ARCHSTONE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARCHSTONE FOUNDATION (EIN 33-0133359)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202311329349104551
- Schema version
- 2021v4.2
- 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 | 2023-05-12T18:09:09-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2023-05-12 | 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 | 2023-05-12 | 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 | 2021 | 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 | $101,217,699 | 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 | $558,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,229,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$600,686 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,252,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,887 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $253,900 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $552,052 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $211,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,979,389 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $935,837 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,430 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $858,726 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $662,971 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,843 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $636,107 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $202,681 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,907 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $277,039 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,008 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $231 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,043 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $93,888 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,665 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $72,221 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $503,651 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $503,651 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,606 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,568 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85,442 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $62,513 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $195,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,685 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $180,355 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $71,706 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,716 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $48,976 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $813,349 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,633 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $775,152 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,635,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $652,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,937,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,440,129 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,551,209 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,075,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $652,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,488,270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,863,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,327,060 | 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 | $1,167,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $625,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $625,381 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $144,413 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $509,581 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $509,581 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $121,366,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,887,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,887,230 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $642,433 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $466,567 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $224,794 | LandBOYAmt |
| Land EOY | $175,866 | LandEOYAmt |
| Land EOYFMV | $175,866 | LandEOYFMVAmt |
| Other Assets BOY | $19,294 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,294 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,294 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $122,922,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,217,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,217,699 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $312,670 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $297,690 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,367,891 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,256,811 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,067,874 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $928,769 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,748,435 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,483,270 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $120,174,392 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $98,734,429 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,174,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,734,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,922,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,217,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,174,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,863,951 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $114,310,441 | SubtotalAmt |
| Other Decreases | $15,576,012 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,734,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ATALAN OFFSHORE FUND | P | 2020-01-01 | 2022-06-30 | $57,794 | $57,794 | $57,794 | |
| DAVISON KEMPNER INSTITUTIONAL PARTERS LP | P | 2020-01-01 | 2022-06-30 | $6,468 | $6,468 | $6,468 | |
| DAVISON KEMPNER INSTITUTIONAL PARTERS LP | P | 2021-07-15 | 2022-06-30 | $5,744 | $5,744 | $5,744 | |
| HITCHWOOD CAPITAL FUND LTD | P | 2020-01-01 | 2022-06-30 | $240,236 | $240,236 | $240,236 | |
| HIMALAYA CAPITAL INVESTORS (OFFSHORE) LTD | P | 2020-01-01 | 2022-06-30 | $4,333 | $4,333 | $4,333 | |
| GREEN COURT GREATER CHINA LONG ONLY EQUITY | P | 2020-01-01 | 2022-06-30 | $86,362 | $86,362 | $86,362 | |
| MARATHON-LONDON INTERNATIONAL INVESTMENT | P | 2020-01-01 | 2022-06-30 | -$116,420 | -$116,420 | $116,420 | |
| MARATHON-LONDON INTERNATIONAL INVESTMENT | P | 2021-07-15 | 2022-06-30 | -$3,385 | -$3,385 | $3,385 | |
| RWC EMERGING MARKETS EQUITY FUND LIMITED | P | 2020-01-01 | 2022-06-30 | $202,950 | $202,950 | $202,950 | |
| IR&M CORE BOND FUND II LLC | P | 2021-07-15 | 2022-06-30 | -$48,147 | -$48,147 | $48,147 | |
| IR&M CORE BOND FUND II LLC | P | 2020-01-01 | 2022-06-30 | -$24,859 | -$24,859 | $24,859 | |
| INDABA CAPITAL PARTNERS (CAYMAN) LP | P | 2020-01-01 | 2022-06-30 | $167,798 | $167,798 | $167,798 | |
| 1607 CAPITAL INTERNATIONAL EQUITY | P | 2021-07-15 | 2022-06-30 | $958 | $958 | $958 | |
| 1607 CAPITAL INTERNATIONAL EQUITY | P | 2020-01-01 | 2022-06-30 | $14,509 | $14,509 | $14,509 | |
| GQG PARTNERS US SELECT QUALITY EQUITY FUND | P | 2021-07-15 | 2022-06-30 | -$55,094 | -$55,094 | $55,094 | |
| GQG PARTNERS US SELECT QUALITY EQUITY FUND | P | 2020-01-01 | 2022-06-30 | $174,195 | $174,195 | $174,195 | |
| HBK MULTI-STRATEGY OFFSHORE FUND LTD | P | 2020-01-01 | 2022-06-30 | $33,503 | $33,503 | $33,503 | |
| USB 000 ST SALES | P | 2021-04-15 | 2022-03-31 | $2,450,224 | $115,180 | $115,180 | $2,335,044 |
| USB 000 LT SALES | P | 2021-04-15 | 2022-04-22 | $3,703,971 | -$206,330 | -$206,330 | $3,910,301 |
| USB 001 ST SALES | P | 2021-04-01 | 2022-01-25 | $880,000 | $0 | $0 | $880,000 |
| USB 001 LT SALES | P | 2021-04-01 | 2022-04-04 | $201,000 | $0 | $0 | $201,000 |
| USB 002 ST SALES | P | 2021-12-01 | 2022-06-17 | $5,025,705 | $121,286 | $121,286 | $4,904,419 |
| USB 002 LT SALES | P | 2021-05-07 | 2022-06-24 | $367,995 | -$48,896 | -$48,896 | $416,891 |
| USB 003 ST SALES | P | 2021-05-07 | 2022-01-27 | $1,012,094 | $122,117 | $122,117 | $889,977 |
| USB 003 LT SALES | P | 2021-05-07 | 2022-05-13 | $133,700 | -$140,887 | -$140,887 | $274,587 |
| USB 004 ST SALES | P | 2021-05-07 | 2022-04-22 | $5,165,933 | -$32,893 | -$32,893 | $5,198,826 |
| USB 004 LT SALES | P | 2021-05-07 | 2022-05-31 | $23,108 | -$9,282 | -$9,282 | $32,390 |
| USB 005 ST SALES | P | 2021-05-07 | 2022-03-25 | $4,165,488 | $238,682 | $238,682 | $3,926,806 |
| USB 005 LT SALES | P | 2021-05-07 | 2022-05-31 | $30,788 | -$22,862 | -$22,862 | $53,650 |
| PARAMETRIC FUTURES | P | 2021-07-15 | 2022-06-30 | $16,036,956 | -$746,258 | -$746,258 | $16,783,214 |
| BOOK TO TAX ADJUSTMENT | P | 2020-06-01 | 2022-06-30 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $61,085 | $61,085 | $61,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,887 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,446 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,446 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,446 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440,691 | 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 | $440,691 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $422,245 | OverpaymentAmt |
