ROBERT AND LYNN MURPHY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND LYNN MURPHY FOUNDATION (EIN 27-3594301)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202023159349101582
- Schema version
- 2019v5.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T14:32:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741907314 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WERLEIN & HARRIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 W ALABAMA SUITE 900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTOR E HARRIS | PreparerPersonNm |
| PTIN | P00025194 | PTIN |
| Phone | 7139615544 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.213.61.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 12:41:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8A3F5F4B02ABDB34F79EFA2F7CFF2F701D60DED | AtSubmissionFilingDeviceId |
| 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 | $1,949,496 | 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 | $300,219 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$44,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $346,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $279,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,084 | 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 | $4,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,295 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $288 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $115,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$4,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$4,959 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,550,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,795,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,951,779 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,540 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,676 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,676 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,677,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,793,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,949,496 | 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 | $1,677,880 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,793,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,677,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,793,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,677,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,793,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,677,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $115,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,793,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,793,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MSIF ULTRA-SHORT INCOME A | 2019-08-22 | 2019-09-13 | $5,000 | $5,009 | -$9 | -$9 |
| ANADARKO PETE | 2017-12-27 | 2019-04-15 | $65 | $62 | $3 | $3 |
| EOG RESOURCES INC | 2014-09-11 | 2019-12-31 | $32,206 | $40,383 | -$8,177 | -$8,177 |
| KEYCORP NEW | 2018-02-21 | 2019-06-11 | $60,349 | $73,619 | -$13,270 | -$13,270 |
| PNC FINL SVCS GP | 2017-12-20 | 2019-06-11 | $68,806 | $76,930 | -$8,124 | -$8,124 |
| SPDR S&P BANK ETF | 2017-07-19 | 2019-06-11 | $106,483 | $109,573 | -$3,090 | -$3,090 |
| VANGUARD SMALL CAP ETF | 2016-12-15 | 2019-07-11 | $29,736 | $24,955 | $4,781 | $4,781 |
| ZIONS BANCIROIRATUIB N A | 2017-12-20 | 2019-06-11 | $44,295 | $49,947 | -$5,652 | -$5,652 |
| LOSS ON DISPOSED STOCK - KEYCORP NEW | 2018-02-21 | 2019-06-11 | $10,482 | -$10,482 | -$10,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$44,020 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,145 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,555,020 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,379,903 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,385 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,166,514 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096343 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $116,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,479,258 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078925 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,717 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,723,648 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013180 | DistributionYr5Rt |
| Total Distribution | 0.239881 | TotalDistributionRt |
| Average Distribution | 0.047976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,550,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $205 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,587 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $161,053 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $205 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $205 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,458 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,458 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,253 | OverpaymentAmt |
| Applied To ES Tax | $2,253 | 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 | $1,555,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,574,003 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,574,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,550,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $205 | TotalTaxAmt |
| Distributable Before Adj | $77,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,315 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,053 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $161,053 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $205 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $160,848 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,537 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,053 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,537 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,201 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,201 | 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 | $57,201 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $57,201 | 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 (12 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 | $1,000 |
| CASA ALELUYA | |||||||
| PO BOX 12764 | LAKE CHARLES | LA | 706122764 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| CRISTO REY JESUIT | |||||||
| 3700 MT CARMEL DR | HOUSTON | TX | 77087 | N/A | PUBLIC | GENERAL FUND | $126,508 |
| HAMBURG HONORS SCHOLARSHIP | |||||||
| 4111 LEGION DRIVE | HAMBURG | NY | 14075 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| JESULT CAPITAL CAMPAIGN | |||||||
| 8900 BELLAIRE BLVD | HOUSTON | TX | 770364699 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| MAKE A WISH | |||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | N/A | PUBLIC | GENERAL FUND | $500 |
| MISSION BEND CHRISTIAN ACADEMY | |||||||
| 3710 HWY 6 | HOUSTON | TX | 77082 | N/A | PUBLIC | GENERAL FUND | $250 |
| RC ACTIVITIES INC | |||||||
| 525 TRIBBLE GAP ROAD STE 1466 | CUMMING | GA | 30028 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| 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 |
| CHAPELWOOD UNITED METHODIST CHURCH | |||||||
| 11140 GREENBAY ST | HOUSTON | TX | 770246729 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,758 | 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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$44,020 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$20,936 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$20,936 | 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 | $300,219 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,185 SHS OF JPMORGAN CHASE & CO COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $300,219 | FairMarketValueAmt |
| Received | 2019-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $4,590 | Amt |
| Net Investment Income | $2,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,295 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP (BAC) | $90,703 | $104,075 |
| CHENIERE ENERGY INC | $335,249 | $192,371 |
| ENTERPRISE PROD PRTNRS LP | $142,421 | $162,061 |
| INVESCO QQQ TRUST, SERIES 1 | $75,221 | $133,306 |
| SPDR S&P 500 ETF TRUST | $128,336 | $185,070 |
| SPDR S&P MIDCAP 400 ETF TRUST | $455,740 | $579,211 |
| JPMORGAN CHASE & CO | $360,541 | $380,701 |
| VANGUARD FTSE EMERGING MARKETS | $142,421 | $149,819 |
| MSIF ULTRA-SHORT INCOME A | $65,174 | $65,165 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $2,540 | $2,540 | $2,540 |
| UNSETTLED STOCK PURCHASE/SALE | $0 | $136 | $136 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FOREIGN TAX PAID | CategoryTxt |
| Amt | $288 | Amt |
| Net Investment Income | $288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments