Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
ARCHSTONE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)301 E OCEAN BLVD 1850
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONG BEACH, CA90802
A Employer identification number

33-0133359
B Telephone number (see instructions)

(562) 590-8655
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$101,217,699J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 558,674 1,229,450  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -600,686
b Gross sales price for all assets on line 6a 40,252,897
7 Capital gain net income (from Part IV, line 2)... 197,887
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 253,900 552,052  
12 Total. Add lines 1 through 11........ 211,888 1,979,389  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 935,837 64,430   858,726
14 Other employee salaries and wages...... 662,971 12,843   636,107
15 Pension plans, employee benefits....... 202,681 18,907   277,039
16a Legal fees (attach schedule)......... Click to see attachment 3,008 231   3,043
b Accounting fees (attach schedule)....... Click to see attachment 93,888 5,665   72,221
c Other professional fees (attach schedule).... Click to see attachment 503,651 503,651   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 90,606 4,568   85,442
19 Depreciation (attach schedule) and depletion... 62,513 0  
20 Occupancy.............. 195,500 13,685   180,355
21 Travel, conferences, and meetings....... 71,706 3,716   48,976
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 813,349 24,633   775,152
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,635,710 652,329   2,937,061
25 Contributions, gifts, grants paid....... 2,440,129 2,551,209
26 Total expenses and disbursements. Add lines 24 and 25 6,075,839 652,329   5,488,270
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,863,951
b Net investment income (if negative, enter -0-) 1,327,060
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 347 347 347
2 Savings and temporary cash investments......... 1,167,276 625,381 625,381
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 144,413 509,581 509,581
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 121,366,703 Click to see attachment99,887,230 99,887,230
14 Land, buildings, and equipment: basis bullet642,433
Less: accumulated depreciation (attach schedule) bullet466,567 224,794 175,866 175,866
15 Other assets (describe bullet) Click to see attachment19,294 Click to see attachment19,294 Click to see attachment19,294
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 122,922,827 101,217,699 101,217,699
Liabilities 17 Accounts payable and accrued expenses.......... 312,670 297,690
18 Grants payable................. 1,367,891 1,256,811
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,067,874 Click to see attachment928,769
23 Total liabilities (add lines 17 through 22)......... 2,748,435 2,483,270
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 120,174,392 98,734,429
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 120,174,392 98,734,429
30 Total liabilities and net assets/fund balances (see instructions). 122,922,827 101,217,699
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
120,174,392
2
Enter amount from Part I, line 27a .....................
2
-5,863,951
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
114,310,441
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,576,012
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
98,734,429
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ATALAN OFFSHORE FUND P 2020-01-01 2022-06-30
b DAVISON KEMPNER INSTITUTIONAL PARTERS LP P 2020-01-01 2022-06-30
c DAVISON KEMPNER INSTITUTIONAL PARTERS LP P 2021-07-15 2022-06-30
d HITCHWOOD CAPITAL FUND LTD P 2020-01-01 2022-06-30
e HIMALAYA CAPITAL INVESTORS (OFFSHORE) LTD P 2020-01-01 2022-06-30
GREEN COURT GREATER CHINA LONG ONLY EQUITY P 2020-01-01 2022-06-30
MARATHON-LONDON INTERNATIONAL INVESTMENT P 2020-01-01 2022-06-30
MARATHON-LONDON INTERNATIONAL INVESTMENT P 2021-07-15 2022-06-30
RWC EMERGING MARKETS EQUITY FUND LIMITED P 2020-01-01 2022-06-30
IR&M CORE BOND FUND II LLC P 2021-07-15 2022-06-30
IR&M CORE BOND FUND II LLC P 2020-01-01 2022-06-30
INDABA CAPITAL PARTNERS (CAYMAN) LP P 2020-01-01 2022-06-30
1607 CAPITAL INTERNATIONAL EQUITY P 2021-07-15 2022-06-30
1607 CAPITAL INTERNATIONAL EQUITY P 2020-01-01 2022-06-30
GQG PARTNERS US SELECT QUALITY EQUITY FUND P 2021-07-15 2022-06-30
GQG PARTNERS US SELECT QUALITY EQUITY FUND P 2020-01-01 2022-06-30
HBK MULTI-STRATEGY OFFSHORE FUND LTD P 2020-01-01 2022-06-30
USB 000 ST SALES P 2021-04-15 2022-03-31
