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DAN MURPHY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DAN MURPHY FOUNDATION (EIN 95-6046963)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-31
IRS object ID
201743049349100119
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-31T14:46:39-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pamela R Ross CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line122739 Federalist RoadAddressLine1Txt
CityCalabasasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913024809ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956046963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAN MURPHY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDANMBusinessNameControlTxt
Phone2136233120PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 WEST SIXTH STREETAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD A GRANT JRPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPamela R RossPreparerPersonNm
PTINP00034695PTIN
Phone8182228581PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$224,659,077FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,401,199ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13,052InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,052InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,003,356DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,003,356DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,427,187NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,554,146GrossSalesPriceAmt
Other Income Rev And Expnss$411,868OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$411,868OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,402,288TotalRevAndExpnssAmt
Total Net Invst Incm$1,428,276TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$327,513CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$118,013CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$209,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$124,688OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$124,688OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$194,844PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$52,565PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$142,279PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$31,823LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$31,823LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$84,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$28,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$56,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$550,043OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$550,043OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$4,568InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$4,568InterestDsbrsChrtblAmt
Taxes Rev And Expnss-$69,649TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$660TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$21,566DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$85,666OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$18,446OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$67,220OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$112,328TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$112,328TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,975OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,714OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$46,261OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,519,215TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$772,581TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$795,377TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,335,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,335,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,854,265TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$772,581TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,130,427TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,548,023ExcessRevenueOverExpensesAmt
Net Investment Income$655,695NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$185,715CashBOYAmt
Cash EOY$274,358CashEOYAmt
Cash EOYFMV$274,358CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,430,557SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,154,939SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,154,939SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$194,483PrepaidExpensesBOYAmt
Prepaid Expenses EOY$188,166PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$188,166PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$10,296,359USGovernmentObligationsBOYAmt
US Government Obligations EOY$14,710,475USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$14,710,475USGovtObligationsEOYFMVAmt
Corporate Stock BOY$90,548,000CorporateStockBOYAmt
Corporate Stock EOY$115,806,505CorporateStockEOYAmt
Corporate Stock EOYFMV$115,806,505CorporateStockEOYFMVAmt
Corporate Bonds EOY$5,932,566CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,932,566CorporateBondsEOYFMVAmt
Other Investments BOY$75,326,823OtherInvestmentsBOYAmt
Other Investments EOY$77,089,720OtherInvestmentsEOYAmt
Other Investments EOYFMV$77,089,720OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$129,034LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$94,310LandBldgEquipAccumDeprecAmt
Land BOY$56,290LandBOYAmt
Land EOY$34,724LandEOYAmt
Land EOYFMV$34,724LandEOYFMVAmt
Other Assets BOY$24,101,072OtherAssetsBOYAmt
Other Assets EOY$7,467,624OtherAssetsEOYAmt
Other Assets EOYFMV$7,467,624OtherAssetsEOYFMVAmt
Total Assets BOY$206,139,299TotalAssetsBOYAmt
Total Assets EOY$224,659,077TotalAssetsEOYAmt
Total Assets EOYFMV$224,659,077TotalAssetsEOYFMVAmt
Accounts Payable BOY$132,468AccountsPayableBOYAmt
Accounts Payable EOY$228,376AccountsPayableEOYAmt
Grants Payable BOY$1,000,000GrantsPayableBOYAmt
Grants Payable EOY$1,000,000GrantsPayableEOYAmt
Total Liabilities BOY$1,132,468TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,228,376TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$193,206,831UnrestrictedBOYAmt
Unrestricted EOY$216,910,435UnrestrictedEOYAmt
Temporarily Restricted BOY$11,800,000TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$6,520,266TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$205,006,831TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$223,430,701TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$206,139,299TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$224,659,077TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$205,006,831TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,548,023ExcessRevenueOverExpensesAmt
Other Increases$15,875,847OtherIncreasesAmt
Subtotal$223,430,701SubtotalAmt
Tot Net Ast Or Fund Balances EOY$223,430,701TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BOSTON TRUSTP2016-11-112016-06-30$3,403,097$3,313,640$89,457$89,457
MASONP2014-12-312016-05-31$5,223,964$6,500,000-$1,276,036-$1,276,036
JH GLOBAL ABSOLUTE RETURNP2016-11-112016-09-30$2,699,495$2,994,619-$295,124-$295,124
VANGUARD DEV INTLP2016-11-112016-03-31$2,591,511$3,064,974-$473,463-$473,463
VANGUARD EMERGING MKTSP2011-11-112016-11-30$1,500,000$1,802,663-$302,663-$302,663
VANGUARD INST INDEXP2016-01-112016-03-31$2,000,000$2,139,052-$139,052-$139,052
HS GROWTHP2016-01-112016-01-11$4,717,197$4,706,377$10,820$10,820
NEUMEIER POMAP2016-11-112016-11-11$4,418,882$4,460,008-$41,126-$41,126
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,427,187CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,104,824AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$204,230,454NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05437DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,660,914AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$219,192,461NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05320DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,561,230AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$208,869,942NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05056DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,203,303AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$202,529,879NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05532DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,710,016AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$209,564,633NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04156DistributionYr5Rt
Total Distribution0.255016TotalDistributionRt
Average Distribution0.051003AverageDistributionRt
Net Vl Noncharitable Assets$201,821,204NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,293,487AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,557NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,300,044AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,130,427QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,114InvestmentIncomeExciseTaxAmt
Subtotal$13,114SubtotalAmt
Tax Based On Investment Income$13,114TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$158,287EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$158,287TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$145,173OverpaymentAmt
Applied To ES Tax$145,173AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DEBRA KAY DUNCANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2136233120PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1800 WEST SIXTH STREETAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
RICHARD A GRANT JR
800 W SIXTH STREETLos AngelesCA90017President40.00$182,975$33,086
EDWARD A LANDRY
800 W SIXTH STREETLos AngelesCA90017Vice President5.00$0
JEREMIAH T MURPHY
800 W SIXTH STREETLos AngelesCA90017Secretary5.00$0
DEBRA KAY DUNCAN
800 W SIXTH STREETLos AngelesCA90017Executive Dir.40.00$144,538$58,447
JULIA D SCHWARTZ
800 W SIXTH STREETLos AngelesCA90017Director5.00$0
FREDERICK J RUOPP
800 W SIXTH STREETLos AngelesCA90017Director5.00$0
JON L REWINSKI
800 W SIXTH STREETLos AngelesCA90017Director5.00$0
JOE SANDERS
1240 W SIXTH STREETLos AngelesCA90017Director5.00$0
NORA URREA
800 W SIXTH STREETLos AngelesCA90017Director5.00$0
DAVID FUHRMAN
800 W SIXTH STREETLos AngelesCA90017Director5.00$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonHEIDI TALBOTTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 W SIXTH STREETAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90016ZIPCd
FieldValueIRS element (for citing)
TitleGRANTS ADMINTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$85,350CompensationAmt
Employee Benefits$28,279EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CAMBRIDGE ASSOCIATES
2730 SAND HILL ROADMENLO PARKCA94025INVESTMENT MGMT$408,040
PAMELA R ROSS CPA
22739 FEDERALIST ROADCALABASASCA91302ACCOUNTING$57,600
HS MANAGEMENT
640 5TH AVENUENEW YORKNY10019INVESTMENT MGMT$73,387

