2024-05-15T17:06:59-05:00 2023-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 90801 990PF 2022-07-01 330133359 ARCHSTONE FOUNDATION ARCH 5625908655 301 E OCEAN BLVD 1850 LONG BEACH CA 90802 CHRISTOPHER A LANGSTON PRESIDENT/CEO 5625908655 2024-05-15 1 CHRISTOPHER LANGSTON 999009999 1 DONITA JOSEPH P00286656 5624351191 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 106591460 X X 744194 1804407 1328900 16279493 0 31936 -428910 2105030 1375497 1079980 56422 1015761 533515 13786 511073 369871 21978 311143 5527 387 5088 99810 6987 88413 498635 401766 96012 14022 982 12909 190904 4570 85321 62891 4200 187141 13100 172282 148691 10408 136885 621319 21622 596782 3812306 556208 3031669 2135229 2195854 5947535 556208 5227523 -3842505 819289 347 347 347 625381 536285 536285 509581 509581 509581 99887230 105126164 105126164 657045 529458 175866 127587 127587 19294 291496 291496 101217699 106591460 106591460 297690 166104 1256811 1161949 928769 1065943 2483270 2393996 X 98734429 104197464 98734429 104197464 101217699 106591460 98734429 -3842505 9305540 104197464 0 104197464 DAVISON KEMPNER INSTITUTIONAL PARTNERS L.P. 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P 2022-01-01 2023-06-30 12495 12495 12495 MARATHON-LONDON INTERNATIONAL INVESTMENT P 2022-07-15 2023-06-30 47167 -47167 -47167 MARATHON-LONDON INTERNATIONAL INVESTMENT P 2022-01-01 2023-06-30 367658 -367658 -367658 IR&M CORE BOND FUND II LLC P 2022-07-15 2023-06-30 189419 -189419 -189419 IR&M CORE BOND FUND II LLC P 2022-01-01 2023-06-30 129366 -129366 -129366 1607 CAPITAL INTERNATIONAL EQUITY FUND LP P 2022-07-15 2023-06-30 6321 -6321 -6321 1607 CAPITAL INTERNATIONAL EQUITY FUND LP P 2022-01-01 2023-06-30 28306 -28306 -28306 GOVERNORS LANE OFFSHORE FUND LTD P 2022-01-01 2023-06-30 207578 207578 207578 GQG PARTNERS US SELECT QUALITY EQUITY FUND P 2022-07-15 2023-06-30 730016 -730016 -730016 GQG PARTNERS US SELECT QUALITY EQUITY FUND P 2022-01-01 2023-06-30 302262 302262 302262 HBK MULTI-STRATEGY OFFSHORE FUND LTD P 2022-01-01 2023-06-30 12287 12287 12287 ROCK SPRINGS CAPITAL P 2022-01-01 2023-06-30 7734 7734 7734 LL MORTGAGE FUND LP P 2022-07-15 2023-06-30 17948 -17948 -17948 LL MORTGAGE FUND LP P 2022-01-01 2023-06-30 21628 -21628 -21628 STANDARD CRYPTO VENDURE FUND I LP P 2022-07-15 2023-06-30 4 -4 -4 UBS 000 STC 2022-07-15 2023-06-30 2132602 2037921 94681 94681 UBS 000 LTC 2022-01-01 2023-06-30 2133075 2416298 -283223 -283223 UBS 001 PARAMETRIC STC 2022-07-15 2023-06-30 871000 871000 0 0 UBS 002 HS MANAGEMENT STC 2022-07-15 2023-06-30 2473586 2661874 -188288 -188288 UBS 002 HS MANAGEMENT LTC 2022-01-01 2023-06-30 1457441 1769888 -312447 -312447 UBS 003 VULCAN STC 2022-07-15 2023-06-30 771574 1062702 -291128 -291128 UBS 003 VULCAN LTC 2022-01-01 2023-06-30 1617699 2409779 -792080 -792080 UBS 004 PARA MSCI STC 2022-07-15 2023-06-30 11912 13765 -1853 -1853 UBS 004 PARA MSCI LTC 2022-01-01 2023-06-30 82027 184824 -102797 -102797 UBS 005 PARA MSCI UND STC 2022-07-15 2023-06-30 153927 167472 -13545 -13545 UBS 005 PARA MSCI UND LTC 2022-01-01 2023-06-30 3961000 4282606 -321606 -321606 BOOK TO TAX ADJUSTMENT P 2022-01-01 2023-06-30 0 0 CAPITAL GAINS DIVIDENDS P 49611 49611 49611 -3136469 11388 0 11388 0 11388 200000 0 0 0 200000 0 188612 100000 88612 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.ARCHSTONE.ORG CHRISTOPHER A LANGSTON 5625908655 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 CHRISTOPHER A LANGSTON 