T B MURPHY FOUNDATION CHARITABLE TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
T B MURPHY FOUNDATION CHARITABLE TRUST (EIN 38-2531815)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-10
IRS object ID
201911919349100506
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-10T09:20:35-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381944367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Derderian Kann Seyferth & Salucci PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 West Big Beaver Suite 700AddressLine1Txt
CityTroyCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480843108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382531815EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T B MURPHY FOUNDATION CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTBMUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141683 HEMPSHIRE STREETAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP48375ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS B MURPHY JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2019-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACI REWALT-KOLASA CPAPreparerPersonNm
PTINP00175255PTIN
Phone2486493400PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,142,440FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$138InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$138InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,409DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,409DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,041NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$149,841GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$113,250CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$77,588TotalRevAndExpnssAmt
Total Net Invst Incm$146,797TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,200TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$42,938ExcessRevenueOverExpensesAmt
Net Investment Income$146,797NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,377CashBOYAmt
Cash EOY$68,428CashEOYAmt
Cash EOYFMV$68,428CashEOYFMVAmt
Acct Rcvbl BOY$402AcctRcvblBOYAmt
Corporate Stock BOY$512,656CorporateStockBOYAmt
Corporate Stock EOY$406,856CorporateStockEOYAmt
Corporate Stock EOYFMV$429,960CorporateStockEOYFMVAmt
Other Investments BOY$481,613OtherInvestmentsBOYAmt
Other Investments EOY$624,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$644,052OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,055,048TotalAssetsBOYAmt
Total Assets EOY$1,099,784TotalAssetsEOYAmt
Total Assets EOYFMV$1,142,440TotalAssetsEOYFMVAmt
Loans From Officers EOY$1,798LoansFromOfficersEOYAmt
Total Liabilities EOY$1,798TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,055,048RetainedEarningBOYAmt
Retained Earning EOY$1,097,986RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,055,048TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,097,986TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,055,048TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,099,784TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,055,048TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$42,938ExcessRevenueOverExpensesAmt
Subtotal$1,097,986SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,097,986TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
Acquired1987-11-18AcquiredDt
Sold2018-12-31SoldDt
Gross Sales Price$149,841GrossSalesPriceAmt
Cost Or Other Basis$36,591CostOrOtherBasisAmt
Gain Or Loss$113,250GainOrLossAmt
Gains Minus Excess Or Losses$113,250GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$113,250CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,207,370NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03628DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$994,896NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03287DistributionYr2Rt
Adjusted Qlfy Distri Yr3$72,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,161,865NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06249DistributionYr3Rt
Adjusted Qlfy Distri Yr4$63,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$696,849NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.09055DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$128,558NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.01945DistributionYr5Rt
Total Distribution0.241627TotalDistributionRt
Average Distribution0.048325AverageDistributionRt
Net Vl Noncharitable Assets$1,225,976NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$59,245AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,468NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$60,713AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$32,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,936InvestmentIncomeExciseTaxAmt
Subtotal$2,936SubtotalAmt
Tax Based On Investment Income$2,936TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,684EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,684ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,368TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$28EsPenaltyAmt
Overpayment$2,404OverpaymentAmt
Applied To ES Tax$2,404AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL MURPHYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2486493400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line141683 HEMPSHIRE STREETAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP48375ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JACQUELYN MURPHY
41683 HEMPSHIRE STREETNOVIMI48375Trustee0.00$0
THOMAS B MURPHY JR
41683 HEMPSHIRE STREETNOVIMI48375Trustee1.00$0
MARK MURPHY
22143 PICADILLY CIRCLENOVIMI48375Trustee0.00$0
MICHAEL MURPHY
22203 PICADILLY CIRCLENOVIMI48375Trustee0.00$0
ROBERT MURPHY
21575 TRENT COURTNOVIMI48375Trustee0.00$0
ELIZABETH ROBERT
21826 PICADILLY CIRCLENOVIMI48375Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,186,035AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58,611AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,244,646TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,244,646AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,225,976NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,299MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,299MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,936TaxBasedOnInvestmentIncomeAmt
Total Tax$2,936TotalTaxAmt
Distributable Before Adj$58,363DistributableBeforeAdjAmt
Distributable Before Ded$58,363DistributableBeforeDedAmt
Distributable As Adjusted$58,363DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,450ExpensesAndContributionsAmt
Qualifying Distributions$32,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$32,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,363DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$27,718ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,791ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$43,509TotalExcessDistributionCyovAmt
Qualifying Distributions$32,450QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,450AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$25,913ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$25,913ExcessDistributionCyovAppCYAmt
Total Corpus$17,596TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$17,596ExcessDistriCyovToNextYrAmt
Excess From Year4$1,805ExcessFromYear4Amt
Excess From Year3$15,791ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MUSCULAR DYSTROPHY
28446 FRANKLIN RDSOUTHFIELDMI48034NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$2,100
MILES CHRISTI
5677 OBERLIN DRSAN DIEGOCA92121NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$11,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$5,000
ROSE HILL FOUNDATION
5130 ROSE HILL BLVDHOLLYMI48442NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$10,000
SALVATION ARMY
1627 W FORT STREETDETROITMI48233NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,500
CSA - ST HUGO OF THE HILLS
2215 OPDYKE RDBLOOMFIELD HILLSMI48304NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,500
CAPUCHIN MONASTARY
1820 MT ELLIOTT STDETROITMI48207PCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$250
ANGELA HOSPICE
14100 NEWBURGH RDLIVONIAMI48154PCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
CAPUCHIN SOUP KITCHEN
1264 MELDRUM STDETROITMI48207PCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,409ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$44,041ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$77,588ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,588TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$2,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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