MURRELL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MURRELL FOUNDATION (EIN 75-2344755)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-02
- IRS object ID
- 202003079349100105
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T06:57:59-08:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751190411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Three M Oil Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Express G100 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752344755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MURRELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURR | BusinessNameControlTxt |
| Phone | 2143633691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 NORTH CENTRAL EXPRESSWAY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John R Murrell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cathy W Arrington | PreparerPersonNm |
| PTIN | P01469121 | PTIN |
| Phone | 2143633691 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,849 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $49 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,390 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,390 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,767 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $112 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$320 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $20,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,439 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,551 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $720 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $719 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,551 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,594 | CashBOYAmt |
| Cash EOY | $816 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $22,141 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,393 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $34,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $56,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,996 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,379 | CorporateBondsBOYAmt |
| Other Investments BOY | $2,799 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,853 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $67,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,675 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,849 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $67,889 | CapitalStockBOYAmt |
| Capital Stock EOY | $67,675 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,675 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $181 | OtherIncreasesAmt |
| Subtotal | $67,688 | SubtotalAmt |
| Other Decreases | $13 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1 Ishares Barclays 7-10 | P | 2019-01-29 | 2020-03-16 | $120 | $103 | $17 | $17 |
| 8 Ishares Core Emerging Markets | P | 2019-01-29 | 2019-09-18 | $401 | $402 | -$1 | -$1 |
| 2 Ishares Core Emerging Markets | P | 2019-01-29 | 2020-03-16 | $77 | $100 | -$23 | -$23 |
| 7 Ishares JPNETF | P | 2019-03-12 | 2019-09-18 | $203 | $194 | $9 | $9 |
| 9 Ishares PACJP | P | 2019-02-26 | 2019-09-18 | $411 | $411 | ||
| 1 Ishares Eurozone ETF | P | 2019-03-12 | 2019-09-18 | $39 | $38 | $1 | $1 |
| 5 Ishares Eurozone ETF | P | 2019-03-12 | 2019-03-16 | $135 | $192 | -$57 | -$57 |
| 6 Ishares MSCI Japan | P | 2019-01-29 | 2020-03-16 | $261 | $343 | -$82 | -$82 |
| 4 Ishares MSCI PacJp | P | 2019-01-29 | 2020-03-16 | $130 | $183 | -$53 | -$53 |
| 7 Ishares Switzerland ETF | P | 2019-03-12 | 2019-09-18 | $263 | $241 | $22 | $22 |
| 12 Ishares Switzerland ETF | P | 2019-03-12 | 2020-03-16 | $376 | $413 | -$37 | -$37 |
| 12 Ishares MSCI ETF | P | 2019-01-29 | 2020-03-16 | $244 | $332 | -$88 | -$88 |
| 1 Ishares TIPS Bond ETF | P | 2019-06-04 | 2016-09-18 | $116 | $115 | $1 | $1 |
| 1 Ishares TIPS Bond ETF | P | 2020-01-01 | 2020-03-18 | $113 | $117 | -$4 | -$4 |
| 5 Ishares Fltg Ratent | P | 2018-10-08 | 2019-09-18 | $255 | $255 | ||
| 7 Ishares Fltg Ratent | P | 2018-10-08 | 2020-03-16 | $329 | $357 | -$28 | -$28 |
| 3 Ishares Iboxx HY | P | 2019-03-12 | 2019-09-18 | $262 | $257 | $5 | $5 |
| 4 Ishares Iboxx HY | P | 2019-03-12 | 2020-03-16 | $305 | $342 | -$37 | -$37 |
| 2 Ishares IBOXX Inv Grade | P | 2018-02-01 | 2020-03-18 | $244 | $228 | $16 | $16 |
| 1 Ishares JP Morgan EMMK | P | 2018-10-08 | 2019-09-18 | $114 | $106 | $8 | $8 |
| 3 Ishares JP Morgan EMMK | P | 2018-10-08 | 2020-03-16 | $289 | $318 | -$29 | -$29 |
| 2 Ishares MBS EFT | P | 2018-10-08 | 2019-09-18 | $216 | $204 | $12 | $12 |
| 3 Ishares MBS EFT | P | 2018-10-08 | 2020-03-16 | $328 | $307 | $21 | $21 |
| 16 Ishares UK | P | 2019-03-26 | 2019-09-18 | $505 | $529 | -$24 | -$24 |
| 3 Ishares UK | P | 2019-03-26 | 2020-03-16 | $64 | $99 | -$35 | -$35 |
