2023-11-10T15:20:54-06:00 2022-12-31 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990PF 2022-01-01 371634786 THE FRED AND JUNE MACMURRAY FOUNDATION FRED 3234649898 1680 NORTH VINE STREET SUITE 504 LOS ANGELES CA 90028 AL MARSELLA CPA SECRETARY 3234649898 2023-11-09 1 AL MARSELLA CPA XXX-XX-XXXX 1 CAREY MCKEE P01281067 2139724000 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 16987884 X X 1 1 275954 275954 511580 931259 511580 479008 479008 1266543 1266543 120574 30144 96808 46407 11602 34805 2340 585 1755 5000 2500 2500 35627 8907 26720 16956 2956 0 43949 10987 32962 632 158 474 998 998 0 19991 5261 14730 292474 74098 210754 858730 858730 1151204 74098 1069484 115339 1192445 113516 334970 334970 168675 140000 168675 168975 14350425 10641270 10641270 2422747 2184862 2184862 1016500 1016500 1016500 1923750 1734057 1734057 1734057 9906 0 0 19787151 16080334 16987884 15547 9169 15547 9169 X 19771604 16071165 19771604 16071165 19787151 16080334 19771604 115339 15000 19901943 3830778 16071165 REAL ESTATE INDEX ADMIRAL (VGSLX) P 2021-01-01 2022-02-02 550000 283193 266807 266807 REAL ESTATE INDEX ADMIRAL (VGSLX) P 2021-01-01 2022-11-30 350000 136486 213514 213514 CAPITAL GAINS DIVIDENDS P 31259 31259 31259 511580 16575 0 16575 0 16575 14481 0 2000 0 16481 X 0 94 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A AL MARSELLA CPA 3234649898 1680 NORTH VINE STREET SUITE 504 LOS ANGELES CA 90028 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 AL MARSELLA 1680 NORTH VINE STREET SUITE 504 LOS ANGELES CA 90028 SECRETARY/BOARD MEMBER 40.00 110574 0 0 KATHERINE MACMURRAY 1680 NORTH VINE STREET SUITE 504 LOS ANGELES CA 90028 PRESIDENT/BOARD MEMBER 5.00 5000 0 0 JOSEPH BERBERICH ESQ 1680 NORTH VINE STREET SUITE 504 LOS ANGELES CA 90028 BOARD MEMBER 2.00 0 0 0 MSGR PADRAIC LOFTUS 1680 NORTH VINE STREET SUITE 504 LOS ANGELES CA 90028 BOARD MEMBER 2.00 5000 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 13796755 481671 3657807 17936233 0 0 17936233 269043 17667190 883360 883360 16575 16575 866785 15000 881785 0 881785 1069484 0 1069484 881785 0 0 152026 190105 183286 233270 138606 897293 1069484 0 0 0 881785 187699 0 0 1084992 0 0 0 0 0 0 152026 932966 190105 183286 233270 138606 187699 X ABBEY OF REGINA LAUDIS (NEW HORIZONS) 273 FLANDERS RD BETHLEHEM CT 06751 N/A PC THE ABBY PROVIDES A COMMUNITY OF BENEDICTINE NUNS WHO WITNESS TO THE PRESENCE AND LOVE OF GOD THROUGH PRAYER, TEACHING, PROVIDING RETREAT GUIDANCE, AND WORK IN SELF SUSTENANCE BY FARMING AND RAISING LIVESTOCK FOR THE COMMUNITY. 