USB 000 LT SALES P 2021-04-15 2022-04-22
USB 001 ST SALES P 2021-04-01 2022-01-25
USB 001 LT SALES P 2021-04-01 2022-04-04
USB 002 ST SALES P 2021-12-01 2022-06-17
USB 002 LT SALES P 2021-05-07 2022-06-24
USB 003 ST SALES P 2021-05-07 2022-01-27
USB 003 LT SALES P 2021-05-07 2022-05-13
USB 004 ST SALES P 2021-05-07 2022-04-22
USB 004 LT SALES P 2021-05-07 2022-05-31
USB 005 ST SALES P 2021-05-07 2022-03-25
USB 005 LT SALES P 2021-05-07 2022-05-31
PARAMETRIC FUTURES P 2021-07-15 2022-06-30
BOOK TO TAX ADJUSTMENT P 2020-06-01 2022-06-30
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 57,794     57,794
b 6,468     6,468
c 5,744     5,744
d 240,236     240,236
e 4,333     4,333
86,362     86,362
    116,420 -116,420
    3,385 -3,385
202,950     202,950
    48,147 -48,147
    24,859 -24,859
167,798     167,798
958     958
14,509     14,509
    55,094 -55,094
174,195     174,195
33,503     33,503
2,450,224   2,335,044 115,180
3,703,971   3,910,301 -206,330
880,000   880,000 0
201,000   201,000 0
5,025,705   4,904,419 121,286
367,995   416,891 -48,896
1,012,094   889,977 122,117
133,700   274,587 -140,887
5,165,933   5,198,826 -32,893
23,108   32,390 -9,282
4,165,488   3,926,806 238,682
30,788   53,650 -22,862
16,036,956   16,783,214 -746,258
      0
61,085     61,085
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       57,794
b       6,468
c       5,744
d       240,236
e       4,333
      86,362
      -116,420
      -3,385
      202,950
      -48,147
      -24,859
      167,798
      958
      14,509
      -55,094
      174,195
      33,503
      115,180
      -206,330
      0
      0
      121,286
      -48,896
      122,117
      -140,887
      -32,893
      -9,282
      238,682
      -22,862
      -746,258
      0
      61,085
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 197,887
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,446
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,446
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 440,691
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 440,691
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 422,245
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet100,000 RefundedBullet 11 322,245
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ARCHSTONE.ORG
    14
    The books are in care ofbulletCHRISTOPHER A LANGSTON Telephone no.bullet (562) 590-8655

    Located atbullet301 EAST OCEAN BLVD SUITE 1850LONG BEACHCA ZIP+4bullet90802
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRISTOPHER A LANGSTON PRESIDENT/CEO
    40.00     		362,568 34,028 6,600
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    MARY ELLEN KULLMAN VICE PRESIDENT
    40.00     		240,769 72,423 4,800
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    AMYE L LEONG DIRECTOR
    2.00     		36,000 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    ROCKY SUARES DIRECTOR
    2.00     		36,000 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    PETER SZUTU DIRECTOR
    2.00     		38,000 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    CYNTHIA BANKS DIRECTOR
    2.00     		38,000 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    THERESA J MARINO DIRECTOR
    2.00     		38,000 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    HEATHER M YOUNG DIRECTOR
    2.00     		38,000 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    ANGELA CORON DIRECTOR
    2.00     		36,000 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    JOHN FEATHER DIRECTOR
    2.00     		36,500 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    TAMMY FUNASAKI DIRECTOR
    2.00     		36,000 0 0
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LAURA RATH SENIOR PROGRAM OFFIC
    40.00     		136,531 51,701 6,600
    301 EAST OCEAN BLVD STE 1850
    LONG BEACH,CA90802
    JOLENE FASSBINDER PROGRAM OFFICER
    40.00     		123,098 50,898 6,600
    301 EAST OCEAN BLVD STE 1850
    LONG BEACH,CA90802
    TANISHA DAVIS GRANTS MANAGER
    40.00     		100,248 39,304 3,000
    301 EAST OCEAN BLVD STE 1850
    LONG BEACH,CA90802
    CONSUELO PENA EXECUTIVE ASSISTANT
    40.00     		94,358 42,899 4,800
    301 EAST OCEAN BLVD STE 1850
    LONG BEACH,CA90802
    JASMINE LACSAMANA PROGRAM OFFICER
    40.00     		93,368 37,856 6,600
    301 EAST OCEAN BLVD STE 1850
    LONG BEACH,CA90802
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CAMBRIDGE ASSOCIATES INVESTMENT MANAGEMENT 503,651
    125 HIGH STREET
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    116,910,194
    b
    Average of monthly cash balances.......................
