.00 X 0 0 0 VIRGINIA BAXTER BOARD MEMBER 2.00 X 0 0 0 MARCELLE EPLEY BOARD MEMBER 2.00 X 0 0 0 LANCE KENYON BOARD MEMBER 2.00 X 0 0 0 ROBYN GORDON-PETERSON BOARD MEMBER 2.00 X 0 0 0 SUNY LAY CHANG BOARD MEMBER 2.00 X 0 0 0 SUMER TEMPLE BOARD MEMBER 2.00 X 0 0 0 ANTHONY GALES BOARD MEMBER 2.00 X 0 0 0 SCOTT APEL BOARD MEMBER/CSULB REPRESENTATIVE 2.00 X 0 0 0 YVONNE GUTIERREZ-SANDOVAL BOARD MEMBER/LBCC REPRESENTATIVE 2.00 X 0 0 0 VALI DEVRIES BOARD MEMBER 2.00 X 0 0 0 DON RODRIGUEZ BOARD MEMBER 2.00 X 0 0 0 SILVIA L TOTAH EXECUTIVE DIRECTOR 15.00 X 74986 0 3968 74986 0 3968 0 0 0 0 0 200299 38143 200299 447850 447850 242739 33683 209056 209056 209056 1059736 952863 106873 106873 106873 964078 0 0 763779 444950 444950 78954 78954 1538 1538 6258 6258 77129 77129 32508 32508 66844 66844 2152 2152 500 500 14408 14408 360 360 754 754 8154 8154 EVENT EXPENSE 15661 15661 INTERN 1754 1754 751924 444950 306974 0 11893 13697 911604 849968 17978 27540 1143727 846635 323145 297092 12087446 13233385 13352066 14421682 4300 8315 0 100000 13680 33974 17980 142289 X 12264790 12935592 1069296 1343801 13334086 14279393 13352066 14421682 212154 733153 0 X 0 1 X 1 0 X X 2 LONG BEACH STATE FOUNDATION 452163910 7 1 327250 0 LONG BEACH CITY COLLEGE FOUNDATION 953297459 7 1 117700 0 2 444950 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: THE LONG BEACH ROTARY SCHOLARSHIP FOUNDATION PROVIDES FUNDS FOR SCHOLARSHIPS AND GRANTS-IN-AID TO STUDENTS ENROLLED IN A COURSE OF EDUCATION AT CALIFORNIA STATE UNIVERSITY, LONG BEACH AND LONG BEACH CITY COLLEGE. THESE GRANTS-IN-AID QUALIFY AS PAYMENTS THAT DIRECTLY FURTHER THE EXEMPT PURPOSE OF BOTH LONG BEACH STATE FOUNDATION AND LONG BEACH CITY COLLEGE FOUNDATION UNDER REGULATIONS SECTION 1.509(A)-4(I)(4)(II)(D). THE FOUNDATION IS ABLE TO MONITOR THE USE OF STUDENTS' GRANTS IN TWO WAYS. 1. AT BOTH CAL STATE LONG BEACH AND LONG BEACH CITY COLLEGE, STUDENTS ARE NOT GIVEN THEIR GRANT DISBURSEMENT UNTIL AFTER THE SCHOOL'S CENSUS DATE (I.E. DROP DATE). THIS ENSURES THAT GRANTEES ARE FULFILLING THEIR OBLIGATIONS THAT NEED TO BE SATISFIED IN ORDER TO RECEIVE THE SCHOLARSHIPS. 2. AT CAL STATE LONG BEACH, THE GRANT IS DEPOSITED DIRECTLY INTO THE STUDENT'S SCHOOL ACCOUNT ENSURING THE MONEY IS USED FOR ITS INTENDED PURPOSE. AT LONG BEACH CITY COLLEGE, ONCE STUDENTS MEET THEIR ELIGIBILITY REQUIREMENTS, THEIR DISBURSEMENTS ARE CREDITED TO THEIR STUDENT DEBIT CARD TO BE USED FOR SCHOOL-RELATED EXPENSES ON CAMPUS (I.E. TUITION, FEES, BOOKS AND MATERIALS). ELIGIBILITY REQUIREMENTS FOR STUDENTS AT BOTH SCHOOLS ARE TO MAINTAIN FULL TIME STATUS WITH A MINIMUM 12 UNITS PER SEMESTER AND A MINIMUM GPA OF 2.0+. BUT FOR LONG BEACH ROTARY SCHOLARSHIP FOUNDATION, THESE SCHOLARSHIP PROGRAMS WOULD BE ENGAGED IN BY ITS SUPPORTED ORGANIZATIONS. THE DIRECTORS OF LONG BEACH STATE FOUNDATION AND LONG BEACH CITY COLLEGE FOUNDATION MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE FOUNDATION. THE PRESIDENT OF CSULB AND LONG BEACH CITY COLLEGE SIT ON THE BOARD OF EACH SUPPORTED ORGANIZATION AND APPOINT DIRECTORS ON LONG BEACH ROTARY SCHOLARSHIP FOUNDATION'S BOARD. BECAUSE OF THIS RELATIONSHIP, THESE DIRECTORS HAVE A SIGNIFICANT VOICE IN EACH ORGANIZATION'S TIMING OF GRANTS, SELECTION OF GRANT RECIPIENTS, AND MANNER OF MAKING GRANTS. ALL OF THE FOUNDATION'S ACTIVITIES DURING THE TAX YEAR DIRECTLY FURTHERED THE EXEMPT PURPOSES OF LONG BEACH STATE FOUNDATION AND LONG BEACH CITY COLLEGE FOUNDATION AS A SIGNIFICANT AMOUNT OF THE FOUNDATION'S EXPENSES WERE GRANT EXPENSES. PART IV, SECTION E, LINE 2B: THE MISSION OF THE LONG BEACH ROTARY SCHOLARSHIP FOUNDATION (LBRSF) IS TO PROVIDE THE RESOURCES TO DESERVING STUDENTS WITH AVERAGE AND ABOVE-AVERAGE GRADES SO THAT THEY MAY ATTEND LONG BEACH CITY COLLEGE (LBCC) OR CALIFORNIA STATE UNIVERSITY, LONG BEACH (CSULB). LBCC AND CSULB BOTH ALREADY PROVIDE SCHOLARSHIPS TO STUDENTS AND WOULD CONTINUE TO PROVIDE SCHOLARSHIPS IN THE ABSENCE OF THE LBRSF'S ASSISTANCE. IT IS LBRSF'S GOAL TO ASSIST THOSE STUDENTS WHO MIGHT OTHERWISE NOT QUALIFY FOR A SCHOLARSHIP AND HAVE A DESIRE TO LEARN AND BECOME RESPONSIBLE AND PRODUCTIVE CITIZENS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1069296 193643 111112 30250 1343801 699472 266468 123356 20000 1069296 502990 155000 61482 20000 699472 497583 100000 -76593 18000 502990 369600 1000 140983 14000 497583 1.00000 0 0 251550 251550 721579 707780 13799 166416 134673 31743 4182 4182 0 297092 RENT DEPOSITS 33974 33974 X 1630387 733153 733153 897234 66844 66844 964078 685080 0 685080 66844 66844 751924 PART V, LINE 4: THE FOUNDATION RECEIVED CONTRIBUTIONS WITH DONOR RESTRICTIONS FOR THE NEWELL FAMILY SCHOLARSHIP FUND TO BENEFIT OUTSTANDING HIGH SCHOOL STUDENTS FROM LONG BEACH POLYTECHNIC HIGH SCHOOL (POLY) AND LONG BEACH WILSON HIGH SCHOOL (WILSON). UNDER THIS SCHOLARSHIP PROGRAM, FUNDS ARE TO BE GIVEN EACH YEAR TO INCOMING FRESHMEN AT LBCC AND CSULB WHO HAVE GRADUATED FROM POLY OR WILSON. THESE ARE STUDENTS WHO HAVE OVERCOME CHALLENGES