MURRELL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MURRELL FOUNDATION (EIN 75-2344755)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-30
- IRS object ID
- 201903039349100805
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- 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 | 2019-10-30T11:54:30-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-10-30 | 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 | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,942 | 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 | $59,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $125 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,859 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,859 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $271 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$259 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $61,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,255 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,984 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,077 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $270 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,178 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,984 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,610 | CashBOYAmt |
| Cash EOY | $1,594 | CashEOYAmt |
| Cash EOYFMV | $1,594 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,141 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $17,709 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $47,986 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,652 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,827 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,379 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,610 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $86,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,942 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $86,995 | CapitalStockBOYAmt |
| Capital Stock EOY | $67,889 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $177 | OtherIncreasesAmt |
| Subtotal | $68,071 | SubtotalAmt |
| Other Decreases | $182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12 Ishares DJ US Basic Materials | P | 2017-11-10 | 2018-10-08 | $1,176 | $1,172 | $4 | $4 |
| 13 Ishares IBOXX Inv Grade | P | 2018-06-06 | 2018-11-19 | $1,465 | $1,484 | -$19 | -$19 |
| 52 Ishares MSCI Australia | P | 2017-11-10 | 2018-10-08 | $1,110 | $1,202 | -$92 | -$92 |
| 67 Ishares MSCI CDAETF | P | 2017-12-10 | 2018-11-06 | $1,792 | $1,913 | -$121 | -$121 |
| 58 Ishares MSCI Germany | P | 2018-08-02 | 2018-09-06 | $1,701 | $1,769 | -$68 | -$68 |
| 31 Ishares MSCI Japan | P | 2018-10-08 | 2018-11-20 | $1,732 | $1,836 | -$104 | -$104 |
| 10 Ishares MSCI PacJp | P | 2018-10-08 | 2018-10-23 | $415 | $436 | -$21 | -$21 |
| 26 Ishares MSCI Emerging Markets | P | 2017-11-10 | 2018-07-03 | $1,118 | $1,203 | -$85 | -$85 |
| 11 ishares MSCI Eurozone | P | 2018-10-08 | 2018-10-23 | $410 | $436 | -$26 | -$26 |
| 62 Ishares MSCI Italy Capped | P | 2018-08-02 | 2018-09-06 | $1,699 | $1,773 | -$74 | -$74 |
| 58 Ishares MSCI Spain Capped | P | 2018-08-02 | 2018-09-06 | $1,700 | $1,785 | -$85 | -$85 |
| 45 Ishares MSCI Switzerland | P | 2018-10-08 | 2018-11-20 | $1,461 | $1,514 | -$53 | -$53 |
| 4 Isahres TIPS Bonds | P | 2018-10-08 | 2018-12-04 | $438 | $437 | $1 | $1 |
| 55 Ishares TR Barclays 7-10 Yr | P | 2018-06-06 | 2018-10-08 | $5,502 | $5,576 | -$74 | -$74 |
| 14 Ishares TR Fltg Ratent | P | 2018-10-08 | 2018-12-18 | $705 | $713 | -$8 | -$8 |
| 13 Ishares IBOXX Hi Yd | P | 2018-10-08 | 2018-11-20 | $1,088 | $1,107 | -$19 | -$19 |
| 1 Isahres JP Morgan EMMK | P | 2018-10-08 | 2018-11-19 | $104 | $106 | -$2 | -$2 |
| 1 Ishares TR MBS | P | 2018-10-08 | 2018-11-19 | $103 | $102 | $1 | $1 |
| 49 Ishares MSCI UK New | P | 2017-11-10 | 2018-11-06 | $1,606 | $1,678 | -$72 | -$72 |
| 58 Ishares TR US Telecom | P | 2018-08-02 | 2018-10-08 | $1,690 | $1,607 | $83 | $83 |
| 19 Ishares TR 10-20 Treasury | P | 2018-06-06 | 2018-10-08 | $2,391 | $2,457 | -$66 | -$66 |
| 1 Isahres 20 Yr Bond | P | 2018-10-08 | 2018-11-19 | $115 | $113 | $2 | $2 |
| 7 Ishares Transportation | P | 2017-11-10 | 2018-10-08 | $1,412 | $1,198 | $214 | $214 |
| 11 Ishares Trust 0-5 HY | P | 2018-10-08 | 2018-11-29 | $505 | $513 | -$8 | -$8 |
| 16 Ishares Trust 1-3 Yr TB | P | 2018-10-08 | 2018-11-29 | $1,331 | $1,327 | $4 | $4 |
| 4 Ishares US Consumer Goods | P | 2017-11-10 | 2018-10-08 | $471 | $483 | -$12 | -$12 |
| 3 Ishares US Consumer Services | P | 2017-11-10 | 2018-10-08 | $612 | $500 | $112 | $112 |
| 33 Ishares US Energy | P | 2017-11-10 | 2018-10-08 | $1,407 | $1,256 | $151 | $151 |
| 23 Ishares US Financial | P | 2017-11-10 | 2018-10-08 | $2,764 | $2,721 | $43 | $43 |
| 7 Ishares US Healthcare | P | 2017-11-10 | 2018-10-08 | $1,400 | $1,194 | $206 | $206 |
| 23 Ishares US Real Estate | P | 2018-06-06 | 2018-10-08 | $1,818 | $1,811 | $7 | $7 |
| 439 Ishares US Sht Mat Bd | P | 2018-02-05 | 2018-10-08 | $20,784 | $20,807 | -$23 | -$23 |
| 6 Ishares US Technology | P | 2017-11-10 | 2018-10-08 | $1,122 | $978 | $144 | $144 |
| 14 Ishares US Utilities | P | 2018-05-30 | 2018-10-08 | $1,926 | $1,932 | -$6 | -$6 |
| 3 Ishares 0-5 TIPS Bnd | P | 2018-10-08 | 2018-11-19 | $295 | $296 | -$1 | -$1 |
| 45 Sector SPDR Financial | P | 2018-10-08 | 2018-11-06 | $1,208 | $1,268 | -$60 | -$60 |
| 15 Sector SPDR Industrial | P | 2018-10-08 | 2018-11-06 | $578 | $655 | -$77 | -$77 |
| 9 Sector SPDR Technology | P | 2018-10-08 | 2018-11-20 | $578 | $655 | -$77 | -$77 |
| 20 Sector SPDR Communication | P | 2018-10-08 | 2018-11-06 | $915 | $951 | -$36 | -$36 |
| 11 Select Sector Cons Discres | P | 2018-10-08 | 2018-12-18 | $1,150 | $1,238 | -$88 | -$88 |
| 20 Select Sector Energy | P | 2018-10-08 | 2018-12-18 | $1,273 | $1,542 | -$269 | -$269 |
| 6 Select Sector Health Care | P | 2018-10-08 | 2018-11-29 | $566 | $565 | $1 | $1 |
| 21 Select Sector Materials | P | 2018-10-08 | 2018-11-06 | $1,108 | $1,211 | -$103 | -$103 |
| 5 Vaneck JP Morgan Mkts | P | 2018-10-08 | 2018-11-19 | $164 | $162 | $2 | $2 |
| 2 Vanguard Char Total Bond | P | 2018-10-08 | 2018-11-19 | $109 | $108 | $1 | $1 |
| 6 Isahres DJ US Basic Mat | P | 2017-04-10 | 2018-10-08 | $588 | $536 | $52 | $52 |
| 55 Ishares MSCI Australia | P | 2016-11-07 | 2018-10-08 | $1,210 | $1,127 | $83 | $83 |
| 12 Ishares MSCI Japan | P | 2016-08-02 | 2018-09-06 | $681 | $594 | $87 | $87 |
| 18 Ishares MSCI Emerging Markets | P | 2017-03-06 | 2018-07-03 | $774 | $686 | $88 | $88 |
| 20 Isahres MSCI New | P | 2017-01-03 | 2018-09-06 | $659 | $617 | $42 | $42 |
| 2 Ishares Transportation | P | 2016-11-07 | 2018-10-08 | $403 | $299 | $104 | $104 |
| 7 Ishares US Consumer Goods | P | 2017-04-17 | 2018-10-08 | $832 | $830 | $2 | $2 |
| 2 Ishares US Consumer Services | P | 2017-04-10 | 2018-10-08 | $408 | $322 | $86 | $86 |
| 11 Ishares US Energy | P | 2017-10-04 | 2018-10-08 | $469 | $411 | $58 | $58 |
| 5 Ishares US Financial | P | 2017-03-06 | 2018-07-03 | $589 | $536 | $53 | $53 |
| 3 Ishares US Healthcare | P | 2017-03-06 | 2018-10-08 | $600 | $474 | $126 | $126 |
| 4 Ishares US Technology | P | 2017-03-06 | 2018-10-08 | $748 | $530 | $218 | $218 |
| 3 SPDR Bloomberg Short | P | 2018-10-08 | 2019-03-28 | $275 | $274 | $1 | $1 |
| 12 Vanguard Char Total Bond | P | 2018-10-08 | 2019-03-28 | $668 | $650 | $18 | $18 |
| 2 Vaneck JP Morgan EMMK | P | 2018-10-08 | 2019-04-18 | $219 | $212 | $7 | $7 |
| 17 Vaneck JP Morgan Mkts | P | 2019-01-29 | 2019-04-18 | $573 | $549 | $24 | $24 |
| 12 Ishares MSCI PacJp | P | 2019-01-29 | 2019-04-18 | $563 | $525 | $38 | $38 |
| 18 Ishares MSCI CDAETF | P | 2019-02-12 | 2019-04-18 | $515 | $487 | $28 | $28 |
| 3 Ishares MSCI Japan | P | 2019-04-23 | 2019-06-04 | $160 | $166 | -$6 | -$6 |
| 19 Ishares MSCI Switzerland | P | 2019-02-12 | 2019-04-18 | $680 | $638 | $42 | $42 |
| 16 Ishares MSCI UK New | P | 2019-02-26 | 2019-04-18 | $535 | $526 | $9 | $9 |
| 2 ishares MSCI Eurozone | P | 2019-03-12 | 2019-04-18 | $81 | $77 | $4 | $4 |
| 16 Ishares Fltg Ratent | P | 2018-10-08 | 2019-04-18 | $814 | $815 | -$1 | -$1 |
| 16 Ishares Iboxx HY | P | 2018-10-08 | 2019-04-18 | $1,364 | $1,365 | -$1 | -$1 |
| 1 Ishares TR Barclays 7-10 Yr | P | 2018-12-18 | 2019-04-18 | $105 | $103 | $2 | $2 |
| 1 Ishares TR 3-7 Treasury | P | 2018-10-08 | 2019-04-18 | $122 | $118 | $4 | $4 |
| 17 Ishares TR Corporate | P | 2018-10-08 | 2019-04-18 | $897 | $877 | $20 | $20 |
| 4 Ishares MBS EFT | P | 2018-10-08 | 2019-04-18 | $423 | $409 | $14 | $14 |
