MURRELL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MURRELL FOUNDATION (EIN 75-2344755)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-11
- IRS object ID
- 201832849349100013
- Schema version
- 2017v2.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-11T12:07:25-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 |
| Phone | 2143633691 | PhoneNum |
| Signature | 2018-10-11 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,430 | 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 | $63,511 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $60 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,856 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,856 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,582 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,584 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $74,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,498 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,500 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,778 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,423 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $355 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,227 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,802 | CashBOYAmt |
| Cash EOY | $6,610 | CashEOYAmt |
| Cash EOYFMV | $6,610 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,076 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,941 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $17,709 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,817 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,419 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,810 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,827 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,833 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,816 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,675 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $73,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,430 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $73,725 | CapitalStockBOYAmt |
| Capital Stock EOY | $86,995 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,227 | ExcessRevenueOverExpensesAmt |
| Other Increases | $87 | OtherIncreasesAmt |
| Subtotal | $87,039 | SubtotalAmt |
| Other Decreases | $44 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6 Ishares DJ US Basic Materials | P | 2017-04-10 | 2017-11-22 | $580 | $536 | $44 | $44 |
| 9 Ishares DJ US Basic Materials | P | 2017-04-10 | 2018-05-05 | $877 | $804 | $73 | $73 |
| 1 Ishares IBoxx Investment | P | 2016-11-17 | 2017-09-17 | $121 | $121 | ||
| 23 Ishares IBoxx Investment | P | 2016-11-17 | 2018-05-05 | $2,642 | $2,750 | -$108 | -$108 |
| 15 Ishares MSCI Australia | P | 2016-11-07 | 2017-09-17 | $336 | $307 | $29 | $29 |
| 27 Ishares MSCI Australia | P | 2016-11-07 | 2017-11-28 | $621 | $553 | $68 | $68 |
| 36 Ishares MSCI Canada | P | 2016-04-04 | 2017-11-28 | $1,031 | $845 | $186 | $186 |
| 84 Ishares MSCI Canada | P | 2017-04-04 | 2018-04-03 | $2,293 | $2,281 | $12 | $12 |
| 27 Ishares MSCI Canada | P | 2017-04-04 | 2018-05-05 | $783 | $813 | -$30 | -$30 |
| 13 Ishares MSCI Emerging | P | 2017-03-06 | 2017-11-22 | $589 | $495 | $94 | $94 |
| 19 Ishares MSCI Emerging | P | 2017-03-06 | 2018-05-05 | $876 | $724 | $152 | $152 |
| 10 Ishares MSCI Germany | P | 2016-11-07 | 2017-10-28 | $264 | $255 | $9 | $9 |
| 95 Ishares MSCI Germany | P | 2016-11-07 | 2018-06-06 | $3,093 | $2,699 | $394 | $394 |
| 37 Ishares MSCI Italy Capped | P | 2017-01-03 | 2017-11-28 | $1,129 | $903 | $226 | $226 |
| 79 Ishares MSCI Italy Capped | P | 2017-01-03 | 2018-06-06 | $2,461 | $2,187 | $274 | $274 |
| 1 Ishares MSCI Japan | P | 2016-08-02 | 2017-07-05 | $54 | $48 | $6 | $6 |
| 25 Ishares MSCI Japan | P | 2016-08-02 | 2018-05-23 | $1,484 | $1,193 | $291 | $291 |
| 28 Ishares MSCI Spain Capped | P | 2016-12-06 | 2017-11-28 | $934 | $791 | $143 | $143 |
| 74 Ishares MSCI Spain Capped | P | 2016-12-06 | 2018-06-08 | $2,337 | $2,265 | $72 | $72 |
| 57 Ishares TR 10-20 Treasury | P | 2017-06-05 | 2018-05-05 | $7,476 | $7,827 | -$351 | -$351 |
| 94 Ishares TR 1-3 Treasury | P | 2017-12-01 | 2018-06-06 | $7,832 | $7,832 | ||
| 65 Ishares TR 3-7 Treasury | P | 2017-12-01 | 2018-06-06 | $7,785 | $7,784 | $1 | $1 |
| 161 Ishares TR 7-10 Treasury | P | 2017-06-05 | 2018-05-05 | $16,517 | $17,258 | -$741 | -$741 |
| 26 Ishares MSCI UK New | P | 2017-01-03 | 2017-11-28 | $906 | $802 | $104 | $104 |
| 14 Ishares MSCI UK New | P | 2017-01-03 | 2018-05-05 | $503 | $432 | $71 | $71 |
| 2 Ishares Transportation | P | 2016-11-07 | 2017-10-20 | $352 | $299 | $53 | $53 |
