ARCHSTONE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARCHSTONE FOUNDATION (EIN 33-0133359)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202611359349104471
- Schema version
- 2024v5.5
- 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
- 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 | 2026-05-15T16:55:53-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 2026-05-15 | 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 | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $123,370,619 | 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 | $434,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,834,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $219,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,020,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,751,905 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $167,822 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $653,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,753,752 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,137,840 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,492 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,068,525 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $583,076 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,824 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $557,055 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $417,502 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $25,545 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $368,162 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,348 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,665 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,063 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,978 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,585 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $96,266 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $491,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $362,276 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $117,673 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $155,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $88,390 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $60,000 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $220,322 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $19,147 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $251,880 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $157,809 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,002 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $144,738 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $826,519 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $836,872 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,191,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $540,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,564,624 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,240,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,307,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,432,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $540,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,871,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,778,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,212,890 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347 | CashBOYAmt |
| Cash EOY | $347 | CashEOYAmt |
| Cash EOYFMV | $347 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,030,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,841 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $525,447 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,385 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,385 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $114,491,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $122,959,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $122,959,137 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $660,367 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $649,458 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $70,909 | LandBOYAmt |
| Land EOY | $10,909 | LandEOYAmt |
| Land EOYFMV | $10,909 | LandEOYFMVAmt |