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 PRESIDENT/CEO 40.00 379217 37249 6600 LAURA RATH 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 V.P. OF PROGRAMS 40.00 195715 34716 6600 JEAN ACCIUS 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 36000 0 0 KATHERINE KIM 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 36000 0 0 JURGEN UNUTZER 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 36000 0 0 CYNTHIA BANKS 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 38000 0 0 THERESA J MARINO 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 38000 0 0 HEATHER M YOUNG 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 38000 0 0 ANGELA CORON 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 38000 0 0 JOHN FEATHER 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 38000 0 0 TAMMY FUNASAKI 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 36000 0 0 TANISHA DAVIS 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 V.P. OF GRANT OPERATIONS & PLANNING 40.00 135048 34240 3000 RAMIRO ZUNIGA 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 DIRECTOR 2.00 36000 0 0 JOLENE FASSBINDER 301 EAST OCEAN BLVD STE 1850 LONG BEACH CA 90802 PROGRAM OFFICER 40.00 144279 45163 3850 CONSUELO PENA 301 EAST OCEAN BLVD STE 1850 LONG BEACH CA 90802 DIRECTOR OF FINANCE 40.00 124159 36568 4800 JASMINE LACSAMANA 301 EAST OCEAN BLVD STE 1850 LONG BEACH CA 90802 PROGRAM OFFICER 40.00 97709 40312 6600 RYAN DOYLOO 301 EAST OCEAN BLVD STE 1850 LONG BEACH CA 90802 PROGRAM ASSOCIATE 40.00 73558 29001 4800 KIMBERLY WILLIAMS 301 EAST OCEAN BLVD STE 1850 LONG BEACH CA 90802 ADMINISTRATIVE ASSIS 40.00 56918 14524 0 0 CAMBRIDGE ASSOCIATES 125 HIGH STREET BOSTON MA 02110 INVESTMENT MANAGEMENT 401766 0 0 99923740 1228488 528875 101681103 0 0 101681103 1525217 100155886 5007794 5007794 11388 11388 4996406 0 4996406 0 4996406 5227523 0 5227523 4996406 0 0 1122708 1485188 1087105 811744 4506745 5227523 0 0 0 4996406 231117 0 0 4737862 0 0 0 0 0 0 1122708 3615154 1485188 1087105 811744 231117 LAURA RATH PHD MSG VICE PRESIDENT O 301 EAST OCEAN BLVD SUITE 1850 LONG BEACH CA 90802 5625908655 APPLICATION FOR REQUEST OF FUNDS LOCATED AT: HTTPS://ARCHSTONE.ORG/HOW-WE-WORK/FOR-GRANTSEEKERS/FULL-PROPOSAL-REQUIREMENT S NONE 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 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 76038 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 76038 ALZHEIMER'S GREATER LOS ANGELES 4221 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90010 PC SKILLS TRAINING & EDUCATION FOR UNDERSERVED CAREGIVERS: EXPANDING CAPACITY TO SERVE LATINO AND LOWER LITERACY FAMILIES 13068 ALZHEIMER'S ORANGE COUNTY 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 PC MEJORANDO LA VIDA DE LA CUIDADORA (ENHANCING THE LIFE OF THE CAREGIVER) 20000 ALZHEIMER'S ORANGE COUNTY 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 PC MEJORANDO LA VIDA DE LA CUIDADORA (ENHANCING THE LIFE OF THE CAREGIVER) 5000 AMERICAN SOCIETY ON AGING PO BOX 103088 PASADENA CA 91189 PC ASA RISE 5000 BENJAMIN ROSE INSTITUTE ON AGING 11890 FAIRHILL ROAD CLEVELAND OH 44120 PC BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION 23324 BENJAMIN ROSE INSTITUTE ON AGING 11890 FAIRHILL ROAD CLEVELAND OH 44120 PC BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION 11662 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 25000 CATCHAFIRE 31 E 32ND STREET 3RD FLOOR NEW YORK NY 10016 PC CATCHAFIRE - CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS 48750 CATCHAFIRE 31 E 32ND STREET 3RD FLOOR NEW YORK NY 10016 PC PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 3 60000 CATCHAFIRE 31 E 32ND STREET 3RD FLOOR NEW YORK NY 10016 PC CATCHAFIRE - CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS 7500 COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO CA 95833 PC POLST REGISTRY BRIDGE 48750 COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO CA 95833 PC CONFERENCE GRANT - CCCC 15TH ANNUAL PALLIATIVE CARE SUMMIT 2023 7000 COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO CA 95833 PC POLST REGISTRY BRIDGE 7500 COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY 1505 17TH ST 121 SANTA ANA CA 92705 PC BUSINESS PLANNING FOR EXPANDED HEALTH CARE COVERAGE ELIGIBILITY IN ORANGE COUNTY 20000 COMMUNITY TECH NETWORK 1390 MARKET STREET SUITE 200 SAN FRANCISCO CA 94102 PC DIGITAL INCLUSION TRAIN-THE-TRAINER PROJECT 25000 EL SOL NEIGHBORHOOD EDUCATIONAL CENTER 766 NORTH WATERMAN AVE SAN BERNARDINO CA 92410 PC SUSTAINABILITY BY BUILDING CAPACITY FOR MEDICARE BILLING AND STRATEGIC RELATIONSHIPS 48750 EL SOL NEIGHBORHOOD EDUCATIONAL CENTER 766 NORTH WATERMAN AVE SAN BERNARDINO CA 92410 PC SUSTAINABILITY BY BUILDING CAPACITY FOR MEDICARE BILLING AND STRATEGIC RELATIONSHIPS 7500 GRANTMAKERS IN AGING INC 333 MAMARONECK AVE 238 WHITE PLAINS NY 10605 PC LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT 94500 GRANTMAKERS IN AGING INC 333 MAMARONECK AVE 238 WHITE PLAINS NY 10605 PC CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE 38000 GRANTMAKERS IN AGING INC 333 MAMARONECK AVE 238 WHITE PLAINS NY 10605 PC LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT 12500 GRANTMAKERS IN AGING INC 333 MAMARONECK AVE 238 WHITE PLAINS NY 10605 PC CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE 25000 GRANTMAKERS IN AGING INC 333 MAMARONECK AVE 238 WHITE PLAINS CA 10605 PC CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE 9500 GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVE NW SUITE 1100 WASHINGTON DC 20036 PC STRENGTHENING HEALTHY AGING PHILANTHROPY, 2021-2023 34254 GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVE NW SUITE 1100 WASHINGTON DC 20036 PC STRENGTHENING HEALTHY AGING PHILANTHROPY, 2021-2023 3694 LEADINGAGE CALIFORNIA FOUNDATION 1315 I STREET SUITE 100 SACRAMENTO CA 95814 PC EQUITY INITIATIVE 22500 MANATT PHELPS & PHILLIPS LLP 7 TIMES SQUARE NEW YORK NY 10036 NC PRIORITIZING HEALTH INFORMATION TECHNOLOGY TO SUPPORT INTEGRATION OF HEALTH AND SOCIAL SERVICES STRATEGIC LANDSCAPE. THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY REQUIRED BY THE IRS TO MONITOR THE USE OF THE FUNDS. 15000 MANATT PHELPS & PHILLIPS LLP 7 TIMES SQUARE NEW YORK NY 10036 NC PRIORITIZING HEALTH INFORMATION TECHNOLOGY TO SUPPORT INTEGRATION OF HEALTH AND SOCIAL SERVICES STRATEGIC LANDSCAPE.THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY REQUIRED BY THE IRS TO MONITOR THE USE OF THE FUNDS. 30000 MANATT PHELPS & PHILLIPS LLP 7 TIMES SQUARE NEW YORK NY 10036 NC PRIORITIZING HEALTH INFORMATION TECHNOLOGY TO SUPPORT INTEGRATION OF HEALTH AND SOCIAL SERVICES STRATEGIC LANDSCAPE.THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY REQUIRED BY THE IRS TO MONITOR THE USE OF THE FUNDS. 