Financials
As a public charity, the Long Beach Community Foundation makes a point of operating in an open manner. We take our obligation to donors, community groups, and the public very seriously. Accordingly, our federal tax returns, audited financial statements, and other related documents are posted on our website and are on file with the California State Attorney General.
Monthly Investment Performance
- April 2026
- March 2026
- February 2026
- January 2026
- December 2025
- November 2025
- October 2025
- September 2025
- August 2025
- July 2025
- June 2025
- May 2025
- April 2025
ESG Investment Reports
- April 2026
- March 2026
- February 2026
- January 2026
- December 2025
- November 2025
- October 2025
- September 2025
- August 2025
- July 2025
- June 2025
- May 2025
- April 2025
Quarterly Investment Reports
- 2026 Q1: Jan-Mar
- 2025 Q4: Oct.-Dec
- 2025 Q3: July-Sept
- 2025 Q2: Apr.-June
- 2025 Q1: Jan.-Mar
- 2024 Q4: Oct.-Dec
- 2024 Q3: July-Sept
- 2024 Q2: Apr.-June
Quarterly ESG Investment Reports
- 2026 Q1: Jan-Mar
- 2025 Q4: Oct.-Dec
- 2025 Q3: July-Sept
- 2025 Q2: Apr.-June
- 2025 Q1: Jan.-Mar
- 2024 Q4: Oct.-Dec
- 2024 Q3: July-Sept
- 2024 Q2: Apr.-June
IRS Filings
Audited Financials
- 2024 Audited Financials
- 2023 Audited Financials
- 2022 Audited Financials
- 2021 Audited Financials
- 2020 Audited Financials
- 2019 Audited Financials
- 2018 Audited Financials
Tax Exempt Letter
The Long Beach Community Foundation will make available for public inspection the last three years of its tax documents, including Internal Revenue Service Forms 990 and 990-T (not applicable), any audit, and its tax exempt letter.
If the request for any of these documents is made in person, the requested documents will be provided on the day of the request if possible. If the request is in writing (including email), copies will be provided within 30 days of the request. The requestor may be charged a reasonable fee for the cost of copying, plus storage. Questions concerning documents should be addressed to info@longbeachcf.org.