AND WHO ARE A SOURCE OF INSPIRATION THROUGH THEIR ACCOMPLISHMENTS AND SERVICE TO THE COMMUNITY. AT LEAST 5% OF THE NET ASSET VALUE OF THE FUND IS TO BE USED EACH YEAR TO FUND THESE SCHOLARSHIPS. THE FOUNDATION RECEIVED CONTRIBUTIONS WITH DONOR RESTRICTIONS FOR THE TEMPLE FAMILY SCHOLARSHIP FUND TO BENEFIT OUTSTANDING UPPER-DIVISION STUDENTS CURRENTLY ATTENDING CSULB AND MAJORING IN AEROSPACE ENGINEERING OR A RELATED FIELD. THE FOUNDATION RECEIVED CONTRIBUTIONS WITH DONOR RESTRICTIONS FOR THE COCHRAN FAMILY SCHOLARSHIP FUND TO BENEFIT INCOMING STUDENTS AT LBCC WHO GRADUATED FROM JUAN RODRIGUEZ CABRILLO HIGH SCHOOL (CABRILLO), DAVID STARR JORDAN HIGH SCHOOL (JORDAN), OR OTHER INCOMING FRESHMAN AT LBCC WHO RESIDE IN NORTH LONG BEACH AND GRADUATED FROM A LONG BEACH UNIFIED SCHOOL DISTRICT HIGH SCHOOL. THESE ARE TO BE STUDENTS WHO HAVE OVERCOME A PERSONAL HARDSHIP AND DEMONSTRATED INSPIRATION MOVING FORWARD. IF THE SCHOLARSHIP RECIPIENT MAINTAINS THE MINIMUM NUMBER OF UNITS AND GRADE POINT AVERAGE, THE STUDENT MAY AUTOMATICALLY RENEW THE SCHOLARSHIP FOR UP TO TWO ADDITIONAL YEARS AT LBCC. THE FOUNDATION RECEIVED CONTRIBUTIONS WITH DONOR RESTRICTIONS FOR THE SCHNEIDER FAMILY SCHOLARSHIP FUND TO BENEFIT STUDENTS WITH LEARNING DIFFERENCES. THE SCHOLARSHIP SHALL BE AWARDED TO AN INCOMING FRESHMAN THAT HAS A LEARNING DIFFERENCE, RECENTLY GRADUATED FROM A LBUSD HIGH SCHOOL, AND WAS ACCEPTED INTO CSULB. THE FOUNDATION RECEIVED CONTRIBUTIONS WITH DONOR RESTRICTIONS FOR THE ELIZABETH LUCAS FAMILY SCHOLARSHIP FUND TO BENEFIT STUDENTS WHO ATTENDED WOODROW WILSON CLASSICAL HIGH SCHOOL. UNDER THIS SCHOLARSHIP PROGRAM, FUNDS ARE TO BE GIVEN EACH YEAR TO INCOMING FRESHMEN AT CSULB OR LBCC THAT ARE MAJORING IN FINE ARTS, GRAPHIC DESIGN, OR HEALTH SCIENCE. THE FOUNDATION RECEIVED CONTRIBUTIONS WITH DONOR RESTRICTIONS FOR THE DOHERTY FAMILY SCHOLARSHIP FUND TO BENEFIT STUDENTS WHO ATTENDED A LONG BEACH UNIFIED SCHOOL DISTRICT HIGH SCHOOL. UNDER THIS SCHOLARSHIP PROGRAM, FUNDS ARE TO BE GIVEN EACH YEAR TO A STUDENT AT CSULB THAT IS PURSUING A MAJOR OR TAKING CLASSES IN PERFORMING ARTS. PART X, LINE 2: FIN 48: THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. 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 PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. 