DAN MURPHY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202123139349102592
- Schema version
- 2020v4.0
- 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
- 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 | 2021-11-09T16:16:21-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-09 | 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 |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $280,929,861 | 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 | $58,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $977,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $977,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,874,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,213,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,874,464 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,590,818 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,357,204 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,357,204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,267,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,267,391 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,590,818 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $275,913 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $219,663 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $236,538 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $236,538 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $180,005 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,284 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $170,721 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,342 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $6,342 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $91,128 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $91,128 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $636,381 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $616,189 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,192 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,255 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53,015 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $711 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $95,914 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $95,914 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,516 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,516 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,084 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,936 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,718,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $734,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $947,661 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,380,709 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,326,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,098,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $734,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,273,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,168,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,532,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,590,818 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $448,110 | CashBOYAmt |
| Cash EOY | $373,833 | CashEOYAmt |
| Cash EOYFMV | $373,833 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,231,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,061,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,061,447 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $34,280 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $24,497 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,497 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $12,867,875 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,585,623 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,585,623 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $110,668,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,715,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $136,715,810 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,835,327 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,330,878 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,330,878 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,958,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,663,355 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,663,355 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $129,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $129,034 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $14,738,523 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,174,418 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,174,418 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $249,782,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $280,929,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $280,929,861 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $197,382 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,750 | AccountsPayableEOYAmt |
| Grants Payable BOY | $25,811,520 | GrantsPayableBOYAmt |
| Grants Payable EOY | $19,615,985 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $26,008,902 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,660,735 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $217,092,114 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,681,340 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $7,574,418 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,773,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $261,269,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $249,782,356 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $280,929,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,773,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,168,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,327,066 | OtherIncreasesAmt |
| Subtotal | $261,269,126 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $261,269,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR | P | 2016-09-30 | 2020-03-31 | $4,140,853 | $5,592,219 | -$1,451,366 | -$1,451,366 |
| NEUMEIER POMA | P | 2019-11-11 | 2020-11-11 | $2,096,995 | $2,099,153 | -$2,158 | -$2,158 |
| TWO SIGMA | P | 2014-09-30 | 2020-10-31 | $3,000,000 | $1,413,162 | $1,586,838 | $1,586,838 |
| VANGUARD EMERGING MKTS | P | 2015-12-31 | 2020-09-30 | $5,602,248 | $5,761,677 | -$159,429 | -$159,429 |
| VULCAN VALUE PARTNERS | P | 2020-11-11 | 2020-01-11 | $6,167,481 | $6,472,676 | -$305,195 | -$305,195 |
| YORK | P | 2008-04-01 | 2020-11-11 | $1,307,603 | $1,000,000 | $307,603 | $307,603 |
| LT CAPITAL GAINS FROM K-1 PARTNERSHIPS | P | 2020-11-11 | 2020-11-11 | $1,898,171 | $1,898,171 | $1,898,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,874,464 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,590,818 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,902 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $76,902 | SubtotalAmt |
| Tax Based On Investment Income | $76,902 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $100,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $23,098 | OverpaymentAmt |
| Applied To ES Tax | $23,098 | 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 |
|---|---|---|---|---|---|---|---|
| RICHARD A GRANT JR | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Past President | 40.00 | $50,913 | $17,976 |
