DAN MURPHY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-25
- IRS object ID
- 202403009349100000
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-25T20:56:50-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270955011 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela R Ross CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22739 Federalist Road | AddressLine1Txt |
| City | Calabasas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956046963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANM | BusinessNameControlTxt |
| Phone | 2136233120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST SIXTH STREET 1240 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FUHRMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pamela R Ross | PreparerPersonNm |
| PTIN | P00034695 | PTIN |
| Phone | 8186138581 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $276,334,673 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $326,044 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $326,044 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,471,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,471,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,551,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,917,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,551,302 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,816,659 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,816,659 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,165,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,165,801 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $337,968 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,594 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $270,374 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $310,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $310,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $223,169 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,041 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $203,127 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $156 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $156 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $118,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $118,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $704,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $674,689 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,070 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $714,167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,282 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $599 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,995 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $100,077 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $100,077 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,551 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,551 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $71,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,614,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $779,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,128,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,925,462 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,364,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,540,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $779,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,492,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,625,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,386,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $578,469 | CashBOYAmt |
| Cash EOY | $443,791 | CashEOYAmt |
| Cash EOYFMV | $443,791 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,137,806 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,401,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,401,128 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,612,232 | AcctRcvblAmt |
| Acct Rcvbl BOY | $218,993 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,612,232 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,612,232 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $85,913 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $154,673 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $154,673 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $15,271,328 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,119,321 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,119,321 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $121,118,154 | CorporateStockBOYAmt |
| Corporate Stock EOY | $131,946,524 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $131,946,524 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,070,843 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,582,800 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,582,800 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $107,459,289 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $102,207,139 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $102,207,139 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $167,768 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,203 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $69,560 | LandBOYAmt |
| Land EOY | $58,565 | LandEOYAmt |
| Land EOYFMV | $58,565 | LandEOYFMVAmt |
| Other Assets BOY | $7,266,344 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,808,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,808,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $262,276,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $276,334,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $276,334,673 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $237,127 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $100,991 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,788,644 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,350,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $6,025,771 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,450,991 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $248,984,584 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $267,075,182 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,266,344 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $7,808,500 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $256,250,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $274,883,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $262,276,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $276,334,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $256,250,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,625,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,007,360 | OtherIncreasesAmt |
| Subtotal | $274,883,682 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $274,883,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NEUMEIER POMA | P | 2023-11-11 | 2023-11-11 | $3,528,950 | $3,700,730 | -$171,780 | -$171,780 |
| TACONIC OPPORTUNITY FUND | P | 2015-12-31 | 2023-05-24 | $7,890,124 | $6,000,000 | $1,890,124 | $1,890,124 |
| TWO SIGMA | P | 2014-09-29 | 2023-09-30 | $3,000,000 | $1,015,915 | $1,984,085 | $1,984,085 |
| VULCAN VALUE PARTNERS | P | 2023-11-11 | 2023-11-11 | $9,430,376 | $7,649,277 | $1,781,099 | $1,781,099 |
| YORK HOLDBACK | P | 2008-04-01 | 2023-03-31 | $67,774 | $67,774 | $67,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,551,302 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $283,368 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $283,368 | SubtotalAmt |
| Tax Based On Investment Income | $283,368 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $340,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,469 | EsPenaltyAmt |
| Overpayment | $55,203 | OverpaymentAmt |
