2023-03-08T12:02:48-06:00 2022-12-31 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990PF 2022-01-01 237444954 DELLA MARTIN FOUNDATION C/O SHEPPARD MULLIN RICHTER & HAMPTON DELL 2136174143 333 SOUTH HOPE STREET 43RD FL LOS ANGELES CA 90071 LAURENCE K GOULD TRUSTEE 2136174143 2022-03-07 1 LAURENCE GOULD 999009999 0 CAREY MCKEE P01281067 2139724000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 9744262 X X 54639 54639 147495 147495 379826 2266180 379826 43 43 582003 582003 4000 800 3200 53773 10755 43018 12750 0 12750 78605 78605 0 5771 2151 0 154899 92311 58968 200000 200000 354899 92311 258968 227104 489692 583458 263982 259950 1596819 1513332 1468001 4628604 4862823 6976142 695462 1091310 1040169 7504343 7731447 9744262 0 0 X 0 0 0 0 7504343 7731447 7504343 7731447 7504343 7731447 7504343 227104 0 7731447 0 7731447 PUBLICLY TRADED SECURITIES 2016-01-07 2022-05-16 2266180 1886354 379826 379826 379826 6807 0 6807 0 6807 7880 0 0 0 7880 X 0 1073 1073 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A SHEPPARD MULLIN RICHTER & HAMPTON 2136174143 333 SOUTH HOPE STREET 43RD FL LOS ANGELES CA 90071 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EILEEN D SHEPPARD 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 TRUSTEE 0.50 1000 0 0 PHILIP A SWAN 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 TRUSTEE 0.50 1000 0 0 ALLEN W MATHIES JR MD 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 TRUSTEE 0.50 1000 0 0 KELLY KINNON 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 TRUSTEE 0.50 1000 0 0 LAURENCE K GOULD JR 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 TRUSTEE 2.80 0 0 0 JAMES A LONERGAN 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 TRUSTEE 0.50 0 0 0 NANCY B REIMANN 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 TRUSTEE 0.50 0 0 0 NONE 0 ARISTOTLE CAPITAL MANAGEMENT 11100 SANTA MONICA BLVD STE 1700 LOS ANGELES CA 90025 INVESTMENT SERVICES 60903 SHEPPARD MULLIN RICHTER & HAMPTON 333 SOUTH HOPE 43RD FLOOR LOS ANGELES CA 90071 LEGAL SERVICES 53773 0 0 9657773 459158 0 10116931 0 0 10116931 151754 9965177 498259 498259 6807 6807 491452 0 491452 0 491452 258968 0 258968 491452 209383 0 0 258968 209383 0 0 49585 0 0 0 0 0 0 0 0 441867 0 0 0 LAURENCE K GOULD JR 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 2136174143 BRIEF LETTER DESCRIBING PURPOSE OF GRANT, DESCRIPTION OF REQUESTING ORGANIZATION, AND AMOUNT REQUESTED. NONE LIMITED TO RESEARCH INTO CAUSES OF AND CURES FOR MENTAL ILLNESS. RESTRICTED TO PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS. NO GRANTS TO INDIVIDUALS. PREFERENCE GIVEN TO SOUTHERN CALIFORNIA ORGANIZATIONS. HUNTINGTON MEDICAL RESEARCH INSTITUTES 686 SOUTH FAIR OAKS AVENUE PASADENA CA 91105 N/A PC FUNDING FOR THE DELLA MARTIN ENDOWED POSTDOCTORAL FELLOWSHIP. 200000 200000 0 14 54639 14 147495 18 379826 MISCELLANEOUS INCOME 01 43 0 582003 0 582003 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 12750 0 12750 FORM 990PF, PART VII-B, LINE 1(A)(3) LEGAL FEES ARE PAID TO THE LAW FIRM OF SHEPPARD, MULLIN, RICHTER, AND HAMPTON LLP FOR LEGAL AND ADMINISTRATIVE SERVICES REQUIRED DURING THE YEAR. VARIOUS TRUSTEES OF THE FOUNDATION ARE COUNSEL TO OR A PARTNER OF THE LAW FIRM. THE FEES PAID TO THE FIRM ARE REASONABLE AND NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSES, AND ACCORDINGLY, ARE NOT CONSIDERED ACTS OF SELF-DEALING. FORM 990PF, PART VII-B, LINE 1(A)(4) AMOUNTS PAID TO TRUSTEES REPRESENT HONORARIA PAYMENTS TO COMPENSATE FOR REASONABLE AND NECESSARY EXPENSES INCURRED DUE TO THEIR DUTIES AS TRUSTEES OF THE FOUNDATION. THESE AMOUNTS ARE NOT CONSIDERED ACTS OF SELF-DEALING. AT&T INC 153230 148030 BANK OF AMERICA CORP 136494 121161 CITIGROUP INC 145283 141843 JPMORGAN CHASE & CO 97335 98683 MORGAN STANLEY 180499 166387 WELLS FARGO & CO NEW 378469 364065 ADOBE INC 28463 201918 ALCON INC 136082 170004 AMERIPRISE FINL INC 70341 226989 AMGEN INC COM 117086 196980 ANSYS INC 69988 178777 ATMOS ENERGY CORP COM 165530 174157 AUTODESK INC DEL PV 157326 153794 BLACKSTONE INC 200988 118704 CAPITAL ONE FINL CORP 123115 130423 CIE GENERALE DES 173879 144900 CINN FINCL CRP OHIO 124356 163824 COCA COLA CO 117385 176200 COMMERCE BANCSHARES INC 78319 110284 CONSTELLATION BRANDS INC 130523 134415 CORTEVA INC 137366 288022 COTERRA ENERGY INC 108685 147420 CROWN CASTLE REIT INC 177776 152324 CULLEN / FROST BANKERS INC 89785 161242 DANAHER CORP DEL 65965 216317 ECOLAB INC 187944 125764 EQUITY LIFESTYLE PPTYS INC 70368 93089 GENERAL DYNAMICS CORP 52432 161272 HONEYWELL INTL INC DEL 193708 184298 LENNAR CORP CLASS A 72607 193761 LENNAR CORP CLASS B 1571 4188 MARTIN MARIETTA MATLS INC 68802 185884 MEDTRONIC PLC 122351 123575 MERCK AND CO INC SHS 152875 190612 MICROCHIP TECHNOLOGY INC 69879 202742 MICROSOFT CORP 42150 275793 MITSUBISHI UFJ FINL GROUP INC 91714 94714 OSHKOSH TRUCK CORP 127707 99390 PARKER HANNIFIN CORP 127648 218250 PAYPAL HOLDINGS INC 25072 53415 PHILLIPS 66 66140 122814 PNC FINL SVCS GROUP INC 144427 185580 PROCTER & GAMBLE CO 165456 184600 QUALCOMM INC 111733 164910 RPM INTL INC 118795 180283 SONY CORP 102449 160188 SYSCO CORPORATION 140945 136998 XCEL ENERGY INC 176417 182773 XYLEM INC 156675 204555 1513332 1468001 0 0 LEGAL FEES 53773 10755 43018 MISCELLANEOUS INCOME 43 43 43 INVESTMENT MGMT FEES 60903 60903 0 BANK FEES 17702 17702 0 FEDERAL EXCISE TAXES 3620 0 0 FOREIGN TAXES 2151 2151 0 STATE FILING FEE 0 0 0