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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
ARCHSTONE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5000 BIRCH ST WEST TOWER 3RD FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWPORT BEACH, CA92660
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$123,370,619J 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... 434,034 1,834,025  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 219,891
b Gross sales price for all assets on line 6a 24,020,691
7 Capital gain net income (from Part IV, line 2)... 7,751,905
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
0 167,822  
12 Total. Add lines 1 through 11........ 653,925 9,753,752  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,137,840 60,492   1,068,525
14 Other employee salaries and wages...... 583,076 15,824   557,055
15 Pension plans, employee benefits....... 417,502 25,545   368,162
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
33,348 2,665   35,063
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
108,978 7,585   96,266
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
491,151 362,276   117,673
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
155,414 4,749   88,390
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
60,000 0  
20 Occupancy.............. 220,322 19,147   251,880
21 Travel, conferences, and meetings....... 157,809 11,002   144,738
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
826,519 31,577   836,872
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,191,959 540,862   3,564,624
25 Contributions, gifts, grants paid....... 2,240,615 2,307,276
26 Total expenses and disbursements. Add lines 24 and 25 6,432,574 540,862   5,871,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,778,649
b Net investment income (if negative, enter -0-) 9,212,890
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,030,569 382,841 382,841
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.......... 525,447 17,385 17,385
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).......... 114,491,786 Click to see attachment
List of Attached Documents:
// Content
122,959,137 		122,959,137
14 Land, buildings, and equipment: basis right arrow660,367
Less: accumulated depreciation (attach schedule) right arrow649,458 70,909 Click to see attachment
List of Attached Documents:
// Content
10,909 		10,909
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
138,367 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 116,257,425 123,370,619 123,370,619
Liabilities 17 Accounts payable and accrued expenses.......... 295,838 309,048
18 Grants payable................. 1,736,081 1,669,420
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
792,626 		Click to see attachment
List of Attached Documents:
// Content
557,950
23 Total liabilities (add lines 17 through 22)......... 2,824,545 2,536,418
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........... 113,432,880 120,834,201
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)..... 113,432,880 120,834,201
30 Total liabilities and net assets/fund balances (see instructions). 116,257,425 123,370,619
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
113,432,880
2
Enter amount from Part I, line 27a .....................
2
-5,778,649
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,179,970
4
Add lines 1, 2, and 3 ..........................
4
120,834,201
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
120,834,201
Form 990-PF (2024)
Form 990-PF (2024)
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 ARROWSTREET EMERGINE MARKET TRUST FUND P    
b ARROWSTREET US EQUITY ALPHA EXTENSION P    
c BLUE OWL ASSET INCOME FUND EVERGREEN P    
d BOND III P    
e CA RESOURCES SERIES KPS SSF VI P    
CA RESOURCES SERIES THIRD ROCK VENTURES VI P    
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS P    
DRIVE CAPITAL FUND IV P    
GQG PARTNERS US SELECT QUALITY EQUITY FUNDS P    
GREATER CHINA LONG-ONLY EQUITY FUND P    
INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY II P    
IR&M CORE BOND FUND II P    
MADRONA VENTURE FUND IX P    
OBVIOUS VENTURES IV P    
ONEPRIME SECONDARY FUND II P    
PALMER SQUARE MULTI-ASSET CREDIT FUND P    
RENAISSANCE INSTITUTIONAL EQUITIES FUND P    
SENTINEL CAPITAL PARTNERS VII P    
SENTINEL JUNIOR CAPITAL II P    
THE SILCHESTER INT. INVESTORS INT. VALUE EQUITY EXCLUSION P    
STANDARD CRYPTO VENTURE FUND I P    
THRIVE CAPITAL PARTNERS VIII P    
THRIVE CAPITAL PARTNERS VIII GROWTH P    
PUBLICLY TRADED SECURITIES - USB 000      
PUBLICLY TRADED SECURITIES - USB 002      
PUBLICLY TRADED SECURITIES - USB 004      
PUBLICLY TRADED SECURITIES - USB 005      
MARATHON LONDON-INTERNATIONAL INVESTMENT P    
LL MORTGAGE FUND P    
AUDLBRASS PARTNERS SECONDARY OPP. FUND III P    
1607 CAPITAL INTERNATIONAL SMALL CAP P    
ACADIAN INTERNATIONAL SMALL CAP P    
PUBLICLY TRADED SECURITIES - USB 000      
PUBLICLY TRADED SECURITIES - USB 002      
PUBLICLY TRADED SECURITIES - USB 004      
PUBLICLY TRADED SECURITIES - USB 005      
LOSS ON DISPOSAL OF PP&E P    
HBK MULTI-STRATEGY OFFSHORE FUND LTD. P    
INDABA CAPITAL PARTNERS (CAYMAN) LP P    
TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND P    
ATALAN OFFSHORE FUND LTD P    
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 123,595     123,595
b 24,356     24,356
c     4,032 -4,032
d     7,885 -7,885
e     7 -7
    23,396 -23,396
    40,047 -40,047
    2,022 -2,022
1,229,136     1,229,136
    449,028 -449,028
142     142
    32,440 -32,440
3,689     3,689
    745 -745
17,831     17,831
    4,110 -4,110
    1,148 -1,148
12     12
1,404     1,404
    241,552 -241,552
    3 -3
369     369
279     279
1,087,211   1,114,385 -27,174
3,637,720   3,621,724 15,996
74,545   64,418 10,127
267,403   211,084 56,319
846,319     846,319
    102,427 -102,427
    4,558 -4,558
310,526     310,526
    90,850 -90,850
2,400,207   2,383,536 16,671
2,518,660   1,950,565 568,095
2,862,747   2,002,004 860,743
4,944,680   3,916,820 1,027,860
      0
812,913     812,913
110,803     110,803
2,034,411     2,034,411
472,000     472,000
239,733     239,733
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       123,595
b       24,356
c       -4,032
d       -7,885
e       -7
      -23,396
      -40,047
      -2,022
      1,229,136
      -449,028
      142
      -32,440
      3,689
      -745
      17,831
      -4,110
      -1,148
      12
      1,404
      -241,552
      -3
      369
      279
      -27,174
      15,996
      10,127
      56,319
      846,319
      -102,427
      -4,558
      310,526
      -90,850
      16,671
      568,095
      860,743
      1,027,860
      0
      812,913
      110,803
      2,034,411
      472,000
      239,733
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 7,751,905
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  
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) 1 128,059
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........................... 3 128,059
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- ..... 5 128,059
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 78,460
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 178,460
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.......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 50,401
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow50,401 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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 2024 or the taxable year beginning in 2024? 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
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 arrowRIGOBERTO J SABORIO Telephone no.right arrow (562) 590-8655