35000 ALEXANDER VALLEY FILM SOCIETY 121 E 1ST STREET CLOVERDALE CA 95425 N/A PC TO ENRICH THE COMMUNITY BY CAPTIVATING AND ENGAGING AUDIENCES, CULTIVATING NEW FANS OF FILM, AND CELEBRATING OUR COLLECTIVE HUMANITY USING CINEMA THROUGH YEAR-ROUND EDUCATIONAL AND CULTURAL ENRICHMENT PROGRAMS, AS WELL AS THE ANNUAL ALEXANDER VALLEY FILM FESTIVAL 27730 ARCHDIOCESAN YOUTH EMPLOYMENT SERVICES 3250 WILSHIRE BLVD STE 1010 LOS ANGELES CA 90010 N/A PC TO HELP PROVIDE LESS PRIVILEGED YOUTH WITH JOB TRAINING, EDUCATIONAL AND CAREER SERVICES, REFERRAL AND JOB PLACEMENT ASSISTANCE 40000 CALIFORNIA PROVINCE OF SOCIETY OF JESUS 300 COLLEGE AVE LOS GATOS CA 95030 N/A PC TO SUPPORT JESUITS' WORK IN A VARIETY OF MINISTRIES INCLUDING HIGHER AND SECONDARY EDUCATION, PARISH AND RETREAT WORK, AND SOCIAL SERVICES FOR THE POOR AND MARGINALIZED 50000 CATHEDRAL OF OUR LADY OF THE ANGELES 3424 WILSHIRE BLVD 3RD FL LOS ANGELES CA 90010 N/A PC ADOPT A FAMILY, PROVIDE FOOD AND GIFTS TO NEEDY FAMILIES 6000 CATHOLIC CHARITIES OF LOS ANGELES INC 1531 JAMES M WOOD BLVD LOS ANGELES CA 90015 N/A PC OPERATE CENTERS, SHELTERS AND PROGRAM SITES 10000 CHILDREN OF THE NIGHT 3450 CAHUENGA BLVD W NO 602 LOS ANGELES CA 90068 N/A PC INTERVENTION IN THE LIVES OF CHILDREN WHO ARE SEXUALLY EXPLOITED AND VULNERABLE TO OR INVOLVED IN PROSTITUTION OR PORNOGRAPHY. 10000 CHILDREN'S INSTITUTE INC 2121 W TEMPLE STREET LOS ANGELES CA 90026 N/A PC SUPPORT FOR TRANSFORMATION OF THE LIVES OF CHILDREN EXPOSED TO ADVERSITY AND PERSISTENT POVERTY. 5000 CLOVERDALE CITRUS FAIR 1 CITRUS FAIR DRIVE CLOVERDALE CA 95425 N/A PC SUPPORT FOR COMMUNITY FAIR 2000 COMMUNITY PARTNERS 1000 NORTH ALAMEDA STREET NO 240 LOS ANGELES CA 90012 N/A PC PROVIDE SOCIAL SERVICES FOR POSITIVE CHANGE TO COMMUNITIES, IGNATIANS WEST 10000 CONCERN FOUNDATION 1026 S ROBERTSON BLVD LOS ANGELES CA 90027 N/A PC SPONSORSHIP FOR 48TH ANNUAL BLOCK PARTY TO BENEFIT CANCER RESEARCH 6000 COVENANT HOUSE OF CALIFORNIA 1325 N WESTERN AVE LOS ANGELES CA 90027 N/A PC SUPPORT REHABILITATION OF HOMELESS YOUTH 2500 DAUGHTERS OF ST PAUL 50 ST PAULS AVE BOSTON MA 02130 N/A PC THE DAUGHTERS OF ST. PAUL ARE A COMMUNITY OF VOWED WOMEN RELIGIOUS WHO DEDICATE THEIR LIVES TO SHARING THE MYSTERY OF CHRIST'S LOVE WITH THE PEOPLE OF TODAY THROUGH THE MEDIA. 2500 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC TO ASSIST VICTIMS OF DISASTERS AND CONFLICTS IN AFRICA 2500 DOLORES MISSION 170 SOUTH GLESS STREET LOS ANGELES CA 90033 N/A PC SPONSORSHIP FOR THE ANNUAL JESUIT CHARITIES GOLF TOURNAMENT TO BENEFIT DOLORES MISSION AND BLESSED SACRAMENT CHURCH 35000 DOMINICAN SISTERS VISION OF HOPE 1555 34TH AVENUE OAKLAND CA 94601 N/A PC PROVIDE AFFORDABLE CATHOLIC EDUCATION FOR CHILDREN 2500 EXCEPTIONAL CHILDREN'S FOUNDATION 8740 WEST WASHINGTON BLVD CULVER CITY CA 90232 N/A PC SUPPORT HIGHEST QUALITY SERVICES FOR CHILDREN ADULTS WHO ARE CHALLENGED WITH DEVELOPMENTAL, LEARNING AND EMOTIONAL DISABILITIES 15000 FOLDS OF HONOR FOUNDATION 5800 N PATRIOT DRIVE OWASSO OK 74055 N/A PC SUPPORT FOR EDUCATION OF FAMILES OF SERVICE MEMBERS WHO ARE KILLED OR DISABLED IN ACTION. 