ARCHSTONE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARCHSTONE FOUNDATION (EIN 33-0133359)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349105362
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T17:18:53-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 | 5000 BIRCH ST WEST TOWER 3RD FL | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RIGOBERTO J SABORIO | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 5625908655 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $116,257,425 | 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 | $671,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,002,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,625,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $59,225 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $198,618 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $876,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,201,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,097,261 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,626 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,035,239 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $571,286 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,635 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $549,329 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $392,888 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,735 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $332,262 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $847 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,175 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $97,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,859 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $88,211 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $574,954 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $487,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $86,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,453 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $83,200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $60,000 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,200 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $210,477 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,733 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $194,390 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $172,469 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $12,073 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $159,287 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $706,095 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,934 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $677,768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,015,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $651,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,217,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,167,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,510,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,183,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $651,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,728,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,306,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,549,649 | 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 | $536,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,030,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,030,569 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $509,581 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $525,447 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $525,447 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $105,126,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $114,491,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,491,786 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $660,367 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $589,458 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $127,587 | LandBOYAmt |
| Land EOY | $70,909 | LandEOYAmt |
| Land EOYFMV | $70,909 | LandEOYFMVAmt |
| Other Assets BOY | $291,496 | OtherAssetsBOYAmt |
| Other Assets EOY | $138,367 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $138,367 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $106,591,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,257,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,257,425 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $166,104 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $295,838 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,161,949 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,736,081 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,065,943 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $792,626 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,393,996 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,824,545 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $104,197,464 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $113,432,880 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,197,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,432,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $106,591,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,257,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,197,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,306,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,541,546 | OtherIncreasesAmt |
| Subtotal | $113,432,880 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,432,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| ARROWSTREET INVESTMENT TRUST | P | $14,659 | -$14,659 | -$14,659 | |
| AULDBRASS PARTNERS SECONDARY OPPORTUNITY FUND III | P | $3,369 | -$3,369 | -$3,369 | |
| DAVISON DEMPNER INSTITUTIONAL PARTNERS LP | P | $15,519 | -$15,519 | -$15,519 | |
| DRIVE CAPITAL OVERDRIVE FUND II LP | P | $16,420 | $16,420 | $16,420 | |
| MARATHON-LONDON INTERNATIONAL INVESTMENT | P | $28,322 | -$28,322 | -$28,322 | |
| IR&M CORE BOND FUND II LLC | P | $231,552 | -$231,552 | -$231,552 | |
| 1607 CAPITAL INTERNATIONAL EQUITY FUND LP | P | $5,656 | $5,656 | $5,656 | |
| GQG PARTNERS US SELECT QUALITY EQUITY FUND | P | $49,735 | $49,735 | $49,735 | |
| LL MORTGAGE FUND LP | P | $6,487 | $6,487 | $6,487 | |
| PUBLICLY TRADED SECURITIES - USB 000 | $21,360 | -$1,498 | -$1,498 | $19,862 | |
| PUBLICLY TRADED SECURITIES - USB 000 | $2,155,068 | -$174,930 | -$174,930 | $1,980,138 | |
| PUBLICLY TRADED SECURITIES - USB 001 | $278,000 | $0 | $0 | $278,000 | |
| PUBLICLY TRADED SECURITIES - USB 002 | $1,810,293 | $158,182 | $158,182 | $1,968,475 | |
| PUBLICLY TRADED SECURITIES - USB 002 | $1,826,949 | $289,951 | $289,951 | $2,116,900 | |
| PUBLICLY TRADED SECURITIES - USB 000 | $7,104,357 | $1,233,263 | $1,233,263 | $8,337,620 | |
| PUBLICLY TRADED SECURITIES - USB 004 | $328,917 | $32,394 | $32,394 | $361,311 | |
| PUBLICLY TRADED SECURITIES - USB 005 | $33,911 | $5,753 | $5,753 | $39,664 | |
| PUBLICLY TRADED SECURITIES - USB 005 | $2,088,246 | $13,609 | $13,609 | $2,101,855 | |
| SERIES THIRD ROCK VENTURES VI | P | $3,695 | -$3,695 | -$3,695 | |
| MADRONA VENTURE FUND IX, LP | P | $78 | -$78 | -$78 | |
| THRIVE CAPITAL PARTNERS VIII GROWTH, LP | P | $1,925 | -$1,925 | -$1,925 | |
| THRIVE CAPITAL PARTNERS VIII, LP | P | $2 | -$2 | -$2 | |
| ROCK SPRINGS CAPITAL OFFSHORE FUND LP | P | $50,000 | -$50,000 | -$50,000 | |
| TWO SIGMA ACTIVE EXTENSION US ALL CAP EQUITY CAYMAN FUND | P | $196,893 | $196,893 | $196,893 | |
| HBK MULTI STRATEGY OFFSHORE FUND LTD | P | $272,439 | -$272,439 | -$272,439 | |
| INDABA CAPITAL PARTNERS (CAYMAN), LP | P | $171,863 | -$171,863 | -$171,863 | |
| HITCHWOOD CAPITAL FUND LTD | P | $790,273 | -$790,273 | -$790,273 | |
| RWC ASSET MANAGEMENT LLC | P | $1,323,343 | -$1,323,343 | -$1,323,343 | |
| CAPITAL GAINS DIVIDENDS | P | $146,106 | $146,106 | $146,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$929,018 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,540 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,540 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,540 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $78,460 | OverpaymentAmt |
| Applied To ES Tax | $78,460 | 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 | RIGOBERTO J SABORIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5625908655 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BIRCH ST WEST TOWER 3RD FL 369 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER A LANGSTON | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | PRESIDENT/CEO | 40.00 | $381,264 | $50,397 | $6,600 |
| LAURA RATH | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | V.P. OF PROGRAMS | 40.00 | $204,699 | $41,516 | $6,600 |