| 4 Ishares Crport | P | 2018-10-05 | 2019-09-18 | $214 | $206 | $8 | $8 |
| 4 Ishares Crport | P | 2018-10-08 | 2020-03-16 | $203 | $206 | -$3 | -$3 |
| 1 Ishares 20 Yr Tr Bd | P | 2018-10-08 | 2019-09-18 | $140 | $113 | $27 | $27 |
| 1 Ishares 20 Yr Tr Bd | P | 2019-10-08 | 2020-03-16 | $163 | $113 | $50 | $50 |
| 7 Ishares 0-5 Yr HY Corp | P | 2018-10-08 | 2019-09-18 | $326 | $326 | ||
| 6 Ishares 1-3 Year | P | 2019-01-17 | 2019-09-24 | $763 | $753 | $10 | $10 |
| 6 Ishares 1-3 Year | P | 2019-09-24 | 2020-03-16 | $519 | $508 | $11 | $11 |
| 1 Ishares 3-7 Treasury | P | 2019-10-08 | 2020-03-16 | $132 | $118 | $14 | $14 |
| 1 Ishares 0-5 TIPS Bnd | P | 2018-10-08 | 2019-09-18 | $100 | $99 | $1 | $1 |
| 5 Ishares 0-5 TIPS Bnd | P | 2018-10-08 | 2020-03-16 | $205 | $233 | -$28 | -$28 |
| 2 Ishares 0-5 TIPS Bnd | P | 2018-10-08 | 2020-03-16 | $195 | $197 | -$2 | -$2 |
| 5 Sector SPDR Cons Staple | P | 2019-02-26 | 2019-09-18 | $304 | $271 | $33 | $33 |
| 7 Sector SPDR Cons Staple | P | 2019-02-26 | 2020-03-16 | $385 | $379 | $6 | $6 |
| 3 Sector SPDR Industrial | P | 2019-02-26 | 2019-09-18 | $236 | $230 | $6 | $6 |
| 4 Sector SPDR Industrial | P | 2019-02-26 | 2020-03-16 | $230 | $307 | -$77 | -$77 |
| 5 Sector SPDR Utilities | P | 2018-10-08 | 2019-09-18 | $319 | $271 | $48 | $48 |
| 7 Sector SPDR Utilities | P | 2018-10-08 | 2020-03-16 | $375 | $379 | -$4 | -$4 |
| 3 Sector SPDR Communication | P | 2019-03-26 | 2019-09-18 | $153 | $141 | $12 | $12 |
| 8 Select Sector Communications | P | 2019-10-05 | 2020-03-16 | $340 | $377 | -$37 | -$37 |
| 2 Select Sector Consumer Disc | P | 2018-10-08 | 2019-09-18 | $245 | $223 | $22 | $22 |
| 4 Select Sector Consumer Disc | P | 2018-10-08 | 2020-03-16 | $367 | $443 | -$76 | -$76 |
| 1 Select Sector Health Care | P | 2018-10-08 | 2019-09-18 | $91 | $94 | -$3 | -$3 |
| 4 Select Sector Health Care | P | 2019-10-08 | 2019-03-16 | $341 | $377 | -$36 | -$36 |
| 6 Select Sector Materials | P | 2018-10-08 | 2020-03-16 | $253 | $337 | -$84 | -$84 |
| 3 Select Sector Technology | P | 2019-02-26 | 2019-09-18 | $242 | $214 | $28 | $28 |
| 6 Select Sector Technology | P | 2019-10-08 | 2020-03-16 | $458 | $427 | $31 | $31 |
| 11 Select Sector Amex Fin | P | 2019-10-08 | 2020-03-16 | $227 | $299 | -$72 | -$72 |
| 2 SPDR Bloomberg Short | P | 2019-01-15 | 2019-09-18 | $183 | $183 | ||
| 5 SPDR Bloomberg Short | P | 2018-10-08 | 2020-03-16 | $458 | $458 | ||
| 3 Vaneck JP Morgan Mkts | P | 2018-10-08 | 2019-09-18 | $100 | $97 | $3 | $3 |
| 6 Vaneck JP Morgan Mkts | P | 2018-10-08 | 2020-03-14 | $172 | $186 | -$14 | -$14 |
| 3 Vanguard Int'l Bond | P | 2018-10-08 | 2019-09-18 | $176 | $162 | $14 | $14 |
| 4 Vanguard Int'l Bond | P | 2018-10-08 | 2020-03-03 | $225 | $217 | $8 | $8 |
| 1 Ishares IBOXX Inv Grade | P | 2018-06-06 | 2019-09-18 | $126 | $114 | $12 | $12 |
| 1 Enterprise Products K-1 | P | 2018-01-01 | 2019-12-31 | $1 | $4 | -$3 | -$3 |
| Wash Sale | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$476 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $112 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $77,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.01557 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $87,395 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.67916 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,616 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $82,755 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.68414 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,387 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $101,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.59684 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,459 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,959 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.96310 | DistributionYr5Rt |
| Total Distribution | 3.938804 | TotalDistributionRt |
| Average Distribution | 0.787761 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $53,434 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,093 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,100 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14 | SubtotalAmt |
| Tax Based On Investment Income | $14 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $14 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John R Murrell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143633691 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Expwy G100 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| John R Murrell | ||||||
| 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | President | 10.00 | $0 |
| Tom M Dees III | ||||||
| 1445 Ross Avenue Ste 2400 | Dallas | TX | 75202 | Director | 1.00 | $0 |
| P Mike McCullough | ||||||
| 1722 Routh Street Ste 1500 | Dallas | TX | 75201 | Vice President | 1.00 | $0 |
| Kelley A Murrell | ||||||
| 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | Director | 4.00 | $0 |
| Cathy W Arrington | ||||||
| 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | Secretary | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,248 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $54,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,434 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14 | TotalTaxAmt |
| Distributable Before Adj | $2,658 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,658 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,658 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,300 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $20,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,658 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $111,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,367 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,522 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,332 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $349,811 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,300 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,642 | RemainingDistriFromCorpusAmt |
| Total Corpus | $367,453 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $111,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,367 | ExcessFromYear4Amt |
| Excess From Year3 | $52,522 | ExcessFromYear3Amt |
| Excess From Year2 | $55,167 | ExcessFromYear2Amt |
| Excess From Year1 | $75,332 | ExcessFromYear1Amt |
| Excess From Current Year | $17,642 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Murrell Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Expressway Suite G10 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143633691 | RecipientPhoneNum |
| Form And Info And Materials | None prescribed | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Austin Presbyterian Theological Sem | |||||||
| 100 East 27th Street | Austin | TX | 78705 | NONE | PC | GENERAL PURPOSE | $3,000 |
| Army A Club | |||||||
| 639 Howard Rd | West Point | NY | 10996 | NONE | PC | GENERAL PURPOSE | $1,000 |
| Beyond Roses Equine Rescue Retireme | |||||||
| 11621 Bryce Road | Emmett | MI | 48022 | NONE | PC | GENERAL PURPOSE | $8,970 |
| First United Methodist Church Quinl | |||||||
| 1555 E Quinlan Pkwy | Quinlan | TX | 75474 | NONE | PC | GENERAL PURPOSE | $250 |
| Gerda's Equine Rescue | |||||||
| 5825 VT-30 | Townshend | VT | 05353 | NONE | PC | GENERAL PURPOSE | $500 |
| Humane Society Dallas County | |||||||
| 2719 Manor Way | Dallas | TX | 75235 | NONE | PC | GENERAL PURPOSE | $500 |
| New Braunfels Community Cat Coaliti | |||||||
| 3535 Morningside Dr Ste C | New Braunfels | TX | 78130 | NONE | PC | GENERAL PURPOSE | $1,000 |
| PeeWee's Pet Adoption World | |||||||
| 1307 Saratoga Blvd | Corpus Christi | TX | 78417 | None | PC | GENERAL PURPOSE | $500 |
| Saratoga Springs Police Department | |||||||
| 5 Lake Ave | Saratoga Springs | NY | 12866 | None | PC | GENERAL PURPOSE | $1,000 |
| The RACE Fund | |||||||
| 8031 Rabbit Lane | Harrisburg | PA | 17112 | None | PC | GENERAL PURPOSE | $900 |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | None | PC | GENERAL PURPOSE | $500 |
| Standardbred Retirement Foundation | |||||||
| 42 Arneytown-Horestown Rd | Cream Ridge | NJ | 08514 | None | PC | GENERAL PURPOSES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,120 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,390 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $320 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$481 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$320 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,439 | ExclusionAmt |
| Related Or Exempt Function Incm | -$481 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $638 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| John R Murrell | ||||||
| 1 | 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | $15,000 | Yes (X) |
| Kelley A Murrell | ||||||
| 2 | 3620 Beverly Drive | Dallas | TX | 75205 | $5,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| United Capital - Exxon | $28,454 | $14,640 |
| United Capital - Ishares Corp Stocks | ||
| Raytheon | $13,538 | $15,467 |
| Schlumberger | $14,996 | $7,889 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | United Capital - Enterprise Products | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,478 | BookValueAmt |
| EOYFMV | $1,853 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Enterprise Products ND Exp | $1 |
| Taxes paid | $12 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Director's Insurance | $646 | $517 | $129 |
| Investment Fees | $254 | $203 | $51 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$320 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions | Desc |
| Amt | $181 | Amt |
Comments