DAN MURPHY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-05
- IRS object ID
- 202333099349100253
- Schema version
- 2022v5.0
- 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 | 2023-11-05T17:35:11-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FUHRMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $262,276,699 | 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 | $92,298 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92,298 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,029,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,029,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,094,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,786,426 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $872,403 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $872,403 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $899,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,994,190 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $321,231 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,246 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $256,985 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $285,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $285,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $210,402 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,606 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $191,796 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $420 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $420 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $98,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $98,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $740,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $735,087 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,001 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $218,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,076 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,286 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,798 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $95,222 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $95,222 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,266 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,266 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $112,273 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,106,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $842,015 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,066,449 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,292,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,800,496 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,398,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $842,015 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,866,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,498,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,152,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206,487 | CashBOYAmt |
| Cash EOY | $578,469 | CashEOYAmt |
| Cash EOYFMV | $578,469 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,742,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,137,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,137,806 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $218,993 | AcctRcvblAmt |
| Acct Rcvbl BOY | $394,001 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $218,993 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $218,993 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $72,153 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $85,913 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $85,913 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $20,389,307 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,271,328 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,271,328 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $142,347,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,118,154 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $121,118,154 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,563,796 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,070,843 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,070,843 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $123,055,353 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,459,289 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,459,289 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $167,768 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,208 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $69,560 | LandEOYAmt |
| Land EOYFMV | $69,560 | LandEOYFMVAmt |
| Other Assets BOY | $8,042,035 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,266,344 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,266,344 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $316,812,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $262,276,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $262,276,699 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,918 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $237,127 | AccountsPayableEOYAmt |
| Grants Payable BOY | $13,297,140 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,788,644 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $13,374,058 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,025,771 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $292,286,348 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $248,984,584 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $11,152,586 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $7,266,344 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $303,438,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $256,250,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $316,812,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $262,276,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $303,438,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,498,662 | ExcessRevenueOverExpensesAmt |
| Subtotal | $298,940,272 | SubtotalAmt |
| Other Decreases | $42,689,344 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $256,250,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GARDENER RUSSO HOLDBACK | P | 2014-10-31 | 2022-04-19 | $395,253 | $395,253 | $395,253 | |
| NEUMEIER POMA | P | 2022-11-11 | 2022-11-11 | $3,261,086 | $344,125 | $344,125 | $2,916,961 |
| VANGUARD INST LT GAINS | P | 2011-11-11 | 2022-12-15 | $107,187 | $107,187 | $107,187 | |
| VANGUARD ST BOND FUND | P | 2022-11-11 | 2022-12-15 | $4,000,000 | -$257,410 | -$257,410 | $4,257,410 |
| VULCAN VALUE PARTNERS | P | 2022-11-11 | 2022-11-11 | $2,769,833 | -$1,936,845 | -$1,936,845 | $4,706,678 |
| YORK HOLDBACK | P | 2011-01-11 | 2022-11-11 | $148,225 | $148,225 | $148,225 | |
| KABOUTER | P | 2014-11-30 | 2022-11-09 | $4,365,864 | -$634,136 | -$634,136 | $5,000,000 |
| K-1 CAPITAL GAINS | P | 2022-11-11 | 2022-11-11 | $738,978 | $738,978 | $738,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,094,623 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,111,152 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,015 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,015 | SubtotalAmt |
