ARCHSTONE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARCHSTONE FOUNDATION (EIN 33-0133359)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349105456
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T17:06:59-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330133359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHSTONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCH | BusinessNameControlTxt |
| Phone | 5625908655 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E OCEAN BLVD 1850 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER A LANGSTON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 5625908655 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | LANGSTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,591,460 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $744,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,804,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,328,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,279,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,936 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$428,910 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,105,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,375,497 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,079,980 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,422 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,015,761 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $533,515 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,786 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $511,073 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $369,871 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,978 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $311,143 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,527 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $387 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,088 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,987 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $88,413 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $498,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $401,766 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $96,012 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $14,022 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $982 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $12,909 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $190,904 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,570 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85,321 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $62,891 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,200 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $187,141 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,100 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $172,282 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $148,691 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,408 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $136,885 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $621,319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $596,782 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,812,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $556,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,031,669 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,135,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,195,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,947,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $556,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,227,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,842,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $819,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347 | CashBOYAmt |
| Cash EOY | $347 | CashEOYAmt |
| Cash EOYFMV | $347 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $625,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $536,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $536,285 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $509,581 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $509,581 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $509,581 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $99,887,230 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,126,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105,126,164 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $657,045 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $529,458 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $175,866 | LandBOYAmt |
| Land EOY | $127,587 | LandEOYAmt |
| Land EOYFMV | $127,587 | LandEOYFMVAmt |
| Other Assets BOY | $19,294 | OtherAssetsBOYAmt |
| Other Assets EOY | $291,496 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $291,496 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,217,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,591,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,591,460 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $297,690 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $166,104 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,256,811 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,161,949 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $928,769 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,065,943 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,483,270 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,393,996 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $98,734,429 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $104,197,464 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,734,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,197,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,217,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,591,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,734,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,842,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,305,540 | OtherIncreasesAmt |
| Subtotal | $104,197,464 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $104,197,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| DAVISON KEMPNER INSTITUTIONAL PARTNERS L.P. | P | 2022-07-15 | 2023-06-30 | $17,854 | $17,854 | $17,854 | |
| DAVISON KEMPNER INSTITUTIONAL PARTNERS L.P. | P | 2022-01-01 | 2023-06-30 | $3,829 | $3,829 | $3,829 | |
| HITCHWOOD CAPITAL FUND LTD. | P | 2022-01-01 | 2023-06-30 | $12,495 | $12,495 | $12,495 | |
| MARATHON-LONDON INTERNATIONAL INVESTMENT | P | 2022-07-15 | 2023-06-30 | -$47,167 | -$47,167 | $47,167 | |
| MARATHON-LONDON INTERNATIONAL INVESTMENT | P | 2022-01-01 | 2023-06-30 | -$367,658 | -$367,658 | $367,658 | |
| IR&M CORE BOND FUND II LLC | P | 2022-07-15 | 2023-06-30 | -$189,419 | -$189,419 | $189,419 | |
| IR&M CORE BOND FUND II LLC | P | 2022-01-01 | 2023-06-30 | -$129,366 | -$129,366 | $129,366 | |
| 1607 CAPITAL INTERNATIONAL EQUITY FUND LP | P | 2022-07-15 | 2023-06-30 | -$6,321 | -$6,321 | $6,321 | |
| 1607 CAPITAL INTERNATIONAL EQUITY FUND LP | P | 2022-01-01 | 2023-06-30 | -$28,306 | -$28,306 | $28,306 | |
| GOVERNORS LANE OFFSHORE FUND LTD | P | 2022-01-01 | 2023-06-30 | $207,578 | $207,578 | $207,578 | |
| GQG PARTNERS US SELECT QUALITY EQUITY FUND | P | 2022-07-15 | 2023-06-30 | -$730,016 | -$730,016 | $730,016 | |
| GQG PARTNERS US SELECT QUALITY EQUITY FUND | P | 2022-01-01 | 2023-06-30 | $302,262 | $302,262 | $302,262 | |
| HBK MULTI-STRATEGY OFFSHORE FUND LTD | P | 2022-01-01 | 2023-06-30 | $12,287 | $12,287 | $12,287 | |
| ROCK SPRINGS CAPITAL | P | 2022-01-01 | 2023-06-30 | $7,734 | $7,734 | $7,734 | |
| LL MORTGAGE FUND LP | P | 2022-07-15 | 2023-06-30 | -$17,948 | -$17,948 | $17,948 | |
| LL MORTGAGE FUND LP | P | 2022-01-01 | 2023-06-30 | -$21,628 | -$21,628 | $21,628 | |
| STANDARD CRYPTO VENDURE FUND I LP | P | 2022-07-15 | 2023-06-30 | -$4 | -$4 | $4 | |
| UBS 000 STC | 2022-07-15 | 2023-06-30 | $2,132,602 | $94,681 | $94,681 | $2,037,921 | |
| UBS 000 LTC | 2022-01-01 | 2023-06-30 | $2,133,075 | -$283,223 | -$283,223 | $2,416,298 | |
| UBS 001 PARAMETRIC STC | 2022-07-15 | 2023-06-30 | $871,000 | $0 | $0 | $871,000 | |
| UBS 002 HS MANAGEMENT STC | 2022-07-15 | 2023-06-30 | $2,473,586 | -$188,288 | -$188,288 | $2,661,874 | |
| UBS 002 HS MANAGEMENT LTC | 2022-01-01 | 2023-06-30 | $1,457,441 | -$312,447 | -$312,447 | $1,769,888 | |
| UBS 003 VULCAN STC | 2022-07-15 | 2023-06-30 | $771,574 | -$291,128 | -$291,128 | $1,062,702 | |
| UBS 003 VULCAN LTC | 2022-01-01 | 2023-06-30 | $1,617,699 | -$792,080 | -$792,080 | $2,409,779 | |
| UBS 004 PARA MSCI STC | 2022-07-15 | 2023-06-30 | $11,912 | -$1,853 | -$1,853 | $13,765 | |
| UBS 004 PARA MSCI LTC | 2022-01-01 | 2023-06-30 | $82,027 | -$102,797 | -$102,797 | $184,824 | |
| UBS 005 PARA MSCI UND STC | 2022-07-15 | 2023-06-30 | $153,927 | -$13,545 | -$13,545 | $167,472 | |
| UBS 005 PARA MSCI UND LTC | 2022-01-01 | 2023-06-30 | $3,961,000 | -$321,606 | -$321,606 | $4,282,606 | |
| BOOK TO TAX ADJUSTMENT | P | 2022-01-01 | 2023-06-30 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $49,611 | $49,611 | $49,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,136,469 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $188,612 | OverpaymentAmt |
| Applied To ES Tax | $100,000 | AppliedToESTaxAmt |
| Refund | $88,612 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ARCHSTONE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER A LANGSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5625908655 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 EAST OCEAN BLVD SUITE 1850 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER A LANGSTON | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PRESIDENT/CEO | 40.00 | $379,217 | $37,249 | $6,600 |
| LAURA RATH | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | V.P. OF PROGRAMS | 40.00 | $195,715 | $34,716 | $6,600 |
| JEAN ACCIUS | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| KATHERINE KIM | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| JURGEN UNUTZER | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| CYNTHIA BANKS | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| THERESA J MARINO | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| HEATHER M YOUNG | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| ANGELA CORON | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| JOHN FEATHER | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| TAMMY FUNASAKI | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| TANISHA DAVIS | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | V.P. OF GRANT OPERATIONS & PLANNING | 40.00 | $135,048 | $34,240 | $3,000 |
| RAMIRO ZUNIGA | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JOLENE FASSBINDER | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | PROGRAM OFFICER | 40.00 | $144,279 | $45,163 | $3,850 |
| CONSUELO PENA | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | DIRECTOR OF FINANCE | 40.00 | $124,159 | $36,568 | $4,800 |
| JASMINE LACSAMANA | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | PROGRAM OFFICER | 40.00 | $97,709 | $40,312 | $6,600 |
| RYAN DOYLOO | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | PROGRAM ASSOCIATE | 40.00 | $73,558 | $29,001 | $4,800 |
| KIMBERLY WILLIAMS | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | ADMINISTRATIVE ASSIS | 40.00 | $56,918 | $14,524 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $401,766 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,923,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,228,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $528,875 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,681,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,681,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,525,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,155,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,007,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,007,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,388 | TotalTaxAmt |
| Distributable Before Adj | $4,996,406 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,996,406 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,996,406 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,227,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,227,523 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,996,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,122,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,485,188 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,087,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $811,744 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,506,745 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,227,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,996,406 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $231,117 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,737,862 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,122,708 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,615,154 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,485,188 | ExcessFromYear4Amt |
| Excess From Year3 | $1,087,105 | ExcessFromYear3Amt |
| Excess From Year2 | $811,744 | ExcessFromYear2Amt |