| Applied To ES Tax | $100,000 | AppliedToESTaxAmt |
| Refund | $322,245 | 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 (11 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 | $362,568 | $34,028 | $6,600 |
| MARY ELLEN KULLMAN | ||||||||
| 301 EAST OCEAN BLVD SUITE 1850 | LONG BEACH | CA | 90802 | VICE PRESIDENT | 40.00 | $240,769 | $72,423 | $4,800 |
| 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 |
| 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 | $38,000 | $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 | $36,500 | $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 | $136,531 | $51,701 | $6,600 |
| JOLENE FASSBINDER | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | PROGRAM OFFICER | 40.00 | $123,098 | $50,898 | $6,600 |
| TANISHA DAVIS | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | GRANTS MANAGER | 40.00 | $100,248 | $39,304 | $3,000 |
| CONSUELO PENA | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | EXECUTIVE ASSISTANT | 40.00 | $94,358 | $42,899 | $4,800 |
| JASMINE LACSAMANA | ||||||||
| 301 EAST OCEAN BLVD STE 1850 | LONG BEACH | CA | 90802 | PROGRAM OFFICER | 40.00 | $93,368 | $37,856 | $6,600 |
| 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 | $503,651 | 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 | $116,910,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,557,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $528,875 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $118,996,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $118,996,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,784,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $117,211,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,860,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,860,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,446 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,446 | TotalTaxAmt |
| Distributable Before Adj | $5,842,112 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,842,112 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,842,112 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,488,270 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,488,270 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,842,112 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,128,919 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,122,708 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,485,188 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,087,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $811,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,635,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,488,270 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,488,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $353,842 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $353,842 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,281,822 | 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 | $775,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,506,745 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,122,708 | ExcessFromYear4Amt |
| Excess From Year3 | $1,485,188 | ExcessFromYear3Amt |
| Excess From Year2 | $1,087,105 | ExcessFromYear2Amt |
| Excess From Year1 | $811,744 | ExcessFromYear1Amt |
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 (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | PC | IMPACT OF SNAP ON HEALTH OUTCOMES IN A HIGH-RISK OLDER ADULT POPULATION: A STUDY TO DRIVE ADVOCACY EFFORTS | $165,738 | |
| THE SCAN FOUNDATION | |||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | PC | CALIFORNIA MASTER PLAN FOR AGING | $100,000 | |
| ALZHEIMERS FAMILY SERVICES CENTER | |||||||
| 9451 INDIANAPOLIS AVENUE | HUNTINGTON BEACH | CA | 92646 | PC | ADULT EVENING HEALTH SERVICES & CAREGIVER COUNSELING | $26,023 | |
| OPICA ADULT DAY PROGRAM AND COUNSEL | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | PC | CARE FOR THE CARING: EMPOWERING THE CAREGIVER | $28,296 | |
| CALIFORNIA FOOD POLICY ADVOCATES | |||||||
| 1970 BROADWAY SUITE 760 | OAKLAND | CA | 94612 | PC | MOVING TO YES: REMOVING BARRIERS TO DATA SHARING TO ACCELERATE EFFORTS TO CONNECT OLDER ADULTS WITH FOOD RESOURCES | $5,653 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | PC | CALIFORNIA HEALTH INTERVIEW SURVEY | $13,957 | HILGARD AVENUE |
