ROBERT AND LYNN MURPHY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND LYNN MURPHY FOUNDATION (EIN 27-3594301)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349100511
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:23:57-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-11-12 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,162,348 | 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 | $291,444 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,836 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,777,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,504 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,474 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,474 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $453,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,872 | 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 | $4,911 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,456 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $26 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $26 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $377 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,274 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,274 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $287,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$4,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,363 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,795,806 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,790,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,118,288 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,676 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,697 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,697 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,793,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,834,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,162,348 | 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 | $1,793,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,834,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,793,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,834,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,793,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,834,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,793,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $287,713 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,081,236 | SubtotalAmt |
| Other Decreases | $246,264 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,834,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES | 2020-07-08 | 2020-11-03 | $680,687 | $605,251 | $75,436 | $75,436 |
| MSIF ULTRA-SHORT INCOM EA | 2020-02-28 | 2020-03-18 | $65,239 | $65,416 | -$177 | -$177 |
| THE TECHNOLOGY SEL SEC SPDR FD | 2019-12-17 | 2020-11-18 | $49,873 | $36,927 | $12,946 | $12,946 |
| CHENIERE ENERGY INC | 2014-10-21 | 2020-12-08 | $160,094 | $204,655 | -$44,561 | -$44,561 |
| INVESCO QQQ TRUST SERIES | 2013-07-12 | 2020-11-03 | $169,959 | $47,144 | $122,815 | $122,815 |
| JPMORGAN CHASE & CO | 2018-05-01 | 2020-07-08 | $200,168 | $231,270 | -$31,102 | -$31,102 |
| SPDR S&P M DCAP 400 ETF TRUST | 2017-11-07 | 2020-07-08 | $349,957 | $317,417 | $32,540 | $32,540 |
| ENTERPRISE PRODUCTS PARTNERS LP | 2019-01-01 | 2020-09-02 | $101,803 | $156,641 | -$54,838 | -$54,838 |
| ENTERPRISE PRODUCTS PARTNERS LP - BASIS ADJ. | 2019-01-01 | 2020-09-02 | $55,749 | $55,749 | ||
| ENTERPRISE PRODUCTS PARTNERS LP - REPORT AS ORD. GAIN | 2019-01-01 | 2020-09-02 | -$46,940 | -$46,940 | ||
| ENTERPRISE PRODUCTS PARTNERS LP - SEC. 1231 LOSS | 2020-01-01 | 2020-12-31 | -$364 | -$364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,210 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,210 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,210 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,093 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,593 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,383 | OverpaymentAmt |
| Applied To ES Tax | $2,383 | 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 | 0 | 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 | $1,703,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,714,114 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,714,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,688,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,210 | TotalTaxAmt |
| Distributable Before Adj | $82,210 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,210 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,210 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $162,730 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,210 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $57,201 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,201 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,520 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,721 | 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 | $137,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $57,201 | ExcessFromYear1Amt |
| Excess From Current Year | $80,520 | 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 (10 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 | $5,000 |
| CASA ALELUYA | |||||||
| PO BOX 12764 | LAKE CHARLES | LA | 706122764 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| 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 | $75,774 |
| HAMBURG HONORS SCHOLARSHIP | |||||||
| 4111 LEGION DRIVE | HAMBURG | NY | 14075 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| JESULT HIGH SCHOOL | |||||||
| 8900 BELLAIRE BLVD | HOUSTON | TX | 770364699 | N/A | PUBLIC | GENERAL FUND | $50,000 |
| TULANE UNIVERSITY | |||||||
| 1555 POYDRAS ST SUITE 1000 | NEW ORLEANS | LA | 701619986 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2210 WEST END AVE | NASHVILLE | TN | 37235 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| YELLOWSTONE ACADEMY | |||||||
| 3000 TRULLEY ST | HOUSTON | TX | 770041743 | N/A | PUBLIC | GENERAL FUND | $2,500 |
| PARADISUS DEI | |||||||
| PO BOX 19127 | HOUSTON | TX | 77224 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,274 | 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 | $58 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,836 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,474 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,872 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,872 | 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 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 | $291,444 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 658 SHS OF INVESCO QQQ TRUST, SERIES 1 AND 821 SHS OF THE TECHNOLOGY SEL SEC SPDR FD COMMON STOCKS. | NoncashPropertyDesc |
| Fair Market Value | $291,444 | FairMarketValueAmt |
| Received | 2020-11-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $4,911 | Amt |
| Net Investment Income | $2,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,456 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP (BAC) | $9,071 | $9,093 |
| INVESCO QQQ TRUST, SERIES 1 | $351,632 | $387,155 |
| SPDR S&P 500 ETF TRUST | $128,335 | $214,981 |
| SPDR S&P MIDCAP 400 ETF TRUST | $599,129 | $703,366 |
| JPMORGAN CHASE & CO | $63,461 | $73,065 |
| VANGUARD FTSE EMERGING MARKETS | $142,421 | $168,821 |
| CONS DISCRET SEL SECT SPDR FD | $119,625 | $123,801 |
| ISHARES GLOBAL CLEAN ENERG ETF | $99,878 | $140,353 |
| MATERIAL SEL SECT SPDR FD | $120,245 | $123,787 |
| THE TECHNOLOGY SEL SEC SPDR FD | $37,017 | $53,438 |
| INDUSTRIAL SEL SEC SPDR | $120,098 | $120,428 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $2,540 | $2,697 | $2,697 |
| UNSETTLED STOCK PURCHASE/SALE | $136 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $246,264 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP NONDEDUCTIBLE EXPENSES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY GAIN - ENTERPRISE PRODUCTS PARTNERS LP | $46,940 | $46,940 | $46,940 |
| ORDINARY LOSS - ENTERPRISE PRODUCTS PARTNERS LP | -$33,466 | -$33,466 | -$33,466 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FOREIGN TAX PAID | CategoryTxt |
| Amt | $377 | Amt |
| Net Investment Income | $377 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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