| 7 Ishares Transportation | P | 2016-11-07 | 2018-05-23 | $1,309 | $1,046 | $263 | $263 |
| 1 Ishares US Consumer Services | P | 2017-04-10 | 2017-07-05 | $165 | $161 | $4 | $4 |
| 3 Ishares US Consumer Services | P | 2017-04-10 | 2018-05-05 | $550 | $483 | $67 | $67 |
| 28 Ishares US Energy | P | 2017-11-17 | 2018-05-05 | $1,128 | $1,045 | $83 | $83 |
| 5 Ishares US Financial | P | 2017-03-06 | 2017-11-27 | $563 | $536 | $27 | $27 |
| 8 Ishares US Financial | P | 2017-03-06 | 2018-05-05 | $931 | $858 | $73 | $73 |
| 5 Ishares US Healthcare | P | 2017-03-06 | 2017-11-28 | $867 | $790 | $77 | $77 |
| 3 Ishares US Healthcare | P | 2017-03-06 | 2018-05-05 | $512 | $474 | $38 | $38 |
| 36 Ishares US Real Estate | P | 2017-03-06 | 2018-03-05 | $2,735 | $2,888 | -$153 | -$153 |
| 6 Isahres US Technology | P | 2017-03-06 | 2018-03-05 | $992 | $795 | $197 | $197 |
| 3 Ishares US Technology | P | 2017-03-06 | 2018-05-05 | $512 | $398 | $114 | $114 |
| 184 Ishares US Telecommunications | P | 2017-08-07 | 2018-04-03 | $5,871 | $5,780 | $91 | $91 |
| 207 Ishares US Trust Short | P | 2017-06-01 | 2018-05-23 | $10,384 | $10,395 | -$11 | -$11 |
| 40 Ishares US Utilities | P | 2017-12-01 | 2018-06-06 | $5,051 | $5,304 | -$253 | -$253 |
| 50 $40 Martha Washington First Spouse Coins | P | 2017-10-23 | 2017-10-24 | $30,400 | $23,511 | $6,889 | $6,889 |
| Wash Sale | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,582 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,584 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,616 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $82,755 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.68414 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,387 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $101,178 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.59684 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $121,959 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.96310 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $124,209 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.70285 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,449 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.01826 | DistributionYr5Rt |
| Total Distribution | 3.965193 | TotalDistributionRt |
| Average Distribution | 0.793039 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $87,395 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,308 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $91 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,399 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,355 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $182 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $182 | SubtotalAmt |
| Tax Based On Investment Income | $182 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $182 | 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 |
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 | 0.00 | $0 |
| P Mike McCullough | ||||||
| 1722 Routh Street Ste 1500 | Dallas | TX | 75201 | Vice President | 0.00 | $0 |
| Kelley A Murrell | ||||||
| 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | Director | 0.00 | $0 |
| Cathy W Arrington | ||||||
| 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | Secretary | 1.00 | $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 | $82,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $88,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $182 | TotalTaxAmt |
| Distributable Before Adj | $4,188 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,188 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,188 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,355 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,355 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $59,355 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,188 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $61,340 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,358 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,423 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,367 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,522 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $362,010 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,355 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,167 | RemainingDistriFromCorpusAmt |
| Total Corpus | $417,177 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $61,340 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $355,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,358 | ExcessFromYear4Amt |
| Excess From Year3 | $111,423 | ExcessFromYear3Amt |