| UNIVERSITY OF WASHINGTON | |||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | PC | BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION | $580,006 | COLLECTIONS DRIVE |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 200054018 | PC | CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM | $14,400 | |
| 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 | $7,430 | |
| NEIGHBORHOOD HEALTHCARE | |||||||
| 425 NORTH DATE STREET | ESCONDIDO | CA | 92025 | PC | CARE PARTNERS: DEPRESSION IN LATE-LIFE INITIATIVE | $7,500 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT | $12,500 | |
| 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 | |
| CALIFORNIA STATE LOS ANGELES UNIVERSITY AUXILIARY SERVICES | |||||||
| 5151 STATE COLLEGE DRIVE | LOS ANGELES | CA | 90032 | PC | DEVELOPING AND INTEGRATING COVID-19 PANDEMIC CONTENT FOR THE HEALTH COMMUNICATION APP | $14,294 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | |||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | NEW CRM FOR GREATER MISSION IMPACT | $4,349 | |
| CHHS OFFICE OF HEALTH INFORMATION INTEGRITY | |||||||
| 1600 9TH STREET SUITE 460 | SACRAMENTO | CA | 95814 | PC | GENERAL PURPOSE | $12,115 | |
| COUNTY OF SONOMA HUMAN SERVICES DEPARTMENT | |||||||
| C/O HSD ADULT AGING ACCOUNTANT 3600 | SANTA ROSA | CA | 95403 | PC | SONOMA CARE COLLABORATIVE CONTINUATION PROJECT | $7,500 | WESTWIND BLVD |
| PROJECT OPEN HAND | |||||||
| 730 POLK ST | SAN FRANCISCO | CA | 94109 | PC | SUSTAINABILITY COLLABORATION - HIGH UTILIZING MEDI-CAL SENIORS | $14,565 | |
| 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 | $25,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY | |||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | LOS ANGELES | CA | 900898001 | PC | CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS | $45,000 | S FIGUEROA STREET SUITE 102 MC 8001 |
| 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) | $25,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE | $47,500 | |
| UNIVERSITY OF WASHINGTON | |||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | PC | BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION | $73,723 | COLLECTIONS DRIVE |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | PC | IMPROVING FAMILY CAREGIVER SUPPORT THROUGH THE PALLIATIVE CARE QUALITY NETWORK | $18,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 10945 LE CONTE AVENUE STE 2339 | LOS ANGELES | CA | 90029 | PC | IMPROVING CAREGIVING FOR DEMENTIA II (I-CARED II) | $54,063 | |
| ALLIANCE FOR LEADERSHIP AND EDUCATION | |||||||
| 1107 9TH STREET SUITE 701 | SACRAMENTO | CA | 95814 | PC | SUPPORTING RESILIENCE AND BUILDING COMMUNITY THROUGH EDUCATIONAL WEBINARS DURING THE PUBLIC HEALTH EMERGENCY | $2,500 | |
| NATIONAL HEALTH FOUNDATION | |||||||
| 515 S FIGUEROA ST SUITE 1300 | LOS ANGELES | CA | 90071 | PC | CONGREGATE MEAL SITE FOR OLDER ADULTS IN SAN FERNANDO VALLEY | $25,000 | |
| UCSF FOUNDATION | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | PC | GERIPAL: A GERIATRICS AND PALLIATIVE CARE PODCAST AND BLOG | $37,500 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| 21600 HART STREET | CANOGA PARK | CA | 91303 | PC | OASIS PROGRAM EXPANSION | $5,053 | |
| ST BARNABAS SENIOR CENTER OF LOS ANGELES | |||||||
| 675 S CARONDELET ST | LOS ANGELES | CA | 900573309 | PC | SUSTAINABLE LEADERSHIP: BOARD AND STAFF DEVELOPMENT | $2,739 | |
| 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 | $25,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | LOS ANGELES | CA | 900898001 | PC | TEACHING CAREGIVERS HOW TO PREVENT ELDER ABUSE VIA TECHNOLOGY (KINDER) | $5,606 | S FIGUEROA STREET SUITE 102 MC 8001 |
| UNIVERSITY OF WASHINGTON | |||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | PC | ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES | $32,515 | COLLECTIONS DRIVE |
| EL SOL NEIGHBORHOOD EDUCATIONAL CENTER | |||||||
| 766 NORTH WATERMAN AVE | SAN BERNARDINO | CA | 92410 | PC | SUSTAINABILITY BY BUILDING CAPACITY FOR MEDICARE BILLING AND STRATEGIC RELATIONSHIPS | $18,750 | |
| CATCHAFIRE | |||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | CATCHAFIRE - CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS | $18,750 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | |||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | POLST REGISTRY BRIDGE | $18,750 | |
| CALIFORNIA FOOD POLICY ADVOCATES | |||||||
| 1970 BROADWAY SUITE 760 | OAKLAND | CA | 94612 | PC | MOVING TO YES: REMOVING BARRIERS TO DATA SHARING TO ACCELERATE EFFORTS TO CONNECT OLDER ADULTS WITH FOOD RESOURCES | $1,413 | |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | |||||||