    1b
    1,557,041
    c
    Fair market value of all other assets (see instructions)................
    1c
    528,875
    d
    Total (add lines 1a, b, and c).........................
    1d
    118,996,110
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    118,996,110
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,784,942
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    117,211,168
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,860,558
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    5,860,558
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,446
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,446
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,842,112
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,842,112
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    5,842,112
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 5,842,112
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,128,919
    b From 2017...... 1,122,708
    c From 2018...... 1,485,188
    d From 2019...... 1,087,105
    e From 2020...... 811,744
    f Total of lines 3a through e ........ 5,635,664
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,488,270
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 5,488,270
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 353,842 353,842
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,281,822
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		775,077
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		4,506,745
    10 Analysis of line 9:
    a Excess from 2017.... 1,122,708
    b Excess from 2018.... 1,485,188
    c Excess from 2019.... 1,087,105
    d Excess from 2020.... 811,744
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAURA RATH PHD MSG VICE PRESIDENT O
    301 EAST OCEAN BLVD SUITE 1850
    LONG BEACH,CA90802
    (562) 590-8655
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FOR REQUEST OF FUNDS LOCATED AT: HTTPS://ARCHSTONE.ORG/HOW-WE-WORK/FOR-GRANTSEEKERS/FULL-PROPOSAL-REQUIREMENT S
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    PO BOX 748872
    LOS ANGELES,CA900744872     		  PC IMPACT OF SNAP ON HEALTH OUTCOMES IN A HIGH-RISK OLDER ADULT POPULATION: A STUDY TO DRIVE ADVOCACY EFFORTS 165,738
    THE SCAN FOUNDATION
    3800 KILROY AIRPORT WAY SUITE 400
    LONG BEACH,CA90806     		  PC CALIFORNIA MASTER PLAN FOR AGING 100,000
    ALZHEIMERS FAMILY SERVICES CENTER
    9451 INDIANAPOLIS AVENUE
    HUNTINGTON BEACH,CA92646     		  PC ADULT EVENING HEALTH SERVICES & CAREGIVER COUNSELING 26,023
    OPICA ADULT DAY PROGRAM AND COUNSEL
    11759 MISSOURI AVE
    LOS ANGELES,CA90025     		  PC CARE FOR THE CARING: EMPOWERING THE CAREGIVER 28,296
    CALIFORNIA FOOD POLICY ADVOCATES
    1970 BROADWAY SUITE 760
    OAKLAND,CA94612     		  PC MOVING TO YES: REMOVING BARRIERS TO DATA SHARING TO ACCELERATE EFFORTS TO CONNECT OLDER ADULTS WITH FOOD RESOURCES 5,653
    REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
    BOX 957089 1125 MURPHY HALL 405
    HILGARD AVENUE
    LOS ANGELES,CA900959000     		  PC CALIFORNIA HEALTH INTERVIEW SURVEY 13,957
    UNIVERSITY OF WASHINGTON
    GRANT AND CONTRACT ACCOUNTING 12455
    COLLECTIONS DRIVE
    CHICAGO,IL60693     		  PC BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION 580,006
    THE GERONTOLOGICAL SOCIETY OF AMERICA
    1220 L STREET NW SUITE 901
    WASHINGTON,DC200054018     		  PC CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 14,400
    ALZHEIMER'S GREATER LOS ANGELES
    4221 WILSHIRE BLVD SUITE 400
    LOS ANGELES,CA90010     		  PC SKILLS TRAINING & EDUCATION FOR UNDERSERVED CAREGIVERS: EXPANDING CAPACITY TO SERVE LATINO AND LOWER LITERACY FAMILIES 7,430
    NEIGHBORHOOD HEALTHCARE
    425 NORTH DATE STREET
    ESCONDIDO,CA92025     		  PC CARE PARTNERS: DEPRESSION IN LATE-LIFE INITIATIVE 7,500