| JEAN ACCIUS | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| KATHERINE KIM | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| JURGEN UNUTZER | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| CYNTHIA BANKS | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| THERESA J MARINO | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| HEATHER M YOUNG | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| ANGELA CORON | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| JOHN FEATHER | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| TAMMY FUNASAKI | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| TANISHA DAVIS | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | V.P. OF GRANT OPERATIONS & PLANNING | 40.00 | $141,298 | $39,708 | $3,600 |
| RAMIRO ZUNIGA | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | 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 |
|---|---|---|---|---|---|---|---|---|
| CONSUELO PENA | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR OF FINANCE | 40.00 | $129,904 | $53,133 | $6,600 |
| JASMINE LACSAMANA | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | PROGRAM OFFICER | 40.00 | $110,032 | $39,905 | $6,600 |
| GERSON GALDAMEZ | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | PROGRAM OFFICER | 40.00 | $105,031 | $39,464 | $6,600 |
| CARLY ROMAN | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | PROGRAM OFFICER | 40.00 | $105,031 | $26,351 | $6,600 |
| KIMBERLY WILLIAMS | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | ADMINISTRATIVE ASSIS | 40.00 | $59,075 | $23,109 | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $487,726 |
| CALIFORNIA HEALTH POLICY STRATEGIES LLC | |||||
| 580 RIVERGATE WAY | SACRAMENTO | CA | 95831 | CONSULTING SERVICES | $61,713 |
| 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 | $105,223,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,852,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $734,723 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,810,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,810,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,632,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,178,541 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,358,927 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,358,927 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,540 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,540 | TotalTaxAmt |
| Distributable Before Adj | $5,337,387 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,337,387 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,337,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,728,058 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,728,058 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,337,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,485,188 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,087,105 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $811,744 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $231,117 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,615,154 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,728,058 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,337,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $390,671 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,005,825 | 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 | $1,485,188 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,520,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,087,105 | ExcessFromYear4Amt |
| Excess From Year3 | $811,744 | ExcessFromYear3Amt |
| Excess From Year1 | $231,117 | ExcessFromYear1Amt |
| Excess From Current Year | $390,671 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA RATH PHD MSG VICE PRESIDENT O | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BIRCH ST WEST TOWER 3RD FL 369 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 2290 N 1ST STREET SUITE 101 | SAN JOSE | CA | 95131 | PC | IMPROVING CARE FOR CALIFORNIA'S AGING POPULATION: A HEALTH SYSTEMS APPROACH | $176,324 | |
| AMERICAN SOCIETY ON AGING | |||||||
| PO BOX 103088 | PASADENA | CA | 91189 | PC | ASA RISE | $50,000 | |
| ASSOCIATION OF ASIAN PACIFIC COMMUNITY HEALTH ORGANIZATIONS | |||||||
| PO BOX 590730 | SAN FRANCISCO | CA | 94159 | PC | IMPROVING THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND CAREGIVERS CONVENING | $22,500 | |
| BENJAMIN ROSE INSTITUTE ON AGING | |||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | PC | BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION | $35,729 | |
| CALIFORNIA AQUATIC THERAPY AND WELLNESS CENTER INC | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | PC | PHYSICAL THERAPY AND OCCUPATIONAL THERAPY CAPACITY BUILDING FOR OLDER ADULTS | $25,000 | |
| CALIFORNIA HEALTH POLICY STRATEGIES LLC | |||||||
| 580 RIVERGATE WAY | SACRAMENTO | CA | 95831 | NC | STATEWIDE LEARNING COLLABORATIVE TO SUPPORT INTEGRATION OF CALAIM AND COMMUNITY-BASED DEMENTIA PROGRAMS - PHASE 1B | $100,000 | |
| CALIFORNIA HEALTH POLICY STRATEGIES LLC | |||||||
| 580 RIVERGATE WAY | SACRAMENTO | CA | 95831 | NC | CALAIM STATEWIDE DEMENTIA CARE LEARNING COLLABORATIVE, CONTINUATION | $135,000 | |
| CATCHAFIRE | |||||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PC | PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 3 | $37,500 | |
| CATCHAFIRE | |||||||
| 2093 PHILADELPHIA PIKE 8715 | CLAYMONT | DE | 19703 | PC | PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 4-6 | $110,000 | |
| CENTER FOR EMPOWERING REFUGEES AND IMMIGRANTS (CERI) | |||||||
| 544 INTERNATIONAL BLVD SUITE 9 | OAKLAND | CA | 94606 | PC | ELECTRONIC RECORD KEEPING DATABASE GRANTS MANAGEMENT SYSTEM FOR OLDER ADULT SERVICES | $5,000 | |
| CHARITABLE VENTURES OF ORANGE COUNTY | |||||||
| 1505 E 17TH STREET 101 | SANTA ANA | CA | 92705 | PC | OC GRANTMAKERS SUMMIT SPONSORSHIP 2023 - SILVER SPONSOR | $5,000 | |
| CHOICE IN AGING | |||||||
| 490 GOLF CLUB ROAD | PLEASANT HILL | CA | 94523 | PC | CHOICE IN AGING TECHNOLOGY BOOST | $5,000 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | |||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | CONFERENCE GRANT - 2024 CCCC ANNUAL SUMMIT | $10,000 | |
| COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY | |||||||
| 1505 17TH ST 108 | SANTA ANA | CA | 92705 | PC | BUSINESS PLANNING FOR EXPANDED HEALTH CARE COVERAGE ELIGIBILITY IN ORANGE COUNTY | $5,000 | |
| COMMUNITY TECH NETWORK | |||||||
| 1390 MARKET STREET SUITE 200 | SAN FRANCISCO | CA | 94102 | PC | DIGITAL INCLUSION TRAIN-THE-TRAINER PROJECT | $25,000 | |
| CORPORATION FOR SUPPORTIVE HOUSING | |||||||
| 800 S FIGUEROA STREET SUITE 810 | LOS ANGELES | CA | 90017 | PC | LEVERAGING CALAIM TO IMPROVE HEALTH OUTCOMES FOR OLDER ADULTS EXPERIENCING HOMELESSNESS | $25,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | GRANTMAKERS IN AGING CORE OPERATING SUPPORT | $112,500 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | 2023 GIA ANNUAL CONFERENCE SPONSORSHIP | $30,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT | $10,500 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE | $25,000 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW SUITE 1100 | WASHINGTON | DC | 20036 | PC | STRENGTHENING HEALTHY AGING PHILANTHROPY, 2021-2023 | $3,806 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW SUITE 1100 | WASHINGTON | DC | 20036 | PC | GIH 2024 ANNUAL CONFERENCE | $5,000 | |
| HUMBOLDT SENIOR RESOURCE CENTER INC | |||||||
| 1910 CALIFORNIA STREET | EUREKA | CA | 95501 | PC | HUMBOLDT SENIOR RESOURCE CENTER SERVER REPLACEMENT AND UPGRADE | $25,000 | |
| JUSTICE IN AGING | |||||||
| 1444 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | JUSTICE IN AGING'S EQUITY ADVISORY COUNCIL | $67,500 | |
| LEADINGAGE CALIFORNIA FOUNDATION | |||||||
| 1315 I STREET SUITE 100 | SACRAMENTO | CA | 95814 | PC | EQUITY INITIATIVE | $92,500 | |
| MEALS ON WHEELS DIABLO REGION | |||||||
| 1300 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | PC | CLIENT DATA INTEGRATION AND MANAGEMENT PROJECT | $25,000 | |
| NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA) | |||||||
| 1511 3RD AVE 914 | SEATTLE | WA | 98101 | PC | PLANNING GRANT FOR NAPCAS ELDERCARE INITIATIVE TO PROVIDE CAREGIVING RESOURCES AND SUPPORTS FOR AANHPI POPULATIONS | $37,500 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | |||||||
| 45 BROADWAY SUITE 320 | NEW YORK | NY | 10006 | PC | CARING ACROSS GENERATIONS POP-UPS SUPPORT | $5,000 | |
| NATIONAL HEALTH FOUNDATION | |||||||
| 515 SOUTH FIGUEROA 1300 | LOS ANGELES | CA | 90071 | PC | CONGREGATE MEAL SITE FOR OLDER ADULTS IN SAN FERNANDO VALLEY | $10,000 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST SUITE 150 | SAN FERNANDO | CA | 91340 | PC | DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH | $47,331 | |
| PEAK GRANTMAKING | |||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | PC | PEAK2024 CONVENING | $7,000 | |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | PC | PROJECT OPEN HAND NUTRITION AND FOOD OPERATIONS CAPACITY BUILDING | $25,000 | |
| 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 | $205,000 | |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 904072138 | PC | ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD | $259,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| BOX 957089 1125 MURPHY HALL 405 | LOS ANGELES | CA | 900959000 | PC | IMPROVING CAREGIVING FOR DEMENTIA II (I-CARED II) | $7,295 | HILGARD AVE |
| SAAHAS FOR CAUSE | |||||||
| PMB 13337 SOUTH STREET | CERRITOS | CA | 90703 | PC | SAAHAS TECHNOLOGY UPGRADE (TECHUP) | $5,000 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | |||||||
| 305 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | PC | LGBT CULTURAL COMPETENCY TRAINING IN CALIFORNIA | $100,000 | |
| THE CENTER FOR EFFECTIVE PHILANTHROPY INC | |||||||
| 675 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | CEP 2023 CONFERENCE | $10,000 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1101 14TH STREET NW SUITE 1220 | WASHINGTON | DC | 20005 | PC | CONFERENCE GRANT - GSA JOURNALISTS IN AGING FELLOWS PROGRAM 2023 CONFERENCE | $14,400 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1101 14TH STREET NW SUITE 1220 | WASHINGTON | DC | 20005 | PC | CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 2022 | $1,600 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 200054018 | PC | REFRAMING AGING: ESTABLISHING A NATIONAL CENTER | $50,000 | |
| THE LOS ANGELES LGBT CENTER | |||||||
| PO BOX 2988 | LOS ANGELES | CA | 90038 | PC | LGBTQ SENIOR NEEDS ASSESSMENT | $25,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| UCSF MAIN DEPOSITORY PO BOX 748872 | LOS ANGELES | CA | 900744872 | PC | EMERGING LEADERS IN AGING PROGRAM | $100,000 | |
| THE SCAN FOUNDATION | |||||||
| 3800 KILROY AIRPORT WAY 400 | LONG BEACH | CA | 90806 | PC | CALIFORNIA MASTER PLAN FOR AGING, CONTINUATION | $150,000 | |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | PC | ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT | $55,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 S FIGUEROA STREET SUITE 102 MC | LOS ANGELES | CA | 900898001 | PC | ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS | $5,000 | 8001 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 S FIGUEROA STREET SUITE 102 MC | LOS ANGELES | CA | 900898001 | PC | CAREGIVER TASKFORCE ON FAMILY CAREGIVING: CONVENING SESSIONS FOR CAREGIVING THAT WORKS | $2,500 | 8001 |
| UNIVERSITY OF WASHINGTON | |||||||
| 12455 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | PC | ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES | $170,012 | |
| VIA CARE COMMUNITY HEALTH CENTER INC | |||||||
| 501 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | PC | VIA CARE STRATEGIC TEAMS PLANNING FOR EAST LA OLDER ADULTS (STP-ELA) | $25,000 | |
| VISION Y COMPROMISO | |||||||
| PO BOX 708 | SAN LORENZO | CA | 94580 | PC | BUILDING INTERNAL CAPACITY TO ACCESS CALAIM AND TRANSFORM HEALTH FOR OLDER LATINO ADULTS (AND THEIR FAMILY CAREGIVERS) | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,510,497 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | ||||||
| 2290 N 1ST STREET SUITE 101 | SAN JOSE | CA | 95131 | PC | IMPROVING CARE FOR CALIFORNIA'S AGING POPULATION: A HEALTH SYSTEMS APPROACH | $242,072 |
| AMERICAN SOCIETY ON AGING | ||||||
| PO BOX 103088 | PASADENA | CA | 91189 | PC | ASA RISE | $5,000 |
| ASSOCIATION OF ASIAN PACIFIC COMMUNITY HEALTH ORGANIZATIONS | ||||||
| PO BOX 590730 | SAN FRANCISCO | CA | 94159 | PC | IMPROVING THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND CAREGIVERS CONVENING | $2,500 |
| BENJAMIN ROSE INSTITUTE ON AGING | ||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | PC | BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION | $4,285 |
| CALIFORNIA HEALTH POLICY STRATEGIES LLC | ||||||
| 580 RIVERGATE WAY | SACRAMENTO | CA | 95831 | NC | STATEWIDE LEARNING COLLABORATIVE TO SUPPORT INTEGRATION OF CALAIM AND COMMUNITY-BASED DEMENTIA PROGRAMS - PHASE 1B | $30,000 |
| CATCHAFIRE | ||||||
| 2093 PHILADELPHIA PIKE 8715 | CLAYMONT | DE | 19703 | PC | PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 4-6 | $50,000 |
| CORPORATION FOR SUPPORTIVE HOUSING | ||||||
| 800 S FIGUEROA STREET SUITE 810 | LOS ANGELES | CA | 90017 | PC | LEVERAGING CALAIM TO IMPROVE HEALTH OUTCOMES FOR OLDER ADULTS EXPERIENCING HOMELESSNESS | $25,000 |
