DAN MURPHY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202013099349100631
- Schema version
- 2019v5.0
- 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 | 2020-11-04T11:00:06-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 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 | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $249,782,356 | 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 | $263,595 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263,595 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,118,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,118,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,523,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,168,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,523,772 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,270,014 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,270,014 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,175,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,175,695 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $201,321 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,132 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,189 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $219,777 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $219,777 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $155,642 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,665 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $150,976 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,928 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $34,928 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $89,310 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $644,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $631,109 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,409 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,255 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $1,255 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88,020 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $492 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,613 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $87,358 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $87,358 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,616 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,616 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,960 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,593 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,367 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,609,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $748,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $855,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,790,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,672,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,399,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $748,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,528,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,775,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,427,176 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $257,751 | CashBOYAmt |
| Cash EOY | $448,110 | CashEOYAmt |
| Cash EOYFMV | $448,110 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,444,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,231,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,231,225 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $33,573 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $34,280 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $34,280 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $17,121,860 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,867,875 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,867,875 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $95,128,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,668,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,668,511 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,991,698 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,835,327 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,835,327 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $88,778,317 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,958,505 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,958,505 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $129,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $129,034 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,613 | LandBOYAmt |
| Other Assets BOY | $8,425,756 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,738,523 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,738,523 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $226,188,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $249,782,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $249,782,356 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $152,138 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $197,382 | AccountsPayableEOYAmt |
| Grants Payable BOY | $32,693,730 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,811,520 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $32,845,868 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,008,902 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $186,946,751 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,395,824 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $6,681,340 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $193,342,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,773,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $226,188,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $249,782,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $193,342,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,775,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,655,170 | OtherIncreasesAmt |
| Subtotal | $223,773,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $223,773,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABDIEL QUALIFIED OFFSHORE PARTNERS | P | 2014-12-01 | 2019-12-31 | $4,000,000 | $1,291,910 | $2,708,090 | $2,708,090 |
| ROW DIVERSIFIED | P | 2016-11-01 | 2019-12-31 | $4,054,592 | $3,889,393 | $165,199 | $165,199 |
| TWO SIGMA | P | 2014-09-30 | 2019-01-31 | $1,000,000 | $581,091 | $418,909 | $418,909 |
| TWO SIGMA | P | 2014-09-30 | 2019-06-30 | $2,500,000 | $1,321,524 | $1,178,476 | $1,178,476 |
| VANGUARD DEV INTL | P | 2019-11-11 | 2019-05-31 | $2,000,000 | $2,172,689 | -$172,689 | -$172,689 |
| VANGUARD EMERGING MKTS | P | 2019-11-11 | 2019-05-31 | $1,000,000 | $1,084,967 | -$84,967 | -$84,967 |
| VANGUARD ST BOND FUND | P | 2019-01-11 | 2019-02-28 | $2,000,000 | $2,026,872 | -$26,872 | -$26,872 |
| VANGUARD ST BOND FUND | P | 2019-11-11 | 2019-12-31 | $3,000,000 | $2,974,501 | $25,499 | $25,499 |
| WELLINGTON CTF DURABLE CO | P | 2016-03-09 | 2019-02-28 | $2,000,000 | $1,538,482 | $461,518 | $461,518 |
| WELLINGTON CTF DURABLE CO | P | 2016-03-09 | 2019-09-30 | $2,000,000 | $1,419,352 | $580,648 | $580,648 |
| NEUMEIER POMA | P | 2019-11-11 | 2019-11-11 | $2,379,037 | $2,349,718 | $29,319 | $29,319 |
| VULCAN VALUE PARTNERS | P | 2019-11-11 | 2019-11-11 | $3,235,326 | $2,994,684 | $240,642 | $240,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,523,772 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,690,264 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $233,890,499 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05426 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,508,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $227,918,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04611 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,130,427 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $201,821,204 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05020 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,104,824 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $204,230,454 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05437 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,660,914 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $219,192,461 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05320 | DistributionYr5Rt |
