2024-11-15T19:06:21-06:00 2024-06-30 350921680 CROWE LLP 650 TOWN CENTER DRIVE SUITE 740 COSTA MESA CA 926267192 990 2023-07-01 462413837 NEWPORT BEACH FOUNDATION NEWP 9497196100 1600 NEWPORT CENTER DRIVE SUITE 12 NEWPORT BEACH CA 92660 LILY PEARSON CFO 9497196100 2024-11-15 1 0 JIM NAGENGAST P00481816 7146681234 2024-11-15 2023 2024-10-15 13:58:12Z LILY PEARSON 1600 NEWPORT CENTER DRIVE NEWPORT BEACH CA 926600926 216819 0 X HTTPS://WWW.NB-FOUNDATION.ORG/ X 2012 CA THE NEWPORT BEACH FOUNDATION IS A NON-PROFIT PHILANTHROPIC ORGANIZATION STRENGTHENING THE CURRENT AND FUTURE COMMUNITY LEADERSHIP THROUGH EDUCATION, RESEARCH AND ADVOCACY THEREBY ENHANCING THE QUALITY OF LIFE FOR ALL RESIDENTS AND VISITORS. 7 7 0 18 0 0 0 0 75746 216625 0 0 12465 194 88211 216819 0 0 0 0 0 0 0 0 0 59169 150911 59169 150911 29042 65908 49786 114694 0 0 49786 114694 X THE NEWPORT BEACH FOUNDATION'S PURPOSE IS TO SUPPORT AND ADVANCE EDUCATION BY PROVIDING SCHOLARSHIPS; TO PROMOTE SOCIAL WELFARE IN NEWPORT BEACH BY ENGAGING IN CHARITABLE ACTIVITIES, COMMUNITY EVENTS, AND SUPPORTING CHARITABLE ORGANIZATIONS; AND TO SUPPORT AND ADVANCE THE EDUCATION OF COMMUNITY LEADERS BY PROVIDING LEADERSHIP EDUCATION. 0 0 120000 193000 POLO EVENT FUNDRAISER FOR SCHOLARSHIPS AND DISTINGUISHED CITIZEN PROGRAM (EDUCATIONAL PROGRAM FOR NEWPORT BEACH YOUTH TO LEARN ABOUT AND PARTICIPATE IN COMMUNITY SERVICE PROGRAMS) 3500 8400 ROOFTOP SOIREE COMMUNITY EVENT 27411 15419 OTHER PROGRAM SERVICES 27411 15419 150911 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 CA X LILY PEARSON 9494672746 1600 NEWPORT CENTER DRIVE SUITE 120 NEWPORT BEACH CA 92660 JOE STAPLETON DIRECTOR 1.00 X 0 0 0 LAUREN KLEIMAN DIRECTOR 1.00 X 0 0 0 ANTONELLA CASTRO CHAIRPERSON 1.00 X 0 0 0 CHASE RIEF DIRECTOR 1.00 X 0 0 0 DEVON WORTMANN DIRECTOR 1.00 X 0 0 0 MEGHAN MCNULTY DIRECTOR 1.00 X 0 0 0 JONATHON CURCI DIRECTOR 1.00 X 0 0 0 NICHOLAS PRYTHERCH DIRECTOR 1.00 X 0 0 0 CHRIS FRACE TREASURER 1.00 X 0 0 0 GRANT RAWLINS DIRECTOR 1.00 X 0 0 0 JAKE JANZ DIRECTOR 1.00 X 0 0 0 SHANE MITCHELL DIRECTOR 1.00 X 0 0 0 KIRSTIE ACEVEDO DIRECTOR 1.00 X 0 0 0 DREW TEICHEIRA DIRECTOR 1.00 X 0 0 0 GARY WILLIAMS JR DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EVENT HOSTING INCOME 541610 215801 215801 CONTRIBUTION INCOME 541610 824 824 216625 OTHER INCOME 541610 194 194 194 216819 216819 0 0 800 800 107430 107430 1045 1045 217 217 CONTRIBUTION EXPENSE 40800 40800 SUBSCRIPTION 513 513 BANK FEES 50 50 BUSINESS LICENSING AND 50 50 6 6 150911 150911 0 0 48786 114694 1000 0 49786 114694 0 0 X 49786 114694 49786 114694 