| Other Assets BOY | $138,367 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,257,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,370,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $123,370,619 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $295,838 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $309,048 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,736,081 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,669,420 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $792,626 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $557,950 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,824,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,536,418 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $113,432,880 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $120,834,201 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,432,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,834,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,257,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,370,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,432,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,778,649 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,179,970 | OtherIncreasesAmt |
| Subtotal | $120,834,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,834,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ARROWSTREET EMERGINE MARKET TRUST FUND | P | $123,595 | $123,595 | $123,595 | |
| ARROWSTREET US EQUITY ALPHA EXTENSION | P | $24,356 | $24,356 | $24,356 | |
| BLUE OWL ASSET INCOME FUND EVERGREEN | P | -$4,032 | -$4,032 | $4,032 | |
| BOND III | P | -$7,885 | -$7,885 | $7,885 | |
| CA RESOURCES SERIES KPS SSF VI | P | -$7 | -$7 | $7 | |
| CA RESOURCES SERIES THIRD ROCK VENTURES VI | P | -$23,396 | -$23,396 | $23,396 | |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | P | -$40,047 | -$40,047 | $40,047 | |
| DRIVE CAPITAL FUND IV | P | -$2,022 | -$2,022 | $2,022 | |
| GQG PARTNERS US SELECT QUALITY EQUITY FUNDS | P | $1,229,136 | $1,229,136 | $1,229,136 | |
| GREATER CHINA LONG-ONLY EQUITY FUND | P | -$449,028 | -$449,028 | $449,028 | |
| INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY II | P | $142 | $142 | $142 | |
| IR&M CORE BOND FUND II | P | -$32,440 | -$32,440 | $32,440 | |
| MADRONA VENTURE FUND IX | P | $3,689 | $3,689 | $3,689 | |
| OBVIOUS VENTURES IV | P | -$745 | -$745 | $745 | |
| ONEPRIME SECONDARY FUND II | P | $17,831 | $17,831 | $17,831 | |
| PALMER SQUARE MULTI-ASSET CREDIT FUND | P | -$4,110 | -$4,110 | $4,110 | |
| RENAISSANCE INSTITUTIONAL EQUITIES FUND | P | -$1,148 | -$1,148 | $1,148 | |
| SENTINEL CAPITAL PARTNERS VII | P | $12 | $12 | $12 | |
| SENTINEL JUNIOR CAPITAL II | P | $1,404 | $1,404 | $1,404 | |
| THE SILCHESTER INT. INVESTORS INT. VALUE EQUITY EXCLUSION | P | -$241,552 | -$241,552 | $241,552 | |
| STANDARD CRYPTO VENTURE FUND I | P | -$3 | -$3 | $3 | |
| THRIVE CAPITAL PARTNERS VIII | P | $369 | $369 | $369 | |
| THRIVE CAPITAL PARTNERS VIII GROWTH | P | $279 | $279 | $279 | |
| PUBLICLY TRADED SECURITIES - USB 000 | $1,087,211 | -$27,174 | -$27,174 | $1,114,385 | |
| PUBLICLY TRADED SECURITIES - USB 002 | $3,637,720 | $15,996 | $15,996 | $3,621,724 | |
| PUBLICLY TRADED SECURITIES - USB 004 | $74,545 | $10,127 | $10,127 | $64,418 | |
| PUBLICLY TRADED SECURITIES - USB 005 | $267,403 | $56,319 | $56,319 | $211,084 | |
| MARATHON LONDON-INTERNATIONAL INVESTMENT | P | $846,319 | $846,319 | $846,319 | |
| LL MORTGAGE FUND | P | -$102,427 | -$102,427 | $102,427 | |
| AUDLBRASS PARTNERS SECONDARY OPP. FUND III | P | -$4,558 | -$4,558 | $4,558 | |
| 1607 CAPITAL INTERNATIONAL SMALL CAP | P | $310,526 | $310,526 | $310,526 | |
| ACADIAN INTERNATIONAL SMALL CAP | P | -$90,850 | -$90,850 | $90,850 | |
| PUBLICLY TRADED SECURITIES - USB 000 | $2,400,207 | $16,671 | $16,671 | $2,383,536 | |
| PUBLICLY TRADED SECURITIES - USB 002 | $2,518,660 | $568,095 | $568,095 | $1,950,565 | |
| PUBLICLY TRADED SECURITIES - USB 004 | $2,862,747 | $860,743 | $860,743 | $2,002,004 | |
| PUBLICLY TRADED SECURITIES - USB 005 | $4,944,680 | $1,027,860 | $1,027,860 | $3,916,820 | |
| LOSS ON DISPOSAL OF PP&E | P | $0 | $0 | ||
| HBK MULTI-STRATEGY OFFSHORE FUND LTD. | P | $812,913 | $812,913 | $812,913 | |
| INDABA CAPITAL PARTNERS (CAYMAN) LP | P | $110,803 | $110,803 | $110,803 | |
| TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND | P | $2,034,411 | $2,034,411 | $2,034,411 | |
| ATALAN OFFSHORE FUND LTD | P | $472,000 | $472,000 | $472,000 | |
| CAPITAL GAINS DIVIDENDS | P | $239,733 | $239,733 | $239,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,751,905 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,460 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $178,460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $50,401 | OverpaymentAmt |