| Total Distribution | 0.258131 | TotalDistributionRt |
| Average Distribution | 0.051626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $233,216,578 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,040,039 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $114,272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,154,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,528,387 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $228,544 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $228,544 | SubtotalAmt |
| Tax Based On Investment Income | $228,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $240,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,456 | OverpaymentAmt |
| Refund | $11,456 | RefundAmt |
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 | President | 40.00 | $201,321 | $35,478 |
| 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 | |
| JOESEPH 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 | Director | 5.00 | $0 | |
| 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 | $125,150 | $41,029 |
| CATHY HEUTMAKER | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | GRANTS ADMIN | 40.00 | $62,010 | $31,397 |
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 | $459,838 |
| NEUMEIER POMA INVESTMENT COUNSEL | |||||
| 26435 CARMEL RANCHO BLVD | CARMEL | CA | 93923 | INVESTMENT MGMT | $53,031 |
| PAMELA R ROSS CPA | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $57,600 |
| WELLINGTON MANAGEMENT | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT MGMT | $76,943 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $224,252,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,515,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $236,768,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $236,768,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,551,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $233,216,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,660,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,660,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228,544 | TotalTaxAmt |
| Distributable Before Adj | $11,432,285 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,432,285 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,432,285 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,528,387 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,528,387 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,528,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,432,285 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $962,827 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $988,925 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,481 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,028,887 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,033,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,528,387 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,432,285 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,102 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,129,222 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $962,827 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,166,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $988,925 | ExcessFromYear4Amt |
| Excess From Year3 | $52,481 | ExcessFromYear3Amt |
| Excess From Year1 | $1,028,887 | ExcessFromYear1Amt |
| Excess From Current Year | $96,102 | 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 | $10,672,710 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,672,710 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOS ANGELES MASTER CHORALE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N GRAND AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263,595 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,118,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,523,772 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Income | 14 | $5,215,824 |
| MISCELLANEOUS INCOME | 14 | $54,190 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,175,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,175,695 | 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 | $89,310 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $89,310 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2012-01-01 | $47,244 | $45,556 | SL | 7.0000 | $1,688 |
| CABINETRY | 2012-05-08 | $10,897 | $10,379 | SL | 7.0000 | $518 |
| CONFERENCE ROOM CHAIRS | 2012-11-08 | $12,854 | $11,323 | SL | 7.0000 | $1,531 |
| DESKS AND CHAIRS | 2012-12-07 | $21,960 | $19,084 | SL | 7.0000 | $2,876 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1607 CAPITAL PARTNERS | BondNm |
| EOY Book Value | $5,835,327 | EOYBookValueAmt |
| EOYFMV | $5,835,327 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABDIEL QUALIFIED | $7,819,630 | $7,819,630 |
| HS CONCENTRATED QUALITY GROWTH | ||
| TWO SIGMA US ALL CAP | $23,684,595 | $23,684,595 |
| 1607 CAPITAL PARTNERS INT'L | $24,872,377 | $24,872,377 |
| GARDNER RUSSO GLOBAL EQUITY | $7,044,403 | $7,044,403 |
| KABOUTER INT'L | $7,810,460 | $7,810,460 |
| VANGUARD MUTUAL FUNDS | $12,136,821 | $12,136,821 |
| NEUMEIER POMA | $7,493,422 | $7,493,422 |
| WELLINGTON TRUST CO | $6,936,757 | $6,936,757 |
| VULCAN VALUE PARTNERS | $8,650,890 | $8,650,890 |
| ALPINE INVESTORS | $492,741 | $492,741 |
| MANULIFE PRIVATE EQUITY | $3,726,415 | $3,726,415 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,867,875 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,867,875 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LUXOR CAPITAL | FMV | $70,614 | $70,614 |
| OWL CREEK | FMV | $3,896,264 | $3,896,264 |
| BLACKSTONE STRATEGIC ALLIANCE | FMV | $1,438,568 | $1,438,568 |
| MS GLOBAL DISTRESSED | FMV | $2,326,881 | $2,326,881 |
| MS PRIVATE EQUITY ASIA | FMV | $218,146 | $218,146 |
| MS PRIVATE III CAYMAN | FMV | $1,441,006 | $1,441,006 |
| MSDW VENTURE IV | FMV | $23,156 | $23,156 |
| RIALTO REAL ESTATE FUND | FMV | $3,232,720 | $3,232,720 |
| ALPHAKEYS REAL ESTATE FUND | FMV | $2,786,593 | $2,786,593 |
| TACONIC OPPORTUNITY | FMV | $7,389,004 | $7,389,004 |
| YORK CREDIT OPPORTUNITIES | FMV | $4,704,532 | $4,704,532 |
| HARVEST MLP | FMV | $8,220,799 | $8,220,799 |
| GREENSPRING ASSOCIATES | FMV | $16,711,838 | $16,711,838 |
| CENTERGATE CAPITAL PARTNERS | FMV | $797,878 | $797,878 |
| DENHAM OIL & GAS FUND | FMV | $1,117,831 | $1,117,831 |
| PELICAN ENERGY PARTNERS | FMV | $4,205,086 | $4,205,086 |
| AQR STYLE PREMIA | FMV | $4,577,912 | $4,577,912 |
| ROW DIVERSIFIED OFFSHORE | FMV | ||
| OVERLOOK PARTNERS | FMV | $5,934,677 | $5,934,677 |
| BERTRAM GROWTH | FMV | $3,150,269 | $3,150,269 |
| LONE STAR FUNDS | FMV | $2,635,173 | $2,635,173 |
| DAVIDSON KEMPNER | FMV | $8,341,140 | $8,341,140 |
| WGI EMERGING MKTS FUND | FMV | $6,383,214 | $6,383,214 |
| PRIME FINANCE | FMV | $1,112,909 | $1,112,909 |
| VARADERO INTERNATIONAL | FMV | $5,242,295 | $5,242,295 |
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 | $34,928 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,928 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN CRT | $6,395,824 | $6,681,340 | $6,681,340 |
| INVESTMENT CASH RECEIVABLE | $2,027,341 | $8,054,592 | $8,054,592 |
| KINGS COUNTY PARTNERSHIP | $2,591 | $2,591 | $2,591 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMPUTER SERVICE AND SUPPORT | $17,059 | $17,059 | |
| DUES AND SUBSCRIPTIONS | $2,797 | $2,797 | |
| FILING FEES | $150 | $150 | |
| INSURANCE | $20,328 | $20,328 | |
| MISCELLANEOUS INVESTMENT FEES | $4,593 | $4,593 | |
| OFFICE EXPENSES | $14,125 | $14,125 | |
| TELEPHONE | $3,908 | $3,908 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Income | $5,215,824 | $5,215,824 |
| MISCELLANEOUS INCOME | $54,190 | $54,190 |
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 | $459,838 | $459,838 | $0 | $0 |
| CUTCLIFFE CONSULTING GROUP | $6,800 | $0 | $0 | $6,800 |
| NEUMEIER POMA | $53,031 | $53,031 | $0 | $0 |
| ORAL HISTORY CONSULTANTS | $6,609 | $0 | $0 | $6,609 |
| VULCAN | $41,297 | $41,297 | $0 | $0 |
| WELLINGTON | $76,943 | $76,943 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $86,696 | ||
| FOREIGN TAXES | $88,020 | ||
| PROPERTY TAXES | $492 | $492 |