ROBERT AND LYNN MURPHY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND LYNN MURPHY FOUNDATION (EIN 27-3594301)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-06
- IRS object ID
- 202312499349101206
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-06T15:24:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BUFFALO SPEEDWAY SUITE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273594301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT AND LYNN MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7138883300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE RIVERWAY 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA LYNN MURPHY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7138883300 | PhoneNum |
| Signature | 2023-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | LYNN MURPHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE QUARANTA | PreparerPersonNm |
| PTIN | P00960546 | PTIN |
| Phone | 7136211515 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,568,600 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $454,220 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,635 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,635 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,843 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$72,646 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,106,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $425,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,478 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,231 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,615 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,615 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $44 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $44 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$34,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,364,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,364,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,355,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,010,644 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $958,449 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,983 | OtherAssetsBOYAmt |
| Other Assets EOY | $245,807 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $245,807 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,323,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,620,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,568,600 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,289 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,289 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,323,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,619,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,323,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,323,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,620,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,323,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,619,506 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALLY FINANCIAL INC | 2022-02-02 | 2022-04-25 | $71,372 | $83,571 | -$12,199 | -$12,199 |
| APOLLO GLOBAL MGMT INC CL A | 2021-09-15 | 2022-12-31 | $248,535 | $280,099 | -$31,564 | -$31,564 |
| CAPITAL ONE FINANCIAL CORP | 2021-09-15 | 2022-12-31 | $181,810 | $209,101 | -$27,291 | -$27,291 |
| HELATH CARE SELECR SPDR FD | 2021-12-27 | 2022-01-13 | $44,067 | $45,534 | -$1,467 | -$1,467 |
| LORD ABBETT ULTRA SHORT BD A | 2021-08-16 | 2022-12-31 | $7,921 | $7,973 | -$52 | -$52 |
| SYNCHRONY FINANCIAL | 2021-09-16 | 2022-02-02 | $83,639 | $97,792 | -$14,153 | -$14,153 |
| AMERICAN EXPRESS CO | 2021-01-04 | 2022-12-29 | $245,807 | $262,315 | -$16,508 | -$16,508 |
| CAPITAL ONE FINANCIAL CORP | 2021-11-24 | 2022-12-02 | $22,261 | $35,495 | -$13,234 | -$13,234 |
| CONS DISCRET SELECT SPDR FD | 2020-11-18 | 2022-12-02 | $69,529 | $74,572 | -$5,043 | -$5,043 |
| INVESCO QQQ TRUST, SERIES 1 | 2020-08-06 | 2022-12-31 | $218,739 | $215,330 | $3,409 | $3,409 |
| INVESCO S&P 500 EQUAL WEIGHT E | 2021-07-01 | 2022-10-05 | $76,221 | $86,381 | -$10,160 | -$10,160 |
| SPDR S&P MIDCAP 400 ETF TRUST | 2020-11-04 | 2022-12-31 | $617,034 | $591,557 | $25,477 | $25,477 |
| SPDR S&P 500 ETF TRUST | 2015-03-06 | 2022-12-31 | $167,901 | $152,501 | $15,400 | $15,400 |
| THE TECHNOLOGY SEL SEC SPDR FD | 2019-12-17 | 2022-12-20 | $51,756 | $37,017 | $14,739 | $14,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$72,646 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,861 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,861 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,308 | OverpaymentAmt |
| Applied To ES Tax | $3,308 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT D MURPHY JR | IndividualWithBooksNm |
| Phone | 7138883300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT D MURPHY JR | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA LYNN MURPHY | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| REBECCA MURPHY ELMORE | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,983,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $411,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,395,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,395,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,359,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $553 | TotalTaxAmt |
| Distributable Before Adj | $117,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,422 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $57,201 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,520 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,966 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $270,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,993 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $273,680 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $273,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $57,201 | ExcessFromYear3Amt |
| Excess From Year2 | $80,520 | ExcessFromYear2Amt |
| Excess From Year1 | $132,966 | ExcessFromYear1Amt |
| Excess From Current Year | $2,993 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT D MURPHY JR | ContributingManagerNm |
| Contributing Manager | REBECCA LYNN MURPHY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHLEY COUNTY MUSEUM | |||||||
| 302 N CHERRY ST | HAMBURG | AR | 71646 | N/A | PUBLIC | GENERAL FUND | $15,000 |
| BUILD YOUR HOUSE ON THE ROCK | |||||||
| 397 OLD HIGHWAY 171 | MOSS BLUFF | LA | 70611 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| CHAPELWOOD UNITED METHODIST CHURCH | |||||||
| 11140 GREENBAY ST | HOUSTON | TX | 770246729 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| CRISTO REY JESUIT | |||||||
| 3700 MT CARMEL DR | HOUSTON | TX | 77087 | N/A | PUBLIC | GENERAL FUND | $20,000 |
| PARADISUS DEI | |||||||
| PO BOX 19127 | HOUSTON | TX | 77224 | N/A | PUBLIC | GENERAL FUND | $50,000 |
| TULANE UNIVERSITY | |||||||
| 1555 POYDRAS ST SUITE 1000 | NEW ORLEANS | LA | 701619986 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2210 WEST END AVE | NASHVILLE | TN | 37235 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| YELLOWSTONE | |||||||
| 3000 TRULLEY ST | HOUSTON | TX | 770041743 | N/A | PUBLIC | GENERAL FUND | $2,500 |
| SALVATION ARMY GREATER HOUSTON | |||||||
| 1500 AUSTIN ST | HOUSTON | TX | 77002 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| CASA JUAN DIEGO | |||||||
| 4818 ROSE ST | HOUSTON | TX | 77007 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| KIPP SHARP SINGERS | |||||||
| 8430 WESTGLEN DR | HOUSTON | TX | 77063 | N/A | PUBLIC | GENERAL FUND | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,635 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,843 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$72,646 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$29,168 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$29,168 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT D AND REBECCA H MURPHY JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 OAK LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $454,220 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1680 SHS OF AMERICAN EXPRESS CO, 650 SHS OF CAPITAL ONE FINANCIAL CORP, 950 SHS OF JPMORGAN CHASE | NoncashPropertyDesc |
| Fair Market Value | $454,220 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $7,231 | Amt |
| Net Investment Income | $3,615 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,615 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP (BAC) | $9,074 | $9,936 |
| JPMORGAN CHASE & CO | $191,094 | $204,503 |
| MATERIAL SEL SECT SPDR FD | $170,059 | $176,334 |
| INDUSTRIAL SEL SEC SPDR | $120,098 | $133,566 |
| AMERICAN EXPRESS CO | $50,059 | $50,531 |
| BLACKSTONE INC | $24,651 | $13,725 |
| STATE STREET CORP | $149,149 | $124,112 |
| PALO ALTO NETWORKS INC | $196,702 | $146,517 |
| TARGA RESOURCES CORP | $99,758 | $99,225 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $1,983 | $0 | $0 |
| SALE PROCEEDS RECEIVABLE | $0 | $245,807 | $245,807 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,289 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT LYNN MURPHY | |||
| 3 RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 |
| DORIAN PARTNERS LP | |||
| 3 RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX PAID | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments