ROBERT AND LYNN MURPHY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND LYNN MURPHY FOUNDATION (EIN 27-3594301)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-07
- IRS object ID
- 202222199349100102
- Schema version
- 2021v4.2
- 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
- Other Assets Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-07T19:17:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-07-13 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,810,264 | 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 | $487,159 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,542,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,934 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $742,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,973 | 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 | $2,967 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,484 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,483 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $15 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,582 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,009 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,009 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,582 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $488,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $253,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$34,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$34,071 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,790,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,355,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,842,352 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,697 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,983 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,983 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,834,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,323,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,810,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,834,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,323,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,834,971 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,323,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,834,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,323,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,834,971 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $488,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,323,529 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,323,529 | 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 |
|---|---|---|---|---|---|---|
| ALLIANCE DATA SYSTEMS CORP | 2021-10-12 | 2021-11-24 | $30,557 | $31,583 | -$1,026 | -$1,026 |
| CITIGROUP INC NEW | 2021-04-01 | 2021-07-01 | $86,997 | $90,239 | -$3,242 | -$3,242 |
| CONS DISCRET SEL SECT SPDR FD | 2020-11-18 | 2021-05-17 | $49,253 | $45,054 | $4,199 | $4,199 |
| INVESTCO QQQ TRUST, SERIES 1 | 2020-08-06 | 2021-06-15 | $150,444 | $126,301 | $24,143 | $24,143 |
| ISHARES GLOBAL CLEAN ENERG ETF | 2020-11-03 | 2021-04-19 | $5,087 | $4,421 | $666 | $666 |
| LORD ABBETT ULTRA SHORT BD A | 2021-08-16 | 2021-12-28 | $35,257 | $35,411 | -$154 | -$154 |
| LOYALTY VENTURES INC | 2021-10-12 | 2021-11-24 | $5,154 | $8,270 | -$3,116 | -$3,116 |
| SPDR S&P MIDCAP 400 ETF TRUST | 2020-11-04 | 2021-09-16 | $46,825 | $34,456 | $12,369 | $12,369 |
| SYNCHRONY FINANCIAL | 2021-09-15 | 2021-12-27 | $240,948 | $252,096 | -$11,148 | -$11,148 |
| BLACKROCK INC | 2020-03-26 | 2021-09-14 | $117,958 | $119,878 | -$1,920 | -$1,920 |
| SPDR S&P MIDCAP 400 ETF TRUST | 2017-11-07 | 2021-09-16 | $305,156 | $208,530 | $96,626 | $96,626 |
| SPDR S&P 500 ETF TRUST | 2015-03-06 | 2021-10-12 | $150,152 | $71,837 | $78,315 | $78,315 |
| VANGUARD FTSE EMERGING MARKETS | 2019-06-11 | 2021-08-16 | $135,664 | $111,235 | $24,429 | $24,429 |
| ALLIANCEBERNSTEIN HLDNG LP | 2019-01-01 | 2021-09-14 | $183,078 | $176,285 | $6,793 | $6,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,934 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,383 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,383 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,861 | OverpaymentAmt |
| Applied To ES Tax | $3,861 | 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 | $2,413,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,437,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,437,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,400,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,522 | TotalTaxAmt |