    GRANTMAKERS IN AGING INC
    333 MAMARONECK AVE 238
    WHITE PLAINS,NY10605     		  PC LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT 12,500
    SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC
    305 7TH AVE 15TH FLOOR
    NEW YORK,NY10001     		  PC LGBT CULTURAL COMPETENCY TRAINING IN CALIFORNIA 80,000
    CALIFORNIA STATE LOS ANGELES UNIVERSITY AUXILIARY SERVICES
    5151 STATE COLLEGE DRIVE
    LOS ANGELES,CA90032     		  PC DEVELOPING AND INTEGRATING COVID-19 PANDEMIC CONTENT FOR THE HEALTH COMMUNICATION APP 14,294
    COALITION FOR COMPASSIONATE CARE OF CALIFORNIA
    2530 RIVER PLAZA DRIVE SUITE 110
    SACRAMENTO,CA95833     		  PC NEW CRM FOR GREATER MISSION IMPACT 4,349
    CHHS OFFICE OF HEALTH INFORMATION INTEGRITY
    1600 9TH STREET SUITE 460
    SACRAMENTO,CA95814     		  PC GENERAL PURPOSE 12,115
    COUNTY OF SONOMA HUMAN SERVICES DEPARTMENT
    C/O HSD ADULT AGING ACCOUNTANT 3600
    WESTWIND BLVD
    SANTA ROSA,CA95403     		  PC SONOMA CARE COLLABORATIVE CONTINUATION PROJECT 7,500
    PROJECT OPEN HAND
    730 POLK ST
    SAN FRANCISCO,CA94109     		  PC SUSTAINABILITY COLLABORATION - HIGH UTILIZING MEDI-CAL SENIORS 14,565
    WATTS LABOR COMMUNITY ACTION COMMITTEE
    10950 SOUTH CENTRAL AVENUE
    LOS ANGELES,CA90059     		  PC SHAPED TO FIT: DIABETES EDUCATION THAT WORKS FOR SOUTH LOS ANGELES OLDER ADULTS 25,000
    UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY
    SPONSORED PROJECTS ACCOUNTING 3500
    S FIGUEROA STREET SUITE 102 MC 8001
    LOS ANGELES,CA900898001     		  PC CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS 45,000
    ALZHEIMER'S ORANGE COUNTY
    2515 MCCABE WAY SUITE 200
    IRVINE,CA92614     		  PC MEJORANDO LA VIDA DE LA CUIDADORA (ENHANCING THE LIFE OF THE CAREGIVER) 25,000
    GRANTMAKERS IN AGING INC
    333 MAMARONECK AVE 238
    WHITE PLAINS,NY10605     		  PC CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE 47,500
    UNIVERSITY OF WASHINGTON
    GRANT AND CONTRACT ACCOUNTING 12455
    COLLECTIONS DRIVE
    CHICAGO,IL60693     		  PC BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION 73,723
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    PO BOX 748872
    LOS ANGELES,CA900744872     		  PC IMPROVING FAMILY CAREGIVER SUPPORT THROUGH THE PALLIATIVE CARE QUALITY NETWORK 18,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
    10945 LE CONTE AVENUE STE 2339
    LOS ANGELES,CA90029     		  PC IMPROVING CAREGIVING FOR DEMENTIA II (I-CARED II) 54,063
    ALLIANCE FOR LEADERSHIP AND EDUCATION
    1107 9TH STREET SUITE 701
    SACRAMENTO,CA95814     		  PC SUPPORTING RESILIENCE AND BUILDING COMMUNITY THROUGH EDUCATIONAL WEBINARS DURING THE PUBLIC HEALTH EMERGENCY 2,500
    NATIONAL HEALTH FOUNDATION
    515 S FIGUEROA ST SUITE 1300
    LOS ANGELES,CA90071     		  PC CONGREGATE MEAL SITE FOR OLDER ADULTS IN SAN FERNANDO VALLEY 25,000
    UCSF FOUNDATION
    PO BOX 748872
    LOS ANGELES,CA900744872     		  PC GERIPAL: A GERIATRICS AND PALLIATIVE CARE PODCAST AND BLOG 37,500
    CATHOLIC CHARITIES OF LOS ANGELES INC
    21600 HART STREET
    CANOGA PARK,CA91303     		  PC OASIS PROGRAM EXPANSION 5,053
    ST BARNABAS SENIOR CENTER OF LOS ANGELES
    675 S CARONDELET ST
    LOS ANGELES,CA900573309     		  PC SUSTAINABLE LEADERSHIP: BOARD AND STAFF DEVELOPMENT 2,739
    COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY
    1505 17TH ST 121
    SANTA ANA,CA92705     		  PC BUSINESS PLANNING FOR EXPANDED HEALTH CARE COVERAGE ELIGIBILITY IN ORANGE COUNTY 25,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    SPONSORED PROJECTS ACCOUNTING 3500
    S FIGUEROA STREET SUITE 102 MC 8001
    LOS ANGELES,CA900898001     		  PC TEACHING CAREGIVERS HOW TO PREVENT ELDER ABUSE VIA TECHNOLOGY (KINDER) 5,606
    UNIVERSITY OF WASHINGTON
    GRANT AND CONTRACT ACCOUNTING 12455
    COLLECTIONS DRIVE
    CHICAGO,IL60693     		  PC ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES 32,515
    EL SOL NEIGHBORHOOD EDUCATIONAL CENTER
    766 NORTH WATERMAN AVE
    SAN BERNARDINO,CA92410     		  PC SUSTAINABILITY BY BUILDING CAPACITY FOR MEDICARE BILLING AND STRATEGIC RELATIONSHIPS 18,750
    CATCHAFIRE
    31 E 32ND STREET 3RD FLOOR
    NEW YORK,NY10016     		  PC CATCHAFIRE - CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS 18,750
    COALITION FOR COMPASSIONATE CARE OF CALIFORNIA
    2530 RIVER PLAZA DRIVE SUITE 110
    SACRAMENTO,CA95833     		  PC POLST REGISTRY BRIDGE 18,750
    CALIFORNIA FOOD POLICY ADVOCATES
    1970 BROADWAY SUITE 760
    OAKLAND,CA94612     		  PC MOVING TO YES: REMOVING BARRIERS TO DATA SHARING TO ACCELERATE EFFORTS TO CONNECT OLDER ADULTS WITH FOOD RESOURCES 1,413
    DEPRESSION AND BIPOLAR SUPPORT ALLIANCE
    55 E JACKSON BLVD STE 490
    CHICAGO,IL60604     		  PC CARE PARTNERS/SENIOR STRENGTH: PEER SUPPORT SERVICES IN COLLABORATIVE CARE 7,500
    KAISER FOUNDATION HOSPITALS
    C/O KAISER FOUNDATION RESEARCH
    INSTITUTE 1800 HARRISON STREET 16TH
    OAKLAND,CA94612     		  PC CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE - ENHANCED DEPRESSION CA 22,487
    VIA CARE COMMUNITY HEALTH CENTER INC
    501 S ATLANTIC BLVD
    LOS ANGELES,CA90022     		  PC MTM FOR OLDER ADULTS 5,000
    THE CENTER FOR EFFECTIVE PHILANTHROPY INC
    675 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		  PC CEP'S 20TH ANNIVERSARY VIRTUAL SPEAKER SERIES 2,500
    THE SCAN FOUNDATION
    3800 KILROY AIRPORT WAY SUITE 400
    LONG BEACH,CA90806     		  PC CONFERENCE SUPPORT FOR AGING INTERSECTIONS: DIALOGUE WITH CALIFORNIA FOUNDATION CEOS 14,100
    THE UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA911099903     		  PC ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT 90,000
    PARTNERS IN CARE FOUNDATION INC
    732 MOTT ST SUITE 150
    SAN FERNADO,CA91340     		  PC DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH 124,512
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3500 S FIGUEROA STREET SUITE 102 MC
    8001
    LOS ANGELES,CA900898001     		  PC ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS 49,356
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3335 S FIGUEROA STREET SUITE E
    LOS ANGELES,CA90007     		  PC CAREGIVER TASKFORCE ON FAMILY CAREGIVING: CONVENING SESSIONS FOR CAREGIVING THAT WORKS 12,500
    LTSC COMMUNITY DEVELOPMENT CORPORATION
    231 E 3RD ST STE G106
    LOS ANGELES,CA90013     		  PC SENIOR SERVICES CASE MANAGEMENT SOFTWARE PROJECT 5,000
    SOMANG SOCIETY
    5836 CORPORATE AVE 110
    CYPRESS,CA90630     		  PC STAFF CAPACITY DEVELOPMENT FOR BETTER SERVING KOREAN AMERICAN OLDER ADULTS DURING COVID-19 PANDEMIC 5,000
    DOWNTOWN WOMENS CENTER
    442 SOUTH SAN PEDRO STREET
    LOS ANGELES,CA90013     		  PC CLOSING THE HEALTHCARE GAP: ADDRESSING AGE/RACE DISPARITIES IN HEALTH CARE PROVISION FOR WOMEN EXPERIENCING HOMELESSNESS 5,000
    AMERICAN SOCIETY ON AGING
    605 MARKET STREET SUITE 1111
    SAN FRANCISCO,CA941052869     		  PC ASA RISE 45,000
    SAAHAS FOR CAUSE
    12626 CUESTA ST
    CERRITOS,CA90703     		  PC SAAHAS TECHNOLOGY UPGRADE (TECHUP) 45,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA (UNIVERSITY OF CALIFORNIA DAVIS)
    1850 RESEARCH PARK DRIVE SUITE 300
    DAVIS,CA956186153     		  PC CARE PARTNERS: BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION CARE - FAMILY PARTNERSHIP PRO 50,000
    PARTNERS IN CARE FOUNDATION INC
    732 MOTT STREET SUITE 150
    SAN FERNANDO,CA91340     		  PC TECHNOLOGY ROUNDTABLE 20,000
    THE UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA911099903     		  PC ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT 10,000
