Civic Intelligence

Dan Murphy Foundation

990PF • Fiscal year 2021 • EIN 95-6046963

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

Organization Profile

View Organization Page

800 West Sixth Street 1240Los Angeles, CA 90017

(213) 623-3120

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.37x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$377,701

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

56th percentile

13%

Faster asset growth than 56% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

478%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Flat

$316,812,992

Flat from 2021

Net Assets

$303,438,934

No earlier filing loaded for comparison.

Liabilities

Flat

$13,374,058

Flat from 2021

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin95th percentile

Revenue

Flat

$36,214,309

Flat from 2021

Expenses

Flat

$9,711,077

Flat from 2021

Net Income

Flat

$26,503,232

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2011: $202,372,799Liabilities 2011: $127,4012011Assets 2012: $207,178,313Liabilities 2012: $136,7472012Assets 2013: $222,962,088Liabilities 2013: $253,743Net Assets 2013: $222,708,3452013Assets 2014: $214,986,922Liabilities 2014: $225,616Net Assets 2014: $214,761,3062014Assets 2015: $206,139,299Liabilities 2015: $1,132,468Net Assets 2015: $205,006,8312015Assets 2017: $249,813,740Liabilities 2017: $223,798Net Assets 2017: $249,589,9422017Assets 2018: $226,188,443Liabilities 2018: $32,845,868Net Assets 2018: $193,342,5752018Assets 2019: $249,782,356Liabilities 2019: $26,008,902Net Assets 2019: $223,773,4542019Assets 2020: $280,929,861Liabilities 2020: $19,660,735Net Assets 2020: $261,269,1262020Assets 2021: $316,812,992Liabilities 2021: $13,374,058Net Assets 2021: $303,438,9342021Assets 2021: $316,812,992Liabilities 2021: $13,374,0582021Assets 2022: $262,276,699Liabilities 2022: $6,025,771Net Assets 2022: $256,250,9282022Assets 2023: $276,334,673Liabilities 2023: $1,450,9912023Assets 2024: $285,821,155Liabilities 2024: $1,206,759Net Assets 2024: $284,614,3962024

Highlighted filing

2021

Assets$316,812,992
Liabilities$13,374,058
Net Assets$303,438,934
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$50M$0-$50MRevenue 2011: $13,138,319Expenses 2011: $10,137,854Net Income 2011: $3,000,4652011Revenue 2012: $9,685,205Expenses 2012: $12,786,058Net Income 2012: -$3,100,8532012Revenue 2013: $21,137,159Expenses 2013: $12,569,243Net Income 2013: $8,567,9162013Revenue 2014: $13,908,211Expenses 2014: $12,702,429Net Income 2014: $1,205,7822014Revenue 2015: $16,489,309Expenses 2015: $12,982,100Net Income 2015: $3,507,2092015Revenue 2017: $9,674,887Expenses 2017: $10,533,942Net Income 2017: -$859,0552017Revenue 2018: $1,677,559Expenses 2018: $46,395,996Net Income 2018: -$44,718,4372018Revenue 2019: $12,175,695Expenses 2019: $5,399,986Net Income 2019: $6,775,7092019Revenue 2020: $6,267,391Expenses 2020: $5,098,785Net Income 2020: $1,168,6062020Revenue 2021: $36,214,309Expenses 2021: $9,711,077Net Income 2021: $26,503,2322021Revenue 2021: $36,214,309Expenses 2021: $9,711,077Net Income 2021: $26,503,2322021Revenue 2022: $899,567Expenses 2022: $5,398,229Net Income 2022: -$4,498,6622022Revenue 2023: $21,165,801Expenses 2023: $10,540,407Net Income 2023: $10,625,3942023Revenue 2024: $23,029,873Expenses 2024: $14,031,897Net Income 2024: $8,997,9762024

Highlighted filing

2021

Revenue$36,214,309
Expenses$9,711,077
Net Income$26,503,232
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FUHRMANPresidentFT$306,750$70,951$377,701
RICHARD A GRANT JRPast PresidentPT$0--
Mother Gloria ThereseDirectorPT$0--
PATRICIA L MCKENNATreasurerPT$0--
LYNNE M HOOKDirectorPT$0--
JOSEPH M LUMARDADirectorPT$0--
JOSEPH C SANDERSChairmanPT$0--
NORA URREASecretaryPT$0--
MONSIGNOR SABATO PILATODirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Dan Murphy Foundation
EIN
95-6046963
Phone
2136233120
Address
800 WEST SIXTH STREET 1240, LOS ANGELES, CA 90017

Signing Officer

Name
David Fuhrman
Title
President
Signed
2022-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Pamela R Ross CPA
Address
22739 Federalist Road, Calabasas, CA 91302
Preparer
Pamela R Ross
Phone
8186138581
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94700782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03509862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1622808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2493678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt346877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41205222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51400832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt695841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7815204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81398826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91244010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102130159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111185725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1216682391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03509862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1622808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2493678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt346877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41205222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51400832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt695841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7815204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81398826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91244010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102130159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111185725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1216682391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07509862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1664631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2520568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt349721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41278352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51467079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt695841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72162876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84398826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106830941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111185725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1216682391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GARDEN RUSSO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ROBLOX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ROBLOX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ROBLOX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ROBLOX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ROBLOX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HARVEST MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NEUMEIER POMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8OWL CREEK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TWO SIGMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VULCAN VALUE PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11YORK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12K-1 CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030831435
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt026503232
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt015666576
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0303438934
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0261269126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0303438934
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014152609
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014152609
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014152609
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014639652
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0487043
IRS990PF/DistributableAmountGrp/TotalTaxAmt0487043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt056055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0543098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0487043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt056055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0487043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0487043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0543098
IRS990PF/FMVAssetsEOYAmt0316812992
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt044750
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt076918
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0394001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0394001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0394001
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0373833
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0206487
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0206487
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08330878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08563796
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08563796
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0136715810
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0142347640
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0142347640
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt07574418
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt011152586
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt019615985
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt013297140
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt093410
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt093410
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0253694708
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0292286348
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt08174418
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08042035
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08042035
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt098663355
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0123055353
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0123055353
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt024497
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt072153
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt072153
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012061447
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013742220
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013742220
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0280929861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0316812992
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0316812992
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt019660735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt013374058
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0280929861
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0316812992
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0261269126
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0303438934
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt016585623
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt020389307
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt020389307
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0297251824
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012981810
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0283223862
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04458777
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01046152
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014639652
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0292793047
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0297251824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0171800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt175200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt040602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt149166
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0HEIDI TALBOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1CATHY HEUTMAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CAO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1GRANTS ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0800 W SIXTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1800 W SIXTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd190017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CAMBRIDGE ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1VULCAN VALUE PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2PAMELA R ROSS CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0562909
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt170641
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt263714

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,812,992
Liabilities
$13,374,058
Net assets
$303,438,934
Revenue
$36,214,309
Expenses
$9,711,077
Net income
$26,503,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$286$1.21$285$23.0$14.0$9.00
2023Summary only. Only limited summary data is available for this year.$276$1.45$21.2$10.5$10.6
2022Detailed filing. Detailed filing data is available for this year.$262$6.03$256$0.90$5.40$4.50
2021Detailed filing. Detailed filing data is available for this year.$317$13.4$303$36.2$9.71$26.5
2021Summary only. Only limited summary data is available for this year.$317$13.4$36.2$9.71$26.5
2020Detailed filing. Detailed filing data is available for this year.$281$19.7$261$6.27$5.10$1.17
2019Detailed filing. Detailed filing data is available for this year.$250$26.0$224$12.2$5.40$6.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$32.8$193$1.68$46.4$44.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$250$0.22$250$9.67$10.5$0.86
2015Detailed filing. Detailed filing data is available for this year.$206$1.13$205$16.5$13.0$3.51
2014Detailed filing. Detailed filing data is available for this year.$215$0.23$215$13.9$12.7$1.21
2013Detailed filing. Detailed filing data is available for this year.$223$0.25$223$21.1$12.6$8.57
2012Summary only. Only limited summary data is available for this year.$207$0.14$9.69$12.8$3.10
2011Summary only. Only limited summary data is available for this year.$202$0.13$13.1$10.1$3.00