DAN MURPHY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202523019349101142
- Schema version
- 2024v5.2
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T12:33:20-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956046963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANM | BusinessNameControlTxt |
| Phone | 2136233120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST SIXTH STREET 1240 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FUHRMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pamela R Ross | PreparerPersonNm |
| PTIN | P00034695 | PTIN |
| Phone | 8186138581 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $285,821,155 | 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 | $345,529 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $345,529 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,614,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,614,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,502,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,224,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,502,109 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,567,899 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,567,899 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,029,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,029,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $351,779 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,356 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $281,423 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $334,550 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $334,550 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $248,588 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $23,638 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $224,950 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,060 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $39,060 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $103,051 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $103,051 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $795,957 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $795,957 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $493,860 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94,713 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,313 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,587 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $100,910 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $100,910 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,711 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,711 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,848 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $132,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,634,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $984,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,240,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,396,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,806,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,031,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $984,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,047,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,997,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,045,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $443,791 | CashBOYAmt |
| Cash EOY | $603,845 | CashEOYAmt |
| Cash EOYFMV | $603,845 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,401,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,259,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,259,707 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $22,163 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,612,232 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $22,163 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $22,163 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $154,673 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $214,817 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $214,817 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $19,119,321 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,835,583 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,835,583 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $131,946,524 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,188,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,188,127 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,582,800 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,097,606 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,097,606 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOYFMV | $69,673 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $102,207,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $124,043,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $124,043,650 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $190,463 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $120,790 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $58,565 | LandBOYAmt |
| Land EOY | $69,673 | LandEOYAmt |
| Other Assets BOY | $7,808,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,485,984 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,485,984 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $276,334,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $285,821,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $285,821,155 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $100,991 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $291,180 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,350,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $915,579 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,450,991 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,206,759 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $267,075,182 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $276,128,412 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,808,500 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,485,984 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $274,883,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $284,614,396 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $276,334,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $285,821,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $274,883,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,997,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $732,738 | OtherIncreasesAmt |
| Subtotal | $284,614,396 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $284,614,396 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NEUMEIER POMA | P | 2024-11-11 | 2024-11-11 | $5,671,260 | $4,136,065 | $1,535,195 | $1,535,195 |
| TWO SIGMA | P | 2024-11-11 | 2024-11-11 | $10,000,000 | $2,586,016 | $7,413,984 | $7,413,984 |
| YORK HOLDBACK | P | 2024-11-11 | 2024-11-11 | $552,930 | $552,930 | $552,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,502,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $306,428 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $306,428 | SubtotalAmt |
| Tax Based On Investment Income | $306,428 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $355,203 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $355,203 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $106 | EsPenaltyAmt |
| Overpayment | $48,669 | OverpaymentAmt |
| Applied To ES Tax | $48,669 | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|
| Mother Gloria Therese | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| PATRICIA L MCKENNA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Chair | 5.00 | $0 | |
| MICHAEL DI PIETRO | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| LYNNE M HOOK | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Secretary | 5.00 | $0 | |
| JOSEPH M LUMARDA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Treasurer | 5.00 | $0 | |