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$198,269,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,371,900AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$252,792FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$204,894,623TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$204,894,623AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,073,419CashDeemedCharitableAmt
Net Vl Noncharitable Assets$201,821,204NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,091,060MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,091,060MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,114TaxBasedOnInvestmentIncomeAmt
Total Tax$13,114TotalTaxAmt
Distributable Before Adj$10,077,946DistributableBeforeAdjAmt
Distributable Before Ded$10,077,946DistributableBeforeDedAmt
Distributable As Adjusted$10,077,946DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,130,427ExpensesAndContributionsAmt
Qualifying Distributions$10,130,427QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,130,427AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,077,946DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,240,327ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$511,781ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$962,827ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$988,925ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,703,860TotalExcessDistributionCyovAmt
Qualifying Distributions$10,130,427QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,077,946AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,481RemainingDistriFromCorpusAmt
Total Corpus$3,756,341TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,756,341ExcessDistriCyovToNextYrAmt
Excess From Year4$1,240,327ExcessFromYear4Amt
Excess From Year3$511,781ExcessFromYear3Amt
Excess From Year2$962,827ExcessFromYear2Amt
Excess From Year1$988,925ExcessFromYear1Amt
Excess From Current Year$52,481ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAN MURPHY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1800 W SIXTH STREETAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2136233120RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST BY INVITATION ONLYFormAndInfoAndMaterialsTxt
Submission DeadlinesYEAR ROUNDSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHMENT ARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE ATTACHMENT AAddressLine1Txt
CitySEE ATTACHMENT ACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90000ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$9,335,050Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,335,050TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

FieldValueIRS element (for citing)
Recipient PersonARCHDIOCESE OF LOS ANGELESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13424 WILSHIRE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING SUPPORTGrantOrContributionPurposeTxt
Amt$1,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,000,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,052ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,003,356ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,427,187ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
K-1 Income14$411,868
MISCELLANEOUS INCOME

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$998,911ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$998,911TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ROSEMARY E DONOHUE CRT
1ONE WILSHIRE BLVDLOS ANGELESCA90017$1,697,418Yes (X)
ROSEMARY B DONOHUE CRT
2ONE WILSHIRE BLVDLOS ANGELESCA90017$10,702,059Yes (X)
JULIA ANN DONOHUE CRT
3ONE WILSHIRE BLVDLOS ANGELESCA90017$2,001,722Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GREEN HASSON JANKS$27,250$0$0$27,250
PAMELA R ROSS$57,600$28,800$0$28,800

