Administration/organizational papers
Box 1, Folder 6
Application of Exemption Form 1023 (Draft)
undated
Box 1, Folder 4
Articles of Incorporation
1979 September 4
Box 1, Folder 5
Assembly Bill #495: Non-profit Corporations
1979 October
Box 1, Folder 24
Assignment of Agreement with Summit Management Company
1986 December 2
Box 1, Folder 1
Beverly Foundation's Articles of Incorporation
1978 October 13
Box 1, Folder 36
Beverly Foundation brochure
undated
Box 4, Folder 1
Beverly Foundation 15 year report
undated
Box 1, Folder 2
By-laws and Amendments
1978 November 29
Box 1, Folder 7
Certificate Agreement of Articles of Incorporation
1982-1992
Box 1, Folder 38
"First Steps in Starting a Foundation: An Executive Summary."
undated
Box 1, Folder 26
History, Mission and Goals
1990 August
Box 4, Folder 2
Interim report
1998 October
Box 1, Folder 99, Box 4, Folder 3
Mission statement
undated
Box 1, Folder 25
National Taxonomy of Exempt Entities
1987 March 14
Box 1, Folder 27
Organization chart
1992 July
Box 2, Folder 2
Pioneering Times Newsletters
1997-1998
Box 1, Folder 10
Request for Ruling between the Beverly Foundation and Beverly Enterprises
1984
Box 1, Folder 21
Unanimous Written Consent
1986 January 23
Box 5, Folder 19
Website archive
2012 December
Box 1, Folder 3
Written Consent for Nonprofit Code
1979 August 27
Box 4, Folder 16
Annual reports
1983, 1985-1987
Box 2, Folder 12
Annual report
1991 December 31
Box 1, Folder 52
Beverly Foundation meeting dates
2000
Box 1, Folder 32
Board development plan
1999 November
Box 1, Folder 69
Minutes--Beverly Foundation Board of Trustees
1977-1979
Box 1, Folder 68
Minutes--Beverly Foundation Board of Trustees
1980-1981
Box 1, Folder 67
Minutes--Beverly Foundation Board of Trustees
1982-1983
Box 1, Folder 66
Minutes--Beverly Foundation Board of Trustees
1984
Box 1, Folder 65
Minutes--Beverly Foundation Board of Trustees
1985
Box 1, Folder 64
Minutes--Beverly Foundation Board of Trustees
1986
Box 1, Folder 63
Minutes--Beverly Foundation Board of Trustees
1987
Box 1, Folder 62
Minutes--Beverly Foundation Board of Trustees
1988-1989
Box 1, Folder 61
Minutes--Beverly Foundation Board of Trustees
1990
Box 1, Folder 60
Minutes--Beverly Foundation Board of Trustees
1991
Box 1, Folder 59
Minutes--Beverly Foundation Board of Trustees
1992
Box 1, Folder 58
Minutes--Beverly Foundation Board of Trustees
1993
Box 1, Folder 57
Minutes--Beverly Foundation Board of Trustees
1994
Box 1, Folder 56
Minutes--Beverly Foundation Board of Trustees
1995
Box 1, Folder 55
Minutes--Beverly Foundation Board of Trustees
1996
Box 1, Folder 54
Minutes--Beverly Foundation Board of Trustees
1997
Box 1, Folder 53
Minutes--Beverly Foundation Board of Trustees
1998
Box 4, Folder 18
Board of Trustees meeting agenda
1998 August 24
Box 4, Folder 19
Board of Trustees meeting agenda
1998 November 16
Box 4, Folder 20
Executive Committee and Board of Trustees meetings agendas
1999 November
Box 4, Folder 21
Board of Trustees meeting agenda
2000 May 1
Box 1, Folder 33
Trustee meeting agenda
2000 December 21
Box 4, Folder 22
Annual Trustee meeting presentation
2000 October 23
Box 4, Folder 23
Board of Trustees meeting presentation
2001 May 21
Box 4, Folder 24
Annual Trustees meeting agenda
2001 November
Box 4, Folder 25
Board of Trustees meeting report
2002 May 13
Box 4, Folder 26
Board of Trustees meeting agenda
2002 November 11
Box 4, Folder 27
Biannual Trustee meeting packet
2003 May 12
Box 4, Folder 29
Strategic planning board meeting
2004 June 2
Box 4, Folder 30
Trustee meeting agenda
2004 August 30
Box 4, Folder 31
Trustee meeting agenda
2004 December 1
Box 4, Folder 33
Trustee meeting agenda
2005 December 5
Box 4, Folder 34
Board of Trustees--2005 reports
2005
Box 1, Folder 98
Notes--New Board Members
undated
Box 1, Folder 48
Executive Committee meeting
1997 June 23
Box 1, Folder 49
Executive Committee meeting
1998 January 23
Box 1, Folder 50
Executive Committee meeting
1999 November 15
Box 1, Folder 51
Executive Committee meeting
1999 November 20
Box 1, Folder 39
Trustee Handbook (Original)
undated
Box 1, Folder 41
Trustee Handbook (Copy)
undated
Box 1, Folder 40, Box 4, Folder 15
Trustee Handbook (Revised)
2000
Box 4, Folder 5
Trustee directory
undated
Box 1, Folder 42
Member biographies
undated
Box 4, Folder 6
Virginia Boyack, Ph.D.