30000 ONEGENERATION 17400 VICTORY BLVD VAN NUYS CA 91406 PC ONEGENERATION I/DD-ADRD WORKGROUP COLLABORATIVE AND TRAINING PROGRAM 5000 OPICA ADULT DAY PROGRAM AND COUNSEL 11759 MISSOURI AVE LOS ANGELES CA 90025 PC OPICA CAPACITY BUILDING THROUGH TECHNOLOGY 5000 PALLIATIVE CARE QUALITY COLLABORATIVE 8735 W HIGGINS RD SUITE 300 CHICAGO IL 60631 PC 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE 9000 PALLIATIVE CARE QUALITY COLLABORATIVE 8735 W HIGGINS RD SUITE 300 CHICAGO IL 60631 PC 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE 1000 PARTNERS IN CARE FOUNDATION INC 732 MOTT ST SUITE 150 FERNANDO CA 91340 PC DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH 77988 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 27669 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 38994 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 38994 PROJECT ANGEL FOOD 922 VINE STREET LOS ANGELES CA 90038 PC FACILITIES PLANNING PROJECT TO EXPAND HOME-DELIVERED MEDICALLY TAILORED MEAL PROGRAM 5000 PUBLIC HEALTH INSTITUTE 555 12TH STREET SUITE 600 OAKLAND CA 94607 PC ALAMEDA COUNTY CARE ALLIANCE ADVANCED ILLNESS CARE PROGRAM EXPANSION AND DEVELOPMENT OF A LOS ANGELES REGIONAL HUB 80000 PUBLIC HEALTH INSTITUTE 555 12TH STREET SUITE 600 OAKLAND CA 94607 PC ALAMEDA COUNTY CARE ALLIANCE ADVANCED ILLNESS CARE PROGRAM EXPANSION AND DEVELOPMENT OF A LOS ANGELES REGIONAL HUB 50000 RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 90407 PC ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD 129500 RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 90407 PC ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD 22600 RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 90407 PC ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD 81000 SADDLEBACK MEMORIAL FOUNDATION 24451 HEALTH CENTER DRIVE LAGUNA HILLS CA 92653 PC SADDLEBACK MEDICAL CENTER'S HOSPITAL ELDER LIFE PROGRAM (HELP) 4400 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 80000 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 20000 THE CENTER FOR EFFECTIVE PHILANTHROPY INC 675 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 PC CEP'S 2022 WEBINAR SERIES 9000 THE CENTER FOR EFFECTIVE PHILANTHROPY INC 675 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 PC CEP'S 2022 WEBINAR SERIES 1000 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 20005 PC SUSTAINING THE REFRAMING AGING INITIATIVE 10429 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 20005 PC SUSTAINING THE REFRAMING AGING INITIATIVE 5000 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 20005 PC CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 2022 14400 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 20005 PC CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 1600 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 20005 PC REFRAMING AGING: ESTABLISHING A NATIONAL CENTER 25000 THE LOS ANGELES LGBT CENTER PO BOX 2988 LOS ANGELES CA 90078 PC LGBTQ SENIOR NEEDS ASSESSMENT 25000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO UCSF MAIN DEPOSITORY PO BOX 748872 LOS ANGELES CA 90074 PC EMERGING LEADERS IN AGING PROGRAM 75000 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 91109 PC ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT 45000 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 91109 PC ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT 10000 UCSF FOUNDATION PO BOX 748872 LOS ANGELES CA 90074 PC GERIPAL: A GERIATRICS AND PALLIATIVE CARE PODCAST AND BLOG 17500 UNIVERSITY OF SOUTHERN CALIFORNIA SPONSORED PROJECTS ACCOUNTING 3500 S FIGUEROA STREET SUITE 102 MC 8001 LOS