DAN MURPHY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-04
- IRS object ID
- 202223089349100442
- Schema version
- 2021v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-04T15:04:14-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FUHRMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $316,812,992 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $230,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,758 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,758 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,411,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,411,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,831,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,846,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,831,435 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,736,325 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,736,325 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,214,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,984,309 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $306,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $61,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $245,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $255,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $255,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $212,539 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,967 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $195,572 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,960 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,960 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $93,973 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $93,973 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $783,190 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $772,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $347,393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94,272 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $491 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $93,697 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $93,697 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,277 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,277 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $59,298 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,168,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $945,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $970,168 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,543,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,281,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,711,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $945,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,252,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,503,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,039,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $373,833 | CashBOYAmt |
| Cash EOY | $206,487 | CashEOYAmt |
| Cash EOYFMV | $206,487 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,061,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,742,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,742,220 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $394,001 | AcctRcvblAmt |
| Acct Rcvbl EOY | $394,001 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $394,001 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $24,497 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $72,153 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $72,153 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $16,585,623 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,389,307 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,389,307 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $136,715,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $142,347,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,347,640 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,330,878 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,563,796 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,563,796 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $98,663,355 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,055,353 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,055,353 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $93,410 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,410 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $8,174,418 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,042,035 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,042,035 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $280,929,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,812,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $316,812,992 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,750 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $76,918 | AccountsPayableEOYAmt |
| Grants Payable BOY | $19,615,985 | GrantsPayableBOYAmt |
| Grants Payable EOY | $13,297,140 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $19,660,735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,374,058 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $253,694,708 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $292,286,348 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,574,418 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,152,586 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $261,269,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $303,438,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $280,929,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $316,812,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $261,269,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,503,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,666,576 | OtherIncreasesAmt |
| Subtotal | $303,438,934 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $303,438,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GARDEN RUSSO | P | 2014-10-31 | 2021-10-31 | $7,509,862 | $4,000,000 | $3,509,862 | $3,509,862 |
| ROBLOX | P | 2018-07-19 | 2021-03-12 | $664,631 | $41,823 | $622,808 | $622,808 |
| ROBLOX | P | 2018-07-19 | 2021-05-18 | $520,568 | $26,890 | $493,678 | $493,678 |
| ROBLOX | P | 2018-07-19 | 2021-03-12 | $49,721 | $2,844 | $46,877 | $46,877 |
| ROBLOX | P | 2018-07-19 | 2021-03-12 | $1,278,352 | $73,130 | $1,205,222 | $1,205,222 |
| ROBLOX | P | 2021-07-19 | 2021-05-18 | $1,467,079 | $66,247 | $1,400,832 | $1,400,832 |
| HARVEST MLP | P | 2014-10-31 | 2021-04-27 | $95,841 | $95,841 | $95,841 | |
| NEUMEIER POMA | P | 2021-11-11 | 2021-11-11 | $2,162,876 | $1,347,672 | $815,204 | $815,204 |
| OWL CREEK | P | 2014-06-30 | 2021-07-31 | $4,398,826 | $3,000,000 | $1,398,826 | $1,398,826 |
| TWO SIGMA | P | 2014-09-29 | 2021-03-31 | $2,000,000 | $755,990 | $1,244,010 | $1,244,010 |
| VULCAN VALUE PARTNERS | P | 2021-11-11 | 2021-11-11 | $6,830,941 | $4,700,782 | $2,130,159 | $2,130,159 |
| YORK | P | 2008-02-01 | 2021-11-11 | $1,185,725 | $1,185,725 | $1,185,725 | |
| K-1 CAPITAL GAINS | P | 2021-11-11 | 2021-11-11 | $16,682,391 | $16,682,391 | $16,682,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,831,435 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $487,043 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $487,043 | SubtotalAmt |
| Tax Based On Investment Income | $487,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $543,098 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $543,098 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $56,055 | OverpaymentAmt |
| Applied To ES Tax | $56,055 | 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 | www.danmurphyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEIDI TALBOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136233120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST SIXTH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| RICHARD A GRANT JR | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Past President | 5.00 | $0 | |
| 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 | Treasurer | 5.00 | $0 | |
| LYNNE M HOOK | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| JOSEPH M LUMARDA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| JOSEPH C SANDERS | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Chairman | 5.00 | $0 | |
| NORA URREA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Secretary | 5.00 | $0 | |
| DAVID FUHRMAN | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | President | 40.00 | $306,750 | $70,951 |
| 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 | $171,800 | $40,602 |
| CATHY HEUTMAKER | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | GRANTS ADMIN | 40.00 | $75,200 | $49,166 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 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 | $562,909 |
| NEUMEIER POMA INVESTMENT COUNSEL | |||||
| 26435 CARMEL RANCHO BLVD | CARMEL | CA | 93923 | INVESTMENT MGMT | $70,641 |
| VULCAN VALUE PARTNERS | |||||
| 2801 HIGHWAY 280 SOUTH SUITE 300 | BIRMINGHAM | AL | 35223 | INVESTMENT MGMT | $63,714 |
| PAMELA R ROSS CPA | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $59,328 |
| WELLINGTON MANAGEMENT | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT MGMT | $68,917 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $283,223,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,981,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,046,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $297,251,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $297,251,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,458,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $292,793,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,639,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,639,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $487,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $487,043 | TotalTaxAmt |
| Distributable Before Adj | $14,152,609 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,152,609 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,152,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,252,013 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,252,013 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,152,609 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $52,481 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,028,887 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,102 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,177,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,252,013 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,152,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,404 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,276,874 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $52,481 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,224,393 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,028,887 | ExcessFromYear3Amt |
| Excess From Year2 | $96,102 | ExcessFromYear2Amt |
| Excess From Current Year | $99,404 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN MURPHY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W SIXTH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136233120 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST BY INVITATION ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT A | AddressLine1Txt |
| City | SEE ATTACHMENT A | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $13,281,845 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,281,845 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON BOSCO TECHNICAL INSTITUTE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 San Gabriel Blvd | AddressLine1Txt |
| City | ROSEMEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $2,400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,758 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,411,791 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,831,435 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,695,681 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,984,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,984,309 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROSEMARY B DONOHUE CRT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WILSHIRE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $230,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | CategoryCategoryTxt | AmtAmt |
|---|---|---|---|---|
| $0 | $0 | $93,973 | ||
| $0 | $0 | $0 | ACCOUNTING FEES | $93,973 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1607 CAPITAL PARTNERS | BondNm |
| EOY Book Value | $8,563,796 | EOYBookValueAmt |
| EOYFMV | $8,563,796 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABDIEL QUALIFIED | $14,423,708 | $14,423,708 |
| TWO SIGMA US ALL CAP | $29,277,106 | $29,277,106 |
| 1607 CAPITAL PARTNERS INT'L | $27,404,227 | $27,404,227 |
| GARDNER RUSSO GLOBAL EQUITY | ||
| KABOUTER INT'L | $7,958,834 | $7,958,834 |
| VANGUARD MUTUAL FUNDS | $22,509,302 | $22,509,302 |
| NEUMEIER POMA | $10,351,913 | $10,351,913 |
| WELLINGTON TRUST CO | $8,373,765 | $8,373,765 |
| VULCAN VALUE PARTNERS | $11,962,857 | $11,962,857 |
| ALPINE INVESTORS | $4,637,705 | $4,637,705 |
| MANULIFE PRIVATE EQUITY | $5,448,223 | $5,448,223 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $20,389,307 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $20,389,307 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LUXOR CAPITAL | FMV | $46,051 | $46,051 |
| OWL CREEK | FMV | ||
| BLACKSTONE STRATEGIC ALLIANCE | FMV | $1,349,611 | $1,349,611 |
| MS GLOBAL DISTRESSED | FMV | $750,822 | $750,822 |
| MS PRIVATE EQUITY ASIA | FMV | $21,555 | $21,555 |
| MS PRIVATE III CAYMAN | FMV | $468,728 | $468,728 |
| MSDW VENTURE IV | FMV | $16,545 | $16,545 |
| RIALTO REAL ESTATE FUND | FMV | $2,891,932 | $2,891,932 |
| ALPHAKEYS REAL ESTATE FUND | FMV | $2,385,548 | $2,385,548 |
| TACONIC OPPORTUNITY | FMV | $8,202,540 | $8,202,540 |
| YORK CREDIT OPPORTUNITIES | FMV | $714,970 | $714,970 |
| STEPSTONE | FMV | $44,800,347 | $44,800,347 |
| CENTERGATE CAPITAL PARTNERS | FMV | $1,185,806 | $1,185,806 |
| DENHAM OIL & GAS FUND | FMV | $1,872,541 | $1,872,541 |
| PELICAN ENERGY PARTNERS | FMV | $5,884,565 | $5,884,565 |
| OVERLOOK PARTNERS | FMV | $6,295,604 | $6,295,604 |
| BERTRAM GROWTH | FMV | $3,790,617 | $3,790,617 |
| LONE STAR FUNDS | FMV | $2,843,728 | $2,843,728 |
| DAVIDSON KEMPNER | FMV | $15,179,825 | $15,179,825 |
| WGI EMERGING MKTS FUND | FMV | $7,318,171 | $7,318,171 |
| PRIME FINANCE | FMV | $3,979,890 | $3,979,890 |
| VARADERO INTERNATIONAL | FMV | $10,061,148 | $10,061,148 |
| FORTRESS CREDIT OPPS | FMV | $883,218 | $883,218 |
| NEW QUEST ASIA | AT COST | $2,111,591 | $2,111,591 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $93,410 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $93,410 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,960 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,960 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN CRT | Desc |
| BOY Book Value | $8,174,418 | BOYBookValueAmt |
| EOY Book Value | $8,042,035 | EOYBookValueAmt |
| EOYFMV | $8,042,035 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $111 | $111 |
| COMPUTER SERVICE AND SUPPORT | $17,961 | $17,961 |
| DUES AND SUBSCRIPTIONS | $5,220 | $5,220 |
| INSURANCE | $15,412 | $15,412 |
| OFFICE EXPENSES | $16,565 | $16,565 |
| TELEPHONE | $4,029 | $4,029 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Income | $3,695,681 | $3,695,681 |
| Other Investment Income | $40,644 | $40,644 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | $562,909 | $562,909 | $0 | $0 |
| CHAMBERS CONSULTING GROUP | $10,500 | $0 | $0 | $10,500 |
| NEUMEIER POMA | $72,551 | $72,551 | $0 | $0 |
| VULCAN | $68,313 | $68,313 | $0 | $0 |
| WELLINGTON | $68,917 | $68,917 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $346,902 | ||
| FOREIGN TAXES | $94,272 | ||
| PROPERTY TAXES | $341 | $341 | |
| REGISTRATION FEES | $150 | $150 |