| 55 E JACKSON BLVD STE 490 | CHICAGO | IL | 60604 | PC | CARE PARTNERS/SENIOR STRENGTH: PEER SUPPORT SERVICES IN COLLABORATIVE CARE | $7,500 | |
| KAISER FOUNDATION HOSPITALS | |||||||
| C/O KAISER FOUNDATION RESEARCH | OAKLAND | CA | 94612 | PC | CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE - ENHANCED DEPRESSION CA | $22,487 | INSTITUTE 1800 HARRISON STREET 16TH |
| VIA CARE COMMUNITY HEALTH CENTER INC | |||||||
| 501 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | PC | MTM FOR OLDER ADULTS | $5,000 | |
| THE CENTER FOR EFFECTIVE PHILANTHROPY INC | |||||||
| 675 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | CEP'S 20TH ANNIVERSARY VIRTUAL SPEAKER SERIES | $2,500 | |
| THE SCAN FOUNDATION | |||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | PC | CONFERENCE SUPPORT FOR AGING INTERSECTIONS: DIALOGUE WITH CALIFORNIA FOUNDATION CEOS | $14,100 | |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | PC | ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT | $90,000 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST SUITE 150 | SAN FERNADO | CA | 91340 | PC | DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH | $124,512 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 S FIGUEROA STREET SUITE 102 MC | LOS ANGELES | CA | 900898001 | PC | ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS | $49,356 | 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 | $12,500 | |
| LTSC COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 231 E 3RD ST STE G106 | LOS ANGELES | CA | 90013 | PC | SENIOR SERVICES CASE MANAGEMENT SOFTWARE PROJECT | $5,000 | |
| SOMANG SOCIETY | |||||||
| 5836 CORPORATE AVE 110 | CYPRESS | CA | 90630 | PC | STAFF CAPACITY DEVELOPMENT FOR BETTER SERVING KOREAN AMERICAN OLDER ADULTS DURING COVID-19 PANDEMIC | $5,000 | |
| DOWNTOWN WOMENS CENTER | |||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | CLOSING THE HEALTHCARE GAP: ADDRESSING AGE/RACE DISPARITIES IN HEALTH CARE PROVISION FOR WOMEN EXPERIENCING HOMELESSNESS | $5,000 | |
| AMERICAN SOCIETY ON AGING | |||||||
| 605 MARKET STREET SUITE 1111 | SAN FRANCISCO | CA | 941052869 | PC | ASA RISE | $45,000 | |
| SAAHAS FOR CAUSE | |||||||
| 12626 CUESTA ST | CERRITOS | CA | 90703 | PC | SAAHAS TECHNOLOGY UPGRADE (TECHUP) | $45,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (UNIVERSITY OF CALIFORNIA DAVIS) | |||||||
| 1850 RESEARCH PARK DRIVE SUITE 300 | DAVIS | CA | 956186153 | PC | CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE - FAMILY PARTNERSHIP PRO | $50,000 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT STREET SUITE 150 | SAN FERNANDO | CA | 91340 | PC | TECHNOLOGY ROUNDTABLE | $20,000 | |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | PC | ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT | $10,000 | |
| CATCHAFIRE | |||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS | $8,000 | |
| CHOICE IN AGING | |||||||
| 490 GOLF CLUB RD | PLEASANT HILL | CA | 94523 | PC | CHOICE IN AGING TECHNOLOGY BOOST | $45,000 | |
| CENTER FOR EMPOWERING REFUGEES AND IMMIGRANTS (CERI) | |||||||
| 544 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | PC | ELECTRONIC RECORD KEEPING DATABASE GRANTS MANAGEMENT SYSTEM FOR OLDER ADULT SERVICES | $45,000 | |
| THE SCAN FOUNDATION | |||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | PC | CAL4ALL CONFERENCE | $25,000 | |
| THE SCAN FOUNDATION | |||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | PC | CALIFORNIA MASTER PLAN FOR AGING, CONTINUATION | $150,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | PC | CALIFORNIA HEALTH INTERVIEW SURVEY | $40,446 | HILGARD AVENUE |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET SUITE 600 | OAKLAND | CA | 946074046 | PC | ALAMEDA COUNTY CARE ALLIANCE ADVANCED ILLNESS CARE PROGRAM EXPANSION AND DEVELOPMENT OF A LOS ANGELES REGIONAL HUB | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900898001 | PC | REFRAMING ELDER ABUSE PROJECT | $4,628 | 3500 S FIGUEROA STREET SUITE 102 |
| NATIONAL CAUCUS & CENTER ON BLACK AGING | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| NAT'L ASSOC OF AREA AGENCIES ON AGING | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $500 | |
| LONG BEACH CITY COLLEGE FOUNDATION | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| HEART OF IDA | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| OPENHOUSE | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $500 | |