| EDWARD A LANDRY | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Vice President | 5.00 | $0 | |
| PATRICIA L MCKENNA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Treasurer | 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 | $225,000 | $22,967 |
| 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 | $150,000 | $44,969 |
| CATHY HEUTMAKER | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | GRANTS ADMIN | 40.00 | $75,000 | $33,071 |
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 | $452,486 |
| NEUMEIER POMA INVESTMENT COUNSEL | |||||
| 26435 CARMEL RANCHO BLVD | CARMEL | CA | 93923 | INVESTMENT MGMT | $54,239 |
| VULCAN VALUE PARTNERS | |||||
| 2801 HIGHWAY 280 SOUTH SUITE 300 | BIRMINGHAM | AL | 35223 | INVESTMENT MGMT | $52,051 |
| PAMELA R ROSS CPA | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $59,184 |
| WELLINGTON MANAGEMENT | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT MGMT | $57,413 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UNSECURED LOW-INTEREST LOAN TO A CHARITABLE ORGANIZATION FOR SOLAR SYSTEM ENERGY. LOAN PAYMENTS WILL BE BASED ON 50% OF ACTUAL VALUE OF POWER GENERATED BY THE SOLAR SYSTEM EVERY SIX MONTHS UNTIL THE LOAN IS REPAID IN FULL. | Description1Txt |
| Expenses1 | $600,000 | Expenses1Amt |
| Total | $600,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $221,089,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,085,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $234,174,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $234,174,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,512,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $230,662,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,533,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,533,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,902 | TotalTaxAmt |
| Distributable Before Adj | $11,456,210 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,456,210 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,456,210 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,273,905 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $600,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,873,905 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,873,905 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,456,210 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $988,925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,481 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,028,887 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,166,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,873,905 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,873,905 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $582,305 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $582,305 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,584,090 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $406,620 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,177,470 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,481 | ExcessFromYear4Amt |
| Excess From Year2 | $1,028,887 | ExcessFromYear2Amt |
| Excess From Year1 | $96,102 | ExcessFromYear1Amt |
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 | $9,326,244 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,326,244 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,601 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $977,122 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,898,171 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Income | 14 | $3,321,312 |
| MISCELLANEOUS INCOME | 14 | $35,892 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,369,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,898,171 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,267,391 | 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 | $91,128 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $91,128 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1607 CAPITAL PARTNERS | BondNm |
| EOY Book Value | $8,330,878 | EOYBookValueAmt |
| EOYFMV | $8,330,878 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABDIEL QUALIFIED | $16,612,034 | $16,612,034 |
| TWO SIGMA US ALL CAP | $25,931,110 | $25,931,110 |
| 1607 CAPITAL PARTNERS INT'L | $28,413,678 | $28,413,678 |
| GARDNER RUSSO GLOBAL EQUITY | $7,336,611 | $7,336,611 |
| KABOUTER INT'L | $8,762,230 | $8,762,230 |
| VANGUARD MUTUAL FUNDS | $18,606,316 | $18,606,316 |
| NEUMEIER POMA | $8,417,254 | $8,417,254 |
| WELLINGTON TRUST CO | $7,432,049 | $7,432,049 |
| VULCAN VALUE PARTNERS | $9,729,203 | $9,729,203 |
| ALPINE INVESTORS | $1,088,566 | $1,088,566 |
| MANULIFE PRIVATE EQUITY | $4,386,759 | $4,386,759 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,585,623 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,585,623 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LUXOR CAPITAL | FMV | $45,947 | $45,947 |
| OWL CREEK | FMV | $3,938,260 | $3,938,260 |
| BLACKSTONE STRATEGIC ALLIANCE | FMV | $1,213,802 | $1,213,802 |
| MS GLOBAL DISTRESSED | FMV | $3,072,391 | $3,072,391 |
| MS PRIVATE EQUITY ASIA | FMV | $21,489 | $21,489 |
| MS PRIVATE III CAYMAN | FMV | $1,888,682 | $1,888,682 |
| MSDW VENTURE IV | FMV | $12,687 | $12,687 |
| RIALTO REAL ESTATE FUND | FMV | $2,499,826 | $2,499,826 |
| ALPHAKEYS REAL ESTATE FUND | FMV | $2,009,042 | $2,009,042 |
| TACONIC OPPORTUNITY | FMV | $7,620,522 | $7,620,522 |
| YORK CREDIT OPPORTUNITIES | FMV | $1,807,152 | $1,807,152 |
| HARVEST MLP | FMV | ||
| GREENSPRING ASSOCIATES | FMV | $31,520,090 | $31,520,090 |
| CENTERGATE CAPITAL PARTNERS | FMV | $1,206,062 | $1,206,062 |
| DENHAM OIL & GAS FUND | FMV | $897,462 | $897,462 |
| PELICAN ENERGY PARTNERS | FMV | $3,576,661 | $3,576,661 |
| AQR STYLE PREMIA | FMV | ||
| OVERLOOK PARTNERS | FMV | $7,119,319 | $7,119,319 |
| BERTRAM GROWTH | FMV | $4,655,164 | $4,655,164 |
| LONE STAR FUNDS | FMV | $2,810,257 | $2,810,257 |
| DAVIDSON KEMPNER | FMV | $8,984,534 | $8,984,534 |
| WGI EMERGING MKTS FUND | FMV | $6,578,597 | $6,578,597 |
| PRIME FINANCE | FMV | $1,779,550 | $1,779,550 |
| VARADERO INTERNATIONAL | FMV | $5,258,341 | $5,258,341 |
| FORTRESS CREDIT OPPS | FMV | $147,518 | $147,518 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $129,034 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $129,034 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,342 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,342 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN CRT | $6,681,340 | $7,574,418 | $7,574,418 |
| PROGRAM RELATED INVESTMENT | $600,000 | $600,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMPUTER SERVICE AND SUPPORT | $15,169 | $15,169 | |
| DUES AND SUBSCRIPTIONS | $2,134 | $2,134 | |
| INSURANCE | $14,752 | $14,752 | |
| OFFICE EXPENSES | $38,184 | $38,184 | |
| TELEPHONE | $3,697 | $3,697 | |
| US BANK FEES | $148 | $148 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Income | $3,321,312 | $3,321,312 |
| MISCELLANEOUS INCOME | $35,892 | $35,892 |
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 | $452,486 | $452,486 | $0 | $0 |
| CHAMBERS CONSULTING GROUP | $17,000 | $0 | $0 | $17,000 |
| NEUMEIER POMA | $54,239 | $54,239 | $0 | $0 |
| ORAL HISTORY CONSULTANTS | $3,192 | $0 | $0 | $3,192 |
| VULCAN | $52,051 | $52,051 | $0 | $0 |
| WELLINGTON | $57,413 | $57,413 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $88,544 | ||
| FOREIGN TAXES | $53,015 | ||
| PROPERTY TAXES | $711 | $711 |