ROBERT AND LYNN MURPHY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND LYNN MURPHY FOUNDATION (EIN 27-3594301)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349102244
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:58:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BUFFALO SPEEDWAY SUITE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273594301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT AND LYNN MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7138883300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE RIVERWAY 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA LYNN MURPHY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7138883300 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE QUARANTA | PreparerPersonNm |
| PTIN | P00960546 | PTIN |
| Phone | 7136211515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,249,123 | 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 | $2,309,490 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,764 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,764 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $832,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,117,886 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $832,866 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,206,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $896,768 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,267 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,133 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,134 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $39 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $39 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,078,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,078,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,084,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,081,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,121,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $893,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $430,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,766 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $486 | AcctRcvblAmt |
| Acct Rcvbl EOY | $486 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $486 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,358,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,645,745 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,984,871 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,788,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,909,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,249,123 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $270 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $270 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,788,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,909,997 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,788,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,909,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,788,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,909,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,788,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,121,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,909,997 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,909,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | 2021-03-15 | 2024-04-19 | $39,595 | $25,615 | $13,980 | $13,980 |
| AMERICAN EXPRESS CO | 2023-07-19 | 2024-04-19 | $126,702 | $100,079 | $26,623 | $26,623 |
| APOLLO GLOBAL MGMT INC CL A | 2023-09-20 | 2024-09-11 | $57,049 | $49,627 | $7,422 | $7,422 |
| BANK OF AMERICA CORP | 2024-07-30 | 2024-10-21 | $75,518 | $74,268 | $1,250 | $1,250 |
| BIOGEN INC | 2023-07-31 | 2024-03-24 | $42,381 | $49,806 | -$7,425 | -$7,425 |
| BLACKROCK INC | 2024-02-08 | 2024-06-11 | $310,931 | $311,890 | -$959 | -$959 |
| BLACKSTONE INC | 2020-03-26 | 2024-10-02 | $50,150 | $13,995 | $36,155 | $36,155 |
| CARDINAL HEALTH INC | 2024-05-22 | 2024-07-18 | $113,489 | $100,485 | $13,004 | $13,004 |
| DELL TECHNOLOGIES INC CL C | 2024-05-22 | 2024-07-18 | $94,904 | $111,056 | -$16,152 | -$16,152 |
| DIAMONDBACK ENERGY | 2024-03-24 | 2024-05-22 | $19,446 | $19,966 | -$520 | -$520 |
| ELI LILLY & CO | 2023-08-01 | 2024-09-11 | $36,222 | $18,204 | $18,018 | $18,018 |
| ELI LILLY & CO | 2024-03-27 | 2024-09-11 | $169,419 | $173,869 | -$4,450 | -$4,450 |
| GOLDMAN SACHS GRP INC | 2023-07-24 | 2024-09-11 | $258,769 | $190,917 | $67,852 | $67,852 |
| GOLDMAN SACHS GRP INC | 2024-07-31 | 2024-09-11 | $160,869 | $152,904 | $7,965 | $7,965 |
| INDUSTRIAL SEL SEC SPDR FD | 2020-11-18 | 2024-06-20 | $82,378 | $60,049 | $22,329 | $22,329 |
| JPMORGAN CHASE | 2019-03-01 | 2024-09-30 | $248,365 | $134,512 | $113,853 | $113,853 |
| LAZARD INC | 2024-02-09 | 2024-05-13 | $22,297 | $21,530 | $767 | $767 |
| MATERIALS SEL SELECT SPDR FD | 2021-05-17 | 2024-02-09 | $93,831 | $90,247 | $3,584 | $3,584 |
| MCKESSON CORP | 2023-07-19 | 2024-09-11 | $93,631 | $75,881 | $17,750 | $17,750 |
| MICROSOFT CORP | 2024-06-03 | 2024-10-24 | $421,232 | $406,170 | $15,062 | $15,062 |
| NVIDIA CORPORATION | 2023-07-23 | 2024-12-20 | $362,367 | $133,778 | $228,589 | $228,589 |
| NVIDIA CORPORATION | 2024-06-20 | 2024-07-30 | $44,232 | $57,234 | -$13,002 | -$13,002 |
| PALO ALTO NETWORKS INC | 2024-09-24 | 2024-10-01 | $176,803 | $142,324 | $34,479 | $34,479 |
| PURE STORAGE INC CLASS A | 2023-07-24 | 2024-06-03 | $144,225 | $100,163 | $44,062 | $44,062 |
