2022-11-01T20:38:58-05:00 2021-12-31 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990PF 2021-01-01 371634786 THE FRED AND JUNE MACMURRAY FOUNDATION FRED 3234649898 1680 NORTH VINE STREET SUITE 504 LOS ANGELES CA 90028 AL MARSELLA CPA SECRETARY 3234649898 2022-10-31 1 AL MARSELLA CPA XXX-XX-XXXX CAREY MCKEE P01281067 2139724000 2022-11-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 20694401 X X 1 1 380635 380635 286255 500000 286255 386515 386335 1053406 1053226 126009 31502 98482 43700 10925 32775 3645 911 2734 5840 2920 2920 35540 8885 26655 16694 4674 0 48353 12088 36265 575 144 431 17050 5055 11995 297406 77104 212257 877500 877500 1174906 77104 1089757 -121500 976122 387602 113516 113516 140000 140000 140000 140000 12073181 14350425 14350425 2441711 2422747 2422747 1016500 1016500 1016500 1923750 1734057 1734057 1734057 25166 9906 9906 17818217 19787151 20694401 19522 15547 19522 15547 X 17798695 19771604 17798695 19771604 17818217 19787151 17798695 -121500 2094409 19771604 0 19771604 VANGUARD REAL ESTATE INDEX ADMIRAL FUND 2018-12-31 2021-07-16 250000 131436 118564 118564 VANGUARD 500 INDEX FUND ADM FUND 2018-12-31 2021-07-16 250000 82309 167691 167691 286255 13568 0 13568 0 13568 14120 0 0 0 14120 X 71 481 481 0 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 116009 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 15493941 436463 3657807 19588211 0 0 19588211 293823 19294388 964719 964719 13568 13568 951151 0 951151 0 951151 1089757 0 1089757 951151 0 0 152026 190105 183286 233270 758687 1089757 0 0 0 951151 138606 0 0 897293 0 0 0 0 0 0 0 897293 152026 190105 183286 233270 138606 X 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 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 40000 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 BLESSED SACRAMENT SCHOOL 6641 WEST SUNSET BLVD HOLLYWOOD CA 90028 N/A PC STAR AWARDS 50000 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 CATHOLIC CHARITIES OF LOS ANGELES INC 1531 JAMES M WOOD BLVD LOS ANGELES CA 90015 N/A PC OPERATE CENTERS, SHELTERS AND PROGRAM SITES 25000 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 COMMUNITY PARTNERS 1000 NORTH ALAMEDA STREET NO 240 LOS ANGELES CA 90012 N/A PC PROVIDE SOCIAL SERVICES FOR POSITIVE CHANGE TO COMMUNITIES 5000 CONCERN FOUNDATION 1026 S ROBERTSON BLVD LOS ANGELES CA 90027 N/A PC SPONSORSHIP FOR 47TH 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. 5000 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 5000 DOMINICAN SISTERS VISION OF HOPE 1555 34TH AVENUE OAKLAND CA 94601 N/A PC PROVIDE AFFORDABLE CATHOLIC EDUCATION FOR CHILDREN 10000 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 FOODCYCLE 1949 NORTH WILTON PLACE LOS ANGELES CA 90068 N/A PC FOOD DELIVERY TO THE HOMELESS NON-PROFIT ORGANIZATIONS 25000 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 45000 GLOBAL FOUNDATION FOR PEROXISOMAL DISORDERS 5147 HARVARD ST TULSA OK 74135 N/A PC TO HELP CHILDREN AND FAMILIES FACED WITH A PERIXOSOME DISORDER DIAGNOSIS AND ASSIST FAMILY MEMBERS AND PROFESSIONALS THROUGH EDUCATIONAL PROGRAMS, RESEARCH AND SUPPORT SERVICES 2500 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 N/A PC SPONSORSHIP FOR A MAXIMO AWARDS DINNER 25000 IMMACULATE HEART COMMUNITY 5515 FRANKLIN AVENUE LOS ANGELES CA 90028 N/A PC PROVIDE ART, EDUCATION, SPIRITUALITY AND SOCIAL SERVICES 10000 IMMACULATE HEART HIGH SCHOOL 5515 FRANKLIN AVENUE LOS ANGELES CA 90028 N/A PC PROVIDE COLLEGE PREPARATORY SERVICES 30000 JESUIT RETREAT CENTER OF LOS ALTOS 300 MANRESA WAY LOS ALTOS CA 94022 N/A PC PROVIDE SPIRITUAL DIRECTION 5000 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 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 