| Excess From Current Year | $231,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA RATH PHD MSG VICE PRESIDENT O | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 EAST OCEAN BLVD SUITE 1850 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5625908655 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FOR REQUEST OF FUNDS LOCATED AT: HTTPS://ARCHSTONE.ORG/HOW-WE-WORK/FOR-GRANTSEEKERS/FULL-PROPOSAL-REQUIREMENT S | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ARCHSTONE FOUNDATION IS A PRIVATE GRANTMAKING ORGANIZATION, WHOSE MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND THEIR CAREGIVERS. SEE ATTACHED STATEMENT A FOR MORE INFORMATION, PLEASE VISIT OUR WEBSITE AT HTTP://WWW.ARCHSTONE.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 2290 N 1ST STREET SUITE 101 | SAN JOSE | CA | 95131 | PC | IMPROVING CARE FOR CALIFORNIA'S AGING POPULATION: A HEALTH SYSTEMS APPROACH | $76,038 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 2290 N 1ST STREET SUITE 101 | SAN JOSE | CA | 95131 | PC | IMPROVING CARE FOR CALIFORNIA'S AGING POPULATION: A HEALTH SYSTEMS APPROACH | $76,038 | |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | PC | SKILLS TRAINING & EDUCATION FOR UNDERSERVED CAREGIVERS: EXPANDING CAPACITY TO SERVE LATINO AND LOWER LITERACY FAMILIES | $13,068 | |
| ALZHEIMER'S ORANGE COUNTY | |||||||
| 2515 MCCABE WAY SUITE 200 | IRVINE | CA | 92614 | PC | MEJORANDO LA VIDA DE LA CUIDADORA (ENHANCING THE LIFE OF THE CAREGIVER) | $20,000 | |
| ALZHEIMER'S ORANGE COUNTY | |||||||
| 2515 MCCABE WAY SUITE 200 | IRVINE | CA | 92614 | PC | MEJORANDO LA VIDA DE LA CUIDADORA (ENHANCING THE LIFE OF THE CAREGIVER) | $5,000 | |
| AMERICAN SOCIETY ON AGING | |||||||
| PO BOX 103088 | PASADENA | CA | 91189 | PC | ASA RISE | $5,000 | |
| BENJAMIN ROSE INSTITUTE ON AGING | |||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | PC | BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION | $23,324 | |
| BENJAMIN ROSE INSTITUTE ON AGING | |||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | PC | BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION | $11,662 | |
| CALIFORNIA AQUATIC THERAPY AND WELLNESS CENTER INC | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | PHYSICAL THERAPY AND OCCUPATIONAL THERAPY CAPACITY BUILDING FOR OLDER ADULTS | $25,000 | |
| CATCHAFIRE | |||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | CATCHAFIRE - CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS | $48,750 | |
| CATCHAFIRE | |||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 3 | $60,000 | |
| CATCHAFIRE | |||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | CATCHAFIRE - CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS | $7,500 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | |||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | POLST REGISTRY BRIDGE | $48,750 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | |||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | CONFERENCE GRANT - CCCC 15TH ANNUAL PALLIATIVE CARE SUMMIT 2023 | $7,000 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | |||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | POLST REGISTRY BRIDGE | $7,500 | |
| COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY | |||||||
| 1505 17TH ST 121 | SANTA ANA | CA | 92705 | PC | BUSINESS PLANNING FOR EXPANDED HEALTH CARE COVERAGE ELIGIBILITY IN ORANGE COUNTY | $20,000 | |
| COMMUNITY TECH NETWORK | |||||||
| 1390 MARKET STREET SUITE 200 | SAN FRANCISCO | CA | 94102 | PC | DIGITAL INCLUSION TRAIN-THE-TRAINER PROJECT | $25,000 | |
| EL SOL NEIGHBORHOOD EDUCATIONAL CENTER | |||||||
| 766 NORTH WATERMAN AVE | SAN BERNARDINO | CA | 92410 | PC | SUSTAINABILITY BY BUILDING CAPACITY FOR MEDICARE BILLING AND STRATEGIC RELATIONSHIPS | $48,750 | |
| EL SOL NEIGHBORHOOD EDUCATIONAL CENTER | |||||||
| 766 NORTH WATERMAN AVE | SAN BERNARDINO | CA | 92410 | PC | SUSTAINABILITY BY BUILDING CAPACITY FOR MEDICARE BILLING AND STRATEGIC RELATIONSHIPS | $7,500 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT | $94,500 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE | $38,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT | $12,500 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE | $25,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | CA | 10605 | PC | CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE | $9,500 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW SUITE 1100 | WASHINGTON | DC | 20036 | PC | STRENGTHENING HEALTHY AGING PHILANTHROPY, 2021-2023 | $34,254 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW SUITE 1100 | WASHINGTON | DC | 20036 | PC | STRENGTHENING HEALTHY AGING PHILANTHROPY, 2021-2023 | $3,694 | |
| LEADINGAGE CALIFORNIA FOUNDATION | |||||||
| 1315 I STREET SUITE 100 | SACRAMENTO | CA | 95814 | PC | EQUITY INITIATIVE | $22,500 | |
| MANATT PHELPS & PHILLIPS LLP | |||||||
| 7 TIMES SQUARE | NEW YORK | NY | 10036 | NC | PRIORITIZING HEALTH INFORMATION TECHNOLOGY TO SUPPORT INTEGRATION OF HEALTH AND SOCIAL SERVICES STRATEGIC LANDSCAPE. THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY REQUIRED BY THE IRS TO MONITOR THE USE OF THE FUNDS. | $15,000 | |
| MANATT PHELPS & PHILLIPS LLP | |||||||
