Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$106,591,460J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 744,194 1,804,407  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,328,900
b Gross sales price for all assets on line 6a 16,279,493
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
31,936 -428,910  
12 Total. Add lines 1 through 11........ 2,105,030 1,375,497  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,079,980 56,422   1,015,761
14 Other employee salaries and wages...... 533,515 13,786   511,073
15 Pension plans, employee benefits....... 369,871 21,978   311,143
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,527 387   5,088
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
99,810 6,987   88,413
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
498,635 401,766   96,012
17 Interest............... 14,022 982   12,909
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
190,904 4,570   85,321
19 Depreciation (attach schedule) and depletion... 62,891 4,200  
20 Occupancy.............. 187,141 13,100   172,282
21 Travel, conferences, and meetings....... 148,691 10,408   136,885
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
621,319 21,622   596,782
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,812,306 556,208   3,031,669
25 Contributions, gifts, grants paid....... 2,135,229 2,195,854
26 Total expenses and disbursements. Add lines 24 and 25 5,947,535 556,208   5,227,523
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,842,505
b Net investment income (if negative, enter -0-) 819,289
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 625,381 536,285 536,285
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 509,581 509,581 509,581
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 99,887,230 Click to see attachment
List of Attached Documents:
// Content
105,126,164 		105,126,164
14 Land, buildings, and equipment: basis right arrow657,045
Less: accumulated depreciation (attach schedule) right arrow529,458 175,866 127,587 127,587
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
19,294 		Click to see attachment
List of Attached Documents:
// Content
291,496 		Click to see attachment
List of Attached Documents:
// Content
291,496
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 101,217,699 106,591,460 106,591,460
Liabilities 17 Accounts payable and accrued expenses.......... 297,690 166,104
18 Grants payable................. 1,256,811 1,161,949
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
928,769 		Click to see attachment
List of Attached Documents:
// Content
1,065,943
23 Total liabilities (add lines 17 through 22)......... 2,483,270 2,393,996
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 98,734,429 104,197,464
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 98,734,429 104,197,464
30 Total liabilities and net assets/fund balances (see instructions). 101,217,699 106,591,460
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
98,734,429
2
Enter amount from Part I, line 27a .....................
2
-3,842,505
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,305,540
4
Add lines 1, 2, and 3 ..........................
4
104,197,464
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
104,197,464
Form 990-PF (2022)
Form 990-PF (2022)
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 DAVISON KEMPNER INSTITUTIONAL PARTNERS L.P. P 2022-07-15 2023-06-30
b DAVISON KEMPNER INSTITUTIONAL PARTNERS L.P. P 2022-01-01 2023-06-30
c HITCHWOOD CAPITAL FUND LTD. P 2022-01-01 2023-06-30
d MARATHON-LONDON INTERNATIONAL INVESTMENT P 2022-07-15 2023-06-30
e MARATHON-LONDON INTERNATIONAL INVESTMENT P 2022-01-01 2023-06-30
IR&M CORE BOND FUND II LLC P 2022-07-15 2023-06-30
IR&M CORE BOND FUND II LLC P 2022-01-01 2023-06-30
1607 CAPITAL INTERNATIONAL EQUITY FUND LP P 2022-07-15 2023-06-30
1607 CAPITAL INTERNATIONAL EQUITY FUND LP P 2022-01-01 2023-06-30
GOVERNORS LANE OFFSHORE FUND LTD P 2022-01-01 2023-06-30
GQG PARTNERS US SELECT QUALITY EQUITY FUND P 2022-07-15 2023-06-30
GQG PARTNERS US SELECT QUALITY EQUITY FUND P 2022-01-01 2023-06-30
HBK MULTI-STRATEGY OFFSHORE FUND LTD P 2022-01-01 2023-06-30
ROCK SPRINGS CAPITAL P 2022-01-01 2023-06-30
LL MORTGAGE FUND LP P 2022-07-15 2023-06-30
LL MORTGAGE FUND LP P 2022-01-01 2023-06-30
STANDARD CRYPTO VENDURE FUND I LP P 2022-07-15 2023-06-30
UBS 000 STC   2022-07-15 2023-06-30
UBS 000 LTC   2022-01-01 2023-06-30
UBS 001 PARAMETRIC STC   2022-07-15 2023-06-30
UBS 002 HS MANAGEMENT STC   2022-07-15 2023-06-30
UBS 002 HS MANAGEMENT LTC   2022-01-01 2023-06-30
UBS 003 VULCAN STC   2022-07-15 2023-06-30
UBS 003 VULCAN LTC   2022-01-01 2023-06-30
UBS 004 PARA MSCI STC   2022-07-15 2023-06-30
UBS 004 PARA MSCI LTC   2022-01-01 2023-06-30
UBS 005 PARA MSCI UND STC   2022-07-15 2023-06-30
UBS 005 PARA MSCI UND LTC   2022-01-01 2023-06-30
BOOK TO TAX ADJUSTMENT P 2022-01-01 2023-06-30
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 17,854     17,854
b 3,829     3,829
c 12,495     12,495
d     47,167 -47,167
e     367,658 -367,658
    189,419 -189,419
    129,366 -129,366
    6,321 -6,321
    28,306 -28,306
207,578     207,578
    730,016 -730,016
302,262     302,262
12,287     12,287
7,734     7,734
    17,948 -17,948
    21,628 -21,628
    4 -4
2,132,602   2,037,921 94,681
2,133,075   2,416,298 -283,223
871,000   871,000 0
2,473,586   2,661,874 -188,288
1,457,441   1,769,888 -312,447
771,574   1,062,702 -291,128
1,617,699   2,409,779 -792,080
11,912   13,765 -1,853
82,027   184,824 -102,797
153,927   167,472 -13,545
3,961,000   4,282,606 -321,606
      0
49,611     49,611
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       17,854
b       3,829
c       12,495
d       -47,167
e       -367,658
      -189,419
      -129,366
      -6,321
      -28,306
      207,578
      -730,016
      302,262
      12,287
      7,734
      -17,948
      -21,628
      -4
      94,681
      -283,223
      0
      -188,288
      -312,447
      -291,128
      -792,080
      -1,853
      -102,797
      -13,545
      -321,606
      0
      49,611
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 -3,136,469
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 11,388
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 11,388
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 11,388
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 200,000
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.............. 7 200,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 188,612
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow100,000 Refundedright arrow 11 88,612
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.ARCHSTONE.ORG
14
The books are in care ofright arrowCHRISTOPHER A LANGSTON Telephone no.right arrow (562) 590-8655