ANGELES CA 90089 PC ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS 73676 UNIVERSITY OF SOUTHERN CALIFORNIA 3335 S FIGUEROA STREET SUITE E LOS ANGELES CA 90007 PC CAREGIVER TASKFORCE ON FAMILY CAREGIVING: CONVENING SESSIONS FOR CAREGIVING THAT WORKS 10000 UNIVERSITY OF SOUTHERN CALIFORNIA SPONSORED PROJECTS ACCOUNTING 3500 S FIGUEROA STREET SUITE 102 MC 8001 LOS ANGELES CA 90089 PC ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS 66136 UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY SPONSORED PROJECTS ACCOUNTING 3500 S FIGUEROA STREET SUITE 102 MC 8001 LOS ANGELES CA 90089 PC CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS 90000 UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY SPONSORED PROJECTS ACCOUNTING 3500 S FIGUEROA STREET SUITE 102 MC 8001 LOS ANGELES CA 90089 PC CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS 5000 UNIVERSITY OF WASHINGTON GRANT AND CONTRACT ACCOUNTING 12455 COLLECTIONS DRIVE CHICAGO IL 60693 PC BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION 65125 UNIVERSITY OF WASHINGTON GRANT AND CONTRACT ACCOUNTING 12455 COLLECTIONS DRIVE CHICAGO IL 60693 PC ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES 63765 UNIVERSITY OF WASHINGTON GRANT AND CONTRACT ACCOUNTING 12455 COLLECTIONS DRIVE CHICAGO IL 60693 PC ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES 31250 WATTS LABOR COMMUNITY ACTION COMMITTEE 10950 SOUTH CENTRAL AVENUE LOS ANGELES CA 90059 PC SHAPED TO FIT: DIABETES EDUCATION THAT WORKS FOR SOUTH LOS ANGELES OLDER ADULTS 20000 WATTS LABOR COMMUNITY ACTION COMMITTEE 10950 SOUTH CENTRAL AVENUE LOS ANGELES CA 90059 PC SHAPED TO FIT: DIABETES EDUCATION THAT WORKS FOR SOUTH LOS ANGELES OLDER ADULTS 5000 2195854 THE CENTER FOR EFFECTIVE PHILANTHROPY INC 675 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 PC CEP'S 2022 WEBINAR SERIES 10000 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 20005 PC CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 2022 16000 MANATT PHELPS & PHILLIPS LLP 7 TIMES SQUARE NEW YORK NY 10036 NC PRIORITIZING HEALTH INFORMATION TECHNOLOGY TO SUPPORT INTEGRATION OF HEALTH AND SOCIAL SERVICES STRATEGIC LANDSCAPE.THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY REQUIRED BY THE IRS TO MONITOR THE USE OF THE FUNDS. 75000 THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 20005 PC REFRAMING AGING: ESTABLISHING A NATIONAL CENTER 150000 PALLIATIVE CARE QUALITY COLLABORATIVE 8735 W HIGGINS RD SUITE 300 CHICAGO IL 60631 PC 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE 10000 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 50000 THE LOS ANGELES LGBT CENTER PO BOX 2988 LOS ANGELES CA 90078 PC LGBTQ SENIOR NEEDS ASSESSMENT 50000 COMMUNITY TECH NETWORK 1390 MARKET STREET SUITE 200 SAN FRANCISCO CA 94102 PC DIGITAL INCLUSION TRAIN-THE-TRAINER PROJECT 50000 COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO CA 95833 PC CONFERENCE GRANT - CCCC 15TH ANNUAL PALLIATIVE CARE SUMMIT 2023 7000 CATCHAFIRE 31 E 32ND STREET 3RD FLOOR NEW YORK NY 10016 PC PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 3 97500 JUSTICE IN AGING 3660 WILSHIRE BLVD LOS ANGELES CA 90010 PC JUSTICE IN AGING'S EQUITY ADVISORY COUNCIL 225000 GRANTMAKERS IN AGING INC 333 MAMARONECK AVE 238 WHITE PLAINS NY 10605 PC GRANTMAKERS IN AGING CORE OPERATING SUPPORT 500000 1240500 14 744194 14 31936 18 1328900 0 2105030 0 2105030 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 99810 6987 88413 MANATT PHELPS & PHILLIPS LLP 2049 CENTURY PARK EAST SUITE 1700 LOS ANGELES CA 90067 2022-09-15 75000 TO CONDUCT A STRATEGIC LANDSCAPE, OPPORTUNITIES ASSESSMENT, AND FUNDING PRIORITIES STRATEGIC ASSESSMENT REGARDING THE HEALTH INFORMATION EXCHANGE (HIE) AND HEALTH INFORMATION TECHNOLOGY (HIT) ASPECT OF ARCHSTONE FOUNDATION'S STRATEGIC PLAN. 75000 NONE DECEMBER 2, 2022; FEBRUARY 1, 2023 2023-02-21 A PROGRESS REPORT WAS SUBMITTED ON DECEMBER 2, 2022 AND A FINAL EVALUATION REPORT WAS SUBMITTED ON FEBRUARY 21, 2023. THE DECEMBER 2, 2022 PROGRESS REPORT WAS APPROVED ON DECEMBER 15, 2022. THE FEBRUARY 21, 2023 FINAL REPORT WAS APPROVED ON FEBRUARY 23, 2023 WHEN THE FINAL REPORT AND INVOICE WAS APPROVED. FORM 990PF, PART I, LINE 12 THE ARCHSTONE FOUNDATION INVESTS IN PUBLICLY TRADED SECURITIES, MUTUAL FUNDS, INSTITUTIONAL FUNDS STRUCTURED AS MUTUAL FUNDS, LIMITED LIABILITY CORPORATIONS (LLC) AND LIMITED PARTNERSHIPS (LLP). THE FOUNDATION HANDLES THE BOOK REPORTING IN THE SAME MANNER FOR ALL FUNDS. INTEREST AND DIVIDENDS, SALES AND DISTRIBUTIONS FROM A POSITION IN AN INSTITUTIONAL FUND ITSELF RESULTS IN REALIZED INCOME FOR BOOK PURPOSES. THIS IS NOT THE CASE FOR FUNDS ORGANIZED AS LIMITED LIABILITY COMPANIES AND LIMITED PARTNERSHIPS WHICH ARE "PASS THROUGH ENTITIES" FOR TAX PURPOSES. FOR THESE "PASS THROUGH ENTITIES" THE FOUNDATION IS REQUIRED TO REPORT AS ITS OWN TAXABLE INCOME ITS PRO RATA SHARE OF THE INCOME, EXPENSES, GAINS, AND LOSSES EARNED INSIDE THE LLPS AND LLCS. THESE ARE REPORTED TO THE FOUNDATION USING SCHEDULE K-1'S PER THE INTERNAL REVENUE SERVICE'S REQUIREMENTS. THE TAXATION OF INCOME EARNED INSIDE THE ENTITY THROUGH THE K-1 RESULTS IN AN ADJUSTMENT OF THE BASIS OF THE UNITS OWNED BY THE ORGANIZATION SO THAT THE BASIS IS EQUAL TO THE VALUE OF THOSE UNITS AND THERE IS NO INCOME TO BE RECOGNIZED WHEN A DISTRIBUTION FROM THE INSTITUTIONAL FUND ITSELF OCCURS FOR TAX PURPOSES.THE FOUNDATION HAS DISTINGUISHED BETWEEN MUTUAL FUND (MF) TYPE INVESTMENTS AND PASS THROUGH ENTITIES (PT) FOR REPORTING DONE FOR BOOK PURPOSES(SCHEDULE 1) VS. TAX PURPOSES (PART IV OF 990PF). THE ORGANIZATION HAS ALSO DISTINGUISHED BETWEEN DISTRIBUTIONS (DIST) AND K-1 PASS THROUGH INFORMATION(K-1). THE DISTRIBUTIONS RESULT IN REALIZED GAIN/LOSS FOR BOOKS BUT ARE NOT TAXABLE WHILE GAINS AND LOSSES REPORTED ON K-1 ARE REPORTABLE FOR TAX PURPOSES BUT HAVE NOT BEEN SEPARATELY REPORTED FOR BOOKS. CAMBRIDGE INVESTMENTS - PUBLIC EQUITY FMV 53134001 53134001 CAMBRIDGE INVESTMENTS - PRIVATE EQUITY FMV 21115264 21115264 CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES FMV 16376477 16376477 CAMBRIDGE INVESTMENTS - FIXED INCOME FMV 13633249 13633249 CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC FMV 867173 867173 LEGAL FEES 5527 387 5088 DEPOSITS 19294 19294 19294 RIGHT OF USE ASSET 0 272202 272202 POSTAGE & SHIPPING 2790 195 2569 EQUIPMENT RENTAL & MAINT 22351 1565 20576 INSURANCE 26466 1853 24365 OFFICE SUPPLIES 5469 383 5035 COMMUNICATIONS 205528 14387 189209 MEMBERSHIP & DUES 45172 3096 41645 MISCELLANEOUS 2043 143 1883 GRANT RELATED EXPENSES 311500 0 311500 OTHER INVESTMENT INCOME 0 -428910 0 FUTURES MARGIN INCOME 31936 0 31936 UNREALIZED GAIN ON INVESTMENTS 9305540 DEFERRED COMPENSATION 740981 670214 DEFERRED RENT 187788 0 RIGHT OF USE LEASE LIABILITY 0 395729 CONSULTANT FEES 96869 0 96012 INVESTMENT FEES 401766 401766 0 PAYROLL TAXES 89664 4483 84179 PROPERTY TAXES 1240 87 1142 FEDERAL EXCISE TAX 100000 0 0