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SEE ATTACHED STATEMENT A FOR MORE INFORMATION, PLEASE VISIT OUR WEBSITE AT HTTP://WWW.ARCHSTONE.ORG 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 165738 THE SCAN FOUNDATION 3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH CA 90806 PC CALIFORNIA MASTER PLAN FOR AGING 100000 ALZHEIMERS FAMILY SERVICES CENTER 9451 INDIANAPOLIS AVENUE HUNTINGTON BEACH CA 92646 PC ADULT EVENING HEALTH SERVICES & CAREGIVER COUNSELING 26023 OPICA ADULT DAY PROGRAM AND COUNSEL 11759 MISSOURI AVE LOS ANGELES CA 90025 PC CARE FOR THE CARING: EMPOWERING THE CAREGIVER 28296 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 5653 REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES BOX 957089 1125 MURPHY HALL 405 HILGARD AVENUE LOS ANGELES CA 900959000 PC CALIFORNIA HEALTH INTERVIEW SURVEY 13957 UNIVERSITY OF WASHINGTON GRANT AND CONTRACT ACCOUNTING 12455 COLLECTIONS DRIVE CHICAGO IL 60693 PC BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION 580006 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 200054018 PC CONFERENCE GRANT - 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CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS 18750 COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO CA 95833 PC POLST REGISTRY BRIDGE 18750 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 1413 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 7500 KAISER FOUNDATION HOSPITALS C/O KAISER FOUNDATION RESEARCH INSTITUTE 1800 HARRISON STREET 16TH OAKLAND CA 94612 PC CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE - ENHANCED DEPRESSION CA 22487 VIA CARE COMMUNITY HEALTH CENTER INC 501 S ATLANTIC BLVD LOS ANGELES CA 90022 PC MTM FOR OLDER ADULTS 5000 THE CENTER FOR EFFECTIVE PHILANTHROPY INC 675 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 PC CEP'S 20TH ANNIVERSARY VIRTUAL SPEAKER SERIES 2500 THE SCAN FOUNDATION 3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH CA 90806 PC CONFERENCE SUPPORT FOR AGING INTERSECTIONS: DIALOGUE WITH CALIFORNIA FOUNDATION CEOS 14100 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 911099903 PC ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT 90000 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 124512 UNIVERSITY OF SOUTHERN CALIFORNIA 3500 S FIGUEROA STREET SUITE 102 MC 8001 LOS ANGELES CA 900898001 PC ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS 49356 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 12500 LTSC COMMUNITY DEVELOPMENT CORPORATION 231 E 3RD ST STE G106 LOS ANGELES CA 90013 PC SENIOR SERVICES CASE MANAGEMENT SOFTWARE PROJECT 5000 SOMANG SOCIETY 5836 CORPORATE AVE 110 CYPRESS CA 90630 PC STAFF CAPACITY DEVELOPMENT FOR BETTER SERVING KOREAN AMERICAN OLDER ADULTS DURING COVID-19 PANDEMIC 5000 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 5000 AMERICAN SOCIETY ON AGING 605 MARKET STREET SUITE 1111 SAN FRANCISCO CA 941052869 PC ASA RISE 45000 SAAHAS FOR CAUSE 12626 CUESTA ST CERRITOS CA 90703 PC SAAHAS TECHNOLOGY UPGRADE (TECHUP) 45000 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 50000 PARTNERS IN CARE FOUNDATION INC 732 MOTT STREET SUITE 150 SAN FERNANDO CA 91340 PC TECHNOLOGY ROUNDTABLE 20000 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 911099903 PC ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT 10000 CATCHAFIRE 31 E 32ND STREET 3RD FLOOR NEW YORK NY 10016 PC CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS 8000 CHOICE IN AGING 490 GOLF CLUB RD PLEASANT HILL CA 94523 PC CHOICE IN AGING TECHNOLOGY BOOST 45000 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 45000 THE SCAN FOUNDATION 3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH CA 90806 PC CAL4ALL CONFERENCE 25000 THE SCAN FOUNDATION 3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH CA 90806 PC CALIFORNIA MASTER PLAN FOR AGING, CONTINUATION 150000 REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES BOX 957089 1125 MURPHY HALL 405 HILGARD AVENUE LOS ANGELES CA 900959000 PC CALIFORNIA HEALTH INTERVIEW SURVEY 40446 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 100000 UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA 3500 S FIGUEROA STREET SUITE 102 LOS ANGELES CA 900898001 PC REFRAMING ELDER ABUSE PROJECT 4628 NATIONAL CAUCUS & CENTER ON BLACK AGING 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 2000 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 2000 HEART OF IDA 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 2000 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 2000 CABARRUS MEALS ON WHEELS 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 2000 DOCTORS WITHOUT BORDERS 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 2000 ARTHRITIS FOUNDATION INC 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 2000 FAMILY CAREGIVER ALLIANCE 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 4000 LONG BEACH MUSEUM OF ART 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 3000 ARTHRITIS FOUNDATION INC 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 2000 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 