| UC DAVIS FOUNDATION | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| CABARRUS MEALS ON WHEELS | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| ARTHRITIS FOUNDATION INC | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| FAMILY CAREGIVER ALLIANCE | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $4,000 | |
| LONG BEACH MUSEUM OF ART | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $3,000 | |
| ARTHRITIS FOUNDATION INC | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| K9 KISMET DOG RESCUE | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $500 | |
| FRIENDS OF WEAVER | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $200 | |
| GRANTMAKERS IN AGING | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $200 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $250 | |
| ORGANIZATION FOR REFUGEE ASYLUM AND MIG | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $1,000 | |
| SUMMER HARVEST - FOOD FOR KIDS INC | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $400 | |
| HISTORICAL SOCIETY OF LONG BEACH | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $500 | |
| WEAVER ELEMENTARY PTA | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $250 | |
| CENTRO CHA (COMMUNITY HISPANIC ASSOC) | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $500 | |
| SO OREGON CTR FOR COMMUNITY PARTNERSHIP | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $80 | |
| LOS ALAMITOS EDUCATION FOUNDATION | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $600 | |
| REBUILDING TOGETHER OAKLAND | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $1,000 | |
| CENTER FOR ELDER'S INDEPENDENCE | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $1,000 | |
| NIXON EDUCATION FOUNDATION | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $103 | |
| SOUTHERN CA PUBLIC RADIO (KPCC) | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $120 | |
| CALIFORNIA MEXICO STUDIES CENTER | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $1,000 | |
| SUMMER HARVEST - FOOD FOR KIDS INC | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $350 | |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $50 | |
| ENGAGE INC | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $500 | |
| SAINT JOSEPH HIGH SCHOOL | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $103 | |
| FAMILY CAREGIVER ALLIANCE | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $773 | |
| AURICLE COMMUNICATIONS | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $563 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $1,000 | |
| HELPAGE USA | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $500 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $150 | |
| RIP MEDICAL DEBT | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $200 | |
| ARTHRITIS FOUNDATION INC | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| LOVELAND CHURCH | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| CSULB 49ER FOUNDATION | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $2,000 | |
| AQUARIUM OF THE PACIFIC | |||||||
| 301 E BLVD SUITE 1850 | LONG BEACH | CA | 90802 | PC | GENERAL PURPOSE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,551,209 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 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 | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GENERAL PURPOSE | $76,038 | |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | PC | GENERAL PURPOSE | $13,068 | |
| ALZHEIMER'S ORANGE COUNTY | |||||||
| 2515 MCCABE WAY SUITE 200 | IRVINE | CA | 92614 | PC | GENERAL PURPOSE | $25,000 | |
| AMERICAN SOCIETY ON AGING | |||||||
| 605 MARKET STREET SUITE 1111 | SAN FRANCISCO | CA | 941052869 | PC | GENERAL PURPOSE | $5,000 | |
| BENJAMIN ROSE INSTITUTE ON AGING | |||||||
| 11890 FAIRHILL RD | CLEVELAND | OH | 44120 | PC | GENERAL PURPOSE | $23,324 | |
| CATCHAFIRE | |||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | GENERAL PURPOSE | $56,250 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | |||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | GENERAL PURPOSE | $56,250 | |
| COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY | |||||||
| 1505 17TH ST 121 | SANTA ANA | CA | 92705 | PC | GENERAL PURPOSE | $25,000 | |
| EL SOL NEIGHBORHOOD EDUCATIONAL CENTER | |||||||
| 766 NORTH WATERMAN AVE | SAN BERNARDINO | CA | 92410 | PC | GENERAL PURPOSE | $56,250 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | GENERAL PURPOSE | $154,500 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSE | $37,948 | 1100 |
| LEADINGAGE CALIFORNIA FOUNDATION | |||||||
| 1315 I ST | SACRAMENTO | CA | 95814 | PC | GENERAL PURPOSE | $22,500 | |