5000 FOODCYCLE 1949 NORTH WILTON PLACE LOS ANGELES CA 90068 N/A PC FOOD DELIVERY TO THE HOMELESS NON-PROFIT ORGANIZATIONS 35000 FRANK D LANTERMAN REGIONAL CENTER 3303 WILSHIRE BLVD 700 LOS ANGELES CA 90010 N/A PC FOR SUPPORT OF HOLIDAYS ARE FOR SHARING PROGRAM AND ALSO TO SERVE THE NEEDS OF THE POOR AND FDLRC HOLIDAYS ARE FOR SHARING. ALSO PROVIDES A "STRONG BEGINNINGS PROGRAM" FOR CHILDREN FROM AGES 0-3 TO FORESTALL DEVELOPMENTAL DISABILITIES BY PROVIDING TEACHING TOOLS TO MOTHERS AND THEIR BABIES. 45000 HEALDSBURG MUSEUM AND HISTORICAL SOCIETY PO BOX 952 HEALDSBURG CA 95448 N/A PC SUPPORT FOR MUSEUM AND HISTORICAL SOCIETY 10000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 N/A PC SPONSORSHIP FOR A MAXIMO AWARDS DINNER 25000 IMMACULATE HEART HIGH SCHOOL 5515 FRANKLIN AVENUE LOS ANGELES CA 90028 N/A PC PROVIDE COLLEGE PREPARATORY SERVICES 20000 LOS ANGELES PREGNANCY SERVICES 2524 W 7TH ST LOS ANGELES CA 90057 N/A PC TO ASSIST IN THE OPERATION OF TWO COUNSELING AND RESOURCE CENTERS 25000 LOYOLA INSTITUTE OF SPIRITUALITY 434 S BATAVIA ST ORANGE CA 92868 N/A PC COMMITTED TO EXTENDING INORTATINE AND SHARING IGNATIAN SPIRITUALITY WITH ALL WHO WORK TO DEEPEN THEIR RELATIONSHIP WITH GOD THROUGH RETREATS, PRAYER, SPIRITUAL DIRECTION AND EDUCATION BOTH IN ENGLISH AND SPANISH. 20000 MIDNIGHT MISSION 601 SOUTH SAN PEDRO ST LOS ANGELES CA 90014 N/A PC SUPPORT FOR PERSONS EXPERIENCING HOMELESSNESS 1500 NATIONAL VETERANS FOUNDATION 9841 AIRPORT BLVD STE 418 LOS ANGELES CA 90045 N/A PC SUPPORT FOR CRISIS MANAGEMENT, INFORMATION AND REFERRAL NEEDS TO VETERANS AND THEIR FAMILIES 40000 PREGNANCY HELP CENTER OF SAN GABRIEL VALLEY INC 5626 N ROSEMEAD BLVD TEMPLE CITY CA 91780 N/A PC TO PROVIDE SERVICES FOR PREGNANCY, CHILDREARING AND RELATIONSHIPS 15000 PRESENTATION SISTERS LEARNING CENTER 2216 E 108TH STREET LOS ANGELES CA 90059 N/A PC PROVIDES TEACHING SERVICES TO CATHOLIC SCHOOLS IN MINORITY AREAS OF LOS ANGELES AND PROVIDES EDUCATION AND OTHER SERVICES TO THE IMMIGRANT COMMUNITY IN LEARNING THE ENGLISH LANGUAGE AND PREPARING THEM FOR CITIZENSHIP. 