| Applied To ES Tax | $50,401 | 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 | Yes (1) | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (14 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 | $159,823 | $0 | $0 |
| LAURA RATH | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | V.P. OF PROGRAMS | 40.00 | $214,609 | $40,203 | $6,600 |
| JEAN ACCIUS | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $38,000 | $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 | $38,000 | $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 | $480 |
| 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 & INTERIM PRESIDENT/CEO | 40.00 | $132,250 | $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 | $145,858 | $39,275 | $6,600 |
| RAMIRO ZUNIGA | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.00 | $36,000 | $0 | $0 |
| RIGOBERTO SABORIO | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | PRESIDENT/CEO | 40.00 | $151,300 | $15,243 | $3,300 |
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 | $134,086 | $51,217 | $6,600 |
| JASMINE LACSAMANA | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | PROGRAM OFFICER | 40.00 | $113,574 | $37,145 | $6,600 |
| GERSON GALDAMEZ | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | PROGRAM OFFICER | 40.00 | $108,411 | $38,796 | $6,600 |
| CARLY ROMAN | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | PROGRAM OFFICER | 40.00 | $108,411 | $38,796 | $6,600 |
| KIMBERLY WILLIAMS | ||||||||
| 5000 BIRCH ST WEST TOWER 3RD FL 369 | NEWPORT BEACH | CA | 92660 | ADMINISTRATIVE ASSIS | 40.00 | $61,468 | $28,574 | $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 | $362,276 |
| SETH SNYDER | |||||
| 1101 WEST 34TH STREET SUITE 157 | AUSTIN | TX | 78705 | EXECUTIVE RECRUITMENT | $51,341 |
| 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 | $112,518,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,860,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,294 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $118,407,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $118,407,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,776,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $116,631,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,831,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,831,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128,059 | TotalTaxAmt |
| Distributable Before Adj | $5,703,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,703,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,703,496 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,871,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,871,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,703,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,087,105 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $811,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $231,117 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $390,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,520,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,871,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,703,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $168,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,689,041 | 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 | $1,087,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,601,936 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $811,744 | ExcessFromYear4Amt |
| Excess From Year2 | $231,117 | ExcessFromYear2Amt |
| Excess From Year1 | $390,671 | ExcessFromYear1Amt |
| Excess From Current Year | $168,404 | 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 (68 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 | TO INCREASE ACCESS TO DEMENTIA DIAGNOSIS, AND ENHANCE THE QUALITY OF CARE IN PRIMARY CARE SETTINGS, WITH A FOCUS ON COLLABORATING WITH PRIMARY CARE PROVIDERS AND THEIR CARE TEAMS AT FQHCS IN CALIFORNIA AND SIMILAR CBOS SERVING UNDERSERVED POPULATIONS. | $242,072 | |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 2922 CRENSHAW BLVD SUITE 125 | LOS ANGELES | CA | 90016 | PC | TO SUPPORT ALZHEIMERS GREATER LOS ANGELES TO PARTICIPATE IN A MULTI-YEAR INITIATIVE TO BECOME A CALAIM ENHANCED CARE MANAGEMENT PROVIDER FOR MEDI-CAL MEMBERS WITH DEMENTIA WHO ARE AT RISK FOR INSTITUTIONALIZATION. | $67,500 | |
| AMERICAN SOCIETY ON AGING | |||||||
| PO BOX 103088 | PASADENA | CA | 91189 | PC | TO SUPPORT ASA RISE, A SOCIAL JUSTICE AND LEADERSHIP PROGRAM FOR PEOPLE OF COLOR IN THE FIELD OF AGING. | $5,000 | |
| AMERICAN SOCIETY ON AGING | |||||||
| PO BOX 103088 | PASADENA | CA | 91189 | PC | TO SUPPORT THE ASA RISE FELLOWS PROGRAM, A PROGRAM THAT MENTORS AND TRAINS PROMISING LEADERS OF COLOR IN THE AGING FIELD, TO THE BENEFIT OF THE AGING ORGANIZATIONS THEY BELONG TO AND THE OLDER ADULT COMMUNITIES OF COLOR THEY SERVE. | $58,500 | |
| ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT | |||||||
| 2400 MOORPARK AVE 300 | SAN JOSE | CA | 95128 | PC | TO SUPPORT THE AACI PATIENT ADVISORY COUNCIL (PAC) THROUGH A CAPACITY BUILDING GRANT. | $25,000 | |
| ASSOCIATION OF ASIAN PACIFIC COMMUNITY HEALTH ORGANIZATIONS | |||||||
| PO BOX 590730 | SAN FRANCISCO | CA | 94159 | PC | TO SUPPORT THE "IMPROVING THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND CAREGIVERS: BEST PRACTICES AND INNOVATIONS FROM COMMUNITY HEALTH CENTERS SERVING ASIAN AMERICANS, NATIVE HAWAIIANS AND PACIFIC ISLANDERS CONVENING. | $2,500 | |
| BENJAMIN ROSE INSTITUTE ON AGING | |||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | PC | TO SUPPORT THE BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION PROJECT, FOCUSED ON CULTURAL ADAPTATIONS OF CAREGIVING PROGRAMS. | $4,285 | |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 W TEMPLE ST | LOS ANGELES | CA | 90012 | PC | TO SUPPORT MID- AND LONG-TERM RECOVERY EFFORTS FOR OLDER ADULTS IMPACTED BY THE RECENT WILDFIRES IN GREATER LOS ANGELES. | $100,000 | |
| CALIFORNIA PAN-ETHNIC HEALTH NETWORK | |||||||
| 2991 SACRAMENTO ST 298 | BERKELEY | CA | 94702 | PC | TO SUPPORT THE FIGHT FOR OUR HEALTH PROJECT. | $10,000 | |
| CATCHAFIRE | |||||||
| 2093 PHILADELPHIA PIKE 8715 | CLAYMONT | DE | 19703 | PC | TO CONTINUE ASSISTING THE FOUNDATION IN PROVIDING CAPACITY BUILDING SUPPORT TO NONPROFIT ORGANIZATIONS AT SCALE. | $50,000 | |
| CONNECTING FOR BETTER HEALTH | |||||||
| 80 E SIR FRANCIS DRAKE BLVD SUITE | LARKSPUR | CA | 94939 | PC | TO SUPPORT IMPROVING HEALTH AND SOCIAL SERVICE INFORMATION EXCHANGE FOR AGING SERVICE ORGANIZATIONS. | $25,000 | 2D |
| CORPORATION FOR SUPPORTIVE HOUSING | |||||||
| 800 S FIGUEROA STREET SUITE 810 | LOS ANGELES | CA | 90017 | PC | TO PROVIDE CAPACITY BUILDING SUPPORT TO LEVERAGE CALAIM TO IMPROVE HEALTH OUTCOMES FOR OLDER ADULTS EXPERIENCING HOMELESSNESS. | $25,000 | |
| ELDERHELP OF SAN DIEGO | |||||||
| 9590 CHESAPEAKE DR | SAN DIEGO | CA | 92123 | PC | TO PROVIDE CAPACITY BUILDING TO SUPPORT SERVICE AND TECHNOLOGY INTEGRATION. | $25,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | PROVIDE GENERAL OPERATING SUPPORT TO ENABLE GIA TO CONTINUE ACTIVITIES CORE TO ITS MISSION TO MOBILIZE SOCIAL, INTELLECTUAL, AND FINANCIAL CAPITAL TO IMPROVE THE EXPERIENCE OF AGING, NOW AND IN THE FUTURE. | $125,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | TO PROVIDE SPONSORSHIP SUPPORT FOR THE GIA 2024 CONFERENCE. | $50,000 | |
| GROCERIES FOR SENIORS | |||||||
| 660 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | PC | TO SUPPORT SENIOR CONNECTIONS: DIGITAL UPGRADE FOR NOURISHMENT, THROUGH A CAPACITY BUILDING GRANT. | $15,000 | |
| HUMBOLDT SENIOR RESOURCE CENTER INC | |||||||
| 1910 CALIFORNIA STREET | EUREKA | CA | 95501 | PC | TO PROVIDE CAPACITY BUILDING SUPPORT THROUGH A SERVER REPLACEMENT AND UPGRADE. | $25,000 | |
| INSTITUTE ON AGING | |||||||
| 3575 GEARY BLVD | SAN FRANCISCO | CA | 94118 | PC | TO SUPPORT A NEW EHR SOFTWARE AND INTEGRATION - IOA'S COMPANIOA PROGRAM THROUGH A CAPACITY BUILDING GRANT. | $25,000 | |
| INSURE THE UNINSURED PROJECT | |||||||
| 400 CAPITOL MALL | SACRAMENTO | CA | 95814 | PC | TO SUPPORT THE 29TH ITUP ANNUAL CONFERENCE: ADVANCING EQUITY: SUSTAINING THE MOVEMENT FROM COVERAGE TO ACCESS ON FEBRUARY 3-4, 2025 IN SACRAMENTO, CA. | $5,000 | |
| JUSTICE IN AGING | |||||||
| 1444 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | TO SUPPORT ITS EQUITY ADVISORY COUNCIL AND ALLOW JUSTICE IN AGING TO REFINE THE ROLE AND THE VISION OF THE COUNCIL AS A FOUNDATIONAL PART OF THEIR STRATEGIC INITIATIVE TO ADVANCE EQUITY. | $142,500 | |
| LEADINGAGE CALIFORNIA FOUNDATION | |||||||
| 1315 I STREET SUITE 100 | SACRAMENTO | CA | 95814 | PC | TO EXPAND THEIR DIVERSITY, EQUITY, AND INCLUSION INITIATIVE TO ENSURE THE OLDER ADULTS THEY SERVE, REGARDLESS OF THEIR RACE, ETHNICITY, IMMIGRATION STATUS, GENDER IDENTITY, DISABILITY, OR SEXUAL ORIENTATION, CAN AGE IN SAFE AND SUPPORTIVE ENVIRONMENT. | $10,000 | |
| MEALS ON WHEELS DIABLO REGION | |||||||
| 1300 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | PC | TO SUPPORT CAPACITY BUILDING SUPPORT FOR A CLIENT DATA INTEGRATION AND MANAGEMENT PROJECT. | $25,000 | |
| METROMORPHOSIS | |||||||
| 4163 NORTH BLVD | BATON ROUGE | LA | 70806 | PC | TO SUPPORT THE AGING WHILE BLACK 2025 ON AGING CONFERENCE TO BE HELD ON APRIL 21-24, 2025 IN ORLANDO, FL. | $10,000 | |
| NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA) | |||||||
| 1511 3RD AVE 914 | SEATTLE | WA | 98101 | PC | TO SUPPORT THE CREATION OF A COMPREHENSIVE RESOURCE DATABASE AND MULTI-AGENCY REFERRAL SYSTEM GEARED TOWARDS ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER OLDER ADULTS AND CAREGIVERS IN CALIFORNIA | $37,500 | |
| NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA) | |||||||
| 1511 3RD AVE 914 | SEATTLE | WA | 98101 | PC | TO SUPPORT THE IMPLEMENTATION OF A COMPREHENSIVE RESOURCE DATABASE AND MULTI-AGENCY REFERRAL SYSTEM TO NAVIGATE CLIENTS TO CULTURALLY APPROPRIATE AND IN-LANGUAGE SOCIAL SERVICES PROGRAMS. | $50,000 | |
| NATIONAL HEALTH FOUNDATION | |||||||
| 515 S FIGUEROA ST SUITE 1300 | LOS ANGELES | CA | 90071 | PC | TO SUPPORT CAPACITY BUILDING THROUGH THE RENOVATION DESIGN OF A COMMERCIAL KITCHEN IN THE PLANNED CONGREGATE MEAL SITE FOR OLDER ADULTS IN SAN FERNANDO VALLEY. | $15,000 | |
| PALLIATIVE CARE QUALITY COLLABORATIVE | |||||||
| 55 WEST 125TH STREET SUITE 1302 | NEW YORK | NY | 10027 | PC | TO SUPPORT THE 2024 PCQC QUALITY MATTERS CONFERENCE TO BE HELD IN NOVEMBER 2024 AS A SPONSOR. | $6,000 | |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST SUITE 150 | SAN FERNANDO | CA | 91340 | PC | TO SUPPORT THE PARTNERSHIP TO ALIGN SOCIAL CARE 2024 WEBINAR SERIES. | $10,000 | |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | PC | TO PROVIDE CAPACITY BUILDING SUPPORT FOR NUTRITION AND FOOD OPERATIONS AT PROJECT OPEN HAND. | $25,000 | |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | PC | TO SUPPORT PROFESSIONAL DEVELOPMENT OF RDN WORKFORCE THROUGH A CAPACITY BUILDING GRANT. | $25,000 | |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET SUITE 6000 | OAKLAND | CA | 94607 | PC | TO ADDRESS HEALTH DISPARITIES AND ADVANCE EQUITY IN SERIOUS ILLNESS CARE FOR COMMUNITIES OF COLOR THROUGH THE EXPANSION OF LEADERSHIP AND STAFF, APPROPRIATE INFRASTRUCTURE, AND OPERATIONS IN LOS ANGELES FOR THE ACCA ADVANCED ILLNESS CARE PROGRAM. | $75,000 | |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90407 | PC | TO PARTNER WITH ARCHSTONE FOUNDATION TO PROVIDE AN IMPACT EVALUATION OF OUR THREE T STRATEGIC APPROACH TO IMPROVING THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND THEIR CAREGIVERS. | $169,803 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | |||||||
| 305 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | PC | TO SUPPORT SAGECARES LGBT AGING CULTURAL COMPETENCY TRAINING PROGRAM, THE NATIONAL RESOURCE CENTER ON LGBT AGING, AND THE LONG-TERM CARE EQUALITY INDEX. | $20,000 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | |||||||
| 305 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | PC | TO SUPPORT THE ONGOING WORK OF SAGECARE, SAGES SIGNATURE LGBTQ+ AGING CULTURAL COMPETENCY TRAINING PROGRAM. | $50,000 | |
| THE CERES COMMUNITY PROJECT | |||||||
| 1237 APOLLO WAY | SANTA ROSA | CA | 95407 | PC | TO SUPPORT THE CBO MEDI-CAL COALITION CONVENING. | $10,000 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1101 14TH STREET NW SUITE 1220 | WASHINGTON | DC | 20005 | PC | TO PROVIDE CONFERENCE SUPPORT TO HELP FUND GSA'S 2023 JOURNALISTS IN AGING FELLOWSHIP (JAF) PROGRAM CONFERENCE. | $1,600 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE ESTABLISHMENT OF A NATIONAL CENTER TO FRAME AGING (NATIONAL CENTER) AS THE CENTRAL HUB TO ADVANCE PROVEN COMMUNICATION STRATEGIES THAT INCREASE THE PUBLICS UNDERSTANDING OF AGING. | $50,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | PC | TO SUPPORT THE EMERGING LEADERS IN AGING (ELIA) PROGRAM, A ONE-YEAR LEADERSHIP DEVELOPMENT PROGRAM DESIGNED TO EMPOWER A NEW GENERATION OF GERIATRIC HEALTH PROFESSIONALS ACROSS MULTIPLE DISCIPLINES AND SPECIALTIES. | $100,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | PC | TO SUPPORT CAREGIVERS AS PARTNERS IN CARE TEAMS (CAP-CT) - BILLING GUIDES AND LEARNING COLLABORATIVE. | $18,415 | |
| THE SCAN FOUNDATION | |||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | PC | TO CONTINUE SUPPORT FOR THE STATE'S ONGOING IMPLEMENTATION OF THE MASTER PLAN FOR AGING. | $150,000 | |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | PC | TO EXPAND THE GERIATRIC AND GERONTOLOGY PROGRAM AND WORKFORCE DEVELOPMENT EFFORTS AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. | $100,000 | |
| UC LAW SF FOUNDATION | |||||||
| 200 MCALLISTER ST | SAN FRANCISCO | CA | 94102 | PC | TO SUPPORT CONVENING OF LEGAL AID ORGANIZATIONS FOR EDUCATION AND TRAINING TO PROVIDE INFORMATION AND REFERRAL TO OLDER ADULTS WITH DEMENTIA INTO CALAIM. | $10,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY | |||||||
| 3500 S FIGUEROA STREET SUITE 102 MC | LOS ANGELES | CA | 90089 | PC | CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS | $10,000 | 8001 |
| UNIVERSITY OF WASHINGTON | |||||||
| 4333 BROOKLYN AVE NE BOX 359472 | SEATTLE | WA | 98195 | PC | TO SUPPORT TECHNICAL ASSISTANCE, TRAINING, AND EVALUATION FOR PHASE 2 OF THE CARE PARTNERS DEPRESSION IN LATE-LIFE INITIATIVE. | $124,400 | |
| VIA CARE COMMUNITY HEALTH CENTER INC | |||||||
| 501 S ATLANTIC BLVD | LOS ANGELES | CA | 90022 | PC | TO PROVIDE CAPACITY BUILDING SUPPORT FOR STRATEGIC TEAMS PLANNING FOR EAST LOS ANGELES OLDER ADULTS. | $25,000 | |
| VISION Y COMPROMISO | |||||||
| PO BOX 708 | SAN LORENZO | CA | 94580 | PC | TO PROVIDE CAPACITY BUILDING SUPPORT TO ACCESS CALAIM AND TRANSFORM HEALTH FOR OLDER LATINO ADULTS. | $25,000 | |
| VITAL ACCESS CARE FOUNDATION | |||||||
| 17150 NEWHOPE ST SUITE 201-203 | FOUNTAIN VALLEY | CA | 92708 | PC | TO SUPPORT THE API TASK FORCE DIRECT CARE NETWORK CAPACITY BUILDING PROJECT. | $25,000 | |
| PURCHASER BUSINESS GROUP ON HEALTH | |||||||
| 2041 EAST ST | CONCORD | CA | 94520 | PC | CALIFORNIA MEDICARE COLABORATIVE PROJECT | $75,926 | |
| JACK'S CAREGIVER COALITION | |||||||
| 1010 W LAKE ST | MINNEAPOLIS | MN | 55408 | PC | TO SUPPORT JACK'S STORM CHASERS | $4,000 | |
| ONE GENERATION | |||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | PC | TO SUPPORT AREA OF GREATEST NEED | $4,000 | |
| LONG BEACH CITY COLLEGE FOUNDATION | |||||||
| 4900 E CONANT ST BLDG O-2 | LONG BEACH | CA | 90808 | PC | TO SUPPORT LBCC SENIOR STUDIES AND LIFETIME LEARNING CENTER | $4,000 | |
| UC DAVIS FOUNDATION | |||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | PC | TO SUPPORT THE QUINBY-YOUNG SCHOLARSHIP FOR HEALTHY AGING | $2,000 | |
| USAGING | |||||||
| 1100 NEW JERSEY AVE SE SUITE 350 I | WASHINGTON | DC | 20003 | PC | TO SUPPORT DISASTER RELIEF FUND | $500 | |
| SCRIPPS COLLEGE | |||||||
| 1030 N COLUMBIA AVE | CLAREMONT | CA | 91711 | PC | TO SUPPORT WHERE IT'S NEEDED MOST | $2,000 | |
| LOS ALAMITOS EDUCATION FOUNDATION | |||||||
| PO BOX 1210 | LOS ALAMITOS | CA | 90720 | PC | TO SUPPORT LAEF | $550 | |
| SAAHAS FOR CAUSE | |||||||
| 13337 SOUTH ST | CERRITOS | CA | 90703 | PC | TO SUPPORT LA WILDFIRE RECOVERY | $100 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | PC | TO SUPPORT CALIFORNIA FIRE RESPONSE | $100 | |
| TCC FAMILY HEALTH | |||||||
| 1900 ATLANTIC AVE | LONG BEACH | CA | 90806 | PC | TO SUPPORT CLINICAL AND GERIATRIC HEALTH FOR SENIORS | $525 | |
| HEART OF IDA | |||||||
| 1150 E 4TH ST | LONG BEACH | CA | 90802 | PC | TO SUPPORT SENIOR SERVICES AND RESOURCES | $525 | |
| MEALS ON WHEELS LONG BEACH INC | |||||||
| PO BOX 15688 | LONG BEACH | CA | 90815 | PC | TO SUPPORT DELIVERED MEALS AND SECURITY CHECKS ON HOMEBOUND SENIORS | $425 | |
| PEAK GRANTMAKING | |||||||
| 1701 PENNSYLVANIA AVE NW STE 200 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $300 | |
| SOUTHERN OREGON CENTER FOR COMMUNITY PARTNERSHIPS | |||||||
| PO BOX 3275 | CENTRAL POINT | OR | 97502 | PC | TO SUPPORT FOOD & FRIENDS | $2,000 | |
| NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING | |||||||
| 1100 NEW JERSEY AVE SE SUITE 350 I | WASHINGTON | DC | 20003 | PC | TO SUPPORT HURRICANE ASSISTANCE | $1,000 | |
| ENGAGE INC | |||||||
| PO BOX 1686 | RANCHO CUCAMONGA | CA | 91729 | PC | TO SUPPORT ARTS PROGRAMS FOR RESIDENTS OF ASSISTED LIVING | $1,000 | |
| JACK L WEAVER PTA | |||||||
| 11872 WEMBLEY RD | LOS ALAMITOS | CA | 90720 | PC | TO SUPPORT JOG-A-THON | $250 | |
| SUMMER HARVEST | |||||||
| 4276 KATELLA AVE 176 | LOS ALAMITOS | CA | 90720 | PC | POKER SPONSOR | $1,000 | |
| STRATHMORE HALL FOUNDATION | |||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PC | TO SUPPORT ARTS FOR SENIORS | $1,000 | |
| STILLMAN COLLEGE | |||||||
