DAN MURPHY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201543169349100019
- Schema version
- 2014v5.0
- 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 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 | 2015-11-12T11:18:52-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 913024809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | RICHARD A GRANT JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-11-12 | 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 | 8182228581 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $214,986,922 | 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 |
| Dividends Rev And Expnss | $3,755,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,755,249 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,755,249 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,915,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,795,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,915,247 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,915,247 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $237,715 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $237,715 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,908,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,908,211 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,670,496 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $312,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $112,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $100,775 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,775 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $175,636 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $47,970 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $127,666 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,859 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $14,859 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $53,630 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $618,543 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $618,543 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $6,445 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $6,445 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $180,033 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $576 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,060 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $84,016 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,024 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $65,992 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,386 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,386 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,550 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,953 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,674,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $831,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $638,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,028,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,153,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,702,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $831,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,791,682 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,205,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,076,824 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,670,496 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $364,190 | CashBOYAmt |
| Cash EOY | $205,534 | CashEOYAmt |
| Cash EOYFMV | $205,534 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,367,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,556,626 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,556,626 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $50,118 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $110,726 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $110,726 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $10,199,027 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,199,027 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $113,470,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,891,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,891,340 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $43,081,075 | CorporateBondsBOYAmt |
| Mortgage Loans EOY | $2,706,660 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,706,660 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $41,206,435 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,207,298 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $88,207,298 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $129,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,225 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $84,369 | LandBOYAmt |
| Land EOY | $79,809 | LandEOYAmt |
| Land EOYFMV | $79,809 | LandEOYFMVAmt |
| Other Assets BOY | $337,446 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,029,902 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,029,902 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $222,962,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,986,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $214,986,922 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $128,743 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $200,616 | AccountsPayableEOYAmt |
| Grants Payable BOY | $125,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $253,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $225,616 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $222,708,345 | UnrestrictedBOYAmt |
| Unrestricted EOY | $214,761,306 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,708,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $214,761,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,962,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $214,986,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,708,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,205,782 | ExcessRevenueOverExpensesAmt |
| Subtotal | $223,914,127 | SubtotalAmt |
| Other Decreases | $9,152,821 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $214,761,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,915,247 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,915,247 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,561,230 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $208,869,942 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,203,303 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $202,529,879 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05532 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,710,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $209,564,633 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04156 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,888,390 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $193,292,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05633 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,875,182 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $183,350,825 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04841 | DistributionYr5Rt |
| Total Distribution | 0.25218 | TotalDistributionRt |
| Average Distribution | 0.05044 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $219,192,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,055,191 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $130,768 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,185,959 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,791,682 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $130,768 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $130,768 | SubtotalAmt |
| Tax Based On Investment Income | $130,768 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $236,867 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $236,867 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $106,099 | OverpaymentAmt |