| NATIONAL HEALTH FOUNDATION | |||||||
| 515 S FIGUEROA ST SUITE 1300 | LOS ANGELES | CA | 90071 | PC | GENERAL PURPOSE | $5,000 | |
| ONEGENERATION | |||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | PC | GENERAL PURPOSE | $5,000 | |
| OPICA ADULT DAY PROGRAM AND COUNSEL | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | PC | GENERAL PURPOSE | $5,000 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST SUITE 150 | SAN FERNADO | CA | 91340 | PC | GENERAL PURPOSE | $105,657 | |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | PC | GENERAL PURPOSE | $5,000 | |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET SUITE 600 | OAKLAND | CA | 946074046 | PC | GENERAL PURPOSE | $20,000 | |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904013208 | PC | GENERAL PURPOSE | $129,500 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 10945 LE CONTE AVENUE STE 2339 | LOS ANGELES | CA | 90029 | PC | GENERAL PURPOSE | $7,295 | |
| SADDLEBACK MEMORIAL FOUNDATION | |||||||
| 24451 HEALTH CENTER DRIVE | LAGUNA HILLS | CA | 92653 | PC | GENERAL PURPOSE | $4,400 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | |||||||
| 305 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $20,000 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 200054018 | PC | GENERAL PURPOSE | $1,600 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | PC | GENERAL PURPOSE | $93,415 | |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | PC | GENERAL PURPOSE | $10,000 | |
| UCSF FOUNDATION | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 900744872 | PC | GENERAL PURPOSE | $17,500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | LOS ANGELES | CA | 900898001 | PC | GENERAL PURPOSE | $86,176 | S FIGUEROA STREET SUITE 102 MC 8001 |
| UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY | |||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | LOS ANGELES | CA | 900898001 | PC | GENERAL PURPOSE | $5,000 | S FIGUEROA STREET SUITE 102 MC 8001 |
| UNIVERSITY OF WASHINGTON | |||||||
| GRANT AND CONTRACT ACCOUNTING 12455 | CHICAGO | IL | 60693 | PC | GENERAL PURPOSE | $160,140 | COLLECTIONS DRIVE |
| WATTS LABOR COMMUNITY ACTION COMMITTEE | |||||||
| 10950 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90059 | PC | GENERAL PURPOSE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,256,811 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $558,674 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$600,686 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $253,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,888 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,888 | 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 | $93,888 | Amt |
| Net Investment Income | $5,665 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $72,221 | DisbursementsCharitablePrpsAmt |
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 | $49,939,070 | $49,939,070 |
| CAMBRIDGE INVESTMENTS - PRIVATE EQUITY | FMV | $18,985,841 | $18,985,841 |
| CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES | FMV | $16,257,816 | $16,257,816 |
| CAMBRIDGE INVESTMENTS - FIXED INCOME | FMV | $14,184,107 | $14,184,107 |
| CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC | FMV | $520,396 | $520,396 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,008 | LegalFeesAmt |
| Net Investment Income | $231 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,043 | 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 | $15,576,012 | 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 | $1,880 | $132 | $1,734 |
| EQUIPMENT RENTAL & MAINT | $22,220 | $1,583 | $20,865 |
| INSURANCE | $36,783 | $2,550 | $33,608 |
| OFFICE SUPPLIES | $4,167 | $291 | $3,838 |
| CONSULTATION FEES | $93,718 | $0 | $93,003 |
| ORGANIZATIONAL EXPENSE | $74,300 | $0 | $74,300 |
| COMMUNICATIONS | $243,746 | $15,917 | $209,767 |
| MEMBERSHIP & DUES | $40,280 | $2,806 | $38,007 |
| EDUCATION | $18,105 | $1,277 | $16,835 |
| MISCELLANEOUS | $1,578 | $77 | $1,011 |
| GRANT RELATED EXPENSES | $143,129 | $0 | $143,129 |
| GRANTEE EVALUATIONS | $133,443 | $0 | $139,055 |
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 | $552,052 | $0 |
| PROVISION FOR FEDERAL EXCISE TAX REFUND | $253,900 | $253,900 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $819,166 | $740,981 |
| DEFERRED RENT | $248,708 | $187,788 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $503,651 | Amt |
| Net Investment Income | $503,651 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $89,256 | $4,473 | $84,196 |
| PROPERTY TAXES | $1,350 | $95 | $1,246 |