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
LEASEHOLD IMPROVEMENTS2012-01-01$47,244$25,309SL7.0000$6,749
CABINETRY2012-05-08$10,897$5,708SL7.0000$1,557
AUDIO VISUAL EQUIPMENT2012-08-14$13,309$9,094SL5.0000$2,662
CONFERENCE ROOM CHAIRS2012-11-08$12,854$5,815SL7.0000$1,836
DESKS AND CHAIRS2012-12-07$21,960$9,673SL7.0000$3,137
FOUNDANT SOFTWARE2014-11-01$13,500$7,875SL2.0000$5,625

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond1607 CAPITAL PARTNERSBondNm
EOY Book Value$5,932,566EOYBookValueAmt
EOYFMV$5,932,566EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABDIEL QUALIFIED$7,400,799$7,400,799
HS CONCENTRATED QUALITY GROWTH$7,977,294$7,977,294
TWO SIGMA US ALL CAP$19,035,987$19,035,987
1607 CAPITAL PARTNERS INT'L$17,718,512$17,718,512
CEVIAN CAPITAL II$5,686,950$5,686,950
GARDNER RUSSO GLOBAL EQUITY$6,778,170$6,778,170
KABOUTER INT'L$7,625,653$7,625,653
BUENA VISTA ASIAN$4,112,190$4,112,190
DFA EMERGING MARKETS$5,051,414$5,051,414
RS INVESTMENTS$6,162,409$6,162,409
VANGUARD MUTUAL FUNDS$13,159,899$13,159,899
NEUMEIER POMA$7,654,045$7,654,045
WELLINGTON TRUST CO$7,443,183$7,443,183

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$14,710,475USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$14,710,475USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (24 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FORCE CAPITAL IIFMV$3,671,413$3,671,413
GREENLIGHT CAPITALFMV$2,519,038$2,519,038
LUXOR CAPITALFMV$359,848$359,848
OWL CREEKFMV$2,963,798$2,963,798
THIRD POINTFMV$4,184,829$4,184,829
BLACKSTONE STRATEGIC ALLIANCEFMV$2,463,380$2,463,380
MS CAPITAL PARTNERS IVFMV$11,619$11,619
MS GLOBAL DISTRESSEDFMV$4,619,022$4,619,022
MS PRIVATE EQUITY ASIAFMV$1,053,172$1,053,172
MS PRIVATE III CAYMANFMV$3,886,742$3,886,742
MSDW VENTURE IVFMV$23,457$23,457
RIALTO REAL ESTATE FUNDFMV$4,310,205$4,310,205
ALPHAKEYS REAL ESTATE FUNDFMV$4,771,384$4,771,384
KNIGHTHEADFMV$2,540,404$2,540,404
LITESPEEDFMV$3,690,128$3,690,128
TACONIC OPPORTUNITYFMV$6,274,653$6,274,653
YORK CREDIT OPPORTUNITIESFMV$5,096,343$5,096,343
HARVEST MLPFMV$11,950,980$11,950,980
GREENSPRING ASSOCIATESFMV$1,539,511$1,539,511
CENTERGATE CAPITAL PARTNERSFMV$126,921$126,921
DENHAM OIL & GAS FUNDFMV$992,555$992,555
PELICAN ENERGY PARTNERSFMV$319,410$319,410
AQR STYLE PREMIAFMV$5,066,533$5,066,533
ROW DIVERSIFIED OFFSHOREFMV$4,654,375$4,654,375

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtEOYFMVEOYFMVAmtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
Furniture and Fixtures$34,724
Miscellaneous$129,034$94,310$34,724

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LOEB & LOEB$29,281$0$0$29,281
MUSICK PEELER & GARRETT$2,542$0$0$2,542

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

EOYFMVEOYFMVAmtDescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
$7,467,624
BENEFICIAL INTEREST IN CRT$11,800,000$6,520,266
INVESTMENT CASH RECEIVABLE$3,271,170$917,456
KINGS COUNTY PARTNERSHIP$29,902$29,902

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Bank charges$200$200
COMPUTER SERVICE AND SUPPORT$14,432$14,432
DUES AND SUBSCRIPTIONS$3,141$3,141
INSURANCE$11,122$11,122
MISCELLANEOUS INVESTMENT FEES$4,714$4,714
OFFICE EXPENSES$14,627$14,627
PRIOR PERIOD VOID CHECK-$1,942-$1,942
TELEPHONE$4,681$4,681

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 IncomeDesc
Revenue And Expenses Per Books$411,868RevenueAndExpensesPerBooksAmt
Net Investment Income$411,868NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CAMBRIDGE ASSOCIATES$408,040$408,040$0$0
HS MANAGEMENT$73,387$73,387$0$0
NEUMEIER POMA$33,583$33,583$0$0
WELLINGTON$35,033$35,033$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDONOHUE CHARITABLE REMAINDER TRUSTSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WILSHIRE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$70,309
MISC. FILING FEES AND TAXES$660$660