    CATCHAFIRE
    31 E 32ND STREET 3RD FLOOR
    NEW YORK,NY10016     		  PC CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS 8,000
    CHOICE IN AGING
    490 GOLF CLUB RD
    PLEASANT HILL,CA94523     		  PC CHOICE IN AGING TECHNOLOGY BOOST 45,000
    CENTER FOR EMPOWERING REFUGEES AND IMMIGRANTS (CERI)
    544 INTERNATIONAL BLVD
    OAKLAND,CA94606     		  PC ELECTRONIC RECORD KEEPING DATABASE GRANTS MANAGEMENT SYSTEM FOR OLDER ADULT SERVICES 45,000
    THE SCAN FOUNDATION
    3800 KILROY AIRPORT WAY SUITE 400
    LONG BEACH,CA90806     		  PC CAL4ALL CONFERENCE 25,000
    THE SCAN FOUNDATION
    3800 KILROY AIRPORT WAY SUITE 400
    LONG BEACH,CA90806     		  PC CALIFORNIA MASTER PLAN FOR AGING, CONTINUATION 150,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
    BOX 957089 1125 MURPHY HALL 405
    HILGARD AVENUE
    LOS ANGELES,CA900959000     		  PC CALIFORNIA HEALTH INTERVIEW SURVEY 40,446
    PUBLIC HEALTH INSTITUTE
    555 12TH STREET SUITE 600
    OAKLAND,CA946074046     		  PC ALAMEDA COUNTY CARE ALLIANCE ADVANCED ILLNESS CARE PROGRAM EXPANSION AND DEVELOPMENT OF A LOS ANGELES REGIONAL HUB 100,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3500 S FIGUEROA STREET SUITE 102
    LOS ANGELES,CA900898001     		  PC REFRAMING ELDER ABUSE PROJECT 4,628
    NATIONAL CAUCUS & CENTER ON BLACK AGING
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    NAT'L ASSOC OF AREA AGENCIES ON AGING
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 500
    LONG BEACH CITY COLLEGE FOUNDATION
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    HEART OF IDA
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    OPENHOUSE
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 500
    UC DAVIS FOUNDATION
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    CABARRUS MEALS ON WHEELS
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    DOCTORS WITHOUT BORDERS
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    ARTHRITIS FOUNDATION INC
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    FAMILY CAREGIVER ALLIANCE
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 4,000
    LONG BEACH MUSEUM OF ART
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 3,000
    ARTHRITIS FOUNDATION INC
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    K9 KISMET DOG RESCUE
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 500
    FRIENDS OF WEAVER
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 200
    GRANTMAKERS IN AGING
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 200
    AMERICAN PUBLIC HEALTH ASSOCIATION
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 250
    ORGANIZATION FOR REFUGEE ASYLUM AND MIG
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 1,000
    SUMMER HARVEST - FOOD FOR KIDS INC
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 400
    HISTORICAL SOCIETY OF LONG BEACH
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 500
    WEAVER ELEMENTARY PTA
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 250
    CENTRO CHA (COMMUNITY HISPANIC ASSOC)
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 500
    SO OREGON CTR FOR COMMUNITY PARTNERSHIP
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    AMERICAN PUBLIC HEALTH ASSOCIATION
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 80
    LOS ALAMITOS EDUCATION FOUNDATION
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 600
    REBUILDING TOGETHER OAKLAND
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 1,000
    CENTER FOR ELDER'S INDEPENDENCE
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 1,000
    NIXON EDUCATION FOUNDATION
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 103
    SOUTHERN CA PUBLIC RADIO (KPCC)
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 120
    CALIFORNIA MEXICO STUDIES CENTER
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 1,000
    SUMMER HARVEST - FOOD FOR KIDS INC
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 350
    CANCER FOUNDATION OF SANTA BARBARA
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 50
    ENGAGE INC
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 500
    SAINT JOSEPH HIGH SCHOOL
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 103
    FAMILY CAREGIVER ALLIANCE
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 773
    AURICLE COMMUNICATIONS
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 563
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 1,000
    HELPAGE USA
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 500
    UNIVERSITY OF MICHIGAN
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 150
    RIP MEDICAL DEBT
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 200
    ARTHRITIS FOUNDATION INC
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    LOVELAND CHURCH
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    CSULB 49ER FOUNDATION
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 2,000
    AQUARIUM OF THE PACIFIC
    301 E BLVD SUITE 1850
    LONG BEACH,CA90802     		  PC GENERAL PURPOSE 100
    Total .................................bullet 3a 2,551,209
    bApproved for future payment
    ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
    225 N MICHIGAN AVE FLOOR 17
    CHICAGO,IL60601     		  PC GENERAL PURPOSE 76,038
    ALZHEIMER'S GREATER LOS ANGELES
    4221 WILSHIRE BLVD SUITE 400
    LOS ANGELES,CA90010     		  PC GENERAL PURPOSE 13,068
    ALZHEIMER'S ORANGE COUNTY
    2515 MCCABE WAY SUITE 200
    IRVINE,CA92614     		  PC GENERAL PURPOSE 25,000
    AMERICAN SOCIETY ON AGING
    605 MARKET STREET SUITE 1111
    SAN FRANCISCO,CA941052869     		  PC GENERAL PURPOSE 5,000
    BENJAMIN ROSE INSTITUTE ON AGING
    11890 FAIRHILL RD
    CLEVELAND,OH44120     		  PC GENERAL PURPOSE 23,324
    CATCHAFIRE
    31 E 32ND STREET 3RD FLOOR
    NEW YORK,NY10016     		  PC GENERAL PURPOSE 56,250
    COALITION FOR COMPASSIONATE CARE OF CALIFORNIA
    2530 RIVER PLAZA DRIVE SUITE 110
    SACRAMENTO,CA95833     		  PC GENERAL PURPOSE 56,250
    COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY
    1505 17TH ST 121
    SANTA ANA,CA92705     		  PC GENERAL PURPOSE 25,000
    EL SOL NEIGHBORHOOD EDUCATIONAL CENTER
    766 NORTH WATERMAN AVE
    SAN BERNARDINO,CA92410     		  PC GENERAL PURPOSE 56,250
    GRANTMAKERS IN AGING INC
    333 MAMARONECK AVE 238
    WHITE PLAINS,NY10605     		  PC GENERAL PURPOSE 154,500
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVENUE NW SUITE
    1100
    WASHINGTON,DC20036     		  PC GENERAL PURPOSE 37,948
    LEADINGAGE CALIFORNIA FOUNDATION
    1315 I ST
    SACRAMENTO,CA95814     		  PC GENERAL PURPOSE 22,500
    NATIONAL HEALTH FOUNDATION
    515 S FIGUEROA ST SUITE 1300
    LOS ANGELES,CA90071     		  PC GENERAL PURPOSE 5,000
    ONEGENERATION
    17400 VICTORY BLVD
    VAN NUYS,CA91406     		  PC GENERAL PURPOSE 5,000
    OPICA ADULT DAY PROGRAM AND COUNSEL
    11759 MISSOURI AVE
    LOS ANGELES,CA90025     		  PC GENERAL PURPOSE 5,000
    PARTNERS IN CARE FOUNDATION INC
    732 MOTT ST SUITE 150
    SAN FERNADO,CA91340     		  PC GENERAL PURPOSE 105,657
    PROJECT ANGEL FOOD
    922 VINE STREET
    LOS ANGELES,CA90038     		  PC GENERAL PURPOSE 5,000
    PUBLIC HEALTH INSTITUTE
    555 12TH STREET SUITE 600
    OAKLAND,CA946074046     		  PC GENERAL PURPOSE 20,000
    RAND CORPORATION
    1776 MAIN STREET
    SANTA MONICA,CA904013208     		  PC GENERAL PURPOSE 129,500
    REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
    10945 LE CONTE AVENUE STE 2339
    LOS ANGELES,CA90029     		  PC GENERAL PURPOSE 7,295
    SADDLEBACK MEMORIAL FOUNDATION
    24451 HEALTH CENTER DRIVE