| 3601 STILLMAN BLVD | TUSCALOOSA | AL | 35401 | PC | TO SUPPORT WINSBOROUGH HALL LIVING & LEARNING CENTER | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,307,276 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGING WHILE BLACK NETWORK | |||||||
| 4165 NORTH BLVD | BATON ROUGE | LA | 70806 | PC | TO SUPPORT AGING WHILE BLACK CALIFORNIA | $30,000 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 2290 N 1ST STREET SUITE 101 | SAN JOSE | CA | 95131 | PC | TO INCREASE ACCESS TO DEMENTIA DIAGNOSIS, AND ENHANCE THE QUALITY OF CARE IN PRIMARY CARE SETTINGS, WITH A FOCUS ON COLLABORATING WITH PRIMARY CARE PROVIDERS AND THEIR CARE TEAMS AT FQHCS IN CALIFORNIA AND SIMILAR CBOS SERVING UNDERSERVED POPULATIONS. | $24,720 | |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 2922 CRENSHAW BLVD SUITE 125 | LOS ANGELES | CA | 90016 | PC | TO SUPPORT ALZHEIMERS GREATER LOS ANGELES TO PARTICIPATE IN A MULTI-YEAR INITIATIVE TO BECOME A CALAIM ENHANCED CARE MANAGEMENT PROVIDER FOR MEDI-CAL MEMBERS WITH DEMENTIA WHO ARE AT RISK FOR INSTITUTIONALIZATION. | $52,500 | |
| AMERICAN SOCIETY ON AGING | |||||||
| PO BOX 103088 | PASADENA | CA | 91189 | PC | TO SUPPORT THE ASA RISE FELLOWS PROGRAM, A PROGRAM THAT MENTORS AND TRAINS PROMISING LEADERS OF COLOR IN THE AGING FIELD, TO THE BENEFIT OF THE AGING ORGANIZATIONS THEY BELONG TO AND THE OLDER ADULT COMMUNITIES OF COLOR THEY SERVE. | $69,500 | |
| ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT | |||||||
| 2400 MOORPARK AVE 300 | SAN JOSE | CA | 95128 | PC | TO SUPPORT THE AACI PATIENT ADVISORY COUNCIL (PAC) THROUGH A CAPACITY BUILDING GRANT. | $25,000 | |
| ASSOCIATION OF ASIAN PACIFIC COMMUNITY HEALTH ORGANIZATIONS | |||||||
| PO BOX 590730 | SAN FRANCISCO | CA | 94159 | PC | TO SUPPORT THE "IMPROVING THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND CAREGIVERS: BEST PRACTICES AND INNOVATIONS FROM COMMUNITY HEALTH CENTERS SERVING ASIAN AMERICANS, NATIVE HAWAIIANS AND PACIFIC ISLANDERS CONVENING. | $67,500 | |
| CALIFORNIA HEALTH POLICY STRATEGIES LLC | |||||||
| 580 RIVERGATE WAY | SACRAMENTO | CA | 95831 | NC | TO SUPPORT THE INTEGRATION OF CALAIM AND COMMUNITY-BASED DEMENTIA PROGRAMS TO BENEFIT OLDER CALIFORNIANS WITH DEMENTIA AND/OR COMPLEX MEDICAL CONDITIONS. | $15,000 | |
| CATCHAFIRE | |||||||
| 2093 PHILADELPHIA PIKE 8715 | CLAYMONT | DE | 19703 | PC | TO CONTINUE ASSISTING THE FOUNDATION IN PROVIDING CAPACITY BUILDING SUPPORT TO NONPROFIT ORGANIZATIONS AT SCALE. | $114,000 | |
| CONNECTING FOR BETTER HEALTH | |||||||
| 80 E SIR FRANCIS DRAKE BLVD SUITE | LARKSPUR | CA | 94939 | PC | TO SUPPORT IMPROVING HEALTH AND SOCIAL SERVICE INFORMATION EXCHANGE FOR AGING SERVICE ORGANIZATIONS. | $40,000 | 2D |
| ELDERHELP OF SAN DIEGO | |||||||
| 9590 CHESAPEAKE DR | SAN DIEGO | CA | 92123 | PC | TO PROVIDE CAPACITY BUILDING TO SUPPORT SERVICE AND TECHNOLOGY INTEGRATION. | $25,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | PROVIDE GENERAL OPERATING SUPPORT TO ENABLE GIA TO CONTINUE ACTIVITIES CORE TO ITS MISSION TO MOBILIZE SOCIAL, INTELLECTUAL, AND FINANCIAL CAPITAL TO IMPROVE THE EXPERIENCE OF AGING, NOW AND IN THE FUTURE. | $125,000 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | PC | TO PROVIDE SPONSORSHIP SUPPORT FOR THE GIA 2024 CONFERENCE. | $135,000 | |
| GROCERIES FOR SENIORS | |||||||
| 660 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | PC | TO SUPPORT SENIOR CONNECTIONS: DIGITAL UPGRADE FOR NOURISHMENT, THROUGH A CAPACITY BUILDING GRANT. | $15,000 | |
| INSTITUTE ON AGING | |||||||
| 3575 GEARY BLVD | SAN FRANCISCO | CA | 94118 | PC | TO SUPPORT A NEW EHR SOFTWARE AND INTEGRATION - IOA'S COMPANIOA PROGRAM THROUGH A CAPACITY BUILDING GRANT. | $25,000 | |
| JUSTICE IN AGING | |||||||
| 1444 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | TO SUPPORT ITS EQUITY ADVISORY COUNCIL AND ALLOW JUSTICE IN AGING TO REFINE THE ROLE AND THE VISION OF THE COUNCIL AS A FOUNDATIONAL PART OF THEIR STRATEGIC INITIATIVE TO ADVANCE EQUITY. | $15,000 | |
| NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA) | |||||||
| 1511 3RD AVE 914 | SEATTLE | WA | 98101 | PC | TO SUPPORT THE CREATION OF A COMPREHENSIVE RESOURCE DATABASE AND MULTI-AGENCY REFERRAL SYSTEM GEARED TOWARDS ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER OLDER ADULTS AND CAREGIVERS IN CALIFORNIA | $87,500 | |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | PC | TO SUPPORT PROFESSIONAL DEVELOPMENT OF RDN WORKFORCE THROUGH A CAPACITY BUILDING GRANT. | $25,000 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | |||||||