| Excess From Year2 | $55,367 | ExcessFromYear2Amt |
| Excess From Year1 | $52,522 | ExcessFromYear1Amt |
| Excess From Current Year | $55,167 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Austin Presbyterian Theological Sem | |||||||
| 100 East 27th Street | Austin | TX | 78705 | NONE | PC | GENERAL PURPOSE | $3,000 |
| Army A Club | |||||||
| 639 Howard Rd | West Point | NY | 10996 | NONE | PC | GENERAL PURPOSE | $7,500 |
| Beyond Roses Equine Rescue Retireme | |||||||
| 11621 Bryce Road | Emmett | MI | 48022 | NONE | PC | GENERAL PURPOSE | $7,700 |
| Camp Able of Buffalo Gap | |||||||
| P O Box 695 | Buffalo | TX | 79508 | NONE | PC | GENERAL PURPOSE | $400 |
| Communities Foundation of Texas | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | NONE | PC | GENERAL PURPOSE | $3,800 |
| Focus on Teens | |||||||
| 3131 McKinney Ave Ste 600 | Dallas | TX | 75204 | NONE | PC | GENERAL PURPOSE | $5,000 |
| Friends of the Dallas Public Librar | |||||||
| 1515 Young Street | Dallas | TX | 75201 | NONE | PC | GENERAL PURPOSE | $1,000 |
| Exceller Fund Inc | |||||||
| 17172 Armstead St | Granada Hills | CA | 91344 | None | PC | GENERAL PURPOSE | $500 |
| The Foxie G Foundation | |||||||
| P O Box 39 | Libertytown | MD | 21762 | None | PC | GENERAL PURPOSE | $1,900 |
| Mid Atlantic Horse Rescue | |||||||
| P O Box 407 | Chesapeake City | MD | 21915 | None | PC | GENERAL PURPOSE | $400 |
| The RACE Fund | |||||||
| 8031 Rabbit Lane | Harrisburg | PA | 17112 | None | PC | GENERAL PURPOSE | $2,600 |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | None | PC | GENERAL PURPOSE | $500 |
| Ryerss Farm for Aged Equines | |||||||
| 170 Ridge Road | Pottstown | PA | 19465 | None | PC | GENERAL PURPOSE | $300 |
| Thoroughbred Retirement Foundation | |||||||
| 1050 Highway 35 Suite351 | Shrewsbury | NJ | 07702 | None | PC | GENERAL PURPOSE | $3,000 |
| Dallas Morning News Charities | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | None | PC | GENERAL PURPOSES | $10,500 |
| Southern Methodist University | |||||||
| Mockingbird Lane | Dallas | TX | 75225 | None | PC | GENERAL PURPOSES | $100 |
| Standardbred Retirement Foundation | |||||||
| 353 Sweetmans Lane | Millstone | NJ | 08535 | None | PC | GENERAL PURPOSES | $1,200 |
| Community Partners of Dallas | |||||||
| 1215 Skiles Street | Dallas | TX | 75204 | None | PC | GENERAL PURPOSES | $800 |
| Texas Winds Music Outreach | |||||||
| 6211 W Northwest Hwy Ste c250-B | Dallas | TX | 75225 | None | PC | GENERAL PURPOSE | $3,000 |
| Throwaway Ponies | |||||||
| 17990 County Road 656 | Farmersville | TX | 75442 | None | PC | GENERAL PURPOSE | $500 |
| UT Southwestern Medical Center | |||||||
| 6323 Harry Hines Blvd | Dallas | TX | 75390 | None | PC | GENERAL PURPOSE | $5,100 |
| West Point Assoc of Graduates | |||||||
| 698 Mllls Road | West Point | NY | 10996 | None | PC | GENERAL PURPOSE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,000 | 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 | $60 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $1,856 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,578 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,494 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,494 | 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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| John R Murrell | |||||||
| 1 | 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | $30,400 | Yes (X) | |
| John R Murrell | |||||||
| 2 | 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | $38,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Numismatic Gold Coins | NoncashPropertyDesc |
| Fair Market Value | $30,400 | FairMarketValueAmt |
| Received | 2017-09-21 | ReceivedDt |
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 | $1,827 | EOYBookValueAmt |
| EOYFMV | $1,833 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| United Capital - Exxon | $26,357 | $24,487 |
| United Capital - Ishares Corp Stocks | $21,629 | $22,932 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $17,709 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $17,817 | USGovtObligationsEOYFMVAmt |
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 | $2,976 | $2,822 |
| United Capital - US Real Estate | AT COST | $1,811 | $1,853 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Taxes paid | Desc |
| Amt | $44 | 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 | $646 | $517 | $129 |
| Investment Fees | $1,087 | $870 | $217 |
| Wiring Fees | $45 | $36 | $9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions | Desc |
| Amt | $87 | Amt |
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