| 7 TIMES SQUARE | NEW YORK | NY | 10036 | NC | PRIORITIZING HEALTH INFORMATION TECHNOLOGY TO SUPPORT INTEGRATION OF HEALTH AND SOCIAL SERVICES STRATEGIC LANDSCAPE.THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY REQUIRED BY THE IRS TO MONITOR THE USE OF THE FUNDS. | $30,000 | |
| MANATT PHELPS & PHILLIPS LLP | |||||||
| 7 TIMES SQUARE | NEW YORK | NY | 10036 | NC | PRIORITIZING HEALTH INFORMATION TECHNOLOGY TO SUPPORT INTEGRATION OF HEALTH AND SOCIAL SERVICES STRATEGIC LANDSCAPE.THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY REQUIRED BY THE IRS TO MONITOR THE USE OF THE FUNDS. | $30,000 | |
| ONEGENERATION | |||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | PC | ONEGENERATION I/DD-ADRD WORKGROUP COLLABORATIVE AND TRAINING PROGRAM | $5,000 | |
| OPICA ADULT DAY PROGRAM AND COUNSEL | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | PC | OPICA CAPACITY BUILDING THROUGH TECHNOLOGY | $5,000 | |
| PALLIATIVE CARE QUALITY COLLABORATIVE | |||||||
| 8735 W HIGGINS RD SUITE 300 | CHICAGO | IL | 60631 | PC | 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE | $9,000 | |
| PALLIATIVE CARE QUALITY COLLABORATIVE | |||||||
| 8735 W HIGGINS RD SUITE 300 | CHICAGO | IL | 60631 | PC | 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE | $1,000 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST SUITE 150 | FERNANDO | CA | 91340 | PC | DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH | $77,988 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST SUITE 150 | SAN FERNANDO | CA | 91340 | PC | DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH | $27,669 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST SUITE 150 | SAN FERNANDO | CA | 91340 | PC | DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH | $38,994 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST SUITE 150 | SAN FERNANDO | CA | 91340 | PC | DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH | $38,994 | |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | PC | FACILITIES PLANNING PROJECT TO EXPAND HOME-DELIVERED MEDICALLY TAILORED MEAL PROGRAM | $5,000 | |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET SUITE 600 | OAKLAND | CA | 94607 | PC | ALAMEDA COUNTY CARE ALLIANCE ADVANCED ILLNESS CARE PROGRAM EXPANSION AND DEVELOPMENT OF A LOS ANGELES REGIONAL HUB | $80,000 | |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET SUITE 600 | OAKLAND | CA | 94607 | PC | ALAMEDA COUNTY CARE ALLIANCE ADVANCED ILLNESS CARE PROGRAM EXPANSION AND DEVELOPMENT OF A LOS ANGELES REGIONAL HUB | $50,000 | |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90407 | PC | ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD | $129,500 | |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90407 | PC | ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD | $22,600 | |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90407 | PC | ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD | $81,000 | |
| SADDLEBACK MEMORIAL FOUNDATION | |||||||
| 24451 HEALTH CENTER DRIVE | LAGUNA HILLS | CA | 92653 | PC | SADDLEBACK MEDICAL CENTER'S HOSPITAL ELDER LIFE PROGRAM (HELP) | $4,400 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | |||||||
| 305 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | PC | LGBT CULTURAL COMPETENCY TRAINING IN CALIFORNIA | $80,000 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | |||||||
| 305 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | PC | LGBT CULTURAL COMPETENCY TRAINING IN CALIFORNIA | $20,000 | |
| THE CENTER FOR EFFECTIVE PHILANTHROPY INC | |||||||
| 675 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | CEP'S 2022 WEBINAR SERIES | $9,000 | |
| THE CENTER FOR EFFECTIVE PHILANTHROPY INC | |||||||
| 675 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | CEP'S 2022 WEBINAR SERIES | $1,000 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | SUSTAINING THE REFRAMING AGING INITIATIVE | $10,429 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | SUSTAINING THE REFRAMING AGING INITIATIVE | $5,000 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 2022 | $14,400 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM | $1,600 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | REFRAMING AGING: ESTABLISHING A NATIONAL CENTER | $25,000 | |
| THE LOS ANGELES LGBT CENTER | |||||||
| PO BOX 2988 | LOS ANGELES | CA | 90078 | PC | LGBTQ SENIOR NEEDS ASSESSMENT | $25,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| UCSF MAIN DEPOSITORY PO BOX 748872 | LOS ANGELES | CA | 90074 | PC | EMERGING LEADERS IN AGING PROGRAM | $75,000 | |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | PC | ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT | $45,000 | |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | PC | ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT | $10,000 | |