Located atright arrow5000 BIRCH ST WEST TOWER 3RD FL 369NEWPORT BEACHCA ZIP+4right arrow92660
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
Yes
 
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
 
 
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 		159,823 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
LAURA RATH V.P. OF PROGRAMS
40.00 		214,609 40,203 6,600
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
JEAN ACCIUS DIRECTOR
2.00 		38,000 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
KATHERINE KIM DIRECTOR
2.00 		38,000 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
JURGEN UNUTZER DIRECTOR
2.00 		36,000 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
CYNTHIA BANKS DIRECTOR
2.00 		38,000 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
THERESA J MARINO DIRECTOR
2.00 		36,000 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
HEATHER M YOUNG DIRECTOR
2.00 		38,000 0 480
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
ANGELA CORON DIRECTOR
2.00 		38,000 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
JOHN FEATHER DIRECTOR & INTERIM PRESIDENT/CEO
40.00 		132,250 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
TAMMY FUNASAKI DIRECTOR
2.00 		38,000 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
TANISHA DAVIS V.P. OF GRANT OPERATIONS & PLANNING
40.00 		145,858 39,275 6,600
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
RAMIRO ZUNIGA DIRECTOR
2.00 		36,000 0 0
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
RIGOBERTO SABORIO PRESIDENT/CEO
40.00 		151,300 15,243 3,300
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
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
CONSUELO PENA DIRECTOR OF FINANCE
40.00 		134,086 51,217 6,600
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
JASMINE LACSAMANA PROGRAM OFFICER
40.00 		113,574 37,145 6,600
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
GERSON GALDAMEZ PROGRAM OFFICER
40.00 		108,411 38,796 6,600
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
CARLY ROMAN PROGRAM OFFICER
40.00 		108,411 38,796 6,600
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
KIMBERLY WILLIAMS ADMINISTRATIVE ASSIS
40.00 		61,468 28,574 3,600
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
Total number of other employees paid over $50,000...................right arrow 5
Form 990-PF (2024)
Form 990-PF (2024)
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 362,276
125 HIGH STREET
BOSTON,MA02110
SETH SNYDER EXECUTIVE RECRUITMENT 51,341
1101 WEST 34TH STREET SUITE 157
AUSTIN,TX78705
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 (2024)
Form 990-PF (2024)
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
112,518,425
b
Average of monthly cash balances.......................
1b
5,860,487
c
Fair market value of all other assets (see instructions)................
1c
28,294
d
Total (add lines 1a, b, and c).........................
1d
118,407,206
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
118,407,206
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,776,108
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
116,631,098
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,831,555
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
5,831,555
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
128,059
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
128,059
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,703,496
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,703,496
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
5,703,496
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
5,871,900
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
5,871,900
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,703,496
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,087,105
b From 2020...... 811,744
c From 2021......  
d From 2022...... 231,117
e From 2023...... 390,671
f Total of lines 3a through e ........ 2,520,637
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,871,900
a Applied to 2023, 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 2024 distributable amount..... 5,703,496
e Remaining amount distributed out of corpus 168,404
5 Excess distributions carryover applied to 2024. 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 2,689,041
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,087,105
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,601,936
10 Analysis of line 9:
a Excess from 2020.... 811,744
b Excess from 2021....  
c Excess from 2022.... 231,117
d Excess from 2023.... 390,671
e Excess from 2024.... 168,404
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
5000 BIRCH ST WEST TOWER 3RD FL 369
NEWPORT BEACH,CA92660
(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 (2024)
Form 990-PF (2024)
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 TO INCREASE ACCESS TO DEMENTIA DIAGNOSIS, AND ENHANCE THE QUALITY OF CARE IN PRIMARY CARE SETTINGS, WITH A FOCUS ON COLLABORATING WITH PRIMARY CARE PROVIDERS AND THEIR CARE TEAMS AT FQHCS IN CALIFORNIA AND SIMILAR CBOS SERVING UNDERSERVED POPULATIONS. 242,072

ALZHEIMER'S GREATER LOS ANGELES

2922 CRENSHAW BLVD SUITE 125
LOS ANGELES,CA90016 		  PC TO SUPPORT ALZHEIMERS GREATER LOS ANGELES TO PARTICIPATE IN A MULTI-YEAR INITIATIVE TO BECOME A CALAIM ENHANCED CARE MANAGEMENT PROVIDER FOR MEDI-CAL MEMBERS WITH DEMENTIA WHO ARE AT RISK FOR INSTITUTIONALIZATION. 67,500

AMERICAN SOCIETY ON AGING

PO BOX 103088
PASADENA,CA91189 		  PC TO SUPPORT ASA RISE, A SOCIAL JUSTICE AND LEADERSHIP PROGRAM FOR PEOPLE OF COLOR IN THE FIELD OF AGING. 5,000

AMERICAN SOCIETY ON AGING

PO BOX 103088
PASADENA,CA91189 		  PC TO SUPPORT THE ASA RISE FELLOWS PROGRAM, A PROGRAM THAT MENTORS AND TRAINS PROMISING LEADERS OF COLOR IN THE AGING FIELD, TO THE BENEFIT OF THE AGING ORGANIZATIONS THEY BELONG TO AND THE OLDER ADULT COMMUNITIES OF COLOR THEY SERVE. 58,500

ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT

2400 MOORPARK AVE 300
SAN JOSE,CA95128 		  PC TO SUPPORT THE AACI PATIENT ADVISORY COUNCIL (PAC) THROUGH A CAPACITY BUILDING GRANT. 25,000

ASSOCIATION OF ASIAN PACIFIC COMMUNITY HEALTH ORGANIZATIONS

PO BOX 590730
SAN FRANCISCO,CA94159 		  PC TO SUPPORT THE "IMPROVING THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND CAREGIVERS: BEST PRACTICES AND INNOVATIONS FROM COMMUNITY HEALTH CENTERS SERVING ASIAN AMERICANS, NATIVE HAWAIIANS AND PACIFIC ISLANDERS CONVENING. 2,500

BENJAMIN ROSE INSTITUTE ON AGING

11890 FAIRHILL ROAD
CLEVELAND,OH44120 		  PC TO SUPPORT THE BEST PRACTICE CAREGIVING PHASE III: CONSUMER VERSION PROJECT, FOCUSED ON CULTURAL ADAPTATIONS OF CAREGIVING PROGRAMS. 4,285

CALIFORNIA COMMUNITY FOUNDATION

717 W TEMPLE ST
LOS ANGELES,CA90012 		  PC TO SUPPORT MID- AND LONG-TERM RECOVERY EFFORTS FOR OLDER ADULTS IMPACTED BY THE RECENT WILDFIRES IN GREATER LOS ANGELES. 100,000

CALIFORNIA PAN-ETHNIC HEALTH NETWORK

2991 SACRAMENTO ST 298
BERKELEY,CA94702 		  PC TO SUPPORT THE FIGHT FOR OUR HEALTH PROJECT. 10,000

CATCHAFIRE

2093 PHILADELPHIA PIKE 8715
CLAYMONT,DE19703 		  PC TO CONTINUE ASSISTING THE FOUNDATION IN PROVIDING CAPACITY BUILDING SUPPORT TO NONPROFIT ORGANIZATIONS AT SCALE. 50,000

CONNECTING FOR BETTER HEALTH

80 E SIR FRANCIS DRAKE BLVD SUITE
2D
LARKSPUR,CA94939 		  PC TO SUPPORT IMPROVING HEALTH AND SOCIAL SERVICE INFORMATION EXCHANGE FOR AGING SERVICE ORGANIZATIONS. 25,000

CORPORATION FOR SUPPORTIVE HOUSING

800 S FIGUEROA STREET SUITE 810
LOS ANGELES,CA90017 		  PC TO PROVIDE CAPACITY BUILDING SUPPORT TO LEVERAGE CALAIM TO IMPROVE HEALTH OUTCOMES FOR OLDER ADULTS EXPERIENCING HOMELESSNESS. 25,000

ELDERHELP OF SAN DIEGO

9590 CHESAPEAKE DR
SAN DIEGO,CA92123 		  PC TO PROVIDE CAPACITY BUILDING TO SUPPORT SERVICE AND TECHNOLOGY INTEGRATION. 25,000

GRANTMAKERS IN AGING INC

333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC PROVIDE GENERAL OPERATING SUPPORT TO ENABLE GIA TO CONTINUE ACTIVITIES CORE TO ITS MISSION TO MOBILIZE SOCIAL, INTELLECTUAL, AND FINANCIAL CAPITAL TO IMPROVE THE EXPERIENCE OF AGING, NOW AND IN THE FUTURE. 125,000

GRANTMAKERS IN AGING INC

333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC TO PROVIDE SPONSORSHIP SUPPORT FOR THE GIA 2024 CONFERENCE. 50,000

GROCERIES FOR SENIORS

660 CALIFORNIA ST
SAN FRANCISCO,CA94108 		  PC TO SUPPORT SENIOR CONNECTIONS: DIGITAL UPGRADE FOR NOURISHMENT, THROUGH A CAPACITY BUILDING GRANT. 15,000

HUMBOLDT SENIOR RESOURCE CENTER INC

1910 CALIFORNIA STREET
EUREKA,CA95501 		  PC TO PROVIDE CAPACITY BUILDING SUPPORT THROUGH A SERVER REPLACEMENT AND UPGRADE. 25,000

INSTITUTE ON AGING

3575 GEARY BLVD
SAN FRANCISCO,CA94118 		  PC TO SUPPORT A NEW EHR SOFTWARE AND INTEGRATION - IOA'S COMPANIOA PROGRAM THROUGH A CAPACITY BUILDING GRANT. 25,000

INSURE THE UNINSURED PROJECT

400 CAPITOL MALL
SACRAMENTO,CA95814 		  PC TO SUPPORT THE 29TH ITUP ANNUAL CONFERENCE: ADVANCING EQUITY: SUSTAINING THE MOVEMENT FROM COVERAGE TO ACCESS ON FEBRUARY 3-4, 2025 IN SACRAMENTO, CA. 5,000

JUSTICE IN AGING

1444 EYE ST NW SUITE 1100
WASHINGTON,DC20005 		  PC TO SUPPORT ITS EQUITY ADVISORY COUNCIL AND ALLOW JUSTICE IN AGING TO REFINE THE ROLE AND THE VISION OF THE COUNCIL AS A FOUNDATIONAL PART OF THEIR STRATEGIC INITIATIVE TO ADVANCE EQUITY. 142,500

LEADINGAGE CALIFORNIA FOUNDATION

1315 I STREET SUITE 100
SACRAMENTO,CA95814 		  PC TO EXPAND THEIR DIVERSITY, EQUITY, AND INCLUSION INITIATIVE TO ENSURE THE OLDER ADULTS THEY SERVE, REGARDLESS OF THEIR RACE, ETHNICITY, IMMIGRATION STATUS, GENDER IDENTITY, DISABILITY, OR SEXUAL ORIENTATION, CAN AGE IN SAFE AND SUPPORTIVE ENVIRONMENT. 10,000

MEALS ON WHEELS DIABLO REGION

1300 CIVIC DRIVE
WALNUT CREEK,CA94596 		  PC TO SUPPORT CAPACITY BUILDING SUPPORT FOR A CLIENT DATA INTEGRATION AND MANAGEMENT PROJECT. 25,000

METROMORPHOSIS

4163 NORTH BLVD
BATON ROUGE,LA70806 		  PC TO SUPPORT THE AGING WHILE BLACK 2025 ON AGING CONFERENCE TO BE HELD ON APRIL 21-24, 2025 IN ORLANDO, FL. 10,000

NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA)

1511 3RD AVE 914
SEATTLE,WA98101 		  PC TO SUPPORT THE CREATION OF A COMPREHENSIVE RESOURCE DATABASE AND MULTI-AGENCY REFERRAL SYSTEM GEARED TOWARDS ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER OLDER ADULTS AND CAREGIVERS IN CALIFORNIA 37,500

NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA)

1511 3RD AVE 914
SEATTLE,WA98101 		  PC TO SUPPORT THE IMPLEMENTATION OF A COMPREHENSIVE RESOURCE DATABASE AND MULTI-AGENCY REFERRAL SYSTEM TO NAVIGATE CLIENTS TO CULTURALLY APPROPRIATE AND IN-LANGUAGE SOCIAL SERVICES PROGRAMS. 50,000

NATIONAL HEALTH FOUNDATION

515 S FIGUEROA ST SUITE 1300
LOS ANGELES,CA90071 		  PC TO SUPPORT CAPACITY BUILDING THROUGH THE RENOVATION DESIGN OF A COMMERCIAL KITCHEN IN THE PLANNED CONGREGATE MEAL SITE FOR OLDER ADULTS IN SAN FERNANDO VALLEY. 15,000

PALLIATIVE CARE QUALITY COLLABORATIVE

55 WEST 125TH STREET SUITE 1302
NEW YORK,NY10027 		  PC TO SUPPORT THE 2024 PCQC QUALITY MATTERS CONFERENCE TO BE HELD IN NOVEMBER 2024 AS A SPONSOR. 6,000

PARTNERS IN CARE FOUNDATION INC

732 MOTT ST SUITE 150
SAN FERNANDO,CA91340 		  PC TO SUPPORT THE PARTNERSHIP TO ALIGN SOCIAL CARE 2024 WEBINAR SERIES. 10,000

PROJECT OPEN HAND

730 POLK STREET
SAN FRANCISCO,CA94109 		  PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR NUTRITION AND FOOD OPERATIONS AT PROJECT OPEN HAND. 25,000

PROJECT OPEN HAND

730 POLK STREET
SAN FRANCISCO,CA94109 		  PC TO SUPPORT PROFESSIONAL DEVELOPMENT OF RDN WORKFORCE THROUGH A CAPACITY BUILDING GRANT. 25,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 6000
OAKLAND,CA94607 		  PC TO ADDRESS HEALTH DISPARITIES AND ADVANCE EQUITY IN SERIOUS ILLNESS CARE FOR COMMUNITIES OF COLOR THROUGH THE EXPANSION OF LEADERSHIP AND STAFF, APPROPRIATE INFRASTRUCTURE, AND OPERATIONS IN LOS ANGELES FOR THE ACCA ADVANCED ILLNESS CARE PROGRAM. 75,000

RAND CORPORATION

1776 MAIN STREET PO BOX 2138
SANTA MONICA,CA90407 		  PC TO PARTNER WITH ARCHSTONE FOUNDATION TO PROVIDE AN IMPACT EVALUATION OF OUR THREE T STRATEGIC APPROACH TO IMPROVING THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND THEIR CAREGIVERS. 169,803

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC

305 7TH AVE 15TH FLOOR
NEW YORK,NY10001 		  PC TO SUPPORT SAGECARES LGBT AGING CULTURAL COMPETENCY TRAINING PROGRAM, THE NATIONAL RESOURCE CENTER ON LGBT AGING, AND THE LONG-TERM CARE EQUALITY INDEX. 20,000

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC

305 7TH AVE 15TH FLOOR
NEW YORK,NY10001 		  PC TO SUPPORT THE ONGOING WORK OF SAGECARE, SAGES SIGNATURE LGBTQ+ AGING CULTURAL COMPETENCY TRAINING PROGRAM. 50,000

THE CERES COMMUNITY PROJECT

1237 APOLLO WAY
SANTA ROSA,CA95407 		  PC TO SUPPORT THE CBO MEDI-CAL COALITION CONVENING. 10,000

THE GERONTOLOGICAL SOCIETY OF AMERICA

1101 14TH STREET NW SUITE 1220
WASHINGTON,DC20005 		  PC TO PROVIDE CONFERENCE SUPPORT TO HELP FUND GSA'S 2023 JOURNALISTS IN AGING FELLOWSHIP (JAF) PROGRAM CONFERENCE. 1,600

THE GERONTOLOGICAL SOCIETY OF AMERICA

1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC TO SUPPORT THE ESTABLISHMENT OF A NATIONAL CENTER TO FRAME AGING (NATIONAL CENTER) AS THE CENTRAL HUB TO ADVANCE PROVEN COMMUNICATION STRATEGIES THAT INCREASE THE PUBLICS UNDERSTANDING OF AGING. 50,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO

PO BOX 748872
LOS ANGELES,CA90074 		  PC TO SUPPORT THE EMERGING LEADERS IN AGING (ELIA) PROGRAM, A ONE-YEAR LEADERSHIP DEVELOPMENT PROGRAM DESIGNED TO EMPOWER A NEW GENERATION OF GERIATRIC HEALTH PROFESSIONALS ACROSS MULTIPLE DISCIPLINES AND SPECIALTIES. 100,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO

PO BOX 748872
LOS ANGELES,CA90074 		  PC TO SUPPORT CAREGIVERS AS PARTNERS IN CARE TEAMS (CAP-CT) - BILLING GUIDES AND LEARNING COLLABORATIVE. 18,415

THE SCAN FOUNDATION

3800 KILROY AIRPORT WAY SUITE 400
LONG BEACH,CA90806 		  PC TO CONTINUE SUPPORT FOR THE STATE'S ONGOING IMPLEMENTATION OF THE MASTER PLAN FOR AGING. 150,000

THE UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109 		  PC TO EXPAND THE GERIATRIC AND GERONTOLOGY PROGRAM AND WORKFORCE DEVELOPMENT EFFORTS AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. 100,000

UC LAW SF FOUNDATION

200 MCALLISTER ST
SAN FRANCISCO,CA94102 		  PC TO SUPPORT CONVENING OF LEGAL AID ORGANIZATIONS FOR EDUCATION AND TRAINING TO PROVIDE INFORMATION AND REFERRAL TO OLDER ADULTS WITH DEMENTIA INTO CALAIM. 10,000

UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY

3500 S FIGUEROA STREET SUITE 102 MC
8001
LOS ANGELES,CA90089 		  PC CROSSING THE DIGITAL DIVIDE: LEARNING FROM A PILOT PROGRAM WITH LOW INCOME UNDERSERVED OLDER ADULTS 10,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359472
SEATTLE,WA98195 		  PC TO SUPPORT TECHNICAL ASSISTANCE, TRAINING, AND EVALUATION FOR PHASE 2 OF THE CARE PARTNERS DEPRESSION IN LATE-LIFE INITIATIVE. 124,400

VIA CARE COMMUNITY HEALTH CENTER INC

501 S ATLANTIC BLVD
LOS ANGELES,CA90022 		  PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR STRATEGIC TEAMS PLANNING FOR EAST LOS ANGELES OLDER ADULTS. 25,000

VISION Y COMPROMISO

PO BOX 708
SAN LORENZO,CA94580 		  PC TO PROVIDE CAPACITY BUILDING SUPPORT TO ACCESS CALAIM AND TRANSFORM HEALTH FOR OLDER LATINO ADULTS. 25,000

VITAL ACCESS CARE FOUNDATION

17150 NEWHOPE ST SUITE 201-203
FOUNTAIN VALLEY,CA92708 		  PC TO SUPPORT THE API TASK FORCE DIRECT CARE NETWORK CAPACITY BUILDING PROJECT. 25,000

PURCHASER BUSINESS GROUP ON HEALTH

2041 EAST ST
CONCORD,CA94520 		  PC CALIFORNIA MEDICARE COLABORATIVE PROJECT 75,926

JACK'S CAREGIVER COALITION

1010 W LAKE ST
MINNEAPOLIS,MN55408 		  PC TO SUPPORT JACK'S STORM CHASERS 4,000

ONE GENERATION

17400 VICTORY BLVD
VAN NUYS,CA91406 		  PC TO SUPPORT AREA OF GREATEST NEED 4,000

LONG BEACH CITY COLLEGE FOUNDATION

4900 E CONANT ST BLDG O-2
LONG BEACH,CA90808 		  PC TO SUPPORT LBCC SENIOR STUDIES AND LIFETIME LEARNING CENTER 4,000

UC DAVIS FOUNDATION

1 SHIELDS AVE
DAVIS,CA95616 		  PC TO SUPPORT THE QUINBY-YOUNG SCHOLARSHIP FOR HEALTHY AGING 2,000

USAGING

1100 NEW JERSEY AVE SE SUITE 350 I
WASHINGTON,DC20003 		  PC TO SUPPORT DISASTER RELIEF FUND 500

SCRIPPS COLLEGE

1030 N COLUMBIA AVE
CLAREMONT,CA91711 		  PC TO SUPPORT WHERE IT'S NEEDED MOST 2,000

LOS ALAMITOS EDUCATION FOUNDATION

PO BOX 1210
LOS ALAMITOS,CA90720 		  PC TO SUPPORT LAEF 550

SAAHAS FOR CAUSE

13337 SOUTH ST
CERRITOS,CA90703 		  PC TO SUPPORT LA WILDFIRE RECOVERY 100

DOWNTOWN WOMEN'S CENTER

442 S SAN PEDRO ST
LOS ANGELES,CA90013 		  PC TO SUPPORT CALIFORNIA FIRE RESPONSE 100

TCC FAMILY HEALTH

1900 ATLANTIC AVE
LONG BEACH,CA90806 		  PC TO SUPPORT CLINICAL AND GERIATRIC HEALTH FOR SENIORS 525

HEART OF IDA

1150 E 4TH ST
LONG BEACH,CA90802 		  PC TO SUPPORT SENIOR SERVICES AND RESOURCES 525

MEALS ON WHEELS LONG BEACH INC

PO BOX 15688
LONG BEACH,CA90815 		  PC TO SUPPORT DELIVERED MEALS AND SECURITY CHECKS ON HOMEBOUND SENIORS 425

PEAK GRANTMAKING

1701 PENNSYLVANIA AVE NW STE 200
WASHINGTON,DC20006 		  PC GENERAL SUPPORT 300

SOUTHERN OREGON CENTER FOR COMMUNITY PARTNERSHIPS

PO BOX 3275
CENTRAL POINT,OR97502 		  PC TO SUPPORT FOOD & FRIENDS 2,000

NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING

1100 NEW JERSEY AVE SE SUITE 350 I
WASHINGTON,DC20003 		  PC TO SUPPORT HURRICANE ASSISTANCE 1,000

ENGAGE INC

PO BOX 1686
RANCHO CUCAMONGA,CA91729 		  PC TO SUPPORT ARTS PROGRAMS FOR RESIDENTS OF ASSISTED LIVING 1,000

JACK L WEAVER PTA

11872 WEMBLEY RD
LOS ALAMITOS,CA90720 		  PC TO SUPPORT JOG-A-THON 250

SUMMER HARVEST

4276 KATELLA AVE 176
LOS ALAMITOS,CA90720 		  PC POKER SPONSOR 1,000

STRATHMORE HALL FOUNDATION

5301 TUCKERMAN LANE
NORTH BETHESDA,MD20852 		  PC TO SUPPORT ARTS FOR SENIORS 1,000

STILLMAN COLLEGE

3601 STILLMAN BLVD
TUSCALOOSA,AL35401 		  PC TO SUPPORT WINSBOROUGH HALL LIVING & LEARNING CENTER 1,000
Total .................................right arrow 3a 2,307,276
bApproved for future payment

AGING WHILE BLACK NETWORK
4165 NORTH BLVD
BATON ROUGE,LA70806 		  PC TO SUPPORT AGING WHILE BLACK CALIFORNIA 30,000

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
2290 N 1ST STREET SUITE 101
SAN JOSE,CA95131 		  PC TO INCREASE ACCESS TO DEMENTIA DIAGNOSIS, AND ENHANCE THE QUALITY OF CARE IN PRIMARY CARE SETTINGS, WITH A FOCUS ON COLLABORATING WITH PRIMARY CARE PROVIDERS AND THEIR CARE TEAMS AT FQHCS IN CALIFORNIA AND SIMILAR CBOS SERVING UNDERSERVED POPULATIONS. 24,720

ALZHEIMER'S GREATER LOS ANGELES
2922 CRENSHAW BLVD SUITE 125
LOS ANGELES,CA90016 		  PC TO SUPPORT ALZHEIMERS GREATER LOS ANGELES TO PARTICIPATE IN A MULTI-YEAR INITIATIVE TO BECOME A CALAIM ENHANCED CARE MANAGEMENT PROVIDER FOR MEDI-CAL MEMBERS WITH DEMENTIA WHO ARE AT RISK FOR INSTITUTIONALIZATION. 52,500

AMERICAN SOCIETY ON AGING
PO BOX 103088
PASADENA,CA91189 		  PC TO SUPPORT THE ASA RISE FELLOWS PROGRAM, A PROGRAM THAT MENTORS AND TRAINS PROMISING LEADERS OF COLOR IN THE AGING FIELD, TO THE BENEFIT OF THE AGING ORGANIZATIONS THEY BELONG TO AND THE OLDER ADULT COMMUNITIES OF COLOR THEY SERVE. 69,500

ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT
2400 MOORPARK AVE 300
SAN JOSE,CA95128 		  PC TO SUPPORT THE AACI PATIENT ADVISORY COUNCIL (PAC) THROUGH A CAPACITY BUILDING GRANT. 25,000

ASSOCIATION OF ASIAN PACIFIC COMMUNITY HEALTH ORGANIZATIONS
PO BOX 590730
SAN FRANCISCO,CA94159 		  PC TO SUPPORT THE "IMPROVING THE HEALTH AND WELL-BEING OF OLDER CALIFORNIANS AND CAREGIVERS: BEST PRACTICES AND INNOVATIONS FROM COMMUNITY HEALTH CENTERS SERVING ASIAN AMERICANS, NATIVE HAWAIIANS AND PACIFIC ISLANDERS CONVENING. 67,500

CALIFORNIA HEALTH POLICY STRATEGIES LLC
580 RIVERGATE WAY
SACRAMENTO,CA95831 		  NC TO SUPPORT THE INTEGRATION OF CALAIM AND COMMUNITY-BASED DEMENTIA PROGRAMS TO BENEFIT OLDER CALIFORNIANS WITH DEMENTIA AND/OR COMPLEX MEDICAL CONDITIONS. 15,000

CATCHAFIRE
2093 PHILADELPHIA PIKE 8715
CLAYMONT,DE19703 		  PC TO CONTINUE ASSISTING THE FOUNDATION IN PROVIDING CAPACITY BUILDING SUPPORT TO NONPROFIT ORGANIZATIONS AT SCALE. 114,000

CONNECTING FOR BETTER HEALTH
80 E SIR FRANCIS DRAKE BLVD SUITE
2D
LARKSPUR,CA94939 		  PC TO SUPPORT IMPROVING HEALTH AND SOCIAL SERVICE INFORMATION EXCHANGE FOR AGING SERVICE ORGANIZATIONS. 40,000

ELDERHELP OF SAN DIEGO
9590 CHESAPEAKE DR
SAN DIEGO,CA92123 		  PC TO PROVIDE CAPACITY BUILDING TO SUPPORT SERVICE AND TECHNOLOGY INTEGRATION. 25,000

GRANTMAKERS IN AGING INC
333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC PROVIDE GENERAL OPERATING SUPPORT TO ENABLE GIA TO CONTINUE ACTIVITIES CORE TO ITS MISSION TO MOBILIZE SOCIAL, INTELLECTUAL, AND FINANCIAL CAPITAL TO IMPROVE THE EXPERIENCE OF AGING, NOW AND IN THE FUTURE. 125,000

GRANTMAKERS IN AGING INC
333 MAMARONECK AVE 238
WHITE PLAINS,NY10605 		  PC TO PROVIDE SPONSORSHIP SUPPORT FOR THE GIA 2024 CONFERENCE. 135,000

GROCERIES FOR SENIORS
660 CALIFORNIA ST
SAN FRANCISCO,CA94108 		  PC TO SUPPORT SENIOR CONNECTIONS: DIGITAL UPGRADE FOR NOURISHMENT, THROUGH A CAPACITY BUILDING GRANT. 15,000

INSTITUTE ON AGING
3575 GEARY BLVD
SAN FRANCISCO,CA94118 		  PC TO SUPPORT A NEW EHR SOFTWARE AND INTEGRATION - IOA'S COMPANIOA PROGRAM THROUGH A CAPACITY BUILDING GRANT. 25,000

JUSTICE IN AGING
1444 EYE ST NW SUITE 1100
WASHINGTON,DC20005 		  PC TO SUPPORT ITS EQUITY ADVISORY COUNCIL AND ALLOW JUSTICE IN AGING TO REFINE THE ROLE AND THE VISION OF THE COUNCIL AS A FOUNDATIONAL PART OF THEIR STRATEGIC INITIATIVE TO ADVANCE EQUITY. 15,000

NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA)
1511 3RD AVE 914
SEATTLE,WA98101 		  PC TO SUPPORT THE CREATION OF A COMPREHENSIVE RESOURCE DATABASE AND MULTI-AGENCY REFERRAL SYSTEM GEARED TOWARDS ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER OLDER ADULTS AND CAREGIVERS IN CALIFORNIA 87,500