| Applied To ES Tax | $55,203 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.danmurphyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEIDI TALBOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136233120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST SIXTH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Mother Gloria Therese | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| PATRICIA L MCKENNA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Treasurer | 5.00 | $0 | |
| MICHAEL DI PIETRO | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| LYNNE M HOOK | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| JOSEPH M LUMARDA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| JOSEPH C SANDERS | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Chairman | 5.00 | $0 | |
| NORA URREA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Secretary | 5.00 | $0 | |
| DAVID FUHRMAN | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | President | 40.00 | $350,348 | $84,762 |
| MONSIGNOR SABATO PILATO | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| HEIDI TALBOTT | |||||||
| 800 W SIXTH STREET | LOS ANGELES | CA | 90017 | CAO | 40.00 | $204,070 | $56,939 |
| CATHY HEUTMAKER | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | GRANTS ADMIN | 40.00 | $88,850 | $33,250 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 2730 SAND HILL ROAD | MENLO PARK | CA | 94025 | INVESTMENT MGMT | $524,063 |
| NEUMEIER POMA INVESTMENT COUNSEL | |||||
| 26435 CARMEL RANCHO BLVD | CARMEL | CA | 93923 | INVESTMENT MGMT | $81,200 |
| PAMELA R ROSS CPA | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $61,200 |
| GREEN HASSON JANKS | |||||
| 700 S FLOWER ST SUITE 3300 | LOS ANGELES | CA | 90017 | ACCOUNTING | $57,700 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $255,849,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,115,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $695,907 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $264,659,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $264,659,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,969,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $260,690,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,034,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,034,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $283,368 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $283,368 | TotalTaxAmt |
| Distributable Before Adj | $12,751,137 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,751,137 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,751,137 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,492,163 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,492,163 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,751,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,826 | UndistributedIncomePYAmt |
| Qualifying Distributions | $13,492,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,826 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,751,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $660,200 | RemainingDistriFromCorpusAmt |
| Total Corpus | $660,200 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $660,200 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $660,200 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN MURPHY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W SIXTH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136233120 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST BY INVITATION ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT A | AddressLine1Txt |
| City | SEE ATTACHMENT A | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $12,364,106 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,364,106 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATION PROGRESS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10221 COMPTON AVE SUITE 102 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,044 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,471,796 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,551,302 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Income | 14 | $13,779,711 |
| MADOFF SETTLEMENT | 14 | $36,948 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,165,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,165,801 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $118,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $118,900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2022-08-03 | $67,843 | $4,038 | SL | 7.0000 | $9,692 |
| AV EQUIPMENT | 2022-05-17 | $6,515 | $760 | SL | 5.0000 | $1,303 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1607 CAPITAL PARTNERS | BondNm |
| EOY Book Value | $7,582,800 | EOYBookValueAmt |
| EOYFMV | $7,582,800 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABDIEL QUALIFIED | $10,851,442 | $10,851,442 |
| TWO SIGMA US ALL CAP | $28,690,928 | $28,690,928 |
| 1607 CAPITAL PARTNERS INT'L | $27,471,257 | $27,471,257 |
| VANGUARD MUTUAL FUNDS | $25,090,495 | $25,090,495 |
| NEUMEIER POMA | $11,821,382 | $11,821,382 |
| WELLINGTON TRUST CO | $9,054,672 | $9,054,672 |
| VULCAN VALUE PARTNERS | ||
| ALPINE INVESTORS | $5,696,218 | $5,696,218 |
| MANULIFE PRIVATE EQUITY | $4,783,422 | $4,783,422 |
| LAURION CAPITAL | $8,486,708 | $8,486,708 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,119,321 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,119,321 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LUXOR CAPITAL | FMV | $20,014 | $20,014 |
| BLACKSTONE STRATEGIC ALLIANCE | FMV | $170,012 | $170,012 |
| MS GLOBAL DISTRESSED | FMV | $184,219 | $184,219 |
| MS PRIVATE EQUITY ASIA | FMV | ||
| MS PRIVATE III CAYMAN | FMV | $70,470 | $70,470 |
| MSDW VENTURE IV | FMV | ||
| RIALTO REAL ESTATE FUND | FMV | $2,134,160 | $2,134,160 |
| ALPHAKEYS REAL ESTATE FUND | FMV | $779,667 | $779,667 |
| TACONIC OPPORTUNITY | FMV | ||
| YORK CREDIT OPPORTUNITIES | FMV | $545,642 | $545,642 |
| STEPSTONE | FMV | $24,550,548 | $24,550,548 |
| CENTERGATE CAPITAL PARTNERS | FMV | $2,343,647 | $2,343,647 |
| TRACE CAPITAL | FMV | $2,739,253 | $2,739,253 |
| PELICAN ENERGY PARTNERS | FMV | $9,898,085 | $9,898,085 |
| OVERLOOK PARTNERS | FMV | $5,539,130 | $5,539,130 |
| BERTRAM GROWTH | FMV | $4,887,902 | $4,887,902 |
| LONE STAR FUNDS | FMV | $3,259,465 | $3,259,465 |
| DAVIDSON KEMPNER | FMV | $13,907,863 | $13,907,863 |
| WGI EMERGING MKTS FUND | FMV | $8,596,941 | $8,596,941 |
| PRIME FINANCE | FMV | $5,511,370 | $5,511,370 |
| VARADERO INTERNATIONAL | FMV | $11,066,973 | $11,066,973 |
| FORTRESS CREDIT OPPS | FMV | $1,699,930 | $1,699,930 |
| NEW QUEST ASIA | AT COST | $3,086,134 | $3,086,134 |
| DW HEALTHCARE | FMV | $1,215,714 | $1,215,714 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $167,768 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $109,203 | AccumulatedDepreciationAmt |
| Book Value | $58,565 | BookValueAmt |
| EOYFMV | $58,565 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $156 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $156 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN CRT | Desc |
| BOY Book Value | $7,266,344 | BOYBookValueAmt |
| EOY Book Value | $7,808,500 | EOYBookValueAmt |
| EOYFMV | $7,808,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER SERVICE AND SUPPORT | $14,972 | $14,972 |
| DUES AND SUBSCRIPTIONS | $2,303 | $2,303 |
| INSURANCE | $28,071 | $28,071 |
| OFFICE EXPENSES | $12,679 | $12,679 |
| PROFESSIONAL DEVELOPMENT | $5,000 | $5,000 |
| TELEPHONE | $3,986 | $3,986 |
| WEBSITE/BRANDING | $4,192 | $4,192 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Income | $13,779,711 | $13,779,711 |
| MADOFF SETTLEMENT | $36,948 | $36,948 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | $524,063 | $524,063 | $0 | $0 |
| NEUMEIER POMA | $81,200 | $81,200 | $0 | $0 |
| RETREAT CONSULTANT | $30,070 | $0 | $0 | $30,070 |
| US BANK | $2,323 | $2,323 | $0 | $0 |
| VULCAN | $33,092 | $33,092 | $0 | $0 |
| WELLINGTON | $34,011 | $34,011 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $713,568 | ||
| FOREIGN TAXES | $17,282 | ||
| PROPERTY TAXES | $499 | $499 | |
| RRF-1 FILING FEE | $100 | $100 |