DAN MURPHY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAN MURPHY FOUNDATION (EIN 95-6046963)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-06
- IRS object ID
- 201413109349100711
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2014-11-06T10:02:47-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela R Ross CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22739 Federalist Road | AddressLine1 |
| City | Calabasas | City |
| State | CA | State |
| ZIP Code | 913024809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A GRANT JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-10-27 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $222,962,088 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,917,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,917,892 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,917,892 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,726,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,725,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,726,178 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,237,615 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $493,089 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $493,089 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,137,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,137,159 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,155,507 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $293,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,575 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $189,975 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,270 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,270 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $147,407 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $43,830 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $103,578 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,557 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $28,857 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,244,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,240,609 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $194,802 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $511 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,174 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $73,786 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,843 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $57,943 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,437 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $47,651 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,243,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,434,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $557,354 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,325,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,200,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,569,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,434,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,758,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,567,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,702,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,155,507 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $190,226 | CashBOYAmt |
| Cash EOY | $364,190 | CashEOYAmt |
| Cash EOYFMV | $364,190 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,390,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,367,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,367,735 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $139,299 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $50,118 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $50,118 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $99,088,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $113,470,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,470,720 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,089,044 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $43,081,075 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,081,075 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $48,824,633 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,206,435 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,206,435 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $115,533 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,164 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $101,543 | LandBOYAmt |
| Land EOY | $84,369 | LandEOYAmt |
| Land EOYFMV | $84,369 | LandEOYFMVAmt |
| Other Assets BOY | $354,243 | OtherAssetsBOYAmt |
| Other Assets EOY | $337,446 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $337,446 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $207,178,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,962,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,962,088 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $136,746 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $128,743 | AccountsPayableEOYAmt |
| Grants Payable EOY | $125,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $136,747 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $253,743 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $207,041,566 | UnrestrictedBOYAmt |
| Unrestricted EOY | $222,708,345 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $207,041,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,708,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $207,178,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,962,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $207,041,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,567,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,098,863 | OtherIncreasesAmt |
| Subtotal | $222,708,345 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $222,708,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,726,178 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,237,615 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,203,303 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $202,529,879 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05532 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,710,016 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $209,564,633 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04156 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,888,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $193,292,715 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05633 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,875,182 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $183,350,825 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04841 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,691,231 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $211,931,623 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04573 | DistributionYr5Rt |
| Total Distribution | 0.24734 | TotalDistributionRt |
| Average Distribution | 0.04947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $208,869,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,332,587 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $197,024 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,529,611 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,758,254 | 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 | $197,024 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $197,024 | SubtotalAmt |
| Tax Based On Investment Income | $197,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $233,891 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $233,891 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $36,867 | OverpaymentAmt |
| Applied To ES Tax | $36,867 | 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 | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA KAY DUNCAN | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90017 | ZIPCode |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $164,800 | $27,924 |
| 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 | $128,750 | $46,738 |
| 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 | |
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 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $71,400 | CompensationAmt |
| Employee Benefits | $11,868 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS | |||||
| 2000 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | INVESTMENT MGMT | $1,232,488 |
| PAMELA R ROSS | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | CPA | $57,600 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $211,840,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $212,050,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $212,050,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,180,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,869,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,443,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,443,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $197,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $197,024 | TotalTaxAmt |
| Distributable Before Adj | $10,246,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,246,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,246,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,758,254 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,758,254 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $197,024 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,561,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,246,473 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,322,883 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,240,327 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,563,210 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,758,254 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,246,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $511,781 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,074,991 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,074,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,322,883 | ExcessFromYear3Amt |
| Excess From Year1 | $1,240,327 | ExcessFromYear1Amt |
| Excess From Current Year | $511,781 | 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 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136233120 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | 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 SCHEDULE A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE SCHEDULE A | AddressLine1 |
| City | SEE SCHEDULE A | City |
| State | CA | State |
| ZIP Code | 90000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $10,200,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,200,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OFFICE OF RESTORATIVE JUSTICE | |||||||
| 2049 S SANTA FE AVENUE | LOS ANGELES | CA | 90021 | N/A | PC | General operating support | $75,000 |
| ST FRANCIS CENTER | |||||||
| 1835 SOUTH HOPE STREET | LOS ANGELES | CA | 90015 | N/A | PC | General operating support | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $125,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,917,892 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,726,178 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K1 PARTNERSHIP INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $493,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,137,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,137,159 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GREEN, HASSON & JANKS | $24,000 | $0 | $0 | $24,000 |
| PAMELA R ROSS | $57,600 | $28,880 | $0 | $28,720 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| PAMELA R ROSS |
| UBS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS INSTITUTIONAL FUNDS | BondNm |
| EOY Book Value | $43,081,075 | EOYBookValueAmt |
| EOYFMV | $43,081,075 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INSTITUTIONAL FUNDS | StockNm |
| EOY Book Value | $113,470,720 | EOYBookValueAmt |
| EOYFMV | $113,470,720 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS INSTITUTIONAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $41,206,435 | BookValueAmt |
| EOYFMV | $41,206,435 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $115,533 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $31,164 | AccumulatedDepreciationAmt |
| Book Value | $84,369 | BookValueAmt |
| EOYFMV | $84,369 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| McKOOL SMITH | $4,106 | $0 | $0 | $4,106 |
| MUSICK PEELER & GARRETT | $2,451 | $0 | $0 | $24,751 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $354,243 | $307,544 | $307,544 |
| KINGS COUNTY PARTNERSHIP | $29,902 | $29,902 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| COMPUTER SERVICE AND SUPPORT | $5,524 |
| DUES AND SUBSCRIPTIONS | $2,209 |
| INSURANCE | $10,361 |
| OFFICE EXPENSES | $21,027 |
| TELEPHONE | $8,530 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K1 PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $493,089 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $493,089 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BENEFIT ADMINISTRATION | $1,000 | $0 | $0 | $1,000 |
| MIRELLE MANAGEMENT | $2,500 | $0 | $0 | $2,500 |
| UBS INVESTMENT FEES | $1,240,609 | $1,240,609 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAXES | $194,291 | |
| FILING FEES | $160 | $160 |
| PROPERTY TAXES | $351 | $351 |
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