| JOSEPH C SANDERS | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| NORA URREA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Vice President | 5.00 | $0 | |
| DAVID FUHRMAN | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | President | 40.00 | $351,779 | $98,733 |
| 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 | $222,950 | $62,443 |
| CATHY HEUTMAKER | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | GRANTS ADMIN | 40.00 | $100,550 | $39,512 |
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 | $548,611 |
| NEUMEIER POMA INVESTMENT COUNSEL | |||||
| 26435 CARMEL RANCHO BLVD | CARMEL | CA | 93923 | INVESTMENT MGMT | $104,814 |
| PAMELA R ROSS CPA | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $61,200 |
| WELLINGTON MANAGEMENT | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT MGMT | $140,246 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $268,225,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,619,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,844,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $275,844,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,137,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $271,706,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,585,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,585,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $306,428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $306,428 | TotalTaxAmt |
| Distributable Before Adj | $13,278,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,278,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,278,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,047,233 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $22,695 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $13,069,928 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,278,922 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $660,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $660,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,069,928 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,069,928 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $208,994 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $208,994 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $451,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $451,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $451,206 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN MURPHY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W SIXTH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136233120 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST BY INVITATION ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT A | AddressLine1Txt |
| City | SEE ATTACHMENT A | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $11,806,417 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,806,417 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | CHARITABLE | $220,000 |
| CENTER FOR NONPROFIT MANAGEMENT | |||||||
| 1000 N Alameda St Suite 250 | LOS ANGELES | CA | 90012 | N/A | PC | CHARITABLE | $25,000 |
| BISHOP CONALY HIGH SCHOOL | |||||||
| 2900 W Pico Blvd | LOS ANGELES | CA | 90006 | N/A | PC | CHARITABLE | $35,579 |
| FUNDACION SCHOLAS OCCURENTES | |||||||
| 3424 Wilshire Blvd FL 5 | LOS ANGELES | CA | 90010 | N/A | PC | CHARITABLE | $50,000 |
| OUR LADY OF MOUNT CARMEL | |||||||
| 1441 West Balboa Boulevard | NEWPORT BEACH | CA | 92661 | none | PC | CHARITABLE | $5,000 |
| MATER DEI HIGH SCHOOL | |||||||
| 1202 W Edinger Avenue | SANTA ANA | CA | 92707 | none | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $340,579 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,529 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,614,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,502,109 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Income | 14 | $11,553,913 |
| MADOFF SETTLEMENT | 14 | $13,986 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,029,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,029,873 | 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 | $103,051 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $103,051 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2022-08-03 | $67,843 | $13,730 | SL | 7.0000 | $9,692 |
| AV EQUIPMENT | 2022-05-17 | $6,515 | $2,063 | SL | 5.0000 | $1,303 |
| PROJECTOR | 2024-07-31 | $1,749 | SL | 5.0000 | $146 | |
| LAPTOP | 2024-09-30 | $2,917 | SL | 5.0000 | $146 | |
| TIMELINE | 2024-11-27 | $18,029 | SL | 5.0000 | $300 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1607 CAPITAL PARTNERS | BondNm |
| EOY Book Value | $8,097,606 | EOYBookValueAmt |
| EOYFMV | $8,097,606 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABDIEL QUALIFIED | $12,189,642 | $12,189,642 |
| TWO SIGMA US ALL CAP | $25,391,327 | $25,391,327 |
| 1607 CAPITAL PARTNERS INT'L | $23,807,130 | $23,807,130 |
| VANGUARD MUTUAL FUNDS | $29,327,422 | $29,327,422 |
| NEUMEIER POMA | $14,193,892 | $14,193,892 |
| WELLINGTON TRUST CO | $9,775,424 | $9,775,424 |
| MANULIFE PRIVATE EQUITY | $4,503,290 | $4,503,290 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,835,583 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,835,583 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LUXOR CAPITAL | FMV | $23,481 | $23,481 |
| BLACKSTONE STRATEGIC ALLIANCE | FMV | $34,958 | $34,958 |
| MS GLOBAL DISTRESSED | FMV | $178,428 | $178,428 |
| MS PRIVATE III CAYMAN | FMV | $69,065 | $69,065 |
| RIALTO REAL ESTATE FUND | FMV | $1,731,655 | $1,731,655 |
| ALPHAKEYS REAL ESTATE FUND | FMV | $625,582 | $625,582 |
| YORK CREDIT OPPORTUNITIES | FMV | $160,529 | $160,529 |
| STEPSTONE | FMV | $20,403,096 | $20,403,096 |
| CENTERGATE CAPITAL PARTNERS | FMV | $3,325,363 | $3,325,363 |
| TRACE CAPITAL | FMV | $3,127,098 | $3,127,098 |
| PELICAN ENERGY PARTNERS | FMV | $6,216,007 | $6,216,007 |
| OVERLOOK PARTNERS | FMV | $6,047,114 | $6,047,114 |
| BERTRAM GROWTH | FMV | $6,243,747 | $6,243,747 |
| LONE STAR FUNDS | FMV | $4,001,204 | $4,001,204 |
| DAVIDSON KEMPNER | FMV | $15,286,275 | $15,286,275 |
| WGI EMERGING MKTS FUND | FMV | $8,975,356 | $8,975,356 |
| PRIME FINANCE | FMV | $7,122,792 | $7,122,792 |
| VARADERO INTERNATIONAL | FMV | $12,096,604 | $12,096,604 |
| ALPINE INVESTORS | FMV | $6,447,570 | $6,447,570 |
| FORTRESS CREDIT OPPS | FMV | $2,477,436 | $2,477,436 |
| NEW QUEST ASIA | AT COST | $3,203,448 | $3,203,448 |
| LAURION CAPITAL | FMV | $7,849,209 | $7,849,209 |
| DW HEALTHCARE | FMV | $951,003 | $951,003 |
| CRESCENT CAPITAL | FMV | $287,962 | $287,962 |
| INDUSTRY VENTURES | FMV | $250,497 | $250,497 |
| TIVERTON AGRIFINANCE | FMV | $861,762 | $861,762 |
| PALMER SQUARE | FMV | $6,046,409 | $6,046,409 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $190,463 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $120,790 | AccumulatedDepreciationAmt |
| Book Value | $69,673 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,060 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,060 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN CRT | Desc |
| BOY Book Value | $7,808,500 | BOYBookValueAmt |
| EOY Book Value | $8,485,984 | EOYBookValueAmt |
| EOYFMV | $8,485,984 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER SERVICE AND SUPPORT | $18,346 | $18,346 |
| DUES AND SUBSCRIPTIONS | $17,840 | $17,840 |
| INSURANCE | $27,589 | $27,589 |
| OFFICE EXPENSES | $28,771 | $28,771 |
| PROFESSIONAL DEVELOPMENT | $24,800 | $24,800 |
| TELEPHONE | $3,869 | $3,869 |
| WEBSITE/BRANDING | $11,633 | $11,633 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Income | $11,553,913 | $11,553,913 |
| MADOFF SETTLEMENT | $13,986 | $13,986 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $732,738 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | $548,611 | $548,611 | $0 | $0 |
| NEUMEIER POMA | $104,814 | $104,814 | $0 | $0 |
| US BANK | $2,286 | $2,286 | $0 | $0 |
| WELLINGTON | $140,246 | $140,246 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $492,547 | ||
| FOREIGN TAXES | $94,713 | ||
| PROPERTY TAXES | $513 | $513 | |
| RRF-1 FILING FEE | $800 | $800 |