1000 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 2000 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 1000 CENTER FOR ELDER'S INDEPENDENCE 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 1000 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 1000 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 1000 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 2000 LOVELAND CHURCH 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 2000 CSULB 49ER FOUNDATION 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 2000 AQUARIUM OF THE PACIFIC 301 E BLVD SUITE 1850 LONG BEACH CA 90802 PC GENERAL PURPOSE 100 2551209 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PC GENERAL PURPOSE 76038 ALZHEIMER'S GREATER LOS ANGELES 4221 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90010 PC GENERAL PURPOSE 13068 ALZHEIMER'S ORANGE COUNTY 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 PC GENERAL PURPOSE 25000 AMERICAN SOCIETY ON AGING 605 MARKET STREET SUITE 1111 SAN FRANCISCO CA 941052869 PC GENERAL PURPOSE 5000 BENJAMIN ROSE INSTITUTE ON AGING 11890 FAIRHILL RD CLEVELAND OH 44120 PC GENERAL PURPOSE 23324 CATCHAFIRE 31 E 32ND STREET 3RD FLOOR NEW YORK NY 10016 PC GENERAL PURPOSE 56250 COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO CA 95833 PC GENERAL PURPOSE 56250 COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY 1505 17TH ST 121 SANTA ANA CA 92705 PC GENERAL PURPOSE 25000 EL SOL NEIGHBORHOOD EDUCATIONAL CENTER 766 NORTH WATERMAN AVE SAN BERNARDINO CA 92410 PC GENERAL PURPOSE 56250 GRANTMAKERS IN AGING INC 333 MAMARONECK AVE 238 WHITE PLAINS NY 10605 PC GENERAL PURPOSE 154500 GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVENUE NW SUITE 1100 WASHINGTON DC 20036 PC GENERAL PURPOSE 37948 LEADINGAGE CALIFORNIA FOUNDATION 1315 I ST SACRAMENTO CA 95814 PC GENERAL PURPOSE 22500 NATIONAL HEALTH FOUNDATION 515 S FIGUEROA ST SUITE 1300 LOS ANGELES CA 90071 PC GENERAL PURPOSE 5000 ONEGENERATION 17400 VICTORY BLVD VAN NUYS CA 91406 PC GENERAL PURPOSE 5000 OPICA ADULT DAY PROGRAM AND COUNSEL 11759 MISSOURI AVE LOS ANGELES CA 90025 PC GENERAL PURPOSE 5000 PARTNERS IN CARE FOUNDATION INC 732 MOTT ST SUITE 150 SAN FERNADO CA 91340 PC GENERAL PURPOSE 105657 PROJECT ANGEL FOOD 922 VINE STREET LOS ANGELES CA 90038 PC GENERAL PURPOSE 5000 PUBLIC HEALTH INSTITUTE 555 12TH STREET SUITE 600 OAKLAND CA 946074046 PC GENERAL PURPOSE 20000 RAND CORPORATION 1776 MAIN STREET SANTA MONICA CA 904013208 PC GENERAL PURPOSE 129500 REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 10945 LE CONTE AVENUE STE 2339 LOS ANGELES CA 90029 PC GENERAL PURPOSE 7295 SADDLEBACK MEMORIAL FOUNDATION 24451 HEALTH CENTER DRIVE LAGUNA HILLS CA 92653 PC GENERAL PURPOSE 4400 SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC 305 7TH AVE 15TH FLOOR NEW YORK NY 10001 PC GENERAL PURPOSE 20000 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 200054018 PC GENERAL PURPOSE 1600 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 748872 LOS ANGELES CA 900744872 PC GENERAL PURPOSE 93415 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 911099903 PC GENERAL PURPOSE 10000 UCSF FOUNDATION PO BOX 748872 LOS ANGELES CA 900744872 PC GENERAL PURPOSE 17500 UNIVERSITY OF SOUTHERN CALIFORNIA SPONSORED PROJECTS ACCOUNTING 3500 S FIGUEROA STREET SUITE 102 MC 8001 LOS ANGELES CA 900898001 PC GENERAL PURPOSE 86176 UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY SPONSORED PROJECTS ACCOUNTING 3500 S FIGUEROA STREET SUITE 102 MC 8001 LOS ANGELES CA 900898001 PC GENERAL PURPOSE 5000 UNIVERSITY OF WASHINGTON GRANT AND CONTRACT ACCOUNTING 12455 COLLECTIONS DRIVE CHICAGO IL 60693 PC GENERAL PURPOSE 160140 WATTS LABOR COMMUNITY ACTION COMMITTEE 10950 SOUTH CENTRAL AVENUE LOS ANGELES CA 90059 PC GENERAL PURPOSE 25000 1256811 14 558674 14 18 -600686 PROVISION FOR FEDERAL EXCISE TAX REFUND 14 253900 0 211888 0 211888 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 93888 5665 72221 FORM 990PF, PART I, LINE 12 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. CAMBRIDGE INVESTMENTS - PUBLIC EQUITY FMV 49939070 49939070 CAMBRIDGE INVESTMENTS - PRIVATE EQUITY FMV 18985841 18985841 CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES FMV 16257816 16257816 CAMBRIDGE INVESTMENTS - FIXED INCOME FMV 14184107 14184107 CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC FMV 520396 520396 LEGAL FEES 3008 231 3043 DEPOSITS 19294 19294 19294 UNREALIZED LOSS ON INVESTMENTS 15576012 POSTAGE & SHIPPING 1880 132 1734 EQUIPMENT RENTAL & MAINT 22220 1583 20865 INSURANCE 36783 2550 33608 OFFICE SUPPLIES 4167 291 3838 CONSULTATION FEES 93718 0 93003 ORGANIZATIONAL EXPENSE 74300 0 74300 COMMUNICATIONS 243746 15917 209767 MEMBERSHIP & DUES 40280 2806 38007 EDUCATION 18105 1277 16835 MISCELLANEOUS 1578 77 1011 GRANT RELATED EXPENSES 143129 0 143129 GRANTEE EVALUATIONS 133443 0 139055 OTHER INVESTMENT INCOME 0 552052 0 PROVISION FOR FEDERAL EXCISE TAX REFUND 253900 253900 DEFERRED COMPENSATION 819166 740981 DEFERRED RENT 248708 187788 INVESTMENT FEES 503651 503651 0 PAYROLL TAXES 89256 4473 84196 PROPERTY TAXES 1350 95 1246