DAN MURPHY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-06
- IRS object ID
- 201632809349100608
- Schema version
- 2015v2.0
- 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
- General Explanation Attachment
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-06T16:08:30-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 913024809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A GRANT JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pamela R Ross | PreparerPersonNm |
| PTIN | P00034695 | PTIN |
| Phone | 8182228581 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $182,068,129 | 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 | $11,800,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,625,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,625,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,063,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,394,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,063,480 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $867,264 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,489,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,556,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $320,313 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $115,312 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $205,001 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $127,089 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $127,089 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $181,422 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $50,598 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $130,824 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,623 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,623 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $83,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $54,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $517,806 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $517,806 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5,537 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $5,537 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101,409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,136 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $660 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,519 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $81,875 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,680 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,195 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,736 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,736 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,641 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $39,641 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,496,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $775,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $641,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,486,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,511,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,982,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $775,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,152,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,507,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,781,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $205,534 | CashBOYAmt |
| Cash EOY | $185,715 | CashEOYAmt |
| Cash EOYFMV | $185,715 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,556,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,430,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,430,557 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $110,726 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $194,483 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $194,483 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $10,199,027 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,296,359 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,296,359 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $99,891,340 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,548,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $90,548,000 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $2,706,660 | MortgageLoansBOYAmt |
| Other Investments BOY | $88,207,298 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,326,823 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,326,823 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $129,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,744 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $79,809 | LandBOYAmt |
| Land EOY | $56,290 | LandEOYAmt |
| Land EOYFMV | $56,290 | LandEOYFMVAmt |
| Other Assets BOY | $1,029,902 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,101,072 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,902 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $214,986,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,139,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $182,068,129 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $200,616 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,468 | AccountsPayableEOYAmt |
| Grants Payable BOY | $25,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $225,616 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,132,468 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $214,761,306 | UnrestrictedBOYAmt |
| Unrestricted EOY | $193,206,831 | UnrestrictedEOYAmt |
| Temporarily Restricted EOY | $11,800,000 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $214,761,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $205,006,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $214,986,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $206,139,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $214,761,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,507,209 | ExcessRevenueOverExpensesAmt |
| Subtotal | $218,268,515 | SubtotalAmt |
| Other Decreases | $13,261,684 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $205,006,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DISCOVERY GLOBAL | P | 2011-11-11 | 2015-10-31 | $2,927,222 | $3,000,000 | -$72,778 | -$72,778 |
| DOUBLELINE | P | 2011-11-11 | 2015-12-31 | $2,798,399 | $2,803,534 | -$5,135 | -$5,135 |
| EAFE ETF | P | 2015-11-11 | 2015-05-31 | $3,092,580 | $2,990,357 | $102,223 | $102,223 |
| EMERGING MKT ETF | P | 2015-11-11 | 2015-05-31 | $9,262,969 | $8,780,519 | $482,450 | $482,450 |
| HS GROWTH | P | 2015-11-11 | 2015-11-11 | $11,026,448 | $10,390,617 | $635,831 | $635,831 |
| JANA NIRVANA | P | 2015-11-11 | 2015-12-31 | $2,753,127 | $3,000,000 | -$246,873 | -$246,873 |
| S&P 500 ETF | P | 2015-11-11 | 2015-05-31 | $9,829,649 | $7,874,909 | $1,954,740 | $1,954,740 |
| BOSTON TRUST | P | 2015-11-11 | 2015-05-31 | $2,700,000 | $2,281,470 | $418,530 | $418,530 |
| GOLD EFT | P | 2015-11-11 | 2015-05-31 | $3,800,850 | $4,019,118 | -$218,268 | -$218,268 |
| STANDARD GARS | P | 2015-11-11 | 2015-08-31 | $3,000,000 | $2,986,486 | $13,514 | $13,514 |
| SELECTINVEST | P | 2015-11-11 | 2015-12-31 | $203,589 | $204,343 | -$754 | -$754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,063,480 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,660,914 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $219,192,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05320 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,561,230 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $208,869,942 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05056 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,203,303 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $202,529,879 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05532 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,710,016 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $209,564,633 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,888,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $193,292,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05633 | DistributionYr5Rt |
| Total Distribution | 0.256973 | TotalDistributionRt |
| Average Distribution | 0.051395 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $204,230,454 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,496,424 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47,812 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,544,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,152,636 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $47,812 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,812 | SubtotalAmt |
| Tax Based On Investment Income | $47,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $206,099 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $206,099 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $158,287 | OverpaymentAmt |
| Applied To ES Tax | $158,287 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA KAY DUNCAN | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 | President | 40.00 | $179,375 | $31,491 |
| EDWARD A LANDRY | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Vice President | 5.00 | $0 | |
| JEREMIAH T MURPHY | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Secretary | 5.00 | $0 | |
| DEBRA KAY DUNCAN | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Executive Dir. | 40.00 | $140,938 | $61,018 |
| JULIA D SCHWARTZ | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| FREDERICK J RUOPP | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| JON L REWINSKI | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| JOE SANDERS | |||||||
| 1240 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| NORA URREA | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
| DAVID FUHRMAN | |||||||
| 800 W SIXTH STREET | Los Angeles | CA | 90017 | Director | 5.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI TALBOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W SIXTH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,125 | CompensationAmt |
| Employee Benefits | $27,955 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $416,393 |
| PAMELA R ROSS CPA | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $57,600 |
| HS MANAGEMENT | |||||
| 640 5TH AVENUE | NEW YORK | NY | 10019 | INVESTMENT MGMT | $93,132 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $197,989,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,321,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,902 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $207,340,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $207,340,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,110,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $204,230,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,211,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,211,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,812 | TotalTaxAmt |
| Distributable Before Adj | $10,163,711 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,163,711 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,163,711 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,152,636 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,152,636 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $47,812 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,104,824 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,163,711 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,322,883 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,240,327 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $511,781 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $962,827 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,037,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,152,636 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,163,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $988,925 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,026,743 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,322,883 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,703,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,240,327 | ExcessFromYear3Amt |