30000 ROTTS OF FRIENDS ANIMAL RESCUE 34505 COUNTY ROAD 29 WOODLAND CA 95695 N/A PC SUPPORT FOR ANIMAL RESCUE AND CAPITAL IMPROVEMENTS, CORE PROGRAM, AND ANNUAL MUTTS & MARTINIS 30000 SANTA CHIARA CHILDREN'S CENTER 400 S OCEAN DR UNIT 825 FORT PIERCE FL 34949 N/A PC TO SUPPORT THE SANTA CHIARA CHILDREN'S CENTER IN PROVIDING HEALTHCARE FOR HAITIAN KIDS IN EXTREME POVERTY 35000 SISTERS OF SOCIAL SERVICE OF LOS ANGELES 4316 LANAI RD ENCINO CA 91436 N/A PC TO COME TOGETHER TO FULFILL THE GOSPEL CALL TO CARE FOR THE POOR AND ALIENATED, AND SUPPORT THE RIGHT OF ALL PEOPLE TO LIVE IN DIGNITY 25000 SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON DC 20036 N/A PC SUPPORT FOR SPORTS TRAINING AND COMPETITION TO PERSONS WITH INTELLECTUAL DISABILITIES 500 ST JOSEPH CENTER 204 HAMPTION DRIVE VENICE CA 90291 N/A PC PROVIDE WORKING POOR FAMILIES, AS WELL AS HOMELESS MEN, WOMEN, AND CHILDREN OF ALL AGES WITH THE INNER RESOURCES AND TOOLS TO BECOME PRODUCTIVE, STABLE AND SELF-SUPPORTING MEMBERS OF THE COMMUNITY. 20000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TX 381059959 N/A PC TO ADVANCE CURES THROUGH RESEARCH AND TREATMENT 5000 ST ANNE'S FOUNDATION 155 N OCCIDENTAL BLVD LOS ANGELES CA 90026 N/A PC TO SUPPORT EVENING OF ANGELS 10000 ST ANTHONY FOUNDATION 150 GOLDEN GATE AVE SAN FRANCISCO CA 94102 N/A PC TO ASSIST WITH ESSENTIAL SUPPORT TO SAN FRANCISCAN'S LIVING IN POVERTY BY PROVIDING A HOT MEAL, FRESH CLOTHING, AND AN OPPORTUNITY TO CONNECT, PROVIDE HEALTH CARE, ADDICTION RECOVERY, SOCIAL WORK, AND TECHNOLOGY ACCESS AND TRAINING 20000 ST FRANCIS CENTER 1835 S HOPE ST LOS ANGELES CA 90015 N/A PC TO ASSIST SFC IN SERVING HOMELESS AND EXTREMELY LOW INCOME INDIVIDUALS AND FAMILIES IN DOWNTOWN LOS ANGELES, PRIMARILY SERVICE PLANNING AREA (SPA) 4 AND SURROUNDING COMMUNITIES 20000 ST JOHN'S SEMINARY 5012 SEMINARY RD CAMARILLO CA 930122500 N/A PC TO PREPARE CANDIDATES FOR SERVICE AS ROMAN CATHOLIC PRIESTS 25000 STURGEONS MILL RESTORATION PROJECT INC 2150 GREEN HILL ROAD SEBASTOPOL CA 95472 N/A PC SUPPORT FOR RESTORATION OF HISTORIC SAW MILL AND WORKING MUSEUM 25000 THE CENTER AT BLESSED SACRAMENT 6636 SELMA AVE LOS ANGELES CA 90028 N/A PC TO PROVIDE SERVICES TO THE HOMELESS POPULATION IN HOLLYWOOD AND SPONSOR THE COMMON GOOD EVENT 50000 THE HEART TOUCH PROJECT 3400 AIRPORT AVE STE 42 SANTA MONICA CA 90405 N/A PC TO SUPPORT THE TRAINING AND DELIVERY OF COMPASSIONATE AND HEALING TOUCH TO HOMEBOUND OR HOSPITALIZED MEN, WOMEN AND CHILDREN 20000 TIERRA DEL SOL FOUNDATION 9919 SUNLAND BLVD SUNLAND CA 91040 N/A PC TO EMPOWER PEOPLE WITH DISABILITIES TO FULFILL THEIR POTENTIAL AND DESIRE TO BECOME PRODUCTIVE CITIZENS WHO ARE ACCEPTED, INCLUDED, AND VALUED FOR THE CONTRIBUTIONS THEY MAKE TO THE ECONOMIC, CIVIC, AND CULTURAL VITALITY OF THE COMMUNITY 5000 VERBUM DEI HIGH SCHOOL 11100 S CENTRAL AVE LOS ANGELES CA 90059 N/A PC SUPPORT UNDERPRIVLIDGED YOUTH EDUCATION PROGRAMS 12500 VILLA ESPERANZA SERVICES 2060 EAST VILLA ST PASADENA CA 91107 N/A PC TO PROVIDE THE TOOLS AND SUPPORT TO PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 7500 YWCA SONOMA COUNTY 811 THIRD STREET SANTA ROSA CA 95404 N/A PC SUPPORT TO END DOMESTIC VIOLENCE THROUGH AWARENESS, EDUCATION AND EMPOWERMENT. 15000 858730 0 14 1 14 275954 18 511580 ROYALTIES FROM INTELLECTUAL PROPERTY 15 140000 OIL INTERESTS 15 324644 PARTNERSHIP INCOME 14 4639 ENTERTAINMENT ROYALTIES 15 9725 0 1266543 0 1266543 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 20127 5032 15095 AUDIT 15500 3875 11625 BOOKKEEPING 0 0 0 NONE 0 TRANSACTIONS WITH DISQUALIFIED PERSON FORM 990-PF, PART VII-B, LINE 1(A)(3) THE FOUNDATION LEASES A FACILITY WITH ONE OF ITS TRUSTEES, AL MARSELLA, CPA, AND PAYS 2/3 PORTION OF RENT AND EXPENSES. THE FOUNDATION MAKES PAYMENTS DIRECTLY TO THE THIRD PARTY VENDOR. THIS ALLOCATION IS BASED ON SQUARE FOOTAGE OCCUPIED AND IS REASONABLE AND NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSES, AND ACCORDINGLY, ARE NOT CONSIDERED ACTS OF SELF-DEALING. TRANSACTIONS WITH DISQUALIFIED PERSON FORM 990-PF, PART VII-B, LINE 1(A)(4) MANAGEMENT CONSULTANT FEES AND BOOKKEEPING FEES WERE PAID TO ONE OF THE TRUSTEES, AL MARSELLA CPA, FOR PROVIDING PROFESSIONAL SERVICES THAT WOULD BE PERFORMED OF A FOUNDATION MANAGER. THE FEES PAID ARE REASONABLE AND NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSES, AND ACCORDINGLY, ARE NOT CONSIDERED ACTS OF SELF-DEALING. GNMA FUND ADMIRAL SHARES 364266 364266 INTER-TERM INVEST-GR ADM 839927 839927 SHORT-TERM INVEST-GR ADM 980669 980669 MANULIFE FINANCIAL CORPORATION 175296 175296 EMERGING MKTS STK INDX ADM 684989 684989 INTERNATIONAL GROWTH ADM 602615 602615 LARGE-CAP INDEX FUND ADM 2075535 2075535 REIT INDEX FUND ADM 1364993 1364993 SMALL-CAP INDEX FUND ADM 1850762 1850762 TOTAL STOCK MKT IDX ADM 1706830 1706830 500 INDEX FUND ADM 2180250 2180250 OIL INTERESTS FMV 1507057 1507057 INTELLECTUAL PROPERTY FMV 227000 227000 LEGAL CONSULTATIONS 5000 2500 2500 OTHER RECEIVABLE 9906 0 UNREALIZED LOSSES ON INVESTMENTS 3830778 OFFICE EXPENSES 6688 1672 5016 INSURANCE 8044 2011 6033 DUES & FEES 350 350 0 OTHER EXPENSES 2627 657 1970 OFFICE EQUIPMENT 432 108 324 MEETING EXPENSES 1850 463 1387 ROYALTIES FROM INTELLECTUAL PROPERTY 140000 140000 140000 OIL INTERESTS 324644 324644 324644 PARTNERSHIP INCOME 4639 4639 4639 ENTERTAINMENT ROYALTIES 9725 9725 9725 PRIOR YEAR RETURNED GRANT 15000 FEDERAL TAX 14000 0 0 FOREIGN TAXES 2956 2956 0