| Distributable Before Adj | $116,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,526 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,526 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,492 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $249,492 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $57,201 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,520 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $249,492 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $132,966 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $270,687 | 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 | $270,687 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $57,201 | ExcessFromYear2Amt |
| Excess From Year1 | $80,520 | ExcessFromYear1Amt |
| Excess From Current Year | $132,966 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHAPELWOOD UNITED METHODIST CHURCH | |||||||
| 11140 GREENBAY ST | HOUSTON | TX | 770246729 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| PARADISUS DEI | |||||||
| PO BOX 19127 | HOUSTON | TX | 77224 | 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 |
| STONEY CREEK RANCH | |||||||
| 1912 ZIMMERSCHEIDT RD | NEW ULM | TX | 78950 | N/A | PUBLIC | GENERAL FUND | $500 |
| BARBARA BUSH LITERACY FOUNDATION HOUSE | |||||||
| 7887 SAN FELIPE ST UNIT 250 | HOUSTON | TX | 77063 | N/A | PUBLIC | GENERAL FUND | $300 |
| CROSS CATHOLIC OUTREACH | |||||||
| 2700 N MILITARY TRL 300 | BOCA RATON | FL | 33427 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| CONCERTS FOR HOPE | |||||||
| PO BOX 172 | SIMPSONVILLE | KY | 40067 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| JESUIT HIGH SCHOOL | |||||||
| 4133 BANKS ST | NEW ORLEANS | LA | 70119 | N/A | PUBLIC | GENERAL FUND | $150,209 |
| CRISTO REY JESUIT | |||||||
| 3700 MT CARMEL DR | HOUSTON | TX | 77087 | N/A | PUBLIC | GENERAL FUND | $50,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2210 WEST END AVE | NASHVILLE | TN | 37235 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| ASHLEY COUNTY MUSEUM | |||||||
| 302 N CHERRY ST | HAMBURG | AR | 71646 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| YELLOWSTONE | |||||||
| 3000 TRULLEY ST | HOUSTON | TX | 770041743 | N/A | PUBLIC | GENERAL FUND | $2,500 |
| TULANE UNIVERSITY | |||||||
| 1555 POYDRAS ST SUITE 1000 | NEW ORLEANS | LA | 701619986 | N/A | PUBLIC | GENERAL FUND | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,009 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $226,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $254,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,973 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIAN PARTNERS LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $487,159 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 172 SHS OF SPDR S&P MIDCAP 400 ETF TRUST, 3580 SHS OF ALLIANCEBERNSTEIN HLDNG LP, 131 SHS OF BLACKRO | NoncashPropertyDesc |
| Fair Market Value | $487,159 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,967 | Amt |
| Net Investment Income | $1,484 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,483 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART IV, LINE J | CHANGE IN BLACKROCK INC.'S REVENUE PER BOOKS AND NET INVESTMENT INCOME TO CORRECT BASIS IN POSITION SOLD. |
| FORM 990-PF, PART IV, LINE N | CHANGE IN ALLIANCEBERNSTEIN HLDNG LP'S REVENUE PER BOOKS AND NET INVESTMENT INCOME TO CORRECT BASIS IN POSITION SOLD. |
| FORM 990-PF, PART II, LINE 10B | CHANGE IN END OF YEAR BOOK VALUE AND FAIR MARKET VALUE TO CORRECT BASIS OF ASSETS RECEIVED VIA A CONTRIBUTION. |
| FORM 990-PF, PART III, LINE 5 | REMOVED PRIOR PERIOD ADJUSTMENT AS IT WAS NOT NEEDED ONCE THE BASIS CORRECTIONS WERE MADE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP (BAC) | $9,074 | $13,347 |
| INVESCO QQQ TRUST, SERIES 1 | $215,330 | $301,172 |
| SPDR S&P 500 ETF TRUST | $152,501 | $211,357 |
| SPDR S&P MIDCAP 400 ETF TRUST | $591,557 | $745,977 |
| JPMORGAN CHASE & CO | $63,458 | $91,051 |
| CONS DISCRET SEL SECT SPDR FD | $74,572 | $98,131 |
| MATERIAL SEL SECT SPDR FD | $170,058 | $205,685 |
| THE TECHNOLOGY SEL SEC SPDR FD | $37,017 | $71,461 |
| INDUSTRIAL SEL SEC SPDR | $120,098 | $143,902 |
| AMERICAN EXPRESS CO | $50,059 | $55,951 |
| APOLLO GLOBAL MGMT INC | $280,099 | $324,124 |
| BLACKSTONE INC | $24,651 | $23,937 |
| CAPITAL ONE FINANCIAL CORP | $180,324 | $169,030 |
| STATE STREET CORP | $149,149 | $148,800 |
| SYNCHRONY FINANCIAL | $97,792 | $91,945 |
| HEALTH CARE SEL SECT SPDR FD | $45,534 | $45,789 |
| INVESCO S&P 500 EQUAL WEIGHT E | $86,381 | $92,768 |
| LORD ABBETT ULTRA BD A | $7,963 | $7,925 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $2,697 | BOYBookValueAmt |
| EOY Book Value | $1,983 | EOYBookValueAmt |
| EOYFMV | $1,983 | EOYFMVAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - FOREIGN TAX PAID | $83 | $83 | $0 |
| FEDERAL INCOME TAX PAID | $2,500 | $0 | $0 |
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