| GRANTMAKERS IN AGING INC | ||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | GRANTMAKERS IN AGING CORE OPERATING SUPPORT | $125,000 |
| HUMBOLDT SENIOR RESOURCE CENTER INC | ||||||
| 1910 CALIFORNIA STREET | EUREKA | CA | 95501 | PC | HUMBOLDT SENIOR RESOURCE CENTER SERVER REPLACEMENT AND UPGRADE | $25,000 |
| JUSTICE IN AGING | ||||||
| 1444 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | JUSTICE IN AGING'S EQUITY ADVISORY COUNCIL | $142,500 |
| LEADINGAGE CALIFORNIA FOUNDATION | ||||||
| 1315 I STREET SUITE 100 | SACRAMENTO | CA | 95814 | PC | EQUITY INITIATIVE | $10,000 |
| MEALS ON WHEELS DIABLO REGION | ||||||
| 1300 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | PC | CLIENT DATA INTEGRATION AND MANAGEMENT PROJECT | $25,000 |
| NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA) | ||||||
| 1511 3RD AVE 914 | SEATTLE | WA | 98101 | PC | PLANNING GRANT FOR NAPCAS ELDERCARE INITIATIVE TO PROVIDE CAREGIVING RESOURCES AND SUPPORTS FOR AANHPI POPULATIONS | $37,500 |
| NATIONAL HEALTH FOUNDATION | ||||||
| 515 SOUTH FIGUEROA 1300 | LOS ANGELES | CA | 90071 | PC | CONGREGATE MEAL SITE FOR OLDER ADULTS IN SAN FERNANDO VALLEY | $15,000 |
| PROJECT OPEN HAND | ||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | PC | PROJECT OPEN HAND NUTRITION AND FOOD OPERATIONS CAPACITY BUILDING | $25,000 |
| 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 | $75,000 |
| RAND CORPORATION | ||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 904072138 | PC | ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD | $259,000 |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | ||||||
| 305 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | PC | LGBT CULTURAL COMPETENCY TRAINING IN CALIFORNIA | $20,000 |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||
| 1101 14TH STREET NW SUITE 1220 | WASHINGTON | DC | 20005 | PC | CONFERENCE GRANT - GSA JOURNALISTS IN AGING FELLOWS PROGRAM 2023 CONFERENCE | $1,600 |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | REFRAMING AGING: ESTABLISHING A NATIONAL CENTER | $50,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| UCSF MAIN DEPOSITORY PO BOX 748872 | LOS ANGELES | CA | 900744872 | PC | EMERGING LEADERS IN AGING PROGRAM | $100,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| UCSF MAIN DEPOSITORY 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 | $18,415 |
| THE SCAN FOUNDATION | ||||||
| 3800 KILROY AIRPORT WAY 400 | LONG BEACH | CA | 90806 | PC | CALIFORNIA MASTER PLAN FOR AGING - SECOND CONTINUATION | $150,000 |
| THE UCLA FOUNDATION | ||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | PC | ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT | $100,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY | ||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | PC | CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS | $10,000 |
| UNIVERSITY OF WASHINGTON | ||||||
| 12455 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | PC | BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION | $138,209 |
| VIA CARE COMMUNITY HEALTH CENTER INC | ||||||
| 501 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | PC | VIA CARE STRATEGIC TEAMS PLANNING FOR EAST LA OLDER ADULTS (STP-ELA) | $25,000 |
| VISION Y COMPROMISO | ||||||
| PO BOX 708 | SAN LORENZO | CA | 94580 | PC | BUILDING INTERNAL CAPACITY TO ACCESS CALAIM AND TRANSFORM HEALTH FOR OLDER LATINO ADULTS (AND THEIR FAMILY CAREGIVERS) | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,736,081 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $671,615 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,225 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,106 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $876,946 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $876,946 | 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 | $97,991 | Amt |
| Net Investment Income | $6,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88,211 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIXED ASSETS | PropertyDesc |
| Acquired | 2020-01-01 | AcquiredDt |
| Cost Or Other Basis | $660,367 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $529,458 | PriorYearDepreciationAmt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $60,000 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HEALTH POLICY STRATEGIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 RIVERGATE WAY | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-09-29 | GrantDt |
| Grant | $265,000 | GrantAmt |
| Purpose Of Grant | FOR A STATEWIDE LEARNING COLLABORATIVE TO SUPPORT INTEGRATION OF CALAIM AND COMMUNITY-BASED DEMENTIA PROGRAMS. | PurposeOfGrantTxt |
| Expended By Grantee | $265,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | FEBRUARY 5, 2024 AND JULY 31, 2024 | DatesOfReportsByGranteeTxt |
| Verification | 2024-07-31 | VerificationDt |
| Results Of Verification | ON AUGUST 15TH, THE MANAGING PROGRAM OFFICER FOR THIS GRANT NOTED THE FINAL REPORT WAS RECEIVED VIA E-MAIL ON JULY 31, 2024, AND FINANCIALS WERE PROVIDED BY INOVCES TO SUPPORT PAYMENTS. A FINANCIAL REPORT "TRACKING DOCUMENT" WAS FILED TO TRACK THEIR SPENDING. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART I, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE ARCHSTONE FOUNDATION INVESTS IN PUBLICLY TRADED SECURITIES, MUTUAL FUNDS, INSTITUTIONAL FUNDS STRUCTURED AS MUTUAL FUNDS, LIMITED LIABILITY CORPORATIONS (LLC) AND LIMITED PARTNERSHIPS (LLP). THE FOUNDATION HANDLES THE BOOK REPORTING IN THE SAME MANNER FOR ALL FUNDS. INTEREST AND DIVIDENDS, SALES AND DISTRIBUTIONS FROM A POSITION IN AN INSTITUTIONAL FUND ITSELF RESULTS IN REALIZED INCOME FOR BOOK PURPOSES. THIS IS NOT THE CASE FOR FUNDS ORGANIZED AS LIMITED LIABILITY COMPANIES AND LIMITED PARTNERSHIPS WHICH ARE "PASS THROUGH ENTITIES" FOR TAX PURPOSES. FOR THESE "PASS THROUGH ENTITIES" THE FOUNDATION IS REQUIRED TO REPORT AS ITS OWN TAXABLE INCOME ITS PRO RATA SHARE OF THE INCOME, EXPENSES, GAINS, AND LOSSES EARNED INSIDE THE LLPS AND LLCS. THESE ARE REPORTED TO THE FOUNDATION USING SCHEDULE K-1'S PER THE INTERNAL REVENUE SERVICE'S REQUIREMENTS. THE TAXATION OF INCOME EARNED INSIDE THE ENTITY THROUGH THE K-1 RESULTS IN AN ADJUSTMENT OF THE BASIS OF THE UNITS OWNED BY THE ORGANIZATION SO THAT THE BASIS IS EQUAL TO THE VALUE OF THOSE UNITS AND THERE IS NO INCOME TO BE RECOGNIZED WHEN A DISTRIBUTION FROM THE INSTITUTIONAL FUND ITSELF OCCURS FOR TAX PURPOSES.THE FOUNDATION HAS DISTINGUISHED BETWEEN MUTUAL FUND (MF) TYPE INVESTMENTS AND PASS THROUGH ENTITIES (PT) FOR REPORTING DONE FOR BOOK PURPOSES(SCHEDULE 1) VS. TAX PURPOSES (PART IV OF 990PF). THE ORGANIZATION HAS ALSO DISTINGUISHED BETWEEN DISTRIBUTIONS (DIST) AND K-1 PASS THROUGH INFORMATION(K-1). THE DISTRIBUTIONS RESULT IN REALIZED GAIN/LOSS FOR BOOKS BUT ARE NOT TAXABLE WHILE GAINS AND LOSSES REPORTED ON K-1 ARE REPORTABLE FOR TAX PURPOSES BUT HAVE NOT BEEN SEPARATELY REPORTED FOR BOOKS. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAMBRIDGE INVESTMENTS - PUBLIC EQUITY | FMV | $69,595,099 | $69,595,099 |
| CAMBRIDGE INVESTMENTS - PRIVATE EQUITY | FMV | $8,881,869 | $8,881,869 |
| CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES | FMV | $19,907,061 | $19,907,061 |
| CAMBRIDGE INVESTMENTS - FIXED INCOME | FMV | $7,806,916 | $7,806,916 |
| CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC | FMV | $8,300,841 | $8,300,841 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $660,367 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $589,458 | AccumulatedDepreciationAmt |
| Book Value | $70,909 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,100 | LegalFeesAmt |
| Net Investment Income | $847 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,175 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $19,294 | $19,294 | $19,294 |
| RIGHT OF USE ASSET | $272,202 | $119,073 | $119,073 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & SHIPPING | $1,761 | $123 | $1,626 |
| EQUIPMENT RENTAL & MAINT | $24,003 | $1,680 | $22,168 |
| INSURANCE | $28,424 | $1,990 | $26,252 |
| OFFICE EXPENSE | $128,539 | $8,933 | $118,776 |
| INFORMATION TECHNOLOGY | $145,088 | $10,156 | $133,999 |
| MEMBERSHIP & DUES | $40,306 | $2,821 | $37,225 |
| MISCELLANEOUS | $3,295 | $231 | $3,043 |
| GRANT RELATED EXPENSES | $334,679 | $0 | $334,679 |
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 | $166,478 | $198,618 | $166,478 |
| FUTURES MARGIN INCOME | -$107,253 | $0 | -$107,253 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $15,541,546 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $670,214 | $620,612 |
| RIGHT OF USE LEASE LIABILITY | $395,729 | $172,014 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $87,228 | $0 | $86,700 |
| INVESTMENT FEES | $487,726 | $487,726 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $86,480 | $4,324 | $81,495 |
| PROPERTY TAXES | $1,846 | $129 | $1,705 |
| FEDERAL EXCISE TAX | $32,000 | $0 | $0 |