2019-11-15T14:35:28-06:00 2018-12-31 812737245 LOPEZ ACCOUNTING GROUP 3500 WEST OLIVE AVENUE SUITE 680 BURBANK CA 91505 990PF 2018-01-01 954856207 DURFEE FOUNDATION DURF 3108995120 700 S FLOWER NO 560 LOS ANGELES CA 90017 CLAIRE PEEPS EXECUTIVE DIRECTOR 3108995120 2019-11-12 1 JUAN P LOPEZ CPA P01367411 8188407075 2019-11-12 199.48.122.122 2019-11-12 14:01:37 PS P A47385BB48CC57316940F584287C32328FC8515D 5CCAD0EAAA3714D73F4AAE5FEA90A9933E8ECE48 2018 2020-03-31 21:24:44Z X 49252814 X 19039147 1930 1930 540060 540060 2640304 8061557 2640304 -2036 0 22219405 3182294 363540 34022 329518 88172 5042 73057 114656 12596 102060 41032 0 41032 70081 42014 28067 145 0 0 182105 145 0 25065 0 91837 0 91498 43023 0 43023 261583 0 261583 1281239 93819 969838 2387583 1779479 3668822 93819 2749317 18550583 3088475 70703 70703 1155319 197608 197608 1960853 1741930 1741930 35988 58084 58084 31035254 47041367 47041367 202560 59438 38417 143122 143122 34225831 49252814 49252814 21278 37956 232155 840260 0 188470 253433 1066686 X 32011545 46444198 1960853 1741930 33972398 48186128 34225831 49252814 33972398 18550583 0 52522981 4336853 48186128 SALE OF PUBLICLY TRADED SECURITIES P 370514 380068 -9554 -9554 SALE OF PUBLICLY TRADED SECURITIES P 5826247 5041185 785062 785062 PARTNERSHIP PASSTHROUGH GAINS P 5 5 5 PARTNERSHIP PASSTHROUGH GAINS P 12146 12146 12146 CAPITAL GAINS DIVIDENDS P 1852645 1852645 1852645 2640304 0 2788457 32710682 0.085246 2504837 31130749 0.080462 2315301 33370738 0.069381 2115138 29689585 0.071242 1602928 27544212 0.058195 0.364526 0.072905 35150626 2562656 30885 2593541 2749317 X 30885 0 30885 0 30885 30435 37000 0 67435 0 36550 36550 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 WWW.DURFEE.ORG CLAIRE PEEPS 3108995120 700 S FLOWER NO 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 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 PRESIDENT 30.00 124309 24000 0 JONATHAN NEWKIRK 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 VICE PRESIDENT AND TREASURER 2.00 5000 0 0 DIANA MCKEE 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 SECRETARY 2.00 5000 0 0 CHRISTOPHER AVERY 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 TRUSTEE 2.00 5000 0 0 HALINA AVERY 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 TRUSTEE 2.00 5000 0 0 MICHAEL NEWKIRK 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 TRUSTEE 2.00 5000 0 0 PAULA DANIELS 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 TRUSTEE 2.00 5000 0 0 THEODORE AVERY 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 TRUSTEE 2.00 5000 0 0 VERA DEVERA 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 TRUSTEE 2.00 5000 0 0 CLAIRE PEEPS 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 EXECUTIVE DIRECTOR 40.00 199231 21707 0 NONE 0 NONE 0 STANTON FELLOWSHIP - RETREAT, QUARTERLY MEETINGS, PROGRAM EVALUATION AND AWARD CEREMONY. 53791 SPRINGBOARD PROGRAMS - BRAIN TRUST MEETING, MENTOR FEES AND PHOTOGRAPHY. 49740 SABBATICAL - RETREAT, FACILITATOR FEES AND AWARD CEREMONY. 38959 0 32342905 1399884 1943126 35685915 0 0 35685915 535289 35150626 1757531 1757531 30885 1158 32043 1725488 0 1725488 0 1725488 2749317 0 2749317 30885 2718432 1725488 0 0 205027 205027 2749317 0 0 0 1725488 1023829 0 0 1228856 0 0 0 0 0 1000000 0 228856 228856 CLAIRE PEEPS 1453 THIRD STREET PROMENADE SANTA MONICA CA 90401 3108995120 LETTER FORM - GO TO WWW.DURFEE.ORG NO GO TO WWW.DURFEE.ORG 1IN6 INC PO BOX 222033 SANTA CLARITA CA 91322 PC GENERAL OPERATING 75000 AIDS WALK LOS ANGELES 3550 WILSHIRE BLVD 890 LOS ANGELES CA 90010 PC GENERAL OPERATING 100 ASIAN & PACIFIC ISLANDER AMERICANS IN HISTORIC PRESERVATION 2279 GLENDALE BLVD 3 LOS ANGELES CA 90039 PC GENERAL OPERATING 100 ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES 1145 WILSHIRE BLVD 2ND FLOOR LOS ANGELES CA 91001 PC VIGILANT LOVE 35000 CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA ST SUITE 400 LOS ANGELES CA 90012 PC THE DURFEE COMMUNITY FUND (D150) 100000 CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA ST SUITE 400 LOS ANGELES CA 90012 PC NONPROFIT SUSTAINABILITY INITIATIVE 25000 CENTER FOR COURAGE AND RENEWAL 24 ROY ST BOX 21 SEATTLE CA 98109 PC GENERAL OPERATING 250 CENTER FOR GOOD FOOD PURCHASING 1953 ADDISON STREET BERKELEY CA 94707 PC GENERAL OPERATING 800 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET 22ND FLOOR NEW YORK CA 10038 PC GENERAL OPERATING 100 CENTER FOR THE PACIFIC ASIAN FAMILY 3424 WILSHIRE BLVD SUITE 1000 LOS ANGELES CA 90010 PC GENERAL OPERATING 50 COMMUNITY PARNTERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 PC GENERAL OPERATING 208 COMMUNITY PARNTERS 10900 MULHALL ST EL MONTE CA 91731 PC GENERAL OPERATING 100 COMMUNITY PARTNERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 PC STANTON FELLOWSHIP 14502 COMMUNITY PARTNERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 PC STANTON FELLOWSHIP 15651 COMMUNITY PARTNERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 PC STANTON FELLOWSHIP 19838 COMMUNITY PARTNERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 PC STANTON FELLOWSHIP 16838 CROWDEN MUSIC CENTER 1475 ROSE STREET BERKLEY CA 94702 PC GENERAL OPERATING 125 EARTHWATCH INSTITUTE 1380 SOLDIERS FIELD ROAD BOSTON MA 02135 PC IGNITE LA - 2018 72000 EARTHWATCH INSTITUTE 1380 SOLDIERS FIELD ROAD BOSTON MA 02135 PC IGNITE LA - 2018 60155 EARTHWATCH INSTITUTE 1380 SOLDIERS FIELD ROAD BOSTON MA 02135 PC LA OUTREACH COORDINATOR - 2018 30000 EARTHWATCH INSTITUTE 1380 SOLDIERS FIELD ROAD BOSTON MA 02135 PC IGNITE LA - 2019 400000 EPIPTIDES CENTER PO BOX 29907 SAN FRANCISCO CA 94129 PC EPIP GRANT 2500 FIRST PLACE FOR YOUTH 426 17TH STREET SUITE 100 OAKLAND CA 94612 PC GENERAL OPERATING 100 FOOD FORWARD 7412 FULTON AVE 3 NORTH HOLLYWOOD CA 91605 PC GENERAL OPERATING 50000 GRAND PERFORMANCES 350 S GRAND AVENUE STE A-4 LOS ANGELES CA 90071 PC GENERAL OPERATING 50 HEART OF LOS ANGELES 2701 WILSHIRE BLVD 100 LOS ANGELES CA 90057 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 5000 INNERCITY STRUGGLE 530 SOUTH BOYLE AVENUE LOS ANGELES CA 90033 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 5000 LA CLEANTECH INCUBATOR 525 S HEWITT ST LOS ANGELES CA 90013 PC LACI AIR GRANT - 2019 100000 LA COMPOST 221 W AVE 45 LOS ANGELES CA 90065 PC SPRINGBOARD 50000 LA FAMILY HOUSING 7843 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91605 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 5000 LA MAS 3051 N COOLIDGE AVE LOS ANGELES CA 90039 PC SPRINBOARD 50000 LEGAL AID FOUNDATION OF LOS ANGELES 1550 WEST 8TH STREET LOS ANGELES CA 90017 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 5000 LIBERTY HILL FOUNDATION 6420 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90064 PC STANTON FELLOWSHIP 9355 LIBERTY HILL FOUNDATION 6420 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90064 PC STANTON FELLOWSHIP 17355 LIBERTY HILL FOUNDATION 6420 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90064 PC STANTON FELLOWSHIP 15355 LIBERTY HILL FOUNDATION 6420 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90064 PC STANTON FELLOWSHIP 8355 LIBERTY HILL FOUNDATION 6420 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90064 PC STANTON FELLOWSHIP 11355 LOST ANGELS CHILDREN'S PROJECT 45715 23RD ST WEST SUITE 13 LANCASTER CA 93536 PC SPRINGBOARD 35000 MENTAL HEALTH ADVOCACY SERVICES INC 3255 WILSHIRE BLVD 902 LOS ANGELES CA 90010 PC GENERAL OPERATING 10000 MINNESOTA LANDSCAPE ARBORETUM 3675 ARBORETUM DRIVE CHASKA MN 55318 PC GENERAL OPERATING 125 MOVE LA 525 S HEWITT ST LOS ANGELES CA 90013 PC STANTON FELLOWSHIP 6816 MOVE LA 525 S HEWITT ST LOS ANGELES CA 90013 PC STANTON FELLOWSHIP 6816 MOVE LA 525 S HEWITT ST LOS ANGELES CA 90013 PC STANTON FELLOWSHIP 18266 MOVE LA 525 S HEWITT ST LOS ANGELES CA 90013 PC STANTON FELLOWSHIP 11066 MOVE LA 525 S HEWITT ST LOS ANGELES CA 90013 PC STANTON FELLOWSHIP 6816 NATIONAL IMMIGRATION LAW CENTER 3435 WILSHIRE BLVD SUITE 1600 LOS ANGELES CA 90010 PC STANTON FELLOWSHIP 14417 NATIONAL IMMIGRATION LAW CENTER 3435 WILSHIRE BLVD SUITE 1600 LOS ANGELES CA 90010 PC STANTON FELLOWSHIP 11117 NATIONAL IMMIGRATION LAW CENTER 3435 WILSHIRE BLVD SUITE 1600 LOS ANGELES CA 90010 PC STANTON FELLOWSHIP 12617 NATIONAL IMMIGRATION LAW CENTER 3435 WILSHIRE BLVD SUITE 1600 LOS ANGELES CA 90010 PC STANTON FELLOWSHIP 8917 NATIONAL IMMIGRATION LAW CENTER 3435 WILSHIRE BLVD SUITE 1600 LOS ANGELES CA 90010 PC STANTON FELLOWSHIP 13517 PHILANTHROPY NEW YORK 1500 BROADWAY 7TH FLOOR NEW YORK NY 10036 PC TRUST-BASED PHILANTHROPY COLLABORATIVE 25000 PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA 153 GLENDALE BLVD 2ND FLOOR LOS ANGELES CA 90026 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 5000 PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA 153 GLENDALE BLVD 2ND FLOOR LOS ANGELES CA 90026 PC INTERIM DIRECTOR BONUS 5000 PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA 153 GLENDALE BLVD 2ND FLOOR LOS ANGELES CA 90026 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 50000 PLANNED PARENTHOOD 400 W 30TH STREET LOS ANGELES CA 90007 PC GENERAL OPERATING 100 POLICY LINK 1438 WEBSTER STREET SUITE 303 OAKLAND CA 94612 PC STANTON FELLOWSHIP 6819 POLICY LINK 1438 WEBSTER STREET SUITE 303 OAKLAND CA 94612 PC STANTON FELLOWSHIP 6719 POLICY LINK 1438 WEBSTER STREET SUITE 303 OAKLAND CA 94612 PC STANTON FELLOWSHIP 17502 PREVENTION INSTITUTE 4315 LEIMERT BLVD LOS ANGELES CA 90008 PC STANTON FELLOWSHIP 8970 PREVENTION INSTITUTE 4315 LEIMERT BLVD LOS ANGELES CA 90008 PC STANTON FELLOWSHIP 14222 PREVENTION INSTITUTE 4315 LEIMERT BLVD LOS ANGELES CA 90008 PC STANTON FELLOWSHIP 11811 PREVENTION INSTITUTE 4315 LEIMERT BLVD LOS ANGELES CA 90008 PC STANTON FELLOWSHIP 12932 PREVENTION INSTITUTE 4315 LEIMERT BLVD LOS ANGELES CA 90008 PC STANTON FELLOWSHIP 21322 RIVERSIDE LEGAL AID 4129 MAIN STREET SUITE 101 RIVERSIDE CA 92501 PC GENERAL OPERATING 1000 SOUTHERN CALIFORNIA LIBRARY 6120 VERMONT AVENUE LOS ANGELES CA 90044 PC GENERAL OPERATING 250 ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 5000 ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 7000 TEN TOES IN 24325 CRENSHAW BLVD 238 TORRANCE CA 90505 PC SPRINGBOARD 35000 THE MUSEUM OF JURASSIC TECHNOLOGY INC 9341 VENICE BLVD CULVER CITY CA 90232 PC GENERAL OPERATING 250 THIRD SECTOR NEW ENGLAND 89 SOUTH STREET SUITE 700 BOSTON MA 02111 PC WHAT'S NEXT SERIES - 2018 70000 THIRD SECTOR NEW ENGLAND 89 SOUTH STREET SUITE 700 BOSTON MA 02111 PC LEADERSHIP FUNDERS GROUP 5000 THIRD SECTOR NEW ENGLAND 89 SOUTH STREET SUITE 700 BOSTON MA 02111 PC WHAT'S NEXT SERIES - 2018 13500 THIRD SECTOR NEW ENGLAND 89 SOUTH STREET SUITE 700 BOSTON MA 02111 PC WHAT'S NEXT SERIES - 2019 100000 TROUT UNLIMITED 2642 FULTON STREET DENVER CO 80238 PC GENERAL OPERATING 250 WALKER METHODIST FOUNDATION 3737 BRYANT AVE SOUTH MINNEAPOLIS MN 55409 PC GENERAL OPERATING 100 WILDWOOD ELEMENTARY SCHOOL 12201 WASHINGTON PLACE LOS ANGELES CA 90066 PC GENERAL OPERATING 1000 1779479 ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES 1145 WILSHIRE BLVD 2ND FLOOR LOS ANGELES CA 91001 PC VIGILANT LOVE 35000 COMMUNITY PARTNERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 PC STANTON FELLOWSHIP 13128 EARTHWATCH INSTITUTE 1380 SOLDIERS FIELD ROAD BOSTON MA 02135 PC IGNITE LA - 2019 6721 HEART OF LOS ANGELES 2701 WILSHIRE BLVD 100 LOS ANGELES CA 90057 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 55000 INNERCITY STRUGGLE 530 SOUTH BOYLE AVENUE LOS ANGELES CA 90033 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 55000 LA CLEANTECH INCUBATOR 525 S HEWITT ST LOS ANGELES CA 90013 PC LACI AIR GRANT - 2019 100000 LA COMPOST 221 W AVE 45 LOS ANGELES CA 90065 PC SPRINGBOARD 50000 LA FAMILY HOUSING 7843 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91605 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 55000 LA MAS 3051 N COOLIDGE AVE LOS ANGELES CA 90039 PC SPRINGBOARD 100000 LEGAL AID FOUNDATION OF LOS ANGELES 1550 WEST 8TH STREET LOS ANGELES CA 90017 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 55000 LIBERTY HILL FOUNDATION 6420 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90064 PC STANTON FELLOWSHIP 38225 MOVE LA 525 S HEWITT ST LOS ANGELES CA 90013 PC STANTON FELLOWSHIP 50220 NATIONAL IMMIGRATION LAW CENTER 3435 WILSHIRE BLVD SUITE 1600 LOS ANGELES CA 90010 PC STANTON FELLOWSHIP 39415 POLICY LINK 1438 WEBSTER STREET SUITE 303 OAKLAND CA 94612 PC STANTON FELLOWSHIP 38807 PREVENTION INSTITUTE 4315 LEIMERT BLVD LOS ANGELES CA 90008 PC STANTON FELLOWSHIP 30743 ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 PC SABBATICAL PROFESSIONAL DEVELOPMENT FUND - 2018 48000 TEN TOES IN 24325 CRENSHAW BLVD 238 TORRANCE CA 90505 PC SPRINGBOARD 35000 805259 14 1930 14 540060 18 2640304 STRATEGIC REAL ESTATE FUND III, LP 01 -1566 TOWNSEND BALANCED REAL ESTATE FUND, L.P. 01 -470 0 3180258 0 3180258 0 0 0 0 0 0 0 0 0 0 X X 1 ROCKEFELLER PHILANTHROPY ADVISORS 44 MONTGOMERY ST SAN FRANCISCO CA 94104 19039147 X ACCOUNTING 41032 0 41032 WEBSITE 2016-08-01 72790 34373 SL 3.000000000000 24263 0 COMPUTER 2018-06-06 3295 SL 5.000000000000 384 0 LAPTOP 2018-06-06 1795 SL 5.000000000000 209 0 LAPTOP 2018-06-06 1795 SL 5.000000000000 209 0 FURNITURE 2018-12-31 42023 SL 7.000000000000 0 0 LEASEHOLD IMPROVEMENTS 2018-12-31 80862 SL 15.000000000000 0 0 DIVERSIFIED EMERGING MARKETS EQUITY FUNDS FMV 3624082 3624082 FOREIGN LARBE BLEND EQUITY FUNDS FMV 986408 986408 LARGE BLEND EQUITY FUNDS FMV 1148043 1148043 LARGE GROWTH EQUITY FUNDS FMV 8108465 8108465 LARGE VALUE EQUITY FUNDS FMV 2970729 2970729 SMALL GROWTH EQUITY FUNDS FMV 3242981 3242981 MONEY MARKET EQUITY FUNDS FMV 13081225 13081225 HIGH YIELD BONDS FMV 422041 422041 INTERMEDIATE-TERM BONDS FMV 4326979 4326979 MULTI-SECTOR BONDS FMV 2152938 2152938 SHORT-TERM BONDS FMV 867136 867136 LONG-TERM BONDS FMV 852270 852270 ALTERNATIVE INVESTMENTS FMV 5258070 5258070 WEBSITE 72790 58636 14154 COMPUTER 3295 384 2911 LAPTOP 1795 209 1586 LAPTOP 1795 209 1586 FURNITURE 42023 0 42023 LEASEHOLD IMPROVEMENTS 80862 0 80862 UNREALIZED LOSSES ON SECURITIES 4336853 DIRECT CHARITABLE EXPENSES 184391 0 184391 INSURANCE 14944 0 14944 MISCELLANEOUS 11219 0 11219 OFFICE EXPENSE 20728 0 20728 ONLINE APPLICATIONS 17574 0 17574 PARKING 7425 0 7425 POSTAGE 119 0 119 PROFESSIONAL DEVELOPMENT 1225 0 1225 TELEPHONE 3958 0 3958 STRATEGIC REAL ESTATE FUND III, LP -1566 -1566 TOWNSEND BALANCED REAL ESTATE FUND, L.P. -470 -470 DEFERRED EXCISE TAXES 0 188131 DEFERRED RENT 0 339 INVESTMENT MANAGEMENT FEES 42014 42014 0 PAYROLL SERVICE 2081 0 2081 TECHNICAL SUPPORT 19298 0 19298 WEBSITE MAINTENANCE 6688 0 6688 EXCISE TAXES 181960 0 0 FOREIGN TAXES 145 145 0