1 SCHOLARSHIPS 227 444950 PART I, LINE 2: THE LONG BEACH ROTARY SCHOLARSHIP FOUNDATION IS ABLE TO MONITOR THE USE OF STUDENTS GRANTS IN TWO WAYS. 1. AT BOTH CAL STATE LONG BEACH AND LONG BEACH CITY COLLEGE, STUDENTS ARE NOT GIVEN THEIR GRANT DISBURSEMENT UNTIL AFTER THE SCHOOL'S DROP DATE. THIS ENSURES THAT GRANTEES ARE FULFILLING THEIR OBLIGATION THAT NEED TO BE SATISFIED IN ORDER TO RECEIVE THE SCHOLARSHIPS. 2. AT CAL STATE LONG BEACH, THE GRANT IS DEPOSITED DIRECTLY INTO THE STUDENT'S SCHOOL ACCOUNT ENSURING THE MONEY IS USED FOR ITS INTENDED PURPOSE. AT LONG BEACH CITY COLLEGE, STUDENTS ARE NOT ABLE TO PICK UP THEIR DISBURSEMENTS UNTIL AFTER THEY HAVE PAID FOR THEIR SCHOOL FEES. BECAUSE OF THIS, THE PAYMENT IS A REIMBURSEMENT FOR EDUCATIONAL EXPENSES. CRAIG DOUGHERTY BOARD MEMBER, AFFILIATE OF DOUGHERTY COMPANY & PENINSULA CRD, INC. 242739 THE FOUNDATION IS CREDITED THE MONTHLY INCOME FROM AN UNDIVIDED ONE-HALF INTEREST IN RENTAL PROPERTY DONATED TO THE FOUNDATION IN 1992. THE DOUGHERTY COMPANY, INC., WHICH A BOARD MEMBER OWNS MORE THAN 35% OF, SERVES AS THE PROPERTY MANAGER AND INVOICES THE FOUNDATION FOR RENTAL EXPENSES, SUCH AS INSURANCE, MAINTENANCE, ETC. THE FOUNDATION'S SHARE OF RENTAL INCOME FOR THE YEAR ENDED JUNE 30, 2025 WAS $242,739. 0 X 1 38143 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION RECEIVES A COPY OF THE ORGANIZATION'S FORM 990, AS PREPARED BY WINDES, INC., WHICH IS REVIEWED BY THE EXECUTIVE BOARD PRIOR TO FILING THE DOCUMENT WITH THE IRS. AFTER THE EXECUTIVE BOARD HAS REVIEWED THE FORM AND ANY CHANGES OR UPDATES ARE MADE, THE FINAL COPY OF THE 990 IS ELECTRONICALLY CIRCULATED TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE EXECUTIVE DIRECTOR OF THE ORGANIZATION UPDATES THE CONFLICT OF INTEREST POLICY AND RE-DISTRIBUTES IT TO THE BOARD MEMBERS. BOARD MEMBERS THEN READ AND SIGN THE POLICY. POLICIES ARE THEN COLLECTED FROM THE BOARD MEMBERS AND HELD ON FILE AT THE ROTARY OFFICE. MEMBERS WITH A CONFLICT OF INTEREST WILL NOT BE A MEMBER OF A COMMITTEE IN WHICH THE CONFLICT OF INTEREST IS RELEVANT. FOR INSTANCE, CRAIG DOUGHERTY IS 50% OWNER OF THE INVESTMENT PROPERTY (IN WHICH THE OTHER 50% IS OWNED BY LBRSF). CRAIG IS NOT A MEMBER OF THE INVESTMENT COMMITTEE AND DOES NOT MAKE ANY DECISIONS BASED ON THE PROPERTY ON BEHALF OF THE LBRSF. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS COMPENSATED AT AN HOURLY RATE THAT IS SET AND VOTED ON BY THE FULL BOARD OF DIRECTORS. ALL COMPENSATION IS SUPPORTED BY DETAILED TIME SHEETS OUTLINING WORK PERFORMED BY THE EXECUTIVE DIRECTOR ON BEHALF OF THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990, FORM 1023, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.