| 23 Ishares 0-5 TIPS Bnd | P | 2018-10-08 | 2019-04-18 | $1,069 | $1,072 | -$3 | -$3 |
| 221 Ishares 1-3 Year | P | 2019-01-02 | 2019-04-23 | $18,519 | $18,360 | $159 | $159 |
| 10 Ishares 0-5 TIPS Bnd | P | 2018-10-08 | 2019-04-18 | $997 | $985 | $12 | $12 |
| 1 Select Sector Materials | P | 2019-02-26 | 2019-04-18 | $58 | $56 | $2 | $2 |
| 26 Select Sector Communications | P | 2018-10-08 | 2019-04-18 | $1,161 | $1,217 | -$56 | -$56 |
| 3 Select Sector Energy | P | 2019-04-23 | 2019-06-04 | $182 | $206 | -$24 | -$24 |
| 23 Select Sector Financials | P | 2018-10-08 | 2019-04-18 | $562 | $639 | -$77 | -$77 |
| 15 Sector SPDR Industrial | P | 2018-10-08 | 2019-04-18 | $1,064 | $1,157 | -$93 | -$93 |
| 18 Select Sector Technology | P | 2018-10-08 | 2019-04-18 | $1,255 | $1,308 | -$53 | -$53 |
| 30 Sector SPDR Cons Staple | P | 2018-10-08 | 2019-04-18 | $1,580 | $1,625 | -$45 | -$45 |
| 20 Sector SPDR Utilities | P | 2018-10-08 | 2019-04-18 | $1,112 | $1,084 | $28 | $28 |
| 8 Select Sector Health Care | P | 2018-10-08 | 2019-04-18 | $718 | $754 | -$36 | -$36 |
| 4 Select Sector Consumer Disc | P | 2018-10-08 | 2019-04-18 | $478 | $450 | $28 | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $271 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$728 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,355 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $87,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.67916 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,616 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $82,755 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.68414 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $101,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.59684 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,459 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $121,959 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.96310 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $124,209 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.70285 | DistributionYr5Rt |
| Total Distribution | 3.626087 | TotalDistributionRt |
| Average Distribution | 0.725217 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $77,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,563 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,575 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,220 | 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 | $12 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12 | SubtotalAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $12 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $57,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $79,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $3,888 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,888 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,220 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $79,220 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,888 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $81,358 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,423 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,367 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,522 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,167 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $355,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,220 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,332 | RemainingDistriFromCorpusAmt |
| Total Corpus | $431,169 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $81,358 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $349,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,423 | ExcessFromYear4Amt |
| Excess From Year3 | $55,367 | ExcessFromYear3Amt |
| Excess From Year2 | $52,522 | ExcessFromYear2Amt |
| Excess From Year1 | $55,167 | ExcessFromYear1Amt |
| Excess From Current Year | $75,332 | 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 (27 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 | $3,100 |
| Army A Club | |||||||
| 639 Howard Rd | West Point | NY | 10996 | NONE | PC | GENERAL PURPOSE | $13,100 |
| Beyond Roses Equine Rescue Retireme | |||||||
| 11621 Bryce Road | Emmett | MI | 48022 | NONE | PC | GENERAL PURPOSE | $2,600 |
| Camp Able of Buffalo Gap | |||||||
| P O Box 695 | Buffalo | TX | 79508 | NONE | PC | GENERAL PURPOSE | $500 |
| Communities Foundation of Texas | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | NONE | PC | GENERAL PURPOSE | $5,000 |
| Focus on Teens | |||||||
| 3131 McKinney Ave Ste 600 | Dallas | TX | 75204 | NONE | PC | GENERAL PURPOSE | $2,500 |
| Friends of the Dallas Public Librar | |||||||
| 1515 Young Street | Dallas | TX | 75201 | NONE | PC | GENERAL PURPOSE | $1,500 |
| Exceller Fund Inc | |||||||
| P O Box 4237 | Lexington | KY | 40544 | None | PC | GENERAL PURPOSE | $1,100 |
| BOHF Oral Cure Foundation | |||||||
| 3600 Gaston Ave Ste 1151 | Dallas | TX | 75246 | None | PC | GENERAL PURPOSE | $1,000 |
| Childrens Health | |||||||
| 2777 Stemmons Freeway Ste 1700 | Dallas | TX | 75207 | None | PC | GENERAL PURPOSE | $3,000 |
| The RACE Fund | |||||||
| 8031 Rabbit Lane | Harrisburg | PA | 17112 | None | PC | GENERAL PURPOSE | $7,150 |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | None | PC | GENERAL PURPOSE | $500 |
| City Square | |||||||
| 4000 East Side Ave | Dallas | TX | 75201 | None | PC | GENERAL PURPOSE | $2,500 |
| Thoroughbred Retirement Foundation | |||||||
| 1050 Highway 35 Suite351 | Shrewsbury | NJ | 07702 | None | PC | GENERAL PURPOSE | $1,000 |
| Dallas Arboretum | |||||||
| 8525 Garland Road | Dallas | TX | 75218 | None | PC | GENERAL PURPOSES | $5,000 |
| Dallas Holocause Museum Center | |||||||
| 211 N Record St Ste 100 | Dallas | TX | 75202 | None | PC | GENERAL PURPOSES | $1,000 |
| Standardbred Retirement Foundation | |||||||
| 42 Arneytown-Horestown Rd | Cream Ridge | NJ | 08514 | None | PC | GENERAL PURPOSES | $2,900 |
| Dallas Metro Summer Camp | |||||||
| 1607 Chappell St A | Dallas | TX | 75211 | None | PC | GENERAL PURPOSES | $750 |
| Texas Winds Music Outreach | |||||||
| 6211 W Northwest Hwy Ste c250-B | Dallas | TX | 75225 | None | PC | GENERAL PURPOSE | $3,000 |
| Wreaths Across America | |||||||
| 2000 Mountain Creek Parkway | Dallas | TX | 75211 | None | PC | GENERAL PURPOSE | $500 |
| UT Southwestern Medical Center | |||||||
| 6323 Harry Hines Blvd | Dallas | TX | 75390 | None | PC | GENERAL PURPOSE | $5,000 |
| SPCA of Texas | |||||||
| 2400 Lone Star Drive | Dallas | TX | 75212 | None | PC | GENERAL PURPOSE | $100 |
| University of Miami Miller Sch of M | |||||||
| P O Box 248073 | Coral Gables | FL | 33124 | None | PC | GENERAL PURPOSE | $150 |
| Ranch Hand Rescue | |||||||
| 9477 Fort Worth Drive | Denton | TX | 75226 | None | PC | GENERAL PURPOSE | $6,000 |
| Return to Freedom Wild Horse Cons | |||||||
| P O Box 926 | Lompoc | CA | 93438 | None | PC | GENERAL PURPOSE | $2,000 |
| Richardson AnimaLuv | |||||||
| P O Box 831726 | Richardson | TX | 75083 | None | PC | GENERAL PURPOSE | $500 |
| The Dallas Morning News Charities | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | None | PC | GENERAL PURPOSE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $125 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $1,859 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $259 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $271 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,996 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,996 | 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 | $53,700 | Yes (X) |
| Kelley A Murrell | ||||||
| 2 | 3620 Beverly Drive | Dallas | TX | 75205 | $5,500 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | United Capital - Ishares Corp Bonds | BondNm |
| EOY Book Value | $6,379 | EOYBookValueAmt |
| EOYFMV | $6,610 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| United Capital - Exxon | $27,358 | $23,666 |
| United Capital - Ishares Corp Stocks | $7,618 | $7,986 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| United Capital - Enterprise Products | AT COST | $2,799 | $2,945 |
| United Capital - US Real Estate | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Taxes paid | Desc |
| Amt | $182 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Director's Insurance | $649 | $519 | $130 |
| Investment Fees | $638 | $510 | $128 |
| Wiring Fees | $60 | $48 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$259 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions | Desc |
| Amt | $177 | Amt |
Comments