ARCHSTONE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARCHSTONE FOUNDATION (EIN 33-0133359)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2023-02-09
- IRS object ID
- 202340409349100429
- Schema version
- 2020v4.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-09T18:39:20-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 NO 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 | 2023-01-19 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2023-01-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $122,922,827 | 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 | $6,974,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,611,863 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,086,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,109,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,311,779 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,023,685 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$117,392 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $56,084,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,806,250 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $969,651 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,896 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $897,982 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $567,610 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,563 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $548,406 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $504,437 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,598 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $243,309 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,246 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $277 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,625 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,605 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,046 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $62,041 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $586,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $586,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $727,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,568 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $47,381 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $60,000 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $209,096 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,458 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $241,669 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,547 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,406 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,409 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $495,531 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $468,881 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,219,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $726,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,531,703 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,985,314 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,434,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,205,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $726,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,966,572 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,879,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,080,222 | 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 | $1,221,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,167,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,167,276 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $119,819 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $144,413 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $144,413 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $100,533,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,366,703 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $121,366,703 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $628,847 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $404,053 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $270,115 | LandBOYAmt |
| Land EOY | $224,794 | LandEOYAmt |
| Land EOYFMV | $224,794 | LandEOYFMVAmt |
| Other Assets BOY | $19,294 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,294 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,294 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,165,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,922,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $122,922,827 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $273,869 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $312,670 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,817,446 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,367,891 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,215,487 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,067,874 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,306,802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,748,435 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $98,858,455 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $120,174,392 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,858,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,174,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,165,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,922,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,858,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,879,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $147,737,715 | SubtotalAmt |
| Other Decreases | $27,563,323 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,174,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| RUSSELL CORE BOND FUND | P | 2014-04-01 | 2021-06-30 | $297,553 | $297,553 | $297,553 | |
| RUSSELL CORE BOND FUND SEC 1256 | P | 2014-04-01 | 2021-06-30 | -$96,499 | -$96,499 | $96,499 | |
| RUSSELL MULTI ASSET CORE PLUS FUND | P | 2014-04-01 | 2021-06-30 | $21,876,151 | $21,876,151 | $21,876,151 | |
| RUSSELL MULTI ASSET CORE PLUS FUND SEC 1256 | P | 2014-04-01 | 2021-06-30 | -$2,455,534 | -$2,455,534 | $2,455,534 | |
| RUSSELL LOW DURATION BOND FUND | P | 2014-04-01 | 2021-06-30 | $47,399 | $47,399 | $47,399 | |
| RUSSELL LOW DURATION BOND FUND SEC 1256 | P | 2014-04-01 | 2021-06-30 | $958 | $958 | $958 | |
| RUSSELL INV REAL ESTATE EQUITY FUND | P | 2014-04-01 | 2021-06-30 | $33,562 | $33,562 | $33,562 | |
| RUSSELL TOTAL RETURN FUND | P | 2014-04-01 | 2021-06-30 | $13,886,210 | $2,086,210 | $2,086,210 | $11,800,000 |
| PARAMETRIC | P | 2021-01-01 | 2021-06-30 | $109,223,596 | $4,520,529 | $4,520,529 | $104,703,067 |
| US BANK - 002 | P | 2021-01-01 | 2021-06-30 | $5,670,230 | $672 | $672 | $5,669,558 |
| US BANK - 003 | P | 2021-01-01 | 2021-06-30 | $286,687 | $2,685 | $2,685 | $284,002 |
| US BANK - 004 | P | 2021-01-01 | 2021-06-30 | $13,030,826 | -$681 | -$681 | $13,031,507 |
| US BANK - 005 | P | 2021-01-01 | 2021-06-30 | $23,756,275 | -$1,226 | -$1,226 | $23,757,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,311,779 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $376,415 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $376,415 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $376,415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $817,106 | 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 | $817,106 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $440,691 | OverpaymentAmt |
| Applied To ES Tax | $440,691 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | $333,378 | $32,059 | $3,600 |
| MARY ELLEN KULLMAN | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | VICE PRESIDENT | 40.00 | $232,273 | $63,029 | $2,400 |
| DIANA M BONTA | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| AMYE L LEONG | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| ROCKY SUARES | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| RENEE B SIMON | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| PETER SZUTU | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $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 | $36,000 | $0 | $0 |
| ANGELA CORON | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| JOHN FEATHER | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| TAMMY FUNASAKI | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA RATH | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | SENIOR PROGRAM OFFIC | 40.00 | $131,654 | $44,607 | $3,600 |
| JOLENE FASSBINDER | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | PROGRAM OFFICER | 40.00 | $118,747 | $43,427 | $3,600 |
| TANISHA DAVIS | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | GRANTS MANAGER | 40.00 | $96,706 | $32,036 | $1,800 |
| CONSUELO PENA | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | EXECUTIVE ASSISTANT | 40.00 | $91,023 | $33,249 | $2,700 |
| JASMINE LACSAMANA | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | PROGRAM OFFICER | 40.00 | $90,355 | $21,543 | $2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUSSELL TRUST COMPANY | |||||
| 1301 SECOND AVENEUE | SEATTLE | WA | 98101 | INVESTMENT MANAGEMENT | $413,387 |
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $172,825 |
| KATE O'MALLEY CONSULTING | |||||
| 240 CLOVER COURT | LANGLEY | WA | 98260 | CONSULTING SERVICES AND GRANT EVALUATION | $53,518 |
| STRATEGIC COMMUNICATIONS AND PLANNING | |||||
| 40 WEST EVERGREEN AVE SUITE 101 | PHILADELPHIA | PA | 19118 | BLOG, NEWSLETTER, SOCIAL MEDIA SUPPORT | $53,094 |
| 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 | $109,948,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,116,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $244,088 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,308,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,308,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,684,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,624,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,531,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,531,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $376,415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $376,415 | TotalTaxAmt |
| Distributable Before Adj | $5,154,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,154,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,154,798 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,966,572 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,966,572 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,966,572 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,154,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,113,404 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,128,919 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,122,708 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,485,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,087,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,937,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,966,572 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,154,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $811,774 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,749,098 | 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 | $1,113,404 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,635,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,128,919 | ExcessFromYear4Amt |
| Excess From Year3 | $1,122,708 | ExcessFromYear3Amt |
| Excess From Year2 | $1,485,188 | ExcessFromYear2Amt |
| Excess From Year1 | $1,087,105 | ExcessFromYear1Amt |
| Excess From Current Year | $811,774 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY ELLEN KULLMAN MPH VICE PRESIDE | 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 CONTRIBUTE TOWARDS THE PREPARATION OF SOCIETY IN MEETING THE NEEDS OF AN AGING POPULATION. SEE ATTACHED STATEMENT A FOR MORE INFORMATION, PLEASE VISIT OUR WEBSITE AT HTTP://WWW.ARCHSTONE.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR LEADERSHIP AND EDUCATION | ||||||||
| 1107 9TH STREET SUITE 701 | SACRAMENTO | CA | 95814 | NONE | PC | TO SUPPORT WEBTALK WEBINARS IN 2021 TO EDUCATE AND SUPPORT THE ADULT DAY SERVICES COMMUNITY. | $22,500 | |
| ALZHEIMER'S GREATER LOS ANGELES | ||||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PC | TO SUPPORT THE SKILLS TRAINING & EDUCATION FOR UNDERSERVED CAREGIVERS: EXPANDING CAPACITY TO SERVE LATINO AND LOWER-LITERACY FAMILIES PROJECT TO BE DELIVERED IN LOS ANGELES, RIVERSIDE, AND SAN BERNARDINO COUNTIES. | $117,608 | |
| ALZHEIMER'S ORANGE COUNTY | ||||||||
| 2515 MCCABE WAY SUITE 200 | IRVINE | CA | 92614 | NONE | PC | TO SUPPORT THE IMPLEMENTATION OF PROGRAM ENHANCEMENTS TO ITS ADULT DAY AND HEALTH CARE FACILITIES TO BETTER SERVE AND SUPPORT FAMILY CAREGIVERS OF OLDER ADULTS. | $10,000 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 575 MARKET STREET SUITE 2100 | SAN FRANCISCO | CA | 941052869 | NONE | PC | TO SUPPORT SIX SESSIONS/PRESENTATIONS FOR THE VIRTUAL AIA20. | $2,500 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 605 MARKET STREET SUITE 1111 | SAN FRANCISCO | CA | 941052869 | NONE | PC | TO SUPPORT ASA RISE, A SOCIAL JUSTICE AND LEADERSHIP PROGRAM FOR PEOPLE OF COLOR IN THE FIELD OF AGING. | $45,000 | |
| BET TZEDEK | ||||||||
| 3250 WILSHIRE BLVD 13TH FLOOR | LOS ANGELES | CA | 90010 | NONE | PC | TO SUPPORT THE EXPANSION OF THE FAMILY CAREGIVER PROJECT. | $17,500 | |
| CALIFORNIA FOOD POLICY ADVOCATES | ||||||||
| 1970 BROADWAY SUITE 760 | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT THE WIDE DISSEMINATION AND ENGAGEMENT OF THE CALOHII STATE HEALTH INFORMATION GUIDANCE (SHIG) | $7,066 | |
| CALIFORNIA FOOD POLICY ADVOCATES | ||||||||
| 1970 BROADWAY SUITE 760OAKLAND CA | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT THE ACTIVITIES TO NEWLY ENROLL UP TO 50,000 LOW-INCOME OLDER ADULTS (60 AND OLDER) INTO FOOD ASSISTANCE THROUGH CALFRESH AT HIGHER AVERAGE BENEFIT LEVELS THAN THOSE ENROLLED PRIOR TO THE INCEPTION OF THE PROJECT. | $7,400 | 94612 |
| CALIFORNIA STATE LOS ANGELES UNIVERSITY AUXILIARY SERVICES | ||||||||
| 5151 STATE COLLEGE DRIVE | LOS ANGELES | CA | 90032 | NONE | PC | TO SUPPORT THE DEVELOPING AND INTEGRATING COVID-19 PANDEMIC CONTENT FOR THE HEALTH COMMUNICATION APP PROJECT. | $42,880 | |
| CATCHAFIRE | ||||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | TO ASSIST THE FOUNDATION IN PROVIDING NON-MONETARY CAPACITY BUILDING SUPPORT TO NONPROFIT ORGANIZATIONS. | $72,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | ||||||||
| 21600 HART ST CANOGA PARK | LOS ANGELES | CA | 91303 | NONE | PC | TO SUPPORT THE EXPANSION OF THE OLDER ADULT SERVICES & INTERVENTION SYSTEM (OASIS) PROGRAM TO ENSURE THAT OLDER PEOPLE RECEIVE SOCIAL SERVICES AND PREVENTATIVE CARE NECESSARY TO MAINTAIN INDEPENDENCE. | $22,738 | |
| CHHS OFFICE OF HEALTH INFORMATION INTEGRITY | ||||||||
| 1600 9TH STREET SUITE 460 | SACRAMENTO | CA | 95814 | NONE | PC | TO SUPPORT THE INTEGRATION OF SOCIAL NEEDS CARE SERVICES INTO HEALTH CARE DELIVERY FOR THE BENEFIT OF OLDER ADULTS AND OTHERS, THROUGH AN AUGMENTATION TO THE STATE HEALTH INFORMATION GUIDANCE (SHIG). | $23,236 | |
| CHHS OFFICE OF HEALTH INFORMATION INTEGRITY | ||||||||
| 1600 9TH STREET SUITE 460 | SACRAMENTO | CA | 95814 | NONE | PC | TO SUPPORT THE INTEGRATION OF SOCIAL NEEDS CARE SERVICES INTO HEALTH CARE DELIVERY FOR THE BENEFIT OF OLDER ADULTS AND OTHERS, THROUGH AN AUGMENTATION TO THE STATE HEALTH INFORMATION GUIDANCE (SHIG). | $24,115 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | ||||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | NONE | PC | TO SUPPORT A CAPACITY BUILDING GRANT FOR A NEW CUSTOMER RELATIONSHIP MANAGEMENT (CRM) FOR GREATER MISSION IMPACT. | $39,145 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | ||||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | NONE | PC | TO PROVIDE GENERAL CONFERENCE SUPPORT FOR COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 'S 12TH ANNUAL SUMMIT, SHARPENING OUR VISION FOR COMPASSIONATE CARE IN THE FACE OF SERIOUS ILLNESS. THE SUMMIT WILL BE HELD ON MAY 5 & 6, 2020, IN SACRAMENTO, CA. | $1,000 | |
| COUNTY OF SONOMA HUMAN SERVICES DEPARTMENT | ||||||||
| C/O HSD ADULT AGING ACCOUNTANT 3600 | SANTA ROSA | CA | 95403 | NONE | PC | TO SUPPORT THE SONOMA CARE COLLABORATIVE PROJECT (SCCP), CONTINUATION. | $5,000 | WESTWIND BLVD |
| COUNTY OF SONOMA HUMAN SERVICES DEPARTMENT | ||||||||
| C/O HSD ADULT AGING ACCOUNTANT 3600 | SANTA ROSA | CA | 95403 | NONE | PC | TO SUPPORT THE SONOMA CARE COLLABORATIVE PROJECT IN COLLABORATION WITH THE PETALUMA HEALTH CENTER. | $67,500 | WESTWIND BLVD |
| COUNTY OF SONOMA HUMAN SERVICES DEPARTMENT | ||||||||
| C/O HSD ADULT AGING ACCOUNTANT 3600 | SANTA ROSA | CA | 95403 | NONE | PC | TO SUPPORT THE SONOMA CARE COLLABORATIVE PROJECT IN COLLABORATION WITH THE PETALUMA HEALTH CENTER. | $15,000 | WESTWIND BLVD |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | ||||||||
| 55 E JACKSON BLVD STE 490 | CHICAGO | IL | 60604 | NONE | PC | TO SUPPORT THE CARE PARTNERS/SENIOR STRENGTH: PEER SUPPORT SERVICES IN COLLABORATIVE CARE PROJECT IN MISSION HILLS/SAN FERNANDO VALLEY AREA OF LOS ANGELES. | $15,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | TO SUPPORT A CAPACITY BUILDING GRANT THAT ADDRESSES AGE/RACE DISPARITIES IN HEALTH CARE PROVISION FOR WOMEN EXPERIENCING HOMELESSNESS. | $45,000 | |
| EL SOL NEIGHBORHOOD EDUCATIONAL CENTER | ||||||||
| PO BOX 449 | SAN BERNARDINO | CA | 92402 | NONE | PC | TO SUPPORT THE SAN BERNARDINO DEPRESSION IN LATE-LIFE PROGRAM II, CONTINUATION PROJECT. | $5,000 | |
| FAMILY HEALTH CENTERS OF SAN DIEGO INC | ||||||||
| 823 GATEWAY CENTER WAY | SAN DIEGO | CA | 92102 | NONE | PC | TO SUPPORT THE COMMUNITY COLLABORATIVE CARE PARTNERSHIP (CCCP) EXPANSION. | $5,000 | |
| GRANTMAKERS IN AGING INC | ||||||||
| C/O CLIFTONLARSONALLEN LLP 901 | ARLINGTON | VA | 22203 | NONE | PC | THIS GRANT SUPPORTS: 1) ORGANIZATIONAL DEVELOPMENT AND CORE PROGRAMMATIC ACTIVITIES, INCLUDING THE FUND FOR THE FUTURE; 2) ANNUAL CONFERENCE SUPPORT; AND 3) OPERATIONAL SUPPORT FOR THE FAMILY CAREGIVING FUNDERS COLLABORATIVE GROUP. | $112,500 | NORTH GLEBE ROAD SUITE 200 |
| GRANTMAKERS IN AGING INC | ||||||||
| C/O CLIFTONLARSONALLEN LLP 901 | ARLINGTON | VA | 22203 | NONE | PC | THIS GRANT SUPPORTS: 1) ORGANIZATIONAL DEVELOPMENT AND CORE PROGRAMMATIC ACTIVITIES, INCLUDING THE FUND FOR THE FUTURE; 2) ANNUAL CONFERENCE SUPPORT; AND 3) OPERATIONAL SUPPORT FOR THE FAMILY CAREGIVING FUNDERS COLLABORATIVE GROUP. | $12,500 | NORTH GLEBE ROAD SUITE 200 |
| GRANTMAKERS IN AGING INC | ||||||||
| C/O CLIFTONLARSONALLEN LLP 901 | ARLINGTON | VA | 22203 | NONE | PC | THIS GRANT SUPPORTS: 1) ORGANIZATIONAL DEVELOPMENT AND CORE PROGRAMMATIC ACTIVITIES, INCLUDING THE FUND FOR THE FUTURE; 2) ANNUAL CONFERENCE SUPPORT; AND 3) OPERATIONAL SUPPORT FOR THE FAMILY CAREGIVING FUNDERS COLLABORATIVE GROUP. | $112,500 | NORTH GLEBE ROAD SUITE 200 |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE GIH-GIA COLLABORATIVE: STRENGTHENING HEALTHY AGING PHILANTHROPY. | $5,769 | 1100 |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | CONTINUATION FUNDING TO SUPPORT THE GIH-GIA COLLABORATIVE: STRENGTHENING HEALTHY AGING PHILANTHROPY, 2021-2023. | $33,246 | 1100 |
| KAISER FOUNDATION HOSPITALS | ||||||||
| C/O KAISER FOUNDATION RESEARCH | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT THE CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE - ENHANCED DEPRESSION CARE MANAGEMENT PROJECT, IN PARTNERSHIP WITH HEALTHY AFRICAN AMERICAN FAMILIES. | $67,416 | INSTITUTE 1800 HARRISON STREET 16TH |
| LA NET COMMUNITY HEALTH RESOURCE NETWORK | ||||||||
| 927 PINE AVE | LONG BEACH | CA | 90813 | NONE | PC | TO SUPPORT A RAPID-CYCLE PROOF-OF-CONCEPT DEMONSTRATION OF VIRTUAL COMMUNITIES OF CARE (VCC) TO EVALUATE ITS POTENTIAL FOR SUPPORTING LOW-INCOME OLDER ADULTS LIVING INDEPENDENTLY IN THE COMMUNITY DURING COVID-19. | $50,000 | |
| LA NET COMMUNITY HEALTH RESOURCE NETWORK | ||||||||
| 927 PINE AVE | LONG BEACH | CA | 90813 | NONE | PC | TO SUPPORT A RAPID-CYCLE PROOF-OF-CONCEPT DEMONSTRATION OF VIRTUAL COMMUNITIES OF CARE (VCC) TO EVALUATE ITS POTENTIAL FOR SUPPORTING LOW-INCOME OLDER ADULTS LIVING INDEPENDENTLY IN THE COMMUNITY DURING COVID-19. | $50,000 | |
| LTSC COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 231 E 3RD ST STE G106 | LOS ANGELES | CA | 90013 | NONE | PC | TO SUPPORT THE SENIOR SERVICES CASE MANAGEMENT SOFTWARE PROJECT. | $45,000 | |
| NEIGHBORHOOD HEALTHCARE | ||||||||
| 425 NORTH DATE STREET | ESCONDIDO | CA | 92025 | NONE | PC | TO SUPPORT THE CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE - ENHANCED DEPRESSION CARE MANAGEMENT PROJECT, IN PARTNERSHIP WITH HEALTHY AFRICAN AMERICAN FAMILIES. | $67,500 | |
| NEIGHBORHOOD HEALTHCARE | ||||||||
| 425 NORTH DATE STREET | ESCONDIDO | CA | 92025 | NONE | PC | TO SUPPORT THE CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE - ENHANCED DEPRESSION CARE MANAGEMENT PROJECT, IN PARTNERSHIP WITH HEALTHY AFRICAN AMERICAN FAMILIES. | $15,000 | |
| ONEGENERATION | ||||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | NONE | PC | TO SUPPORT THE INTELLECTUAL/DEVELOPMENTAL DISABILITY AND ALZHEIMERS DISEASE AND RELATED DEMENTIA WORKGROUP COLLABORATIVE AND TRAINING PROGRAM. | $45,000 | |
| ONEGENERATION | ||||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | NONE | PC | TO PROVIDE ADULT DAY HEALTH CARE AND ADULT DAY CARE PROGRAM SERVICES TO ITS PROGRAM PARTICIPANTS, WHICH PROVIDE AN IMPORTANT SOURCE OF RESPITE FOR FAMILY CAREGIVERS PROVIDING CARE FOR FRAIL OLDER ADULTS WITH COMPLEX HEALTH ISSUES. | $10,000 | |
| OPICA ADULT DAY PROGRAM AND COUNSEL | ||||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | PC | TO SUPPORT TECHNOLOGY IMPROVEMENTS AT OPICA. | $45,000 | |
| PARTNERS IN CARE FOUNDATION INC | ||||||||
| 732 MOTT STREET SUITE 150 | SAN FERNANDO | CA | 91340 | NONE | PC | TO SUPPORT A TWO-YEAR PROJECT TO REDESIGN AND SCALE A HIGHLY EFFECTIVE TRAINING CURRICULUM FOR COMMUNITY HEALTH WORKERS TO PREPARE THEM TO WORK IN COMMUNITY-BASED ORGANIZATIONS, PHYSICIAN OFFICES, AND OTHER SETTINGS SERVING OLDER ADULTS. | $124,512 | |
| PATHWAYS VOLUNTEER HOSPICE | ||||||||
| 4645 WOODRUFF AVE | LAKEWOOD | CA | 90713 | NONE | PC | TO SUPPORT THE CARE NAVIGATION PROGRAM COLLABORATION, A NEW MODEL OF CARE DESIGNED MEALS ON WHEELS OF LONG BEACH, AND CSULB, SCHOOL OF NURSING TO HELP UP TO 300 VULNERABLE HOMEBOUND OLDER ADULTS ANNUALLY LIVE AS SAFELY AND INDEPENDENTLY AS POSSIBLE. | $14,625 | |
| PROJECT ANGEL FOOD | ||||||||
| 922 VINE STREET | LOS ANGELES | CA | 900382702 | NONE | PC | TO SUPPORT PHASE II OF THEIR FACILITIES EXPANSION PROJECT. | $45,000 | |
| PROJECT OPEN HAND | ||||||||
| 730 POLK ST | SAN FRANCISCO | CA | 94109 | NONE | PC | TO SUPPORT THE LAUNCH OF THE FIRST-IN-THE-NATION, MEDI-CAL MEDICALLY TAILORED MEALS PILOT PROGRAM TO ADDRESS THE NUTRITIONAL NEEDS OF CALIFORNIA'S MOST VULNERABLE, CRITICALLY ILL, AND HIGH-HEALTH CARE UTILIZERS. | $50,447 | |
| REBUILDING TOGETHER MOUNTAIN COMMUNITIES | ||||||||
| PO BOX 3540 | BLUE JAY | CA | 92317 | NONE | PC | TO SUPPORT REBUILDING DAY 2020 AND EMERGENCY HOME REPAIRS. | $1,500 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | NONE | PC | TO SUPPORT THE CALIFORNIA HEALTH INTERVIEW SURVEY. | $80,181 | HILGARD AVENUE |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | NONE | PC | TO SUPPORT THE CALIFORNIA HEALTH INTERVIEW SURVEY. | $13,958 | HILGARD AVENUE |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | NONE | PC | TO SUPPORT THE CALIFORNIA HEALTH INTERVIEW SURVEY. | $21,967 | HILGARD AVENUE |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | NONE | PC | TO SUPPORT THE IMPROVING SUPPORTIVE CARE FOR FAMILY CAREGIVERS OF PATIENTS WITH SERIOUS ILLNESS PROJECT THROUGH THE PALLIATIVE CARE QUALITY NETWORK. | $81,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (UNIVERSITY OF CALIFORNIA DAVIS) | ||||||||
| PO BOX 989062 | WEST SACRAMENTO | CA | 957989062 | NONE | PC | TO SUPPORT THE CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE FAMILY PARTNERSHIP PROJECT. | $50,000 | |
| SADDLEBACK MEMORIAL FOUNDATION | ||||||||
| 24451 HEALTH CENTER DRIVE | LAGUNA HILLS | CA | 92653 | NONE | PC | TO SUPPORT THE HOSPITAL ELDER LIFE PROGRAM (HELP), AN EFFECTIVE AND INNOVATIVE MODEL OF CARE TO PREVENT BOTH DELIRIUM AND FUNCTIONAL DECLINE DURING HOSPITALIZATION. | $39,600 | |
| SENIORSERV | ||||||||
| DBA SENIORSERV 1200 N KNOLLWOOD | ANAHEIM | CA | 92801 | NONE | PC | TO INTEGRATE EVIDENCE-BASED CAREGIVER SUPPORT SERVICES INTO THEIR ADULT DAY SERVICES (ADS) PROGRAMS. | $32,080 | CIRCLE |
| SOMANG SOCIETY | ||||||||
| 5836 CORPORATE AVE 110 | CYPRESS | CA | 90630 | NONE | PC | TO SUPPORT STAFF CAPACITY DEVELOPMENT TO BETTER SERVE KOREAN AMERICAN OLDER ADULTS. | $45,000 | |
| ST BARNABAS SENIOR CENTER OF LOS ANGELES | ||||||||
| 675 S CARONDELET ST | LOS ANGELES | CA | 900573309 | NONE | PC | TO SUPPORT THE 2020 AGING INTO THE FUTURE CONFERENCE. | $1,500 | |
| ST BARNABAS SENIOR CENTER OF LOS ANGELES | ||||||||
| 675 S CARONDELET ST | LOS ANGELES | CA | 900573309 | NONE | PC | TO SUPPORT THE 2020 SUMMIT ON AGING. | $1,650 | |
| ST BARNABAS SENIOR CENTER OF LOS ANGELES | ||||||||
| 675 S CARONDELET ST | LOS ANGELES | CA | 900573309 | NONE | PC | TO SUPPORT BOARD AND LEADERSHIP DEVELOPMENT THAT WILL IMPROVE ORGANIZATIONAL EFFECTIVENESS AND ENSURE MISSION- AND VALUES-DRIVEN APPROACHES TO GOVERNANCE, LEADERSHIP, AND PROGRAMMING. | $24,651 | |
| THE CENTER FOR EFFECTIVE PHILANTHROPY INC | ||||||||
| 675 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PC | TO SUPPORT THREE SESSIONS FOR CEP'S 20TH ANNIVERSARY VIRTUAL SPEAKER SERIES | $22,500 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 200054018 | NONE | PC | TO CARRY ON AND EXPAND THE WORK THAT INITIALLY BEGAN BY GRANTMAKERS IN AGING (GIA) TO REFRAME THE PUBLIC DISCOURSE ABOUT OLDER ADULTS (AGEISM), WHO THEY ARE, WHAT ISSUES AFFECT THEM, HOW THEY CONTRIBUTE TO SOCIETY, AND HOW SOCIETY CAN BEST INTEGRATE THE | $33,750 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 200054018 | NONE | PC | TO CARRY ON AND EXPAND THE WORK THAT INITIALLY BEGAN BY GRANTMAKERS IN AGING (GIA) TO REFRAME THE PUBLIC DISCOURSE ABOUT OLDER ADULTS (AGEISM), WHO THEY ARE, WHAT ISSUES AFFECT THEM, HOW THEY CONTRIBUTE TO SOCIETY, AND HOW SOCIETY CAN BEST INTEGRATE THE | $16,250 | |
| THE SCAN FOUNDATION | ||||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | NONE | PC | TO SUPPORT THE DEVELOPMENT OF THE CALIFORNIA MASTER PLAN FOR AGING. | $100,000 | |
| THE SCAN FOUNDATION | ||||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | NONE | PC | TO SUPPORT THE DEVELOPMENT OF THE CALIFORNIA MASTER PLAN FOR AGING. | $50,000 | |
| THE UCLA FOUNDATION | ||||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | NONE | PC | TO EXPAND THE GERIATRIC AND GERONTOLOGY PROGRAM AND WORKFORCE DEVELOPMENT EFFORTS AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. | $45,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | TO EXPAND THE GERIATRIC AND GERONTOLOGY PROGRAM AND WORKFORCE DEVELOPMENT EFFORTS AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. | $10,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | TO EXPAND THE GERIATRIC AND GERONTOLOGY PROGRAM AND WORKFORCE DEVELOPMENT EFFORTS AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. | $45,000 | |
| THE UCLA FOUNDATION | ||||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | NONE | PC | TO EXPAND THE GERIATRIC AND GERONTOLOGY PROGRAM AND WORKFORCE DEVELOPMENT EFFORTS AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. | $50,000 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | NONE | PC | TO EXPAND GERIPAL, A PODCAST AND BLOG THAT SERVES AS AN INNOVATIVE WORKFORCE DEVELOPMENT PLATFORM AND TOOL. | $45,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | TO SUPPORT THE IMPLEMENTATION OF THE THIRD PHASE OF THE REFRAMING ELDER ABUSE PROJECT. | $36,780 | 3500 S FIGUEROA STREET SUITE 102 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | TO SUPPORT THE IMPLEMENTATION OF THE THIRD PHASE OF THE REFRAMING ELDER ABUSE PROJECT. | $23,142 | 3500 S FIGUEROA STREET SUITE 102 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | TO PROVIDE PARTIAL FUNDING FOR THE CALIFORNIA TASK FORCE ON FAMILY CAREGIVING, WHICH SEEKS TO IMPROVE OUTCOMES FOR CALIFORNIAS FAMILY CAREGIVERS AND THEIR CARE RECIPIENTS. | $8,955 | 3500 S FIGUEROA STREET SUITE 102 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | TO SUPPORT THE IMPLEMENTATION OF THE THIRD PHASE OF THE REFRAMING ELDER ABUSE PROJECT. | $13,316 | 3500 S FIGUEROA STREET SUITE 102 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | TO SUPPORT THE ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS PROJECT. | $51,136 | 3500 S FIGUEROA STREET SUITE 102 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | TO SUPPORT THE ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS PROJECT. | $132,954 | 3500 S FIGUEROA STREET SUITE 102 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | TO SUPPORT THE IMPLEMENTATION OF THE THIRD PHASE OF THE REFRAMING ELDER ABUSE PROJECT. | $18,513 | 3500 S FIGUEROA STREET SUITE 102 |
| UNIVERSITY OF WASHINGTON | ||||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | NONE | PC | TO SUPPORT TECHNICAL ASSISTANCE, TRAINING, AND EVALUATION FOR PHASE 2 OF THE CARE PARTNERS DEPRESSION IN LATE-LIFE INITIATIVE. | $663,511 | COLLECTIONS DRIVE |
| UNIVERSITY OF WASHINGTON | ||||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | NONE | PC | TO SUPPORT TECHNICAL ASSISTANCE, TRAINING, AND EVALUATION FOR PHASE 2 OF THE CARE PARTNERS DEPRESSION IN LATE-LIFE INITIATIVE. | $49,242 | COLLECTIONS DRIVE |
| VIA CARE COMMUNITY HEALTH CENTER INC | ||||||||
| 501 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | NONE | PC | TO SUPPORT THE EXPANSION OF ITS MEDICATION THERAPY MANAGEMENT (MTM) PROGRAM TO A NEW POPULATION WHICH WILL IMPROVE THE HEALTH AND QUALITY OF LIFE OF AT LEAST 400 OF LOW-INCOME LATINO OLDER-ADULT PATIENTS WITH MULTIPLE CHRONIC DISEASES. | $45,000 | |
| OPENHOUSE | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| LONG BEACH GRAY PARTNERS | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| SALVATION ARMY OF LONG BEACH | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| UC DAVIS FOUNDATION | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICE | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CATHOLIC BIG BROTHERS BIG SISTERS OF LA | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| SAGE | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| SO OREGON CTR FOR COMMUNITY PARTNERSHIP | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| TCC FAMILY HEALTH | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ALTAMED HEALTH SERVICES | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| WISE & HEALTHY AGING | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| BAY AREA COMMUNITY SERVICES | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| MEALS ON WHEELS OF LONG BEACH | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| INTERNATIONAL CITY THEATRE | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| UNIVERSITY AT BUFFALO FOUNDATION INC | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ETHIOPIAN COMMUNITY & CULTURAL CENTER | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| ARTHRITIS FOUNDATION INC | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| LONG BEACH MUSEUM OF ART | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| ST BARNABAS SENIOR SERVICES | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| DUKE UNIVERSITY | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $200 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| GRANTMAKERS IN AGING | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $500 | |
| ENGAGE INC | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CHRISTIAN OUTREACH IN ACTION | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $500 | |
| HISTORICAL SOCIETY OF LONG BEACH | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ALPERT JEWISH COMMUNITY CENTER OF LB | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $500 | |
| ARTS COUNCIL FOR LONG BEACH | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $750 | |
| WEAVER ELEMENTARY PTA | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $200 | |
| FRIENDS OF WEAVER | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $200 | |
| LONG BEACH SYMPHONY ASSOCIATION | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $500 | |
| SOUTHERN CA PUBLIC RADIO (KPCC) | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $250 | |
| WOMENSHELTER OF LONG BEACH | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $500 | |
| JUSTICE IN AGING | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $500 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| SO OREGON CTR FOR COMMUNITY PARTNERSHIP | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| LONG BEACH MUSEUM OF ART | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $125 | |
| RIP MEDICAL DEBT | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| LOS ALAMITOS EDUCATION FOUNDATION | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ST PIUS X - ST MATTIAS ACADEMY | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $200 | |
| DOGS WITHOUT BORDERS | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $150 | |
| CA CONFERENCE FOR EQUALITY & JUSTICE | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $120 | |
| PBS SOCAL | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $170 | |
| NIXON ACADEMY PTA | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| LOVELAND CHURCH | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| CSULB 49ER FOUNDATION | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $120 | |
| AURICLE COMMUNICATIONS | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $210 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| SUMMER HARVEST - FOOD FOR KIDS INC | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $200 | |
| ARTHRITIS FOUNDATION INC | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $120 | |
| SANTA BARBARA BOTANIC GARDEN | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| NAT'L ASIAN PACIFIC AMERICAN WOMEN'S FORU | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| NEW YORK PUBLIC INTEREST RESEARCH GROUP | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $365 | |
| PROJECT OPEN HAND | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| BELMONT HEIGHTS UNITED METHODIST CHURCH | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $950 | |
| FILIPINO MIGRANT CENTER | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $100 | |
| LONG BEACH CHORALE & CHAMBER ORCHESTRA | ||||||||
| 301 E OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL PURPOSE | $300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,434,869 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | NONE | PC | GENERAL PURPOSE | $165,738 | |
| THE SCAN FOUNDATION | ||||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| CALIFORNIA FOOD POLICY ADVOCATES | ||||||||
| 1970 BROADWAY SUITE 760 | OAKLAND | CA | 94612 | NONE | PC | GENERAL PURPOSE | $5,653 | |
| ALZHEIMERS FAMILY SERVICES CENTER | ||||||||
| 9451 INDIANAPOLIS AVE | HUNTINGTON BEACH | CA | 92646 | NONE | PC | GENERAL PURPOSE | $26,023 | |
| OPICA ADULT DAY PROGRAM AND COUNSEL | ||||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL PURPOSE | $28,296 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | NONE | PC | GENERAL PURPOSE | $580,006 | COLLECTIONS DRIVE |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | NONE | PC | GENERAL PURPOSE | $13,957 | HILGARD AVENUE |
| GRANTMAKERS IN AGING INC | ||||||||
| C/O CLIFTONLARSONALLEN LLP 901 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL PURPOSE | $12,500 | NORTH GLEBE ROAD SUITE 200 |
| CHHS OFFICE OF HEALTH INFORMATION INTEGRITY | ||||||||
| 1600 9TH STREET SUITE 460 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL PURPOSE | $24,115 | |
| ALZHEIMER'S GREATER LOS ANGELES | ||||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL PURPOSE | $7,430 | |
| NEIGHBORHOOD HEALTHCARE | ||||||||
| 425 NORTH DATE STREET | ESCONDIDO | CA | 92025 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| COUNTY OF SONOMA HUMAN SERVICES DEPARTMENT | ||||||||
| C/O HSD ADULT AGING ACCOUNTANT 3600 | SANTA ROSA | CA | 95403 | NONE | PC | GENERAL PURPOSE | $7,500 | WESTWIND BLVD |
| KAISER FOUNDATION HOSPITALS | ||||||||
| C/O KAISER FOUNDATION RESEARCH | OAKLAND | CA | 94612 | NONE | PC | GENERAL PURPOSE | $14,996 | INSTITUTE 1800 HARRISON STREET 16TH |
| KAISER FOUNDATION HOSPITALS | ||||||||
| C/O KAISER FOUNDATION RESEARCH | OAKLAND | CA | 94612 | NONE | PC | GENERAL PURPOSE | $7,491 | INSTITUTE 1800 HARRISON STREET 16TH |
| PROJECT OPEN HAND | ||||||||
| 730 POLK ST | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL PURPOSE | $14,565 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (UNIVERSITY OF CALIFORNIA DAVIS) | ||||||||
| PO BOX 989062 | WEST SACRAMENTO | CA | 957989062 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | NONE | PC | GENERAL PURPOSE | $73,723 | COLLECTIONS DRIVE |
| CALIFORNIA STATE LOS ANGELES UNIVERSITY AUXILIARY SERVICES | ||||||||
| 5151 STATE COLLEGE DRIVE | LOS ANGELES | CA | 90032 | NONE | PC | GENERAL PURPOSE | $14,294 | |
| ST BARNABAS SENIOR CENTER OF LOS ANGELES | ||||||||
| 675 S CARONDELET ST | LOS ANGELES | CA | 900573309 | NONE | PC | GENERAL PURPOSE | $2,739 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | ||||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | NONE | PC | GENERAL PURPOSE | $4,349 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | NONE | PC | GENERAL PURPOSE | $37,500 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | ||||||||
| 21600 HART ST CANOGA PARK | LOS ANGELES | CA | 91303 | NONE | PC | GENERAL PURPOSE | $5,053 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | NONE | PC | GENERAL PURPOSE | $18,000 | |
| THE CENTER FOR EFFECTIVE PHILANTHROPY INC | ||||||||
| 675 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| ALLIANCE FOR LEADERSHIP AND EDUCATION | ||||||||
| 1107 9TH STREET SUITE 701 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | GENERAL PURPOSE | $5,606 | 3500 S FIGUEROA STREET SUITE 102 |
| CALIFORNIA FOOD POLICY ADVOCATES | ||||||||
| 1970 BROADWAY SUITE 760 | OAKLAND | CA | 94612 | NONE | PC | GENERAL PURPOSE | $1,413 | |
| VIA CARE COMMUNITY HEALTH CENTER INC | ||||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | NONE | PC | GENERAL PURPOSE | $5,000 | HILGARD AVENUE |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | NONE | PC | GENERAL PURPOSE | $40,446 | HILGARD AVENUE |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | NONE | PC | GENERAL PURPOSE | $18,415 | |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | ||||||||
| 55 E JACKSON BLVD STE 490 | CHICAGO | IL | 60604 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | NONE | PC | GENERAL PURPOSE | $4,628 | 3500 S FIGUEROA STREET SUITE 102 |
| SOMANG SOCIETY | ||||||||
| 5836 CORPORATE AVE 110 | CYPRESS | CA | 90630 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| LTSC COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 231 E 3RD ST STE G106 | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 200054018 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | NONE | PC | GENERAL PURPOSE | $20,455 | COLLECTIONS DRIVE |
| CATCHAFIRE | ||||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,367,891 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,974,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,086,210 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM INSTITUTIONAL FUNDS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,023,685 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,084,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,084,348 | 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 | $74,605 | Amt |
| Net Investment Income | $5,046 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $62,041 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990PF, PART I, LINE 12 | THE ARCHSTONE FOUNDATION INVESTS IN 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. | |
| FORM 990-PF, PART I, LINE 4, 6, AND 16 | THIS RETURN IS BEING AMENDED AS ACTIVITY FROM NEW 1099S, AS DETAILED BELOW, WERE INADVERTENTLY EXCLUDED AT THE TIME THE RETURN WAS ORIGINALLY PREPARED. US BANK ACCOUNT ENDING IN 000:-DIVIDEND INCOME: $13,984US BANK ACCOUNT ENDING IN 001:-INTEREST INCOME: $399-CAPITAL GAIN/(LOSS): $4,520,529US BANK ACCOUNT ENDING IN 002:-INTEREST INCOME: $7-DIVIDEND INCOME: $9,477-CAPITAL GAIN/(LOSS): $672US BANK ACCOUNT ENDING IN 003:-INTEREST INCOME: $6-DIVIDEND INCOME: $2,306-CAPITAL GAIN/(LOSS): $2,685US BANK ACCOUNT ENDING IN 004:-INTEREST INCOME: $18-DIVIDEND INCOME: $21,795-CAPITAL GAIN/(LOSS): $(681)US BANK ACCOUNT ENDING IN 005:-INTEREST INCOME: $33-DIVIDEND INCOME: $39,730-CAPITAL GAIN/(LOSS): $(1,226)THE CHANGES DETAILED ABOVE RESULTED IN AN INCREASE TO TAX. THE OVERPAYMENT ON FORM 990-PF, PART VI, LINE 10 DECREASED TO $440,691 AS A RESULT OF THE AMENDMENTS MADE. ORIGINALLY, THE AMOUNT REPORTED ON LINE 10 WAS $504,766, ALL OF WHICH WAS CREDIT TO THE 2021 ESTIMATED TAX. | REASON FOR AMENDING RETURN: |
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 | $60,989,163 | $60,989,163 |
| CAMBRIDGE INVESTMENTS - PRIVATE EQUITY | FMV | $24,307,722 | $24,307,722 |
| CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES | FMV | $17,718,057 | $17,718,057 |
| CAMBRIDGE INVESTMENTS - FIXED INCOME | FMV | $17,853,930 | $17,853,930 |
| CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC | FMV | $497,831 | $497,831 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,246 | LegalFeesAmt |
| Net Investment Income | $277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,625 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $19,294 | BOYBookValueAmt |
| EOY Book Value | $19,294 | EOYBookValueAmt |
| EOYFMV | $19,294 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $27,563,323 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & SHIPPING | $1,924 | $129 | $1,690 |
| EQUIPMENT RENTAL & MAINT | $18,760 | $1,259 | $16,485 |
| INSURANCE | $33,726 | $2,407 | $31,519 |
| OFFICE SUPPLIES | $3,028 | $210 | $2,775 |
| CONSULTATION FEES | $46,342 | $0 | $46,623 |
| ORGANIZATIONAL EXPENSE | $50,000 | $0 | $50,850 |
| COMMUNICATIONS | $150,327 | $10,558 | $138,233 |
| MEMBERSHIP & DUES | $37,344 | $2,498 | $33,501 |
| EDUCATION | $13,023 | $902 | $11,804 |
| MISCELLANEOUS | $541 | $38 | $498 |
| GRANT RELATED EXPENSES | $51,023 | $0 | $51,023 |
| GRANTEE EVALUATIONS | $89,493 | $0 | $83,880 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 RUSSELL CORE BOND FUND | -$30,998 | ||
| K-1 RUSSELL MULTI ASSET CORE PLUS FUND | $14,401 | ||
| K-1 RUSSELL LOW DURATION BOND FUND | -$8,100 | ||
| K-1 RUSSELL ESTATE EQUITY FUND | -$92,695 | ||
| INCOME FROM INSTITUTIONAL FUNDS | $47,023,685 | $47,023,685 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $912,186 | $819,166 |
| DEFERRED RENT | $303,301 | $248,708 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $586,215 | Amt |
| Net Investment Income | $586,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $51,304 | $2,461 | $45,977 |
| PROPERTY TAXES | $1,532 | $107 | $1,404 |
| FEDERAL EXCISE TAX | $675,000 | $0 | $0 |