Located atright arrow301 EAST OCEAN BLVD SUITE 1850LONG BEACHCA ZIP+4right arrow90802
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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 		379,217 37,249 6,600
301 EAST OCEAN BLVD SUITE 1850
LONG BEACH,CA90802
LAURA RATH V.P. OF PROGRAMS
40.00 		195,715 34,716 6,600
301 EAST OCEAN BLVD SUITE 1850
LONG BEACH,CA90802
JEAN ACCIUS DIRECTOR
2.00 		36,000 0 0
301 EAST OCEAN BLVD SUITE 1850
LONG BEACH,CA90802
KATHERINE KIM DIRECTOR
2.00 		36,000 0 0
301 EAST OCEAN BLVD SUITE 1850
LONG BEACH,CA90802
JURGEN UNUTZER DIRECTOR
2.00 		36,000 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 		38,000 0 0
301 EAST OCEAN BLVD SUITE 1850
LONG BEACH,CA90802
JOHN FEATHER DIRECTOR
2.00 		38,000 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
TANISHA DAVIS V.P. OF GRANT OPERATIONS & PLANNING
40.00 		135,048 34,240 3,000
301 EAST OCEAN BLVD SUITE 1850
LONG BEACH,CA90802
RAMIRO ZUNIGA 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
JOLENE FASSBINDER PROGRAM OFFICER
40.00 		144,279 45,163 3,850
301 EAST OCEAN BLVD STE 1850
LONG BEACH,CA90802
CONSUELO PENA DIRECTOR OF FINANCE
40.00 		124,159 36,568 4,800
301 EAST OCEAN BLVD STE 1850
LONG BEACH,CA90802
JASMINE LACSAMANA PROGRAM OFFICER
40.00 		97,709 40,312 6,600
301 EAST OCEAN BLVD STE 1850
LONG BEACH,CA90802
RYAN DOYLOO PROGRAM ASSOCIATE
40.00 		73,558 29,001 4,800
301 EAST OCEAN BLVD STE 1850
LONG BEACH,CA90802
KIMBERLY WILLIAMS ADMINISTRATIVE ASSIS
40.00 		56,918 14,524 0
301 EAST OCEAN BLVD STE 1850
LONG BEACH,CA90802
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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 401,766
125 HIGH STREET
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
99,923,740
b
Average of monthly cash balances.......................
1b
1,228,488
c
Fair market value of all other assets (see instructions)................
1c
528,875
d
Total (add lines 1a, b, and c).........................
1d
101,681,103
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
101,681,103
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,525,217
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
100,155,886
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,007,794
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
5,007,794
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,388
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,388
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,996,406
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,996,406
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
4,996,406
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
5,227,523
b
Program-related investments—total from Part VIII-B..................
1b
0
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
5,227,523
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 4,996,406
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 1,122,708
b From 2018...... 1,485,188
c From 2019...... 1,087,105
d From 2020...... 811,744
e From 2021......  
f Total of lines 3a through e ........ 4,506,745
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 5,227,523
a Applied to 2021, 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 2022 distributable amount..... 4,996,406
e Remaining amount distributed out of corpus 231,117
5 Excess distributions carryover applied to 2022. 0 0
(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 4,737,862
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		1,122,708
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		3,615,154
10 Analysis of line 9:
a Excess from 2018.... 1,485,188
b Excess from 2019.... 1,087,105
c Excess from 2020.... 811,744
d Excess from 2021....  
e Excess from 2022.... 231,117
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION

2290 N 1ST STREET SUITE 101
SAN JOSE,CA95131 		  PC IMPROVING CARE FOR CALIFORNIA'S AGING POPULATION: A HEALTH SYSTEMS APPROACH 76,038

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION

2290 N 1ST STREET SUITE 101
SAN JOSE,CA95131 		  PC IMPROVING CARE FOR CALIFORNIA'S AGING POPULATION: A HEALTH SYSTEMS APPROACH 76,038

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 13,068

ALZHEIMER'S ORANGE COUNTY

2515 MCCABE WAY SUITE 200
IRVINE,CA92614 		  PC MEJORANDO LA VIDA DE LA CUIDADORA (ENHANCING THE LIFE OF THE CAREGIVER) 20,000

ALZHEIMER'S ORANGE COUNTY

2515 MCCABE WAY SUITE 200
IRVINE,CA92614 		  PC MEJORANDO LA VIDA DE LA CUIDADORA (ENHANCING THE LIFE OF THE CAREGIVER) 5,000

AMERICAN SOCIETY ON AGING

PO BOX 103088
PASADENA,CA91189 		  PC ASA RISE 5,000

BENJAMIN ROSE INSTITUTE ON AGING

11890 FAIRHILL ROAD
CLEVELAND,OH44120 		  PC BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION 23,324

BENJAMIN ROSE INSTITUTE ON AGING

11890 FAIRHILL ROAD
CLEVELAND,OH44120 		  PC BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION 11,662

CALIFORNIA AQUATIC THERAPY AND WELLNESS CENTER INC

6801 LONG BEACH BLVD
LONG BEACH,CA90805 		  PC PHYSICAL THERAPY AND OCCUPATIONAL THERAPY CAPACITY BUILDING FOR OLDER ADULTS 25,000

CATCHAFIRE

31 E 32ND STREET 3RD FLOOR
NEW YORK,NY10016 		  PC CATCHAFIRE - CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS 48,750

CATCHAFIRE

31 E 32ND STREET 3RD FLOOR
NEW YORK,NY10016 		  PC PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 3 60,000

CATCHAFIRE

31 E 32ND STREET 3RD FLOOR
NEW YORK,NY10016 		  PC CATCHAFIRE - CAPACITY BUILDING PROGRAM FOR GRANTEE AND APPLICANTS 7,500

COALITION FOR COMPASSIONATE CARE OF CALIFORNIA

2530 RIVER PLAZA DRIVE SUITE 110
SACRAMENTO,CA95833 		  PC POLST REGISTRY BRIDGE 48,750

COALITION FOR COMPASSIONATE CARE OF CALIFORNIA

2530 RIVER PLAZA DRIVE SUITE 110
SACRAMENTO,CA95833 		  PC CONFERENCE GRANT - CCCC 15TH ANNUAL PALLIATIVE CARE SUMMIT 2023 7,000

COALITION FOR COMPASSIONATE CARE OF CALIFORNIA

2530 RIVER PLAZA DRIVE SUITE 110
SACRAMENTO,CA95833 		  PC POLST REGISTRY BRIDGE 7,500

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 20,000

COMMUNITY TECH NETWORK

1390 MARKET STREET SUITE 200
SAN FRANCISCO,CA94102 		  PC DIGITAL INCLUSION TRAIN-THE-TRAINER PROJECT 25,000

EL SOL NEIGHBORHOOD EDUCATIONAL CENTER

766 NORTH WATERMAN AVE
SAN BERNARDINO,CA92410 		  PC SUSTAINABILITY BY BUILDING CAPACITY FOR MEDICARE BILLING AND STRATEGIC RELATIONSHIPS 48,750

EL SOL NEIGHBORHOOD EDUCATIONAL CENTER

766 NORTH WATERMAN AVE
SAN BERNARDINO,CA92410 		  PC SUSTAINABILITY BY BUILDING CAPACITY FOR MEDICARE BILLING AND STRATEGIC RELATIONSHIPS 7,500

GRANTMAKERS IN AGING INC

333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT 94,500

GRANTMAKERS IN AGING INC

333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE 38,000

GRANTMAKERS IN AGING INC

333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC LEADERSHIP FOR THE FUTURE AND LONG BEACH CONFERENCE GRANT 12,500

GRANTMAKERS IN AGING INC

333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE 25,000

GRANTMAKERS IN AGING INC

333 MAMARONECK AVE 238
WHITE PLAINS,CA10605 		  PC CAPACITY-BUILDING FOR STATE-BASED CAREGIVING COALITIONS INITIATIVE 9,500

GRANTMAKERS IN HEALTH

1100 CONNECTICUT AVE NW SUITE 1100
WASHINGTON,DC20036 		  PC STRENGTHENING HEALTHY AGING PHILANTHROPY, 2021-2023 34,254

GRANTMAKERS IN HEALTH

1100 CONNECTICUT AVE NW SUITE 1100
WASHINGTON,DC20036 		  PC STRENGTHENING HEALTHY AGING PHILANTHROPY, 2021-2023 3,694

LEADINGAGE CALIFORNIA FOUNDATION

1315 I STREET SUITE 100
SACRAMENTO,CA95814 		  PC EQUITY INITIATIVE 22,500

MANATT PHELPS & PHILLIPS LLP

7 TIMES SQUARE
NEW YORK,NY10036 		  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. 15,000

MANATT PHELPS & PHILLIPS LLP

7 TIMES SQUARE
NEW YORK,NY10036 		  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. 30,000

MANATT PHELPS & PHILLIPS LLP

7 TIMES SQUARE
NEW YORK,NY10036 		  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. 30,000

ONEGENERATION

17400 VICTORY BLVD
VAN NUYS,CA91406 		  PC ONEGENERATION I/DD-ADRD WORKGROUP COLLABORATIVE AND TRAINING PROGRAM 5,000

OPICA ADULT DAY PROGRAM AND COUNSEL

11759 MISSOURI AVE
LOS ANGELES,CA90025 		  PC OPICA CAPACITY BUILDING THROUGH TECHNOLOGY 5,000

PALLIATIVE CARE QUALITY COLLABORATIVE

8735 W HIGGINS RD SUITE 300
CHICAGO,IL60631 		  PC 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE 9,000

PALLIATIVE CARE QUALITY COLLABORATIVE

8735 W HIGGINS RD SUITE 300
CHICAGO,IL60631 		  PC 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE 1,000

PARTNERS IN CARE FOUNDATION INC

732 MOTT ST SUITE 150
FERNANDO,CA91340 		  PC DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH 77,988

PARTNERS IN CARE FOUNDATION INC

732 MOTT ST SUITE 150
SAN FERNANDO,CA91340 		  PC DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH 27,669

PARTNERS IN CARE FOUNDATION INC

732 MOTT ST SUITE 150
SAN FERNANDO,CA91340 		  PC DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH 38,994

PARTNERS IN CARE FOUNDATION INC

732 MOTT ST SUITE 150
SAN FERNANDO,CA91340 		  PC DEVELOPING A CHW WORKFORCE TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH 38,994

PROJECT ANGEL FOOD

922 VINE STREET
LOS ANGELES,CA90038 		  PC FACILITIES PLANNING PROJECT TO EXPAND HOME-DELIVERED MEDICALLY TAILORED MEAL PROGRAM 5,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 600
OAKLAND,CA94607 		  PC ALAMEDA COUNTY CARE ALLIANCE ADVANCED ILLNESS CARE PROGRAM EXPANSION AND DEVELOPMENT OF A LOS ANGELES REGIONAL HUB 80,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 600
OAKLAND,CA94607 		  PC ALAMEDA COUNTY CARE ALLIANCE ADVANCED ILLNESS CARE PROGRAM EXPANSION AND DEVELOPMENT OF A LOS ANGELES REGIONAL HUB 50,000

RAND CORPORATION

1776 MAIN STREET PO BOX 2138
SANTA MONICA,CA90407 		  PC ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD 129,500

RAND CORPORATION

1776 MAIN STREET PO BOX 2138
SANTA MONICA,CA90407 		  PC ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD 22,600

RAND CORPORATION

1776 MAIN STREET PO BOX 2138
SANTA MONICA,CA90407 		  PC ARCHSTONE FOUNDATION DATA MONITORING CENTER AND IMPACT DASHBOARD 81,000

SADDLEBACK MEMORIAL FOUNDATION

24451 HEALTH CENTER DRIVE
LAGUNA HILLS,CA92653 		  PC SADDLEBACK MEDICAL CENTER'S HOSPITAL ELDER LIFE PROGRAM (HELP) 4,400

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

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC

305 7TH AVE 15TH FLOOR
NEW YORK,NY10001 		  PC LGBT CULTURAL COMPETENCY TRAINING IN CALIFORNIA 20,000

THE CENTER FOR EFFECTIVE PHILANTHROPY INC

675 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		  PC CEP'S 2022 WEBINAR SERIES 9,000

THE CENTER FOR EFFECTIVE PHILANTHROPY INC

675 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		  PC CEP'S 2022 WEBINAR SERIES 1,000

THE GERONTOLOGICAL SOCIETY OF AMERICA

1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC SUSTAINING THE REFRAMING AGING INITIATIVE 10,429

THE GERONTOLOGICAL SOCIETY OF AMERICA

1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC SUSTAINING THE REFRAMING AGING INITIATIVE 5,000

THE GERONTOLOGICAL SOCIETY OF AMERICA

1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 2022 14,400

THE GERONTOLOGICAL SOCIETY OF AMERICA

1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 1,600

THE GERONTOLOGICAL SOCIETY OF AMERICA

1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC REFRAMING AGING: ESTABLISHING A NATIONAL CENTER 25,000

THE LOS ANGELES LGBT CENTER

PO BOX 2988
LOS ANGELES,CA90078 		  PC LGBTQ SENIOR NEEDS ASSESSMENT 25,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO

UCSF MAIN DEPOSITORY PO BOX 748872
LOS ANGELES,CA90074 		  PC EMERGING LEADERS IN AGING PROGRAM 75,000

THE UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109 		  PC ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT 45,000

THE UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109 		  PC ARCHSTONE FOUNDATION ENDOWED CHAIR EXPANSION IN GERIATRIC AND GERONTOLOGY WORKFORCE DEVELOPMENT 10,000

UCSF FOUNDATION

PO BOX 748872
LOS ANGELES,CA90074 		  PC GERIPAL: A GERIATRICS AND PALLIATIVE CARE PODCAST AND BLOG 17,500

UNIVERSITY OF SOUTHERN CALIFORNIA

SPONSORED PROJECTS ACCOUNTING 3500
S FIGUEROA STREET SUITE 102 MC 8001
LOS ANGELES,CA90089 		  PC ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS 73,676

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 10,000

UNIVERSITY OF SOUTHERN CALIFORNIA

SPONSORED PROJECTS ACCOUNTING 3500
S FIGUEROA STREET SUITE 102 MC 8001
LOS ANGELES,CA90089 		  PC ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS 66,136

UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY

SPONSORED PROJECTS ACCOUNTING 3500
S FIGUEROA STREET SUITE 102 MC 8001
LOS ANGELES,CA90089 		  PC CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS 90,000

UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY

SPONSORED PROJECTS ACCOUNTING 3500
S FIGUEROA STREET SUITE 102 MC 8001
LOS ANGELES,CA90089 		  PC CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS 5,000

UNIVERSITY OF WASHINGTON

GRANT AND CONTRACT ACCOUNTING 12455
COLLECTIONS DRIVE
CHICAGO,IL60693 		  PC BRIDGING FAMILIES, CLINICS, AND COMMUNITIES TO ADVANCE LATE-LIFE DEPRESSION 65,125

UNIVERSITY OF WASHINGTON

GRANT AND CONTRACT ACCOUNTING 12455
COLLECTIONS DRIVE
CHICAGO,IL60693 		  PC ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES 63,765

UNIVERSITY OF WASHINGTON

GRANT AND CONTRACT ACCOUNTING 12455
COLLECTIONS DRIVE
CHICAGO,IL60693 		  PC ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES 31,250

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 20,000

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 5,000
Total .................................right arrow 3a 2,195,854
bApproved for future payment

THE CENTER FOR EFFECTIVE PHILANTHROPY INC
675 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		  PC CEP'S 2022 WEBINAR SERIES 10,000

THE GERONTOLOGICAL SOCIETY OF AMERICA
1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC CONFERENCE GRANT - JOURNALISTS IN AGING FELLOWS PROGRAM 2022 16,000

MANATT PHELPS & PHILLIPS LLP
7 TIMES SQUARE
NEW YORK,NY10036 		  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. 75,000

THE GERONTOLOGICAL SOCIETY OF AMERICA
1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC REFRAMING AGING: ESTABLISHING A NATIONAL CENTER 150,000

PALLIATIVE CARE QUALITY COLLABORATIVE
8735 W HIGGINS RD SUITE 300
CHICAGO,IL60631 		  PC 2022 PCQC VIRTUAL QUALITY MATTERS CONFERENCE 10,000

CALIFORNIA AQUATIC THERAPY AND WELLNESS CENTER INC
6801 LONG BEACH BLVD
LONG BEACH,CA90805 		  PC PHYSICAL THERAPY AND OCCUPATIONAL THERAPY CAPACITY BUILDING FOR OLDER ADULTS 50,000

THE LOS ANGELES LGBT CENTER
PO BOX 2988
LOS ANGELES,CA90078 		  PC LGBTQ SENIOR NEEDS ASSESSMENT 50,000

COMMUNITY TECH NETWORK
1390 MARKET STREET SUITE 200
SAN FRANCISCO,CA94102 		  PC DIGITAL INCLUSION TRAIN-THE-TRAINER PROJECT 50,000

COALITION FOR COMPASSIONATE CARE OF CALIFORNIA
2530 RIVER PLAZA DRIVE SUITE 110
SACRAMENTO,CA95833 		  PC CONFERENCE GRANT - CCCC 15TH ANNUAL PALLIATIVE CARE SUMMIT 2023 7,000

CATCHAFIRE
31 E 32ND STREET 3RD FLOOR
NEW YORK,NY10016 		  PC PROPOSAL FOR CAPACITY BUILDING SUPPORT YEAR 3 97,500

JUSTICE IN AGING
3660 WILSHIRE BLVD
LOS ANGELES,CA90010 		  PC JUSTICE IN AGING'S EQUITY ADVISORY COUNCIL 225,000

GRANTMAKERS IN AGING INC
333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC GRANTMAKERS IN AGING CORE OPERATING SUPPORT 500,000
Total ................................. right arrow 3b 1,240,500
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 744,194  
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 .....     14 31,936  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,328,900  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,105,030 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,105,030
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 99,810 6,987   88,413

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 ExpenditureResponsibilityStmt
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
MANATT PHELPS & PHILLIPS LLP
  		2049 CENTURY PARK EAST SUITE 1700
LOS ANGELES,CA90067 		2022-09-15 75,000 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. 75,000 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.

TY 2022 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 2022 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 53,134,001 53,134,001
CAMBRIDGE INVESTMENTS - PRIVATE EQUITY FMV 21,115,264 21,115,264
CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES FMV 16,376,477 16,376,477
CAMBRIDGE INVESTMENTS - FIXED INCOME FMV 13,633,249 13,633,249
CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC FMV 867,173 867,173

TY 2022 LegalFeesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,527 387   5,088


TY 2022 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
RIGHT OF USE ASSET 0 272,202 272,202


TY 2022 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 2,790 195   2,569
EQUIPMENT RENTAL & MAINT 22,351 1,565   20,576
INSURANCE 26,466 1,853   24,365
OFFICE SUPPLIES 5,469 383   5,035
COMMUNICATIONS 205,528 14,387   189,209
MEMBERSHIP & DUES 45,172 3,096   41,645
MISCELLANEOUS 2,043 143   1,883
GRANT RELATED EXPENSES 311,500 0   311,500


TY 2022 OtherIncomeSchedule2
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 0 -428,910 0
FUTURES MARGIN INCOME 31,936 0 31,936


TY 2022 OtherIncreasesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Description Amount
UNREALIZED GAIN ON INVESTMENTS 9,305,540


TY 2022 OtherLiabilitiesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED COMPENSATION 740,981 670,214
DEFERRED RENT 187,788 0
RIGHT OF USE LEASE LIABILITY 0 395,729


TY 2022 OtherProfessionalFeesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTANT FEES 96,869 0   96,012
INVESTMENT FEES 401,766 401,766   0


TY 2022 TaxesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 89,664 4,483   84,179
PROPERTY TAXES 1,240 87   1,142
FEDERAL EXCISE TAX 100,000 0   0