PROJECT OPEN HAND
730 POLK STREET
SAN FRANCISCO,CA94109 		  PC TO SUPPORT PROFESSIONAL DEVELOPMENT OF RDN WORKFORCE THROUGH A CAPACITY BUILDING GRANT. 25,000

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC
305 7TH AVE 15TH FLOOR
NEW YORK,NY10001 		  PC TO SUPPORT THE ONGOING WORK OF SAGECARE, SAGES SIGNATURE LGBTQ+ AGING CULTURAL COMPETENCY TRAINING PROGRAM. 100,000

THE GERONTOLOGICAL SOCIETY OF AMERICA
1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		  PC TO SUPPORT THE ESTABLISHMENT OF A NATIONAL CENTER TO FRAME AGING (NATIONAL CENTER) AS THE CENTRAL HUB TO ADVANCE PROVEN COMMUNICATION STRATEGIES THAT INCREASE THE PUBLICS UNDERSTANDING OF AGING. 25,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA90074 		  PC TO SUPPORT CAREGIVERS AS PARTNERS IN CARE TEAMS (CAP-CT) - BILLING GUIDES AND LEARNING COLLABORATIVE. 82,500

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA90074 		  PC TO SUPPORT THE EMERGING LEADERS IN AGING (ELIA) PROGRAM, A ONE-YEAR LEADERSHIP DEVELOPMENT PROGRAM DESIGNED TO EMPOWER A NEW GENERATION OF GERIATRIC HEALTH PROFESSIONALS ACROSS MULTIPLE DISCIPLINES AND SPECIALTIES. 25,000

THE SCAN FOUNDATION
3800 KILROY AIRPORT WAY SUITE 400
LONG BEACH,CA90806 		  PC TO CONTINUE SUPPORT FOR THE STATE'S ONGOING IMPLEMENTATION OF THE MASTER PLAN FOR AGING. 150,000

THE UCLA FOUNDATION
PO BOX 7145
PASADENA,CA91109 		  PC TO EXPAND THE GERIATRIC AND GERONTOLOGY PROGRAM AND WORKFORCE DEVELOPMENT EFFORTS AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. 190,000

UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA STREET SUITE 102 MC
8001
LOS ANGELES,CA90089 		  PC TO SUPPORT THE ELDER ABUSE CURRICULUM FOR MEDICAL RESIDENTS PROJECT. 23,712

UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE BOX 359472
SEATTLE,WA98195 		  PC TO SUPPORT THE ENHANCING DELIVERY OF DEPRESSION TREATMENT FOR OLDER ADULTS THROUGH TEXT MESSAGES, PILOT PROJECT. 157,488

VITAL ACCESS CARE FOUNDATION
17150 NEWHOPE ST SUITE 201-203
FOUNTAIN VALLEY,CA92708 		  PC TO SUPPORT THE API TASK FORCE DIRECT CARE NETWORK CAPACITY BUILDING PROJECT. 25,000
Total ................................. right arrow 3b 1,669,420
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 434,034  
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 ............ 		    18 219,891  
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) .. 0 653,925 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
653,925
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 108,978 7,585   96,266

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

TY 2024 DepreciationSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FIXED ASSETS 2020-01-01 660,367 589,458   0 % 60,000 0    

TY 2024 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 2024 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 74,246,425 74,246,425
CAMBRIDGE INVESTMENTS - PRIVATE EQUITY FMV 13,123,070 13,123,070
CAMBRIDGE INVESTMENTS - DIVERSIFYING STRATEGIES FMV 18,613,530 18,613,530
CAMBRIDGE INVESTMENTS - FIXED INCOME FMV 15,628,967 15,628,967
CAMBRIDGE INVESTMENTS - CASH EX PARAMETRIC FMV 1,347,145 1,347,145

TY 2024 LandEtcSchedule2
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FIXED ASSETS 660,367 649,458 10,909 10,909


TY 2024 LegalFeesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 33,348 2,665   35,063


TY 2024 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 0 0
RIGHT OF USE ASSET 119,073 0 0


TY 2024 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 1,133 86   1,126
EQUIPMENT RENTAL & MAINT 19,948 1,426   18,758
INSURANCE 31,492 2,204   29,000
OFFICE EXPENSE 115,865 7,521   99,145
INFORMATION TECHNOLOGY 258,522 17,617   231,748
MEMBERSHIP & DUES 33,898 2,373   31,215
MISCELLANEOUS 4,907 350   4,580
GRANT RELATED EXPENSES 360,754 0   421,300


TY 2024 OtherIncomeSchedule2
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 0 167,822 0


TY 2024 OtherIncreasesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Description Amount
UNREALIZED GAIN ON INVESTMENTS 13,179,970


TY 2024 OtherLiabilitiesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED COMPENSATION 620,612 557,950
RIGHT OF USE LEASE LIABILITY 172,014 0


TY 2024 OtherProfessionalFeesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTANT FEES 128,875 0   117,673
INVESTMENT FEES 362,276 362,276   0


TY 2024 TaxesSchedule
Name:
ARCHSTONE FOUNDATION
EIN:
33-0133359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 89,338 4,604   86,478
PROPERTY TAXES 2,076 145   1,912
FEDERAL EXCISE TAX 64,000 0   0