| Applied To ES Tax | $106,099 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA KAY DUNCAN | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 | $175,000 | $31,660 |
| EDWARD A LANDRY | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Vice President | 5.00 | $0 | |
| JEREMIAH T MURPHY | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Secretary | 5.00 | $0 | |
| DEBRA KAY DUNCAN | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Executive Dir. | 40.00 | $137,500 | $63,173 |
| JULIA D SCHWARTZ | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| FREDERICK J RUOPP | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| JON L REWINSKI | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| JOE SANDERS | |||||||
| 1240 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI TALBOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W SIXTH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $85,000 | CompensationAmt |
| Employee Benefits | $25,762 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS | |||||
| 2000 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | INVESTMENT MGMT | $146,352 |
| CAMBRIDGE ASSOCIATES | |||||
| 2730 SAND HILL ROAD | MENLO PARK | CA | 94025 | INVESTMENT MGMT | $443,818 |
| PAMELA R ROSS | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $57,600 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $205,500,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,030,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $222,530,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $222,530,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,337,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $219,192,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,959,623 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,959,623 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130,768 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $130,768 | TotalTaxAmt |
| Distributable Before Adj | $10,828,855 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,828,855 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,828,855 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,791,682 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,791,682 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $130,768 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,660,914 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,828,855 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,322,883 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,240,327 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $511,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,074,991 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,791,682 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,828,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $962,827 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,037,818 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,037,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,322,883 | ExcessFromYear4Amt |
| Excess From Year2 | $1,240,327 | ExcessFromYear2Amt |
| Excess From Year1 | $511,781 | ExcessFromYear1Amt |
| Excess From Current Year | $962,827 | 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 | 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 | 90000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $11,153,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,153,400 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | INSTITUTE FOR ADVANCED CATHOLIC STU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 S OLIVE STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90015 | 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 | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,755,249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,915,247 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K1 PARTNERSHIP INCOME | 14 | $228,275 |
| MISCELLANEOUS INCOME | 14 | $9,440 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,992,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,915,247 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,908,211 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GREEN, HASSON & JANKS | $24,750 | $0 | $0 | $24,750 |
| PAMELA R ROSS | $57,600 | $28,800 | $0 | $28,880 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS INSTITUTIONAL FUNDS | ||
| ABDIEL QUALIFIED | $7,399,601 | $7,399,601 |
| BOSTON TRUST SMALL CAP | $5,896,268 | $5,896,268 |
| HS CONCENTRATED QUALITY GROWTH | $9,805,949 | $9,805,949 |
| S&P 500 ETF | $9,459,124 | $9,459,124 |
| TWO SIGMA US ALL CAP | $9,604,850 | $9,604,850 |
| 1607 CAPITAL PARTNERS INT'L | $10,357,993 | $10,357,993 |
| CEVIAN CAPITAL II | $5,060,050 | $5,060,050 |
| EAFE ETF | $2,766,443 | $2,766,443 |
| GARDNER RUSSO GLOBAL EQUITY | $9,221,188 | $9,221,188 |
| KABOUTER INT'L | $6,604,403 | $6,604,403 |
| BUENA VISTA ASIAN | $4,500,000 | $4,500,000 |
| DFA EMERGING MARKETS | $4,168,423 | $4,168,423 |
| EMERGING MARKETS ETF | $8,580,072 | $8,580,072 |
| RS INVESTMENTS | $6,466,976 | $6,466,976 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,199,027 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,199,027 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS INSTITUTIONAL FUNDS | FMV | ||
| DISCOVERY GLOBAL MACRO | FMV | $3,160,565 | $3,160,565 |
| FORCE CAPITAL II | FMV | $4,264,933 | $4,264,933 |
| GREENLIGHT CAPITAL | FMV | $2,926,476 | $2,926,476 |
| JANA NIRVANA | FMV | $3,005,798 | $3,005,798 |
| LUXOR CAPITAL | FMV | $3,543,600 | $3,543,600 |
| OWL CREEK | FMV | $2,773,777 | $2,773,777 |
| THIRD POINT | FMV | $3,987,152 | $3,987,152 |
| BLACKSTONE STRATEGIC ALLIANCE | FMV | $4,583,223 | $4,583,223 |
| MS CAPITAL PARTNERS IV | FMV | $8,438 | $8,438 |
| MS GLOBAL DISTRESSED | FMV | $6,330,216 | $6,330,216 |
| MS PRIVATE EQUITY ASIA | FMV | $1,497,860 | $1,497,860 |
| MS PRIVATE III CAYMAN | FMV | $6,840,402 | $6,840,402 |
| MSDW VENTURE IV | FMV | $56,615 | $56,615 |
| RIALTO REAL ESTATE FUND | FMV | $3,528,914 | $3,528,914 |
| ALPHAKEYS REAL ESTATE FUND | FMV | $5,549,357 | $5,549,357 |
| WILSHIRE PRIVATE II | FMV | $331,105 | $331,105 |
| KNIGHTHEAD | FMV | $4,910,529 | $4,910,529 |
| LITESPEED | FMV | $4,105,424 | $4,105,424 |
| MASON | FMV | $5,650,089 | $5,650,089 |
| STANDARD LIFE GARS | FMV | $5,729,849 | $5,729,849 |
| TACONIC OPPORTUNITY | FMV | $5,892,294 | $5,892,294 |
| UBP SELECTINVEST | FMV | $364,586 | $364,586 |
| YORK CREDIT OPPORTUNITIES | FMV | $5,372,524 | $5,372,524 |
| SPDR GOLD EFT | FMV | $3,793,572 | $3,793,572 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $129,034 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $49,225 | AccumulatedDepreciationAmt |
| Book Value | $79,809 | BookValueAmt |
| EOYFMV | $79,809 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| McKOOL SMITH | $12,955 | $0 | $0 | $12,955 |
| MUSICK PEELER & GARRETT | $1,904 | $0 | $0 | $1,904 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| INVESTMENT CASH RECEIVABLE | $1,000,000 | $1,000,000 | |
| KINGS COUNTY PARTNERSHIP | $29,902 | $29,902 | $29,902 |
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 | $5,704 | $5,704 | |
| DUES AND SUBSCRIPTIONS | $2,787 | $2,784 | |
| INSURANCE | $10,657 | $10,657 | |
| MISCELLANEOUS INVESTMENT FEES | $5,550 | $5,550 | |
| OFFICE EXPENSES | $16,047 | $16,047 | |
| TELEPHONE | $7,681 | $761 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K1 PARTNERSHIP INCOME | $228,275 | $228,275 |
| MISCELLANEOUS INCOME | $9,440 | $9,440 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOSTON TRUST | $2,020 | $2,020 | $0 | $0 |
| CAMBRIDGE ASSOCIATES | $443,818 | $443,818 | $0 | $0 |
| DOLAN MCENIRY | $12,088 | $12,088 | $0 | $0 |
| UBS INVESTMENT FEES | $146,352 | $146,352 | $0 | $0 |
| US BANK | $14,265 | $14,265 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAXES | $129,970 | |
| FILING FEES | $235 | $235 |
| PROPERTY TAXES | $341 | $341 |
| UBIT | $49,487 |