| UCSF FOUNDATION | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | PC | GERIPAL: A GERIATRICS AND PALLIATIVE CARE PODCAST AND BLOG | $17,500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | LOS ANGELES | CA | 90089 | PC | ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS | $73,676 | S FIGUEROA STREET SUITE 102 MC 8001 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3335 S FIGUEROA STREET SUITE E | LOS ANGELES | CA | 90007 | PC | CAREGIVER TASKFORCE ON FAMILY CAREGIVING: CONVENING SESSIONS FOR CAREGIVING THAT WORKS | $10,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | LOS ANGELES | CA | 90089 | PC | ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS | $66,136 | S FIGUEROA STREET SUITE 102 MC 8001 |
| UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY | |||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | LOS ANGELES | CA | 90089 | PC | CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS | $90,000 | S FIGUEROA STREET SUITE 102 MC 8001 |
| UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY | |||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | LOS ANGELES | CA | 90089 | PC | CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS | $5,000 | S FIGUEROA STREET SUITE 102 MC 8001 |
| UNIVERSITY OF WASHINGTON | |||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | PC | BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION | $65,125 | COLLECTIONS DRIVE |
| UNIVERSITY OF WASHINGTON | |||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | PC | ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES | $63,765 | COLLECTIONS DRIVE |
| UNIVERSITY OF WASHINGTON | |||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | PC | ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES | $31,250 | COLLECTIONS DRIVE |
| WATTS LABOR COMMUNITY ACTION COMMITTEE | |||||||
| 10950 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90059 | PC | SHAPED TO FIT: DIABETES EDUCATION THAT WORKS FOR SOUTH LOS ANGELES OLDER ADULTS | $20,000 | |
| WATTS LABOR COMMUNITY ACTION COMMITTEE | |||||||
| 10950 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90059 | PC | SHAPED TO FIT: DIABETES EDUCATION THAT WORKS FOR SOUTH LOS ANGELES OLDER ADULTS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,195,854 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE CENTER FOR EFFECTIVE PHILANTHROPY INC | ||||||
| 675 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | CEP'S 2022 WEBINAR SERIES | $10,000 |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 2022 | $16,000 |
| MANATT PHELPS & PHILLIPS LLP | ||||||
| 7 TIMES SQUARE | NEW YORK | NY | 10036 | NC | PRIORITIZING HEALTH INFORMATION TECHNOLOGY TO SUPPORT INTEGRATION OF HEALTH AND SOCIAL SERVICES STRATEGIC LANDSCAPE.THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY REQUIRED BY THE IRS TO MONITOR THE USE OF THE FUNDS. | $75,000 |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | REFRAMING AGING: ESTABLISHING A NATIONAL CENTER | $150,000 |
| PALLIATIVE CARE QUALITY COLLABORATIVE | ||||||
| 8735 W HIGGINS RD SUITE 300 | CHICAGO | IL | 60631 | PC | 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE | $10,000 |
| CALIFORNIA AQUATIC THERAPY AND WELLNESS CENTER INC | ||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | PHYSICAL THERAPY AND OCCUPATIONAL THERAPY CAPACITY BUILDING FOR OLDER ADULTS | $50,000 |
| THE LOS ANGELES LGBT CENTER | ||||||
| PO BOX 2988 | LOS ANGELES | CA | 90078 | PC | LGBTQ SENIOR NEEDS ASSESSMENT | $50,000 |
| COMMUNITY TECH NETWORK | ||||||
| 1390 MARKET STREET SUITE 200 | SAN FRANCISCO | CA | 94102 | PC | DIGITAL INCLUSION TRAIN-THE-TRAINER PROJECT | $50,000 |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | ||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | CONFERENCE GRANT - CCCC 15TH ANNUAL PALLIATIVE CARE SUMMIT 2023 | $7,000 |
| CATCHAFIRE | ||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 3 | $97,500 |
| JUSTICE IN AGING | ||||||
| 3660 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | JUSTICE IN AGING'S EQUITY ADVISORY COUNCIL | $225,000 |
| GRANTMAKERS IN AGING INC | ||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | GRANTMAKERS IN AGING CORE OPERATING SUPPORT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,240,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $744,194 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,328,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,105,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,105,030 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $99,810 | Amt |