| Tax Based On Investment Income | $16,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $156,055 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $156,055 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $140,040 | OverpaymentAmt |
| Applied To ES Tax | $140,040 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| RICHARD A GRANT JR | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Past President | 5.00 | $0 | |
| 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 | $321,231 | $78,666 |
| 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 | $200,000 | $53,090 |
| CATHY HEUTMAKER | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | GRANTS ADMIN | 40.00 | $84,850 | $32,727 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 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 | $547,568 |
| NEUMEIER POMA INVESTMENT COUNSEL | |||||
| 26435 CARMEL RANCHO BLVD | CARMEL | CA | 93923 | INVESTMENT MGMT | $72,169 |
| VULCAN VALUE PARTNERS | |||||
| 2801 HIGHWAY 280 SOUTH SUITE 300 | BIRMINGHAM | AL | 35223 | INVESTMENT MGMT | $62,342 |
| PAMELA R ROSS CPA | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $61,200 |
| WELLINGTON MANAGEMENT | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT MGMT | $53,006 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $259,960,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,194,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $134,882 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $269,290,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $269,290,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,039,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $265,250,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,262,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,262,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,015 | TotalTaxAmt |
| Distributable Before Adj | $13,246,523 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,246,523 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,246,523 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,866,945 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $74,359 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,941,304 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,246,523 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,028,887 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,102 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $99,404 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,224,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,941,304 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,941,304 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,224,393 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,224,393 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $80,826 | UndistributedIncomeCYAmt |
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 | $10,800,496 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,800,496 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKES HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 232791 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,298 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,029,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,094,623 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $872,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $899,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $899,567 | 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 FEES | CategoryTxt |
| Amt | $98,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $98,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| OFFICE FURNITURE | 2022-08-03 | $67,843 | SL | 7.0000 | $4,038 |
| AV EQUIPMENT | 2022-05-17 | $6,515 | SL | 5.0000 | $760 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1607 CAPITAL PARTNERS | BondNm |
| EOY Book Value | $7,070,843 | EOYBookValueAmt |
| EOYFMV | $7,070,843 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABDIEL QUALIFIED | $8,054,384 | $8,054,384 |
| TWO SIGMA US ALL CAP | $25,136,477 | $25,136,477 |
| 1607 CAPITAL PARTNERS INT'L | $22,066,904 | $22,066,904 |
| KABOUTER INT'L | ||
| VANGUARD MUTUAL FUNDS | $18,685,013 | $18,685,013 |
| NEUMEIER POMA | $8,615,969 | $8,615,969 |
| WELLINGTON TRUST CO | $7,904,461 | $7,904,461 |
| VULCAN VALUE PARTNERS | $7,507,654 | $7,507,654 |
| ALPINE INVESTORS | $10,445,290 | $10,445,290 |
| MANULIFE PRIVATE EQUITY | $4,702,002 | $4,702,002 |
| LAURION CAPITAL | $8,000,000 | $8,000,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $15,271,328 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,271,328 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LUXOR CAPITAL | FMV | $35,776 | $35,776 |
| BLACKSTONE STRATEGIC ALLIANCE | FMV | $797,729 | $797,729 |
| MS GLOBAL DISTRESSED | FMV | $589,343 | $589,343 |
| MS PRIVATE EQUITY ASIA | FMV | $19,723 | $19,723 |
| MS PRIVATE III CAYMAN | FMV | $210,085 | $210,085 |
| MSDW VENTURE IV | FMV | $10,328 | $10,328 |
| RIALTO REAL ESTATE FUND | FMV | $2,841,023 | $2,841,023 |
| ALPHAKEYS REAL ESTATE FUND | FMV | $1,069,712 | $1,069,712 |
| TACONIC OPPORTUNITY | FMV | $7,932,267 | $7,932,267 |
| YORK CREDIT OPPORTUNITIES | FMV | $701,705 | $701,705 |
| STEPSTONE | FMV | $26,087,357 | $26,087,357 |
| CENTERGATE CAPITAL PARTNERS | FMV | $1,927,033 | $1,927,033 |
| DENHAM OIL & GAS FUND | FMV | $2,574,549 | $2,574,549 |
| PELICAN ENERGY PARTNERS | FMV | $8,299,732 | $8,299,732 |
| OVERLOOK PARTNERS | FMV | $5,366,214 | $5,366,214 |
| BERTRAM GROWTH | FMV | $4,419,039 | $4,419,039 |
| LONE STAR FUNDS | FMV | $3,705,153 | $3,705,153 |
| DAVIDSON KEMPNER | FMV | $15,091,489 | $15,091,489 |
| WGI EMERGING MKTS FUND | FMV | $7,042,143 | $7,042,143 |
| PRIME FINANCE | FMV | $4,200,077 | $4,200,077 |
| VARADERO INTERNATIONAL | FMV | $10,629,810 | $10,629,810 |
| FORTRESS CREDIT OPPS | FMV | $1,041,999 | $1,041,999 |
| NEW QUEST ASIA | AT COST | $2,867,003 | $2,867,003 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $69,560 | |||
| Miscellaneous | $167,768 | $98,208 | $69,560 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $420 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $420 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN CRT | Desc |
| BOY Book Value | $8,042,035 | BOYBookValueAmt |
| EOY Book Value | $7,266,344 | EOYBookValueAmt |
| EOYFMV | $7,266,344 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER SERVICE AND SUPPORT | $17,426 | $17,426 |
| DUES AND SUBSCRIPTIONS | $5,220 | $5,220 |
| INSURANCE | $30,059 | $30,059 |
| OFFICE EXPENSES | $21,505 | $21,505 |
| PROFESSIONAL DEVELOPMENT | $5,000 | $5,000 |
| TELEPHONE | $4,408 | $4,408 |
| WEBSITE/BRANDING | $28,655 | $28,655 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Income | Desc |
| Revenue And Expenses Per Books | $872,403 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $872,403 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | $547,568 | $547,568 | $0 | $0 |
| JOSEPH RYAN | $5,001 | $0 | $0 | $5,001 |
| NEUMEIER POMA | $72,170 | $72,170 | $0 | $0 |
| VULCAN | $62,342 | $62,342 | $0 | $0 |
| WELLINGTON | $53,007 | $53,007 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $217,043 | ||
| FOREIGN TAXES | $24,076 | ||
| FTB REFUND | $10 | -$10 | |
| PROPERTY TAXES | $496 | $496 | |
| RRF-1 FILING FEE | $800 | $800 |