35000 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 25000 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 45000 SAN MIGUEL SCHOOL 2270 EAST 108TH STREET LOS ANGELES CA 90059 N/A PC TO PROVIDE STUDENTS WITH TUITION-FREE EDUCATION 5000 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 30000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC TO PROMOTE FACULTY AND STAFF TRAINING 25000 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 10000 SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF SONOMA COUNTY 5671 REDWOOD DRIVE ROHNERT PARK CA 94928 N/A PC TO PROVIDE SUPPORT FOR THE NEEDY THROUGH LOW COST SALES AND GIFTS 2500 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. 15000 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 10000 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 15000 ST JOHN'S SEMINARY 5012 SEMINARY RD CAMARILLO CA 930122500 N/A PC TO PREPARE CANDIDATES FOR SERVICE AS ROMAN CATHOLIC PRIESTS 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 65000 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 UNIVERSITY OF CALIFORNIA AT RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 N/A PC TO TRANSFORM LIVES THROUGH DISCOVERY, COMMUNICATION, TRANSLATION, APPLICATION AND PRESERVATION OF KNOWLEDGE 15000 VALLEY FAMILY CENTER 302 SOUTH BRAND BLVD SAN FERNANDO CA 91340 N/A PC SUPPORT COUNSELING AND EDUCATIONAL SERVICES THAT FACILITATE PERSONAL GROWTH, STRENGTHEN THE FAMILY UNIT, AND PROTECT HUMAN DIGNITY FOR ALL PERSONS IN NEED. 15000 VERBUM DEI HIGH SCHOOL 11100 S CENTRAL AVE LOS ANGELES CA 90059 N/A PC SUPPORT UNDERPRIVLIDGED YOUTH EDUCATION PROGRAMS & VIRTUAL GALA 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 5000 YMCA OF METROPOLITAN LOS ANGELES 4301 W 3RD STREET LOS ANGELES CA 90020 N/A PC SUPPORT A BRIGHTER FUTURE PROGRAM 10000 YWCA SONOMA COUNTY 811 THIRD STREET SANTA ROSA CA 95404 N/A PC SUPPORT TO END DOMESTIC VIOLENCE THROUGH AWARENESS, EDUCATION AND EMPOWERMENT. 35000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TX 381059959 N/A PC TO ADVANCE CURES THROUGH RESEARCH AND TREATMENT 2500 877500 0 14 1 14 380635 18 286255 ROYALTIES FROM INTELLECTUAL PROPERTY 15 140000 0 OIL INTERESTS 15 186966 PARTNERSHIP INCOME 14 8772 ENTERTAINMENT ROYALTIES 15 50435 OTHER 14 162 TAX REFUND 01 180 0 1053406 0 1053406 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 20215 5054 15161 AUDIT 15000 3750 11250 BOOKKEEPING 325 81 244 NONE 0 EXPLANATION OF TRANSACTIONS WITH RELATED PARTIES 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. EXPLANATION OF TRANSACTIONS WITH RELATED PARTIES 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 408038 408038 INTER-TERM INVEST-GR ADM 974182 974182 SHORT-TERM INVEST-GR ADM 1040527 1040527 MANULIFE FINANCIAL CORPORATION 187382 187382 EMERGING MKTS STK INDX ADM 833130 833130 INTERNATIONAL GROWTH ADM 870740 870740 LARGE-CAP INDEX FUND ADM 2584615 2584615 REIT INDEX FUND ADM 2443914 2443914 SMALL-CAP INDEX FUND ADM 2645992 2645992 TOTAL STOCK MKT IDX ADM 2120949 2120949 500 INDEX FUND ADM 2663703 2663703 OIL INTERESTS FMV 1507057 1507057 INTELLECTUAL PROPERTY FMV 227000 227000 LEGAL CONSULTATIONS 5840 2920 2920 OTHER RECEIVABLE 25166 9906 9906 OFFICE EXPENSES 6556 1639 4917 INSURANCE 3426 857 2569 PRINTING AND POSTAGE 726 726 0 DUES & FEES 331 331 0 OTHER EXPENSES 981 245 736 OFFICE EQUIPMENT 2805 701 2104 MEETING EXPENSES 2225 556 1669 ROYALTIES FROM INTELLECTUAL PROPERTY 140000 140000 140000 OIL INTERESTS 186966 186966 186966 PARTNERSHIP INCOME 8772 8772 8772 ENTERTAINMENT ROYALTIES 50435 50435 50435 OTHER 162 162 162 TAX REFUND 180 180 UNREALIZED GAINS ON INVESTMENTS 2094409 FEDERAL TAX 12020 0 0 FOREIGN TAXES 3175 3175 0 CALIFORNIA OIL TAX 1499 1499 0