ARCHSTONE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ARCHSTONE FOUNDATION (EIN 33-0133359)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201521329349103327
- Schema version
- 2013v4.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T17:39:03-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 908010087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | 401 EAST OCEAN BLVD STE 1000 NO | AddressLine1 |
| Address Line2 | 1000 | AddressLine2 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 908024933 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 5625908655 | PhoneNum |
| Signature | 2015-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2015-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,397,349 | 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 | $123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,491,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,736,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,153,285 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,153,285 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $390,074 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,737,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,034,931 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $741,292 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,727 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $660,570 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $373,419 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,590 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $337,149 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $297,803 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,486 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $182,652 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,324 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,683 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,517 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,655 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $54,342 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $759,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $759,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,703 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $197,627 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,719 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $49,651 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,143 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,480 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $127,244 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,362 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $116,599 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $97,565 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,846 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $88,089 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $24,640 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,805 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $21,601 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $408,567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,659 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $360,096 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,153,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $903,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,939,969 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,488,177 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,305,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,641,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $903,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,245,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,904,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,131,823 | 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 | $681,986 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,198,286 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,198,286 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $284,273 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $284,273 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $112,055,729 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,786,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,786,546 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $249,016 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $126,800 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $66,515 | LandBOYAmt |
| Land EOY | $122,216 | LandEOYAmt |
| Land EOYFMV | $122,216 | LandEOYFMVAmt |
| Other Assets BOY | $5,681 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,681 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,681 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $112,810,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,397,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,397,349 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $324,888 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $312,704 | AccountsPayableEOYAmt |
| Grants Payable BOY | $820,318 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,003,185 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $683,785 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $752,408 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,828,991 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,068,297 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $110,981,267 | UnrestrictedBOYAmt |
| Unrestricted EOY | $117,329,052 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,981,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,329,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,810,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $119,397,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,981,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,904,126 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,251,911 | OtherIncreasesAmt |
| Subtotal | $117,329,052 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,329,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RUSSELL CORE BOND FUND | P | 2013-07-31 | 2014-06-30 | $208,122 | $208,122 | $208,122 |
| RUSSELL DEFENSIVE U.S. EQUITY FUND | P | 2013-07-31 | 2014-06-30 | $1,580,144 | $1,580,144 | $1,580,144 |
| RUSSELL EMERGING EQUITY MARKETS EQUITY PLUS FUND | P | 2013-07-31 | 2014-06-30 | $179,116 | $179,116 | $179,116 |
| RUSSELL INTERNATIONAL EQUITY FUND | P | 2013-07-31 | 2014-06-30 | $2,337,460 | $2,337,460 | $2,337,460 |
| RUSSELL LARGE CAP U.S. EQUITY FUND | P | 2013-07-31 | 2014-06-30 | $3,100,526 | $3,100,526 | $3,100,526 |
| RUSSELL LOW DURATION BOND FUND | P | 2013-07-31 | 2014-06-30 | $48,511 | $48,511 | $48,511 |
| RUSSELL MULTI ASSET CORE PLUS FUND | P | 2013-07-31 | 2014-06-30 | $2,925,439 | $2,925,439 | $2,925,439 |
| RUSSELL SMALL CAP | P | 2013-07-31 | 2014-06-30 | $773,967 | $773,967 | $773,967 |
| BOOK TO TAX ADJUSTMENT | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,153,285 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,615,285 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $109,618,459 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042103 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,687,998 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $105,087,429 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054126 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,433,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,689,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059740 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,142,890 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $97,963,199 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042290 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,673,437 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $82,718,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080677 | DistributionYr5Rt |