    LAGUNA HILLS,CA92653     		  PC GENERAL PURPOSE 4,400
    SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC
    305 7TH AVE 15TH FLOOR
    NEW YORK,NY10001     		  PC GENERAL PURPOSE 20,000
    THE GERONTOLOGICAL SOCIETY OF AMERICA
    1220 L STREET NW SUITE 901
    WASHINGTON,DC200054018     		  PC GENERAL PURPOSE 1,600
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    PO BOX 748872
    LOS ANGELES,CA900744872     		  PC GENERAL PURPOSE 93,415
    THE UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA911099903     		  PC GENERAL PURPOSE 10,000
    UCSF FOUNDATION
    PO BOX 748872
    LOS ANGELES,CA900744872     		  PC GENERAL PURPOSE 17,500
    UNIVERSITY OF SOUTHERN CALIFORNIA
    SPONSORED PROJECTS ACCOUNTING 3500
    S FIGUEROA STREET SUITE 102 MC 8001
    LOS ANGELES,CA900898001     		  PC GENERAL PURPOSE 86,176
    UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY
    SPONSORED PROJECTS ACCOUNTING 3500
    S FIGUEROA STREET SUITE 102 MC 8001
    LOS ANGELES,CA900898001     		  PC GENERAL PURPOSE 5,000
    UNIVERSITY OF WASHINGTON
    GRANT AND CONTRACT ACCOUNTING 12455
    COLLECTIONS DRIVE
    CHICAGO,IL60693     		  PC GENERAL PURPOSE 160,140
    WATTS LABOR COMMUNITY ACTION COMMITTEE
    10950 SOUTH CENTRAL AVENUE
    LOS ANGELES,CA90059     		  PC GENERAL PURPOSE 25,000
    Total .................................bullet 3b 1,256,811
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -600,686  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPROVISION FOR FEDERAL EXCISE TAX REFUND     		    14 253,900  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 211,888 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    211,888
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 93,888 5,665   72,221

    TY 2021 GeneralExplanationAttachment
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Identifier Return Reference Explanation
      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.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CAMBRIDGE INVESTMENTS - PUBLIC EQUITY FMV 49,939,070 49,939,070
    CAMBRIDGE INVESTMENTS - PRIVATE EQUITY FMV 18,985,841 18,985,841
    CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES FMV 16,257,816 16,257,816
    CAMBRIDGE INVESTMENTS - FIXED INCOME FMV 14,184,107 14,184,107
    CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC FMV 520,396 520,396

    TY 2021 LegalFeesSchedule
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,008 231   3,043


    TY 2021 OtherAssetsSchedule
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS 19,294 19,294 19,294


    TY 2021 OtherDecreasesSchedule
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 15,576,012


    TY 2021 OtherExpensesSchedule
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE & SHIPPING 1,880 132   1,734
    EQUIPMENT RENTAL & MAINT 22,220 1,583   20,865
    INSURANCE 36,783 2,550   33,608
    OFFICE SUPPLIES 4,167 291   3,838
    CONSULTATION FEES 93,718 0   93,003
    ORGANIZATIONAL EXPENSE 74,300 0   74,300
    COMMUNICATIONS 243,746 15,917   209,767
    MEMBERSHIP & DUES 40,280 2,806   38,007
    EDUCATION 18,105 1,277   16,835
    MISCELLANEOUS 1,578 77   1,011
    GRANT RELATED EXPENSES 143,129 0   143,129
    GRANTEE EVALUATIONS 133,443 0   139,055


    TY 2021 OtherIncomeSchedule2
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 0 552,052 0
    PROVISION FOR FEDERAL EXCISE TAX REFUND 253,900   253,900


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED COMPENSATION 819,166 740,981
    DEFERRED RENT 248,708 187,788


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 503,651 503,651   0


    TY 2021 TaxesSchedule
    Name:
    ARCHSTONE FOUNDATION
    EIN:
    33-0133359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 89,256 4,473   84,196
    PROPERTY TAXES 1,350 95   1,246