BETA

ROBERT AND LYNN MURPHY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND LYNN MURPHY FOUNDATION (EIN 27-3594301)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-26
IRS object ID
201922389349100017
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)
Return2019-08-26T14:48:14-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741907314PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WERLEIN & HARRIS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13355 W ALABAMA SUITE 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273594301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT AND LYNN MURPHY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone7138883300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1THREE RIVERWAY NO 1900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBECCA LYNN MURPHYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7138883300PhoneNum
Signature2019-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVICTOR E HARRISPreparerPersonNm
PTINP00025194PTIN
Phone7139615544PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.213.61.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-30IPDt
IP Tm09:57:44IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA8A3F5F4B02ABDB34F79EFA2F7CFF2F701D60DEDAtSubmissionFilingDeviceId
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$1,559,872FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$154,573ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,065DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,065DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$23,574NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$209,064GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$151,070TotalRevAndExpnssAmt
Total Net Invst Incm$20,071TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,290AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,145AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,145AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$8InterestRevAndExpnssAmt
Interest Net Invst Incm$8InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,298TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,153TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,145TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,298TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,153TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,145TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$98,772ExcessRevenueOverExpensesAmt
Net Investment Income$15,918NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,223SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$125,340SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$125,340SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,575,712CorporateStockBOYAmt
Corporate Stock EOY$1,550,000CorporateStockEOYAmt
Corporate Stock EOYFMV$1,431,992CorporateStockEOYFMVAmt
Other Assets BOY$2,173OtherAssetsBOYAmt
Other Assets EOY$2,540OtherAssetsEOYAmt
Other Assets EOYFMV$2,540OtherAssetsEOYFMVAmt
Total Assets BOY$1,579,108TotalAssetsBOYAmt
Total Assets EOY$1,677,880TotalAssetsEOYAmt
Total Assets EOYFMV$1,559,872TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,579,108RetainedEarningBOYAmt
Retained Earning EOY$1,677,880RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,579,108TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,677,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,579,108TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,677,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,579,108TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$98,772ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,677,880SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,677,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHENEIERE ENERGY INC NEW2014-04-152018-03-12$100,326$101,697-$1,371-$1,371
US SILICA HLDGS INC2014-07-182018-02-21$19,416$40,765-$21,349-$21,349
US SILICA HLDGS INC2016-06-092018-02-21$39,774$49,069-$9,295-$9,295
ENERGY SEL SECT SPDR FD2008-10-102018-01-26$49,548$41,107$8,441$8,441
FieldValueIRS element (for citing)
Capital Gain Net Income-$23,574CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,379,903NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.020472DistributionYr1Rt
Adjusted Qlfy Distri Yr2$112,385AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,166,514NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.096343DistributionYr2Rt
Adjusted Qlfy Distri Yr3$116,750AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,479,258NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.078925DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,717AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,723,648NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.013180DistributionYr4Rt
Adjusted Qlfy Distri Yr5$74,209AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,605,283NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046228DistributionYr5Rt
Total Distribution0.255148TotalDistributionRt
Average Distribution0.051030AverageDistributionRt
Net Vl Noncharitable Assets$1,555,020NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$79,353AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$159NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,512AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$48,145QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$318InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$318SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$318TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,776EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,776TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,458OverpaymentAmt
Applied To ES Tax$2,458AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT D MURPHY JRIndividualWithBooksNm
Phone7138883300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1THREE RIVERWAY SUITE 1900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT D MURPHY JR
THREE RIVERWAY SUITE 1900HOUSTONTX77056DIRECTOR1.00$0$0$0
REBECCA LYNN MURPHY
THREE RIVERWAY SUITE 1900HOUSTONTX77056DIRECTOR0.25$0$0$0
REBECCA MURPHY ELMORE
THREE RIVERWAY SUITE 1900HOUSTONTX77056DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,563,420AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,281AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,578,701TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,578,701AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,681CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,555,020NetVlNoncharitableAssetsAmt
Minimum Investment Return$77,751MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$77,751MinimumInvestmentReturnAmt
Tax Based On Investment Income$318TaxBasedOnInvestmentIncomeAmt
Total Tax$318TotalTaxAmt
Distributable Before Adj$77,433DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$77,433DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$77,433DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,145ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$48,145QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$48,145AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,433DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$2,751ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,751TotalExcessDistributionCyovAmt
Qualifying Distributions$48,145QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,145AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,751ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,751ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$26,537UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT D MURPHY JRContributingManagerNm
Contributing ManagerREBECCA LYNN MURPHYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HAMBURG HONORS SCHOLARSHIP
4111 LEGION DRIVEHAMBURGNY14075N/APUBLICGENERAL FUND$5,000
GATEWAY ACADEMY
3721 DACOMA STREETHOUSTONTX77092N/APUBLICGENERAL FUND$1,000
FOCUS
PO BOX 18710GOLDENCO80402N/APUBLICGENERAL FUND$1,000
ASHLEY COUNTY MUSEUM
302 N CHERRY STHAMBURGAR71646N/APUBLICGENERAL FUND$1,000
PARADISCU DEI
PO BOX 19127HOUSTONTX77224N/APUBLICGENERAL FUND$10,000
JESUIT HIGH SCHOOL OF NEW ORLEANS
4133 BANKS STNEW ORLEANSLA70119N/APUBLICGENERAL FUND$1,000
JESUIT HIGH SCHOOL OF NEW ORLEANS
4133 BANKS STNEW ORLEANSLA70119N/APUBLICGENERAL FUND$20,000
BUILD YOUR HOUSE ON THE ROCK
PO BOX 12764LAKE CHARLESLA70612N/APUBLICGENERAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,065ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$23,574ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$3,503ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$3,503TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ROBERT D & REBECCA H MURPHY JR
1428 OAK LANEHOUSTONTX77024$145,000Yes (X)
DORIAN PARTNERS LP
2428 OAK LANEHOUSTONTX77024$9,573Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$8,290Amt
Net Investment Income$4,145NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,145DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANADARKO PETROLEUM$62$51
SPDR S&P MIDCAP 400 ETF TRUST$455,740$467,020
SPDR S&P 500 ETF TRUST$99,947$119,962
CHENIERE ENERGY INC$335,249$262,863
EOG RESOURCES INC$40,383$34,012
INVESCO QQQ TRUST, SERIES 1$75,221$96,721
VANGUARD SMALL CAP ETF$24,955$25,078
SPDR S&P BANK ETF$109,573$93,375
KEYCORP NEW$134,383$96,070
PNC FINL SVCS GP$76,930$61,378
ZIONS BANCORP$49,947$39,518
BANK OF AMERICA CORP (BAC)$52,302$41,518
ENTERPRISE PROD PRTNRS LP$95,308$94,426

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$2,173BOYBookValueAmt
EOY Book Value$2,540EOYBookValueAmt
EOYFMV$2,540EOYFMVAmt

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