undated
Box 4, Folder 8
Robert H. Finch, Esq.
1986-1987, 1994-1996
Box 4, Folder 9
Sarah Ingersoll
1997, 2004
Box 4, Folder 10
Sidney (Sid) Kanazawa
1997, 2000
Box 1, Folder 43
Kerler, William R.
undated
Box 1, Folder 44
Kieffer, Evelyn T.
undated
Box 4, Folder 11
Bill Mathies
2001 December 3
Box 1, Folder 47
Mercadante, Blaize J.
undated
Box 4, Folder 13
Robert Van Tuyle
1979-1996
Box 4, Folder 14
Mark D. Wortley, P.T.
1997, 2001
Box 4, Folder 38
Agenda [for financial presentation]
1990 March 2
Box 1, Folder 31
Analysis of Execution of Beverly Enterprise Stock by Harvard University
1994 May 6
Box 2, Folder 8
Auditor's report
1980 December 31
Box 2, Folder 9
Auditor's report
1982 December 31
Box 2, Folder 11
Auditor's report
1987 December 31
Box 2, Folder 13
Auditor's report
1992 December 31
Box 2, Folder 14
Auditor's report
1993 December 31
Box 2, Folder 15
Auditor's report
1994 December 31
Box 2, Folder 16
Auditor's report
1995 December 31
Box 2, Folder 17
Auditor's report
1996 December 31
Box 2, Folder 18
Auditor's report
1997 December 31
Box 2, Folder 19
Auditor's report
1996 December 13
Box 2, Folder 20
Auditor's report
1997 December 31
Box 4, Folder 40
Auditor's report
2003 October 21
Box 4, Folder 39
Balance sheet
2005 October 31
Box 1, Folder 30
"Beverly Enterprises, Inc. Prospectus"
1994 May 4
Box 1, Folder 22
Beverly Foundation Endowment Fund: Goals (draft)
1986 February 24
Box 1, Folder 19
Beverly Foundation investment strategy
1985 December 23
Box 1, Folder 34
Beverly Foundation operating budget
2000 December 31
Box 1, Folder 35
Beverly Foundation operating budget
2001
Box 1, Folder 18
Bill of sale agreement of stock option agreement
1985 December 23
Box 1, Folder 13
Borrowing agreement
1984 May 31
Box 1, Folder 11
Borrowing agreement between the Beverly Foundation and Beverly Enterprises
1984 January 1
Box 1, Folder 8
Certificate of insurance
1979 September 4
Box 1, Folder 9
Endowments/investments
1982-1985
Box 2, Folder 22-23
Financial statements and auditors reports
1986-2005
Box 1, Folder 37
Fixed-Income Glossary." First Boston Company.
undated
Box 1, Folder 28
Joint Venture Agreement--Beverly Foundation and CRACOM Corporation
1993 February 1
Box 2, Folder 7
Investment Advisory Committee
1986-1989
Box 2, Folder 6
Investment Advisory Committee
1990-1994
Box 1, Folder 23
Investment Advisor Resolution
1986 April 28
Box 1, Folder 100
LA County Property Tax
1999-2002
Box 1, Folder 16
Power of Attorney
1984-1986
Box 1, Folder 29
Security and Exchange Commission--Form S-3
1997 April 7
Box 1, Folder 17
Stock option purchase agreement
1985
Box 1, Folder 12
Summary of matters for trustee approval
1984 April
Box 1, Folder 14
Tax exempt status
1984-1986
Box 1, Folder 20
Written consent for Goldman, Sachs
1986 January 23
Box 6
Helen Kerschner logs
2001, 2003-2012
Scope and Content
Daily notebook logs kept by Beverly Foundation president and CEO Helen Kerschner.
Correspondence
Scope and Content
Letters, mostly financial in nature. See also Financial records subseries in Administration/organization papers series.
Box 1, Folder 73
Joseph Lazara to Patricia Michaels. Re: Beverly Foundation
1983 December 16
Box 1, Folder 78
Lazara to Patricia Matheny. Re: Beverly Foundation
1984 June 8
Box 1, Folder 77
Lynette Wright to Lazara. Re: Stock Option Agreement
1984 May 29
Box 1, Folder 79
Lazara to IRS. Re: Request for Ruling on Behalf of Beverly Enterprises and Beverly Foundation
1984 June 8
Box 1, Folder 81
Joseph Lazara to J.E. Griffith. Re: Beverly Foundation Request for Ruling
1984 July 10
Box 1, Folder 83
Lazara to Van Tuyle. Re: Private Letter Ruling
1984 October 24
Box 1, Folder 86
Lazara to Van Tuyle. Re: IRS Ruling
1984 November 8
Box 1, Folder 95
Memorandum--Lazara to Pearson. Re: Beverly Foundation, Trade or Business
1992 July 29
Box 1, Folder 72
Don Pearson to Wendland. Re: HCA Option Agreement
1983 September 14
Box 1, Folder 74
Pearson to Robert Van Tuyle. Re: Hospital Corporation of America
1984 January 4
Box 1, Folder 75
Pearson to Van Tuyle. Re: Consideration of Option Grant to Beverly Foundation
1984 January 23
Box 1, Folder 87
Pearson to Robert Malloy. Re: Stock Option Agreement
1985 December 6
Box 1, Folder 88
Pearson to Christopher Klem. Re: Sale to Harvard by Beverly Foundation of Option Agreement
1985 December 23
Box 1, Folder 90
Pearson to Christopher Klem. Re: Sale to Harvard of Stock Option by Beverly Foundation
1986 January 30
Box 1, Folder 93
Pearson to Van Tuyle. Re: Tax Status
1994
Box 1, Folder 97
Memo--Pearson to Board of Trustees. Re: Corporate Governance Issues
2000 February 28
Box 1, Folder 71
Carroll Wendland to David Banks. Re: Endowment Fund
1983 January 17
Box 1, Folder 85
Wendland to Don Pearson. Re: IRS Response
1984 October 29
Box 1, Folder 92
Wendland to Trustees. Re: David Paluska and Eugene Lucas Introduction
1992 October 15
IRS and Franchise Tax Board
Box 1, Folder 80
IRS to Beverly Foundation. Re: Excise Tax Liability
1984 June 28
Box 1, Folder 91
IRS to Beverly Foundation
1986 June 6
Box 1, Folder 70
Franchise Tax Board to Beverly Foundation. Re: Tax Exemption
1979 July 17
Box 1, Folder 89
Beverly Enterprises to Harvard Management Company. Re: Stock Option Agreement
1985 December 23
Box 2, Folder 3
Gamble to Kershner. Re: Spreadsheet
2001 June 13
Box 2, Folder 4
Gamble to Kershner. Re: Stock Portfolio
2001 October
Box 1, Folder 82
Griffith to Lazara. Re: IRS Ruling
1984 October 16
Box 1, Folder 84
Richard Manfreda to Lazara. Re: IRS Authorization
1984 October 26
Box 1, Folder 96
Memorandum--Paluska to Wendland. Re: Public Charity Status
1994 March 18
Box 1, Folder 94
Leonard Smith to Antrim's Security Company. Re: Locksmiths
2000 May 16
Box 1, Folder 76
Van Tuyle to Board Members. Re: Option Grant
1984 March 13
Beverly Foundation books, pamphlets, and DVD
Box 2, Folder 24
Behavior Management in the Nursing Facility: Staff Development Resource Kit
undated
Box 2, Folder 25
Behavior Management in the Nursing Facility: Nursing Assistant Handbook and Video
1996
Box 5, Folder 21
Delivering Community Transportation Services
2009 January
Box 5, Folder 20
Guided Autobiography with James E. Birren, Ph.D.
2009
Box 2, Folder 26
Think of Your Future: Retirement Planning Workbook--Introduction
1991
Box 2, Folder 27
Think of Your Future: Chapters 1-3
1991
Box 2, Folder 28
Think of Your Future: Chapters 4-6
1991
Box 2, Folder 29
Think of Your Future: Chapters 7-9
1991
Box 2, Folder 30
Think of Your Future: Chapter 10 and Master Action Plan
1991
Box 2, Folder 31
Wendland, Leonard, "Healing People--Using Behavioral Approaches to Improve Wound Care Effectiveness"
1995
Box 2
Rehabilitating for Continence in Long-Term Care
1987
Box 2
Luxenberg, Jay Stanley, "Behavior Management in Geriatric Long-Term Care"
1995
Box 2
Teen and Senior Drivers
1997
Scope and Contents note
Published with the California Department of Motor Vehicles.
Box 2
Nurse Assistant Video Theater Training Program Trainers Guide
1985
Box 2
Senior Drivers on the Alert: A Guide to Information and Services in Greater Pasadena
1998
Beverly Foundation reports and brochures
Box 5, Folder 15-16
Adult Day Services reports
2002 May
Box 5, Folder 2
Books and articles
1998-2008
Box 5, Folder 22
Drive-A-Friend Pilot Project report
2007 June 15
Box 5, Folder 23
Highlighting and Replicating Successful Models for Door through Door Service
2005 August 18
Box 5, Folder 24
How To Meet Operational Challenges of Providing Transportation to Seniors
2008 February
Box 5, Folder 17
The Human Side of the Enterprise report
2000 March-May
Box 5, Folder 14
Miscellaneous reports and snapshots
2001-2005
Box 5, Folder 18
Miscellaneous transportation reports
2006-2008
Box 5, Folder 5
Public transit
2007 December
Box 5, Folder 25
Risk and Risk Management Strategies
2007
Box 5, Folder 6
Rural transportation
2006
Box 6, Folder 1
Senior Drivers on the Alert
1998 May
Box 5, Folder 8
STAR Search reports and snapshots
2002-2008
Box 5, Folder 13
STPs Mobilizer Project and snapshots
2002-2005
Box 6, Folder 3
Supplemental Transportation Programs for Seniors
2001, 2004
Box 5, Folder 10-11
Technical assistance materials and snapshots
2006-2008
Box 6, Folder 4
Transportation in an Aging Society
1999 November
Box 5, Folder 3
Transportation reports and snapshots
2001-2008
Box 6, Folder 5
Volunteer Driver TurnKey Kit planning, implementation, evaluation
2007
Box 5, Folder 7
Volunteer friends model
undated
Beverly Cracom Publications
Box 2
Levenson, Steven, "Subacute and Transitional Care Handbook: Defining, Delivering, and Improving Care"
1996
Box 2
Swenson, Harvey K., "Residential Care: Your Role in the Health Care Team"
1996
Box 2
Miller, Douglas K., "Recognizing Delirium in the Elder Person: Perspectives for the Emergency Care Professional"
Box 2
Steel, R. Knight, "All the Alternatives to Aging are Bad"
1996
Photographs for "Fitness after 50"
Box 3, Folder 1
Echo, 1-12
Scope and Contents note
Nurse (or sonographer) measures a patient's heart with an echocardiogram machine.
Box 3, Folder 2
Measuring 2, 1-19
Scope and Contents note
Patient uses a stationary bicycle to measure her heart condition.
Box 3, Folder 3
Blood Drawing & Echocardiogram, 1-13
Scope and Contents note
Nurse draws blood and patient uses the echocardiogram machine.
Box 3, Folder 4
Weights, 1-17
Scope and Contents note
Various shots of strap-on leg weights and hand-held barbells.
Box 3, Folder 5
Man, 1-5
Scope and Contents note
Photographs of a man that wears a white shirt.
Box 3, Folder 6
Treadmill, 1-15
Scope and Contents note
Black man uses a treadmill.
Box 3, Folder 7
Echo & Draw, 1-17
Scope and Contents note
Nurse and patient checks echocardiogram machine and Nurse draws blood.
Box 3, Folder 8
Blood Drawing, 1-18
Scope and Contents note
Nurse draws blood from a female patient.
Box 3, Folder 9
Pool, 1-15
Scope and Contents note
Patient exercises in a pool and then monitors his heart.
Box 3, Folder 10
Pool Walking, 1-16
Scope and Contents note
"Older black woman--Cardiac pool walking exercises, chair lift, and BP monitoring".
Box 3, Folder 11
BP and Cardiac Monitoring, 1-13
Scope and Contents note
Cardiac and blood pressure monitoring in the pool.
Box 3, Folder 12
Exercise Machines, 1-11
Scope and Contents note
Ski machine and prone bike machine.
Box 3, Folder 13
Bike Rider, 1-16
Scope and Contents note
Dr. Potter rides his bike to work.
Box 3, Folder 14
Roller Blade, 1-19
Scope and Contents note
Man on roller blades.
Box 3, Folder 15
Runner, 1-18
Scope and Contents note
Man runs.
Box 3, Folder 16
Volleyball, 1-13
Scope and Contents note
Men plays volleyball.
Box 3, Folder 17
Volleyball #2, 1-13
Scope and Contents note
Men plays volleyball.
Box 3, Folder 18
Basketball, 1-19
Scope and Contents note
Men plays basketball.
Box 3, Folder 19
Basketball #2, 1-8
Scope and Contents note
Men plays basketball.
Box 3, Folder 20
Rehab Gym, 1-20
Scope and Contents note
Scenes from the rehab gym.
Box 3, Folder 21
Monitor Screens, 1-10
Scope and Contents note
Views of monitor screens.
Box 3, Folder 22
Mall Walkers, 1-20
Scope and Contents note
Shots of groups of people as they walk at the mall.
Box 3, Folder 23
Cardiac Rehab Gym, 1-17
Scope and Contents note
People exercise at the gym.
Box 3, Folder 24
Racquetball, 1-12
Scope and Contents note
Two men plays racquetball.
Box 3, Folder 25
Picking up Baby, 1-19
Scope and Contents note
Woman demonstrates how to pick up a baby.
Box 3, Folder 26
Carrying groceries and baby, 1-10
Scope and Contents note
Woman carries groceries through a gate and more pictures of picking up baby.
Box 3, Folder 27
Collection #1, 1-10
Scope and Contents note
Various photographs of people doing different exercises.
Box 3, Folder 28
Collection #2, 1-18
Scope and Contents note
Various photographs of people doing different exercises.
Box 3, Folder 29
Collection #3, 1-20
Scope and Contents note
Various photographs of people doing different exercises.
Box 3, Folder 30
Collection #4, 1-20
Scope and Contents note
Various photographs of people doing different exercises.
Box 3, Folder 31
Collection #5, 1-20
Scope and Contents note
Various photographs of people doing different exercises.
Box 3, Folder 32
Mall Walking & BP, 1-19
Scope and Contents note
Mall walkers and taking blood pressure.
Box 3, Folder 33
Washing Windows, 1-18
Scope and Contents note
"Woman does the "washing windows" exercise".
Box 3, Folder 34
Collection #6, 1-18
Scope and Contents note
Various photographs of people doing different exercises.
Box 3, Folder 35
Shoes and Equipment, 1-9
Scope and Contents note
Nike Shoes and Nordic Track machine.
Box 3, Folder 36
Free weights, 1-10
Scope and Contents note
Older woman uses free weights and leg weights.
Box 3, Folder 37
Ankle weights, 1-16
Scope and Contents note
Older woman does leg curls and extensions with ankle weights.
Box 3, Folder 38
Free Weights #2, 1-9
Scope and Contents note
Older man seated does military press with free weights.
Box 3, Folder 39
Free Weights #3, 1-10
Scope and Contents note
Older man uses arm weights: alternate press.
Box 3, Folder 40
Weights, 1-17
Scope and Contents note
Older man uses arm weights: curls and flys.