49786 114694 65908 -1000 0 X 0 0 0 X 88211 216819 305030 88211 216819 305030 0 0 0 305030 88211 216819 305030 1.00000 0.00000 X FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW AND IT IS SUBSEQUENTLY APPROVED AT A BOARD MEETING BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12 "AS AN EMPLOYEE OF NEWPORT BEACH FOUNDATION, YOU ARE EXPECTED TO USE GOOD JUDGMENT TO AVOID ANY ACTIVITY, INVESTMENT, OR INTEREST THAT ACTUALLY OR POTENTIALLY CREATES A CONFLICT BETWEEN YOUR PERSONAL INTERESTS AND THE INTEREST OF NEWPORT BEACH FOUNDATION OR ITS PARTNERS, INCLUDING ANY BEHAVIOR WHICH GIVES THE APPEARANCE OF TAKING MONEY, MERCHANDISE, OR SERVICES FROM A CUSTOMER OR VENDOR FOR PERSONAL GAIN. IF YOU ARE UNCERTAIN AS TO WHETHER A CERTAIN TRANSACTION, ACTIVITY OR RELATIONSHIP CONSTITUTES A CONFLICT OF INTEREST, YOU SHOULD DISCUSS THE MATTER WITH MANAGEMENT. IF YOU OR SOMEONE WITH WHOM YOU HAVE A CLOSE RELATIONSHIP (SUCH AS A FAMILY MEMBER OR CLOSE COMPANION) ENGAGES IN ANY ACTIVITY OR TRANSACTION WHICH MIGHT CAUSE A CONFLICT BETWEEN YOUR PERSONAL INTEREST AND NEWPORT BEACH FOUNDATION'S INTEREST, INFORMATION ABOUT THAT POTENTIAL CONFLICT MUST BE DISCLOSED IN ADVANCE TO MANAGEMENT, AND ANY EXCEPTION TO THIS GUIDELINE MUST BE APPROVED BY THE PRESIDENT/CEO OF NEWPORT BEACH FOUNDATION IN ADVANCE IN WRITING. FAILURE TO ADHERE TO THIS GUIDELINE, INCLUDING FAILURE TO DISCLOSE ANY CONFLICTS OR TO SEEK AN EXCEPTION, MAY RESULT IN DISCIPLINE, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT." AS PART OF THIS POLICY, EACH YEAR TWO DISCLOSURES ARE PROVIDED TO THE BOARD OF DIRECTORS AND THE EXECUTIVE TEAM OF THE ORGANIZATION. THE ANNUAL DISCLOSURE REQUESTS INFORMATION REGARDING ANY FAMILY OR BUSINESS RELATIONSHPS AND ANY POSSIBLE COMPENSATION RECEIVED. THE OTHER DISCLOSURE CONFIRMS THE UNDERSTANDING OF THE CONFLICT OF INTEREST POLICY AND PROVIDES SPACE FOR AN EXPLANATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST: FORM 990, FORM 1024, ARTICLES OF INCORPORATION, BY LAWS, AND DETERMINATION LETTER. VISIT NEWPORT BEACH INC 1600 NEWPORT CENTER DRIVE SUITE 120 NEWPORT BEACH CA 92660 510225353 NEWPORT BEACH VISITOR AND CONVENTION SERVICES CA 501(C)(6) 0 NEWPORT BEACH & COMPANY 1600 NEWPORT CENTER DRIVE SUITE 120 NEWPORT BEACH CA 92660 461758405 MARKET BUSINESSES, SERVE AS AN ASSOCIATION, IMPROVE THE BUSINESS ENVIRONMENT CA 501(C)(6) 0 MEETINGS ASSESSMENT PARTNERSHIP 1600 NEWPORT CENTER DRIVE SUITE 120 NEWPORT BEACH CA 92660 990692129 TO IMPROVE BUSINESS CONDITIONS & ENVIRONMENT FOR TOURISM CA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0