| Excess From Year2 | $511,781 | ExcessFromYear2Amt |
| Excess From Year1 | $962,827 | ExcessFromYear1Amt |
| Excess From Current Year | $988,925 | 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 | 90000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $10,511,030 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,511,030 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARMELITE SISTERS | |||||||
| 920 E ALHAMBRA ROAD | ALHAMBRA | CA | 91801 | N/A | PC | General operating support | $500,000 |
| CATHEDRAL HIGH SCHOOL | |||||||
| 1253 BISHOPS ROAD | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,625,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,063,480 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Misc. and K-1 Income | 14 | $19 |
| MISCELLANEOUS INCOME |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,689,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,689,309 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROSEMARY E DONOHUE CRT | ||||||
| 1 | ONE WILSHIRE BLVD | LOS ANGELES | CA | 90017 | $8,995,029 | Yes (X) |
| ROSEMARY B DONOHUE CRT | ||||||
| 2 | ONE WILSHIRE BLVD | LOS ANGELES | CA | 90017 | $1,296,382 | Yes (X) |
| JULIA ANN DONOHUE CRT | ||||||
| 3 | ONE WILSHIRE BLVD | LOS ANGELES | CA | 90017 | $1,508,589 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GREEN HASSON JANKS | $25,500 | $0 | $0 | $25,500 |
| PAMELA R ROSS | $57,600 | $28,800 | $0 | $28,800 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | STATEMENT 6Furniture and FixtureCost basis 129,034Prior depreciation 49,224Current year depreciation 23,519 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABDIEL QUALIFIED | $7,843,874 | $7,843,874 |
| BOSTON TRUST SMALL CAP | $3,140,917 | $3,140,917 |
| HS CONCENTRATED QUALITY GROWTH | $6,179,437 | $6,179,437 |
| S&P 500 ETF | ||
| TWO SIGMA US ALL CAP | $12,768,750 | $12,768,750 |
| 1607 CAPITAL PARTNERS INT'L | $10,232,041 | $10,232,041 |
| CEVIAN CAPITAL II | $4,843,200 | $4,843,200 |
| EAFE ETF | ||
| GARDNER RUSSO GLOBAL EQUITY | $9,654,913 | $9,654,913 |
| KABOUTER INT'L | $7,180,782 | $7,180,782 |
| BUENA VISTA ASIAN | $4,330,482 | $4,330,482 |
| DFA EMERGING MARKETS | $3,385,899 | $3,385,899 |
| EMERGING MARKETS ETF | ||
| RS INVESTMENTS | $4,010,134 | $4,010,134 |
| VANGUARD MUTUAL FUNDS | $16,977,571 | $16,977,571 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,296,359 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,296,359 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISCOVERY GLOBAL MACRO | FMV | ||
| FORCE CAPITAL II | FMV | $3,773,757 | $3,773,757 |
| GREENLIGHT CAPITAL | FMV | $2,341,405 | $2,341,405 |
| JANA NIRVANA | FMV | ||
| LUXOR CAPITAL | FMV | $2,800,100 | $2,800,100 |
| OWL CREEK | FMV | $2,599,496 | $2,599,496 |
| THIRD POINT | FMV | $3,941,652 | $3,941,652 |
| BLACKSTONE STRATEGIC ALLIANCE | FMV | $3,670,594 | $3,670,594 |
| MS CAPITAL PARTNERS IV | FMV | $6,244 | $6,244 |
| MS GLOBAL DISTRESSED | FMV | $5,579,713 | $5,579,713 |
| MS PRIVATE EQUITY ASIA | FMV | $1,020,701 | $1,020,701 |
| MS PRIVATE III CAYMAN | FMV | $5,497,222 | $5,497,222 |
| MSDW VENTURE IV | FMV | $27,532 | $27,532 |
| RIALTO REAL ESTATE FUND | FMV | $4,811,522 | $4,811,522 |
| ALPHAKEYS REAL ESTATE FUND | FMV | $5,457,583 | $5,457,583 |
| WILSHIRE PRIVATE II | FMV | ||
| DOUBLELINE TOTAL RETURN | AT COST | ||
| KNIGHTHEAD | FMV | $4,434,064 | $4,434,064 |
| LITESPEED | FMV | $3,621,308 | $3,621,308 |
| MASON | FMV | $5,028,970 | $5,028,970 |
| STANDARD LIFE GARS | FMV | $2,827,266 | $2,827,266 |
| TACONIC OPPORTUNITY | FMV | $5,768,722 | $5,768,722 |
| UBP SELECTINVEST | FMV | ||
| YORK CREDIT OPPORTUNITIES | FMV | $4,922,274 | $4,922,274 |
| SPDR GOLD EFT | FMV | ||
| HARVEST MLP | FMV | $6,986,698 | $6,986,698 |
| GREENSPRING ASSOCIATES | FMV | $210,000 | $210,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $129,034 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $72,744 | AccumulatedDepreciationAmt |
| Book Value | $56,290 | BookValueAmt |
| EOYFMV | $56,290 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LOEB & LOEB | $165 | $0 | $0 | $165 |
| MUSICK PEELER & GARRETT | $3,458 | $0 | $0 | $3,458 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | BOY Book ValueBOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN CRT | $11,800,000 | ||
| INVESTMENT CASH RECEIVABLE | $3,271,170 | $1,000,000 | |
| Investment in transit | $9,000,000 | ||
| KINGS COUNTY PARTNERSHIP | $29,902 | $29,902 | $29,902 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER SERVICE AND SUPPORT | $4,303 | $4,303 |
| DUES AND SUBSCRIPTIONS | $2,088 | $2,088 |
| INSURANCE | $11,041 | $11,041 |
| OFFICE EXPENSES | $14,559 | $14,559 |
| TELEPHONE | $7,650 | $7,650 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc. and K-1 Income | Desc |
| Revenue And Expenses Per Books | $19 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $867,264 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | $416,393 | $416,393 | $0 | $0 |
| HS MANAGEMENT | $93,132 | $93,132 | $0 | $0 |
| UBS INVESTMENT FEES | $357 | $357 | $0 | $0 |
| US BANK | $7,924 | $7,924 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONOHUE CHARITABLE REMAINDER TRUSTS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WILSHIRE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXCISE TAXES | $100,749 | ||
| FILING FEES | $320 | $320 | |
| FOREIGN TAXES | $45,136 | ||
| PROPERTY TAXES | $340 | $340 |