| Total Distribution | 0.278936 | TotalDistributionRt |
| Average Distribution | 0.055787 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $115,652,570 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,451,910 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $141,318 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,593,228 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,245,279 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $141,318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $141,318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $141,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $420,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $420,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $278,682 | OverpaymentAmt |
| Applied To ES Tax | $278,682 | 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 | JOSEPH F PREVRATIL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5625908655 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E OCEAN BLVD SUITE 1000 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH F PREVRATIL | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | PRESIDENT/CEO | 40.00 | $271,400 | $44,335 | $7,200 |
| MARY ELLEN KULLMAN | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | VICE PRESIDENT | 40.00 | $177,893 | $53,678 | $4,500 |
| DIANA BONTA | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| LYNN DAUCHER | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| AMYE LEONG | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| ROCKY SUARES | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| ROBERT C MAXON | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | CHAIRMAN | 2.00 | $36,000 | $0 | $0 |
| RENEE B SIMON | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $38,000 | $0 | $0 |
| MARK SMITH | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| PETER SZUTU | ||||||||
| 401 E OCEAN BLVD SUITE 1000 | LONG BEACH | CA | 90802 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA RATH | ||||||||
| 401 E OCEAN | LONG BEACH | CA | 90802 | SENIOR PROGRAM OFFIC | 40.00 | $88,699 | $34,461 | $5,700 |
| JOLENE FASSBINDER | ||||||||
| 401 E OCEAN | LONG BEACH | CA | 90802 | PROGRAM OFFICER | 40.00 | $86,570 | $20,015 | $4,800 |
| CONSUELO PENA | ||||||||
| 401 E OCEAN | LONG BEACH | CA | 90802 | EXECUTIVE ASSISTANT | 40.00 | $66,471 | $13,622 | $4,200 |
| TANISHA DAVIS | ||||||||
| 401 E OCEAN | LONG BEACH | CA | 90802 | GRANTS MANAGER | 40.00 | $70,734 | $10,098 | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $115,934,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,066,929 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $412,170 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,413,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $117,413,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,761,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,652,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,782,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,782,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $141,318 | TotalTaxAmt |
| Distributable Before Adj | $5,641,311 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,641,311 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,641,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,245,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,245,279 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $141,318 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,103,961 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,641,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,058,688 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,058,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,245,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,641,311 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,603,968 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,662,656 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,662,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,058,688 | ExcessFromYear2Amt |
| Excess From Current Year | $1,603,968 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY ELLEN KULLMAN MPH VICE PRESIDE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST OCEAN BLVD SUITE 1000 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5625908655 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED STATEMENT B FOR MORE INFORMATION, SEE OUR WEBSITE AT HTTP://WWW.ARCHSTONE.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT STATEMENT B FOR MORE INFORMATION, PLEASE VISIT OUR WEBSITE AT HTTP://WWW.ARCHSTONE.OR | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ARCHSTONE FOUNDATION IS A PRIVATE GRANTMAKING ORGANIZATION, WHOSE MISSION IS TO CONTRIBUTE TOWARDS THE PREPARATION OF SOCIETY IN MEETING THE NEEDS OF AN AGING POPULATION. SEE ATTACHED STATEMENT B FOR MORE INFORMATION, PLEASE VISIT OUR WEBSITE AT HTTP://WWW.ARCHSTONE.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT C | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST OCEAN BLVD SUITE 1000 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | SEE ATTACHMENT C | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT C | GrantOrContributionPurposeTxt |
| Amt | $5,488,177 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,488,177 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,736,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,737,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,737,086 | 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 | $66,315 | Amt |
| Net Investment Income | $4,655 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,342 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RUSSELL CORE BOND FUND | AT COST | $9,374,345 | $9,374,345 |
| RUSSELL LOW DURATION BOND | AT COST | $2,332,109 | $2,332,109 |
| RUSSELL MULTI CORE ASSET | AT COST | $88,103,671 | $88,103,671 |
| RUSSELL TTL RETURN | AT COST | $11,935,936 | $11,935,936 |
| RUSSELL REAL ESTATE | AT COST | $6,040,485 | $6,040,485 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $38,324 | LegalFeesAmt |
| Net Investment Income | $2,683 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,517 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $5,681 | BOYBookValueAmt |
| EOY Book Value | $5,681 | EOYBookValueAmt |
| EOYFMV | $5,681 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE AND SHIPPING | $2,783 | $177 | $2,272 |
| EQUIPMENT RENTAL & MAINTENANCE | $21,876 | $1,539 | $19,801 |
| INSURANCE | $24,382 | $1,707 | $21,960 |
| OFFICE SUPPLIES EXPENSES | $6,361 | $402 | $5,175 |
| COMMEMORATIVE PROGRAM EXPENSES | $3,000 | $210 | $2,702 |
| CONSULTATION FEES | $35,917 | $0 | $0 |
| COMMUNICATIONS | $79,258 | $5,365 | $69,022 |
| MEMBERSHIP AND DUES | $30,567 | $2,140 | $29,836 |
| EDUCATION | $13,926 | $942 | $12,114 |
| GRANTEE EVALUATIONS | $0 | $0 | $6,633 |
| MISCELLANEOUS | $1,740 | $177 | $2,273 |
| GRANT RELATED EXPENSES | $188,757 | $0 | $188,308 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $10,251,911 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMP | Desc |
| BOY Book Value | $683,785 | BOYBookValueAmt |
| EOY Book Value | $752,408 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $759,096 | $759,096 | $0 |
| OTHER PROFESSIONAL FEES | $0 | $0 | $34,703 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $54,154 | $2,686 | $49,651 |
| PROPERTY TAXES | $473 | $33 | $0 |
| FEDERAL EXCISE TAX | $143,000 | $0 | $0 |