Box 3, Folder 41
Weights #2, 1-19
Scope and Contents note
Older man stands with arm weights.
Box 3, Folder 42
Weights #3, 1-16
Scope and Contents note
Older man uses arm weights: rows and flys.
Box 3, Folder 43
Stretching, 1-9
Scope and Contents note
"Older man uses arm weights, stretching".
Box 3, Folder 44
One Leg, 1-17
Scope and Contents note
Older man uses arm and leg weights.
Box 3, Folder 45
Upright Row, 1-7
Scope and Contents note
Older woman uses free weights to do standing upright rows.
Box 3, Folder 46
Leg Curl, 1-7
Scope and Contents note
Man lays down with ankle weights and does leg curls.
Box 3, Folder 47
Press and Row, 1-12
Scope and Contents note
Seated man uses weights for military press and stands for upright row.
Box 3, Folder 48
Bicep Curl, 1-4
Scope and Contents note
Man uses weights to do bicep curls.
Box 3, Folder 49
Leg Curl #2, 1-9
Scope and Contents note
Man uses a seated leg curl resistance machine.
Box 3, Folder 50
Leg Extensions, 1-20
Scope and Contents note
Man uses a leg extension resistance machine.
Box 3, Folder 51
Lifting Bottles, 1-14
Scope and Contents note
Older man lifts laundry detergent bottles as an exercise.
Box 3, Folder 52
Calf Raise, 1-9
Scope and Contents note
Man uses a calf raise resistance machine.
Box 3, Folder 53
Abs Crunch, 1-11
Scope and Contents note
Man uses an abdominal crunch resistance machine.
Box 3, Folder 54
Chest Fly, 1-9
Scope and Contents note
Man uses a chest fly resistance machine.
Box 3, Folder 55
Arm Curls, 1-11
Scope and Contents note
Man uses an arm curl resistance machine.
Box 3, Folder 56
Compound Rowing, 1-8
Scope and Contents note
Man uses the compound rowing machine.
Box 3, Folder 57
Seated Dip, 1-7
Scope and Contents note
Man uses a seated dip machine.
Box 3, Folder 58
Stair Machine, 1-10
Scope and Contents note
Man uses a stair machine.
Box 3, Folder 59
Pull Ups, 1-14
Scope and Contents note
Pull ups and Overhead Press.
Box 3, Folder 60
Push Ups, 1-14
Scope and Contents note
Push ups and leg lifts.
Box 3, Folder 61
Stretch & Crunch, 1-15
Scope and Contents note
Shoulder stretch and abs crunch exercise.
Box 3, Folder 62
Neck Stretch, 1-13
Scope and Contents note
Man stands and bends his head.
Box 3, Folder 63
Chest Fly #2, 1-10
Scope and Contents note
Man lays on the floor for arm exercises.
Box 3, Folder 64
Heel Raise, 1-12
Scope and Contents note
Man exercises his legs.
Box 3, Folder 65
Leg, Back, and Hip, 1-13
Scope and Contents note
Man lays on the floor.
Box 3, Folder 66
Step Up, 1-12
Scope and Contents note
Man raises each leg.
Box 3, Folder 67
Chair Dip, 1-12
Scope and Contents note
Man exercises in front of chair.
Box 3, Folder 68
Calf/Ankle, 1-12
Scope and Contents note
Man stretches his lower leg.
Box 3, Folder 69
Squats, 1-8
Scope and Contents note
Man does squats.
Box 3, Folder 70
Chair/Hip Raise, 1-12
Scope and Contents note
Man sits in a chair and then stands for hip raise exercise.
Box 3, Folder 71
Trunk Stretch, 1-13
Scope and Contents note
Man stretches at the waist from side to side.
Box 3, Folder 72
Ham/Back Stretch, 1-11
Scope and Contents note
Man stretches his hamstring and does arched back stretch.
Box 3, Folder 73
Pelvic Tilt, 1-7
Scope and Contents note
Man on the floor demonstrates pelvic tilt exercise.
Box 3, Folder 74
Miscellaneous papers
Scope and Contents note
Papers found in the pockets of the Ettinger binder..
Box 6, Folder 2
Senior Transportation Abstracts: A Focus on Options, by Helen Kerschner and Nina Silverstein
2011
