2022-11-15T16:49:21-06:00 2021-12-31 812737245 LOPEZ ACCOUNTING GROUP 3500 WEST OLIVE AVENUE SUITE 680 BURBANK CA 91505 990PF 2021-01-01 954856207 DURFEE FOUNDATION DURF 3108995120 700 S FLOWER ST 560 LOS ANGELES CA 90017 CLAIRE PEEPS EXEC. DIRECTOR 3108995120 2022-11-15 1 CLAIRE PEEPS 999009999 JUAN P LOPEZ CPA P01367411 8188407075 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 64853465 X X 154 154 100220 100220 4499081 12473334 4471718 990075 996598 5589530 5568690 430542 38431 391249 171034 12966 153034 157107 11783 145603 33046 0 33046 41495 37346 4149 236924 224033 13391 3 0 0 105147 0 0 13661 0 73275 0 79397 48591 0 48591 254343 0 228715 1565168 324559 1097175 3106030 2659459 4671198 324559 3756634 918332 5244131 73571 270608 270606 179026 452558 452558 16042 6150 6150 3272343 3229193 3229193 2211587 3171599 3171599 55051368 57629141 57629141 207013 112795 107879 94218 94218 252983 0 0 61164799 64853467 64853465 132218 124338 434697 881268 119184 151154 686099 1156760 X 60478700 63696707 60478700 63696707 61164799 64853467 60478700 918332 2299991 63697023 316 63696707 PUBLICLY TRADED SECURITIES 2021-01-01 2021-12-31 8460367 7974253 486114 486114 ALTERNATIVE INVESTMENTS P 2021-01-01 2021-12-31 3820028 3820028 3820028 CAPITAL GAINS DIVIDENDS P 165576 165576 165576 4471718 72893 0 72893 0 72893 20000 0 100000 0 120000 X 88 47019 47019 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 1 1 HTTPS://DURFEE.ORG/ CLAIRE PEEPS 3108995120 700 S FLOWER ST 560 LOS ANGELES CA 90017 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLINE D AVERY 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 PRESIDENT 32.00 152463 26000 0 JONATHAN NEWKIRK 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 VICE PRESIDENT AND TREASURER 2.00 5000 0 0 DIANA MCKEE 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 SECRETARY 2.00 5000 0 0 CHRISTOPHER AVERY 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 TRUSTEE 2.00 5000 0 0 HALINA AVERY 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 TRUSTEE 2.00 5000 0 0 MICHAEL NEWKIRK 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 TRUSTEE 2.00 5000 0 0 LESLIE ITO 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 TRUSTEE 2.00 5000 0 0 THEODORE AVERY 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 TRUSTEE 2.00 5000 0 0 NIKE IRVIN 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 TRUSTEE 2.00 5000 0 0 CLAIRE PEEPS 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 EXECUTIVE DIRECTOR 40.00 238079 26000 0 STELLA CHUNG 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 PROGRAM MANAGER 40.00 86438 13500 0 MARY CRUZ 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 PROGRAM MANAGER 40.00 84596 9000 0 0 ANGELES INVESTMENT ADVISORS 429 SANTA MONICA BLVD SUITE 650 SANTA MONICA CA 90401 INVESTMENT SERVICES 223883 0 SPRINGBOARD PROGRAMS - BRAIN TRUST MEETINGS AND MENTORING FEES. 70498 SABBATICAL - RETREAT, FACILITATOR FEES, AND AWARD CEREMONY. 40647 ALL PROGRAMS PROFESSIONAL FUND - UNDERWRITE FELLOWS PARTICIPATION IN TRAININGS AND CONFERENCES. ALSO, HIRING RETREAT FACILITATORS, ENGAGING BOARD CONSULTANTS, ETC. 40234 STANTON FELLOWSHIP - RETREAT, QUARTERLY MEETINGS, PROGRAM EVALUATION, AND AWARDS CEREMONY. 2236 0 64460832 733856 100368 65295056 0 0 65295056 979426 64315630 3215782 3215782 72893 3873 76766 3139016 0 3139016 0 3139016 3756634 0 3756634 3139016 0 0 213214 216921 430135 3756634 0 0 0 3139016 617618 0 0 1047753 0 0 0 0 0 0 0 1047753 213214 216921 617618 CLAIRE PEEPS 700 S FLOWER ST SUITE 560 LOS ANGELES CA 90017 3108995120 LETTER FORM - GO TO HTTPS://DURFEE.ORG/ NO GO TO HTTPS://DURFEE.ORG/ ADVANCEMENT PROJECT CALIFORNIA PO BOX 39347 LOS ANGELES CA 90039 PC SABBATICAL GRANT 10000 ALL PEOPLES COMMUNITY CENTER 822 EAST 20TH STREET LOS ANGELES CA 90011 PC FLOW FUNDS GRANT 190000 BARRIO ACTION YOUTH & FAMILY CENTER 4927 HUNTINGTON DRIVE SUITE 200 LOS ANGELES CA 90032 PC SABBATICAL GRANT 190000 BLACK COOPERATIVE INVESTMENT FUND 6080 CENTER DRIVE 6TH FLOOR LOS ANGELES CA 90045 PC GENERAL OPERATING 100000 CALIFORNIA ASSOCIATION OF NONPROFITS 870 MARKET STREET SUITE 985 SAN FRANCISCO CA 94102 PC GENERAL OPERATING 25000 CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA STREET SUITE 400 LOS ANGELES CA 90012 PC NSI GRANT 25000 CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE PO BOX 861766 LOS ANGELES CA 90086 PC SABBATICAL GRANT 10000 CENTER FOR NONPROFIT MANAGEMENT 1000 N ALAMEDA ST SUITE 250 LOS ANGELES CA 90012 PC GENERAL OPERATING 25000 CENTRAL AMERICAN RESOURCE CENTER 2845 W 7TH STREET LOS ANGELES CA 90005 PC SABBATICAL GRANT 10000 COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT 3101 S GRAND AVENUE LOS ANGELES CA 90007 PC STANTON FELLOWSHIP 40775 COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT 8101 S VERMONT AVENUE LOS ANGELES CA 90044 PC STANTON FELLOWSHIP AND SABBATICAL GRANT 92654 CULTIVALA 1723 JAMES WOOD BLVD LOS ANGELES CA 90015 PC SPRINGBOARD FUND 35000 EARTHWATCH INSTITUTE 1380 SOLDIERS FIELD ROAD BOSTON MA 02135 PC GENERAL OPERATING 148530 EL NIDO FAMILY CENTER 440 W SHATTO PLACE SUITE 417 LOS ANGELES CA 90020 PC SABBATICAL GRANT 10000 EMERGING PRACTITIONERS IN PHILANTHROPY PO BOX 399385 SAN FRANCISCO CA 94139 PC GENERAL OPERATING 2500 ENGAGE 240 E VERDUGO AVENUE SUITE 100 BURBANK CA 91502 PC SABBATICAL GRANT 10000 INCLUSIVE ACTIOIN FOR THE CITY 2900 E CESAR CHAVEZ AVENUE LOS ANGELES CA 90033 PC LARK AWARD PILOT PROGRAM AND FLOW FUND GRANT 200000 INNER CITY LAW CENTER 1309 E SEVENTH STREET LOS ANGELES CA 90021 PC SABBATICAL GRANT 10000 KOREATOWN IMMIGRANT WORKERS ALLIANCE 941 S VERMONT SUITE 301 LOS ANGELES CA 90006 PC FLOW FUNDS GRANT AND SABBATICAL GRANT 200000 LA COMPOST 221 W AVE 45 LOS ANGELES CA 90065 PC LARK AWARD PILOT 10000 LA MAS 2806 CLEARWATER STREET LOS ANGELES CA 90039 PC LARK AWARD PILOT PROGRAM AND FLOW FUNDS GRANT 200000 LA VOICE 3660 WILSHIRE BOULEVARD SUITE 602 LOS ANGELES CA 90010 PC SABBATICAL GRANT 10000 LEADING FROM WITHIN PO BOX 806 SANTA BARBARA CA 93102 PC GENERAL OPERATING 25000 LEGACY LA YOUTH DEVELOPMENT CORP 1350 SAN PABLO STREET LOS ANGELES CA 90033 PC SABBATICAL GRANT 10000 LOS ANGELES ALIANCE FOR A NEW ECONOMY 464 LUCAS AVENUE SUITE 202 LOS ANGELES CA 90017 PC FLOW FUNDS GRANT AND SPRINGBOARD FUND 255000 LOS ANGELES COMMUNITY ACTION NETWORK 456 S MAIN STREET GROUND FLOOR LOS ANGELES CA 90013 PC FLOW FUNDS GRANT 190000 LOST ANGELS CHILDREN'S PROJECT 45059 TREVOR AVE LANCASTER CA 93534 PC FLOW FUNDS GRANT AND SPRINGBOARD FUND 240000 NATIONAL CENTER FOR FAMILY PHILANTHROPY 1667 K STREET NW WASHINGTON DC 20006 PC GENERAL OPERATING 25000 PHYSICIANS FOR SOCIAL RESPONSIBILITY - LOS ANGELES 617 S OLIVE STREET SUITE 1100 LOS ANGELES CA 90014 PC SABBATICAL GRANT 10000 PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA 153 GLENDALE BLVD 1ST FLOOR LOS ANGELES CA 90026 PC FLOW FUNDS GRANT 190000 PROJECTQ 818 N SPRING ST 100 LOS ANGELES CA 90012 PC SPRINGBOARD FUND 50000 REGENTS OF THE UNIVERSITY OF CALIFORNIA S545 STUDENT SERVICES BLVD MC 1900 BERKELEY CA 94720 PC GENERAL OPERATING 10000 SOCIAL & ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS SUITE 201 CALABASAS CA 91302 PC STANTON FELLOWSHIP 75000 UNITED WAY OF GREATER LOS ANGELES 1150 S OLIVE STREET SUITE T500 LOS ANGELES CA 90015 PC STANTON FELLOWSHIP 5000 UPWARD BOUND HOUSE 1104 WASHINGTON AVENUE LOS ANGELES CA 90403 PC SABBATICAL GRANT 10000 YWCA GLENDALE AND PASADENA 735 E LEXINGTON DRIVE GLENDALE CA 91202 PC SABBATICAL GRANT 10000 2659459 ADVANCEMENT PROJECT CALIFORNIA PO BOX 39347 LOS ANGELES CA 90039 PC SABBATICAL GRANT 50000 CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE PO BOX 861766 LOS ANGELES CA 90086 PC SABBATICAL GRANT 50000 CENTRAL AMERICAN RESOURCE CENTER 2845 W 7TH STREET LOS ANGELES CA 90005 PC SABBATICAL GRANT 50000 EL NIDO FAMILY CENTER 440 W SHATTO PLACE SUITE 417 LOS ANGELES CA 90020 PC SABBATICAL GRANT 50000 ENGAGE 240 E VERDUGO AVENUE SUITE 100 BURBANK CA 91502 PC SABBATICAL GRANT 50000 INNER CITY LAW CENTER 1309 E SEVENTH STREET LOS ANGELES CA 90021 PC SABBATICAL GRANT 50000 KOREATOWN IMMIGRANT WORKERS ALLIANCE 941 S VERMONT SUITE 301 LOS ANGELES CA 90006 PC SABBATICAL GRANT 50000 LA VOICE 3660 WILSHIRE BOULEVARD SUITE 602 LOS ANGELES CA 90010 PC SABBATICAL GRANT 50000 LEGACY LA YOUTH DEVELOPMENT CORP 1350 SAN PABLO STREET LOS ANGELES CA 90033 PC SABBATICAL GRANT 50000 LOST ANGELS CHILDREN'S PROJECT 45059 TREVOR AVE LANCASTER CA 93534 PC SPRINGBOARD FUND 30000 PHYSICIANS FOR SOCIAL RESPONSIBILITY - LOS ANGELES 617 S OLIVE STREET SUITE 1100 LOS ANGELES CA 90014 PC SABBATICAL GRANT 50000 PROJECTQ 818 N SPRING ST 100 LOS ANGELES CA 90012 PC SPRINGBOARD FUND 100000 UPWARD BOUND HOUSE 1104 WASHINGTON AVENUE LOS ANGELES CA 90403 PC SABBATICAL GRANT 50000 YWCA GLENDALE AND PASADENA 735 E LEXINGTON DRIVE GLENDALE CA 91202 PC SABBATICAL GRANT 50000 730000 14 154 14 100220 523000 27363 18 4471718 ALTERNATIVE INVESTMENTS 523000 -6523 14 996598 20840 5568690 0 5589530 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 41495 37346 4149 WEBSITE 2016-08-01 72790 72790 SL 3.000000000000 0 0 COMPUTER 2018-06-06 3295 1702 SL 5.000000000000 659 0 LAPTOP 2018-06-06 1795 927 SL 5.000000000000 359 0 LAPTOP 2018-06-06 1795 927 SL 5.000000000000 359 0 FURNITURE 2018-12-31 42024 12006 SL 7.000000000000 6003 0 LEASEHOLD IMPROVEMENTS 2018-12-31 80862 10782 SL 15.000000000000 5391 0 COMPUTER 2020-12-19 4452 SL 5.000000000000 890 0 ALTERNATIVE INVESTMENTS 2021-01 PURCHASED 2021-12 27363 COST 0 27363 BOND FUNDS 3171599 3171599 EQUITY FUNDS 3229193 3229193 ALTERNATIVE INVESTMENTS FMV 57629141 57629141 WEBSITE 72790 72790 0 COMPUTER 3295 2361 934 LAPTOP 1795 1286 509 LAPTOP 1795 1286 509 FURNITURE 42024 18009 24015 LEASEHOLD IMPROVEMENTS 80862 16173 64689 COMPUTER 4452 890 3562 LEGAL FEES 33046 0 33046 REDEMPTION RECEIVABLE 252983 0 0 BOOK/TAX DIFFERENCES ON K-1'S 316 DIRECT CHARITABLE EXPENSES 215052 0 189400 INSURANCE 5954 0 5954 MISCELLANEOUS 4760 0 4760 OFFICE EXPENSE 11963 0 11963 PARKING 1158 0 1182 POSTAGE 92 0 92 PROFESSIONAL DEVELOPMENT 8670 0 8670 TELEPHONE 6694 0 6694 ALTERNATIVE INVESTMENTS 990075 996598 990075 UNREALIZED GAINS ON SECURITIES 2299991 DEFERRED EXCISE TAXES 119184 151154 INVESTMENT MANAGEMENT FEES 224033 224033 0 PAYROLL SERVICE 1830 0 1830 TECHNICAL SUPPORT 5361 0 5361 WEBSITE MAINTENANCE 5700 0 6200 EXCISE TAXES 105147 0 0