| Net Investment Income | $6,987 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88,413 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANATT PHELPS & PHILLIPS LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST SUITE 1700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-09-15 | GrantDt |
| Grant | $75,000 | GrantAmt |
| Purpose Of Grant | TO CONDUCT A STRATEGIC LANDSCAPE, OPPORTUNITIES ASSESSMENT, AND FUNDING PRIORITIES STRATEGIC ASSESSMENT REGARDING THE HEALTH INFORMATION EXCHANGE (HIE) AND HEALTH INFORMATION TECHNOLOGY (HIT) ASPECT OF ARCHSTONE FOUNDATION'S STRATEGIC PLAN. | PurposeOfGrantTxt |
| Expended By Grantee | $75,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | DECEMBER 2, 2022; FEBRUARY 1, 2023 | DatesOfReportsByGranteeTxt |
| Verification | 2023-02-21 | VerificationDt |
| Results Of Verification | A PROGRESS REPORT WAS SUBMITTED ON DECEMBER 2, 2022 AND A FINAL EVALUATION REPORT WAS SUBMITTED ON FEBRUARY 21, 2023. THE DECEMBER 2, 2022 PROGRESS REPORT WAS APPROVED ON DECEMBER 15, 2022. THE FEBRUARY 21, 2023 FINAL REPORT WAS APPROVED ON FEBRUARY 23, 2023 WHEN THE FINAL REPORT AND INVOICE WAS APPROVED. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART I, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE ARCHSTONE FOUNDATION INVESTS IN PUBLICLY TRADED SECURITIES, MUTUAL FUNDS, INSTITUTIONAL FUNDS STRUCTURED AS MUTUAL FUNDS, LIMITED LIABILITY CORPORATIONS (LLC) AND LIMITED PARTNERSHIPS (LLP). THE FOUNDATION HANDLES THE BOOK REPORTING IN THE SAME MANNER FOR ALL FUNDS. INTEREST AND DIVIDENDS, SALES AND DISTRIBUTIONS FROM A POSITION IN AN INSTITUTIONAL FUND ITSELF RESULTS IN REALIZED INCOME FOR BOOK PURPOSES. THIS IS NOT THE CASE FOR FUNDS ORGANIZED AS LIMITED LIABILITY COMPANIES AND LIMITED PARTNERSHIPS WHICH ARE "PASS THROUGH ENTITIES" FOR TAX PURPOSES. FOR THESE "PASS THROUGH ENTITIES" THE FOUNDATION IS REQUIRED TO REPORT AS ITS OWN TAXABLE INCOME ITS PRO RATA SHARE OF THE INCOME, EXPENSES, GAINS, AND LOSSES EARNED INSIDE THE LLPS AND LLCS. THESE ARE REPORTED TO THE FOUNDATION USING SCHEDULE K-1'S PER THE INTERNAL REVENUE SERVICE'S REQUIREMENTS. THE TAXATION OF INCOME EARNED INSIDE THE ENTITY THROUGH THE K-1 RESULTS IN AN ADJUSTMENT OF THE BASIS OF THE UNITS OWNED BY THE ORGANIZATION SO THAT THE BASIS IS EQUAL TO THE VALUE OF THOSE UNITS AND THERE IS NO INCOME TO BE RECOGNIZED WHEN A DISTRIBUTION FROM THE INSTITUTIONAL FUND ITSELF OCCURS FOR TAX PURPOSES.THE FOUNDATION HAS DISTINGUISHED BETWEEN MUTUAL FUND (MF) TYPE INVESTMENTS AND PASS THROUGH ENTITIES (PT) FOR REPORTING DONE FOR BOOK PURPOSES(SCHEDULE 1) VS. TAX PURPOSES (PART IV OF 990PF). THE ORGANIZATION HAS ALSO DISTINGUISHED BETWEEN DISTRIBUTIONS (DIST) AND K-1 PASS THROUGH INFORMATION(K-1). THE DISTRIBUTIONS RESULT IN REALIZED GAIN/LOSS FOR BOOKS BUT ARE NOT TAXABLE WHILE GAINS AND LOSSES REPORTED ON K-1 ARE REPORTABLE FOR TAX PURPOSES BUT HAVE NOT BEEN SEPARATELY REPORTED FOR BOOKS. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAMBRIDGE INVESTMENTS - PUBLIC EQUITY | FMV | $53,134,001 | $53,134,001 |
| CAMBRIDGE INVESTMENTS - PRIVATE EQUITY | FMV | $21,115,264 | $21,115,264 |
| CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES | FMV | $16,376,477 | $16,376,477 |
| CAMBRIDGE INVESTMENTS - FIXED INCOME | FMV | $13,633,249 | $13,633,249 |
| CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC | FMV | $867,173 | $867,173 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,527 | LegalFeesAmt |
| Net Investment Income | $387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,088 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $19,294 | $19,294 | $19,294 |
| RIGHT OF USE ASSET | $0 | $272,202 | $272,202 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & SHIPPING | $2,790 | $195 | $2,569 |
| EQUIPMENT RENTAL & MAINT | $22,351 | $1,565 | $20,576 |
| INSURANCE | $26,466 | $1,853 | $24,365 |
| OFFICE SUPPLIES | $5,469 | $383 | $5,035 |
| COMMUNICATIONS | $205,528 | $14,387 | $189,209 |
| MEMBERSHIP & DUES | $45,172 | $3,096 | $41,645 |
| MISCELLANEOUS | $2,043 | $143 | $1,883 |
| GRANT RELATED EXPENSES | $311,500 | $0 | $311,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $0 | -$428,910 | $0 |
| FUTURES MARGIN INCOME | $31,936 | $0 | $31,936 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $9,305,540 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $740,981 | $670,214 |
| DEFERRED RENT | $187,788 | $0 |
| RIGHT OF USE LEASE LIABILITY | $0 | $395,729 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $96,869 | $0 | $96,012 |
| INVESTMENT FEES | $401,766 | $401,766 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $89,664 | $4,483 | $84,179 |
| PROPERTY TAXES | $1,240 | $87 | $1,142 |
| FEDERAL EXCISE TAX | $100,000 | $0 | $0 |