| 305 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | PC | TO SUPPORT THE ONGOING WORK OF SAGECARE, SAGES SIGNATURE LGBTQ+ AGING CULTURAL COMPETENCY TRAINING PROGRAM. | $100,000 | |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | |||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE ESTABLISHMENT OF A NATIONAL CENTER TO FRAME AGING (NATIONAL CENTER) AS THE CENTRAL HUB TO ADVANCE PROVEN COMMUNICATION STRATEGIES THAT INCREASE THE PUBLICS UNDERSTANDING OF AGING. | $25,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | PC | TO SUPPORT CAREGIVERS AS PARTNERS IN CARE TEAMS (CAP-CT) - BILLING GUIDES AND LEARNING COLLABORATIVE. | $82,500 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | PC | TO SUPPORT THE EMERGING LEADERS IN AGING (ELIA) PROGRAM, A ONE-YEAR LEADERSHIP DEVELOPMENT PROGRAM DESIGNED TO EMPOWER A NEW GENERATION OF GERIATRIC HEALTH PROFESSIONALS ACROSS MULTIPLE DISCIPLINES AND SPECIALTIES. | $25,000 | |
| THE SCAN FOUNDATION | |||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | PC | TO CONTINUE SUPPORT FOR THE STATE'S ONGOING IMPLEMENTATION OF THE MASTER PLAN FOR AGING. | $150,000 | |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | PC | TO EXPAND THE GERIATRIC AND GERONTOLOGY PROGRAM AND WORKFORCE DEVELOPMENT EFFORTS AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. | $190,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 S FIGUEROA STREET SUITE 102 MC | LOS ANGELES | CA | 90089 | PC | TO SUPPORT THE ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS PROJECT. | $23,712 | 8001 |
| UNIVERSITY OF WASHINGTON | |||||||
| 4333 BROOKLYN AVE NE BOX 359472 | SEATTLE | WA | 98195 | PC | TO SUPPORT THE ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES, PILOT PROJECT. | $157,488 | |
| VITAL ACCESS CARE FOUNDATION | |||||||
| 17150 NEWHOPE ST SUITE 201-203 | FOUNTAIN VALLEY | CA | 92708 | PC | TO SUPPORT THE API TASK FORCE DIRECT CARE NETWORK CAPACITY BUILDING PROJECT. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,669,420 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $219,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $653,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $653,925 | 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 | $108,978 | Amt |
| Net Investment Income | $7,585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $96,266 | 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 | $589,458 | PriorYearDepreciationAmt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $60,000 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
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 | $74,246,425 | $74,246,425 |
| CAMBRIDGE INVESTMENTS - PRIVATE EQUITY | FMV | $13,123,070 | $13,123,070 |
| CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES | FMV | $18,613,530 | $18,613,530 |
| CAMBRIDGE INVESTMENTS - FIXED INCOME | FMV | $15,628,967 | $15,628,967 |
| CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC | FMV | $1,347,145 | $1,347,145 |
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 | $649,458 | AccumulatedDepreciationAmt |
| Book Value | $10,909 | BookValueAmt |
| EOYFMV | $10,909 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $33,348 | LegalFeesAmt |
| Net Investment Income | $2,665 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,063 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $19,294 | $0 | $0 |
| RIGHT OF USE ASSET | $119,073 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & SHIPPING | $1,133 | $86 | $1,126 |
| EQUIPMENT RENTAL & MAINT | $19,948 | $1,426 | $18,758 |
| INSURANCE | $31,492 | $2,204 | $29,000 |
| OFFICE EXPENSE | $115,865 | $7,521 | $99,145 |
| INFORMATION TECHNOLOGY | $258,522 | $17,617 | $231,748 |
| MEMBERSHIP & DUES | $33,898 | $2,373 | $31,215 |
| MISCELLANEOUS | $4,907 | $350 | $4,580 |
| GRANT RELATED EXPENSES | $360,754 | $0 | $421,300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $167,822 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $13,179,970 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $620,612 | $557,950 |
| RIGHT OF USE LEASE LIABILITY | $172,014 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $128,875 | $0 | $117,673 |
| INVESTMENT FEES | $362,276 | $362,276 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $89,338 | $4,604 | $86,478 |
| PROPERTY TAXES | $2,076 | $145 | $1,912 |
| FEDERAL EXCISE TAX | $64,000 | $0 | $0 |