| REGIONS FINANCIAL CORP NEW | 2024-07-30 | 2024-07-31 | $30,100 | $30,130 | -$30 | -$30 |
| SALESFORCE INC | 2024-01-26 | 2024-05-22 | $92,013 | $89,812 | $2,201 | $2,201 |
| SPDR S&P 500 ETF TRUST | 2020-01-09 | 2024-09-11 | $217,668 | $130,574 | $87,094 | $87,094 |
| TARGA RESOURCES CORP | 2023-07-17 | 2024-09-11 | $128,916 | $70,339 | $58,577 | $58,577 |
| TARGA RESOURCES CORP | 2024-07-19 | 2024-09-30 | $165,933 | $158,901 | $7,032 | $7,032 |
| VISA INC CL A | 2024-01-25 | 2024-09-11 | $20,424 | $19,821 | $603 | $603 |
| ELI LILLY & CO | 2023-11-16 | 2024-09-11 | $31,694 | $20,787 | $10,907 | $10,907 |
| TARGA RESOURCES CORP | 2024-04-30 | 2024-09-30 | $186,333 | $150,087 | $36,246 | $36,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $832,866 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,533 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,533 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,888 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT D MURPHY JR | IndividualWithBooksNm |
| Phone | 7138883300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT D MURPHY JR | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA LYNN MURPHY | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| REBECCA MURPHY ELMORE | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,385,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $514,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,899,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,899,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,840,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,421 | TotalTaxAmt |
| Distributable Before Adj | $179,622 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,622 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,622 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,081,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,081,134 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,622 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,201 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,520 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $132,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,993 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $547,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $821,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,081,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $179,622 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,901,512 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,723,166 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $57,201 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,665,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,520 | ExcessFromYear4Amt |
| Excess From Year3 | $132,966 | ExcessFromYear3Amt |
| Excess From Year2 | $2,993 | ExcessFromYear2Amt |
| Excess From Year1 | $547,974 | ExcessFromYear1Amt |
| Excess From Current Year | $1,901,512 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT D MURPHY JR | ContributingManagerNm |
| Contributing Manager | REBECCA LYNN MURPHY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAREERSPRING FOUNDATION | |||||||
| 5311 VALERIE ST | BELLAIRE | TX | 77401 | N/A | PUBLIC | GENERAL FUND | $50,000 |
| CHAPELWOOD UNITED METHODIST CHURCH | |||||||
| 11140 GREENBAY ST | HOUSTON | TX | 770246729 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| CRISTO REY JESUIT | |||||||
| 3700 MT CARMEL DR | HOUSTON | TX | 77087 | N/A | PUBLIC | GENERAL FUND | $20,000 |
| JESUIT HIGH SCHOOL OF NEW ORLEANS FOUNDATION INC | |||||||
| 4133 BANKS ST | NEW ORLEANS | LA | 70119 | N/A | PUBLIC | GENERAL FUND | $2,000,000 |
| YELLOWSTONE SCHOOLS | |||||||
| 3000 TRULLEY ST | HOUSTON | TX | 770041743 | N/A | PUBLIC | GENERAL FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,078,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,764 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $832,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $896,768 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $896,768 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIAN PARTNERS LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,309,490 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 339 SHS OF BLACKROCK INC | $297,462 | 2024-09-09 |
| 1 | 185 SHS OF MCKESSON CORP | $94,293 | 2024-09-09 |
| 1 | 1298 SHS OF TARGA RESOURCES CORP | $189,352 | 2024-09-09 |
| 1 | 540 SHS OF APOLLO GLOBAL MGMT INC | $57,110 | 2024-09-10 |
| 1 | 75 SHS OF ELI LILLY & CO | $67,880 | 2024-09-10 |
| 1 | 563 SHS OF GOLDMAN SACHS GRP INC | $267,645 | 2024-09-10 |
| 1 | 900 SHS OF NVIDIA CORP | $96,462 | 2024-09-10 |
| 1 | 549 OF SPDR S&P 500 ETF TRUST | $299,902 | 2024-09-10 |
| 1 | 900 SHS OF TARGA RESOURCES CORP | $129,762 | 2024-09-10 |
| 1 | 689 SHS OF THE TECHNOLOGY SEL SEC SPDR FD | $146,626 | 2024-09-11 |
| 1 | 2066 SHS OF NVIDA CORP | $305,417 | 2024-11-12 |
| 1 | 2767 SHS OF NVIDA CORP | $357,579 | 2024-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $6,267 | Amt |
| Net Investment Income | $3,133 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,134 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $59,864 | $59,061 |
| BLACKROCK INC | $375,140 | $439,772 |
| BLACKSTONE INC | $1,282,903 | $1,533,503 |
| CONSTELLATION ENERGY CORP | $39,865 | $42,952 |
| GOLDMAN SACHS | $136,105 | $58,980 |
| JPMORGAN CHASE & CO | $130,025 | $166,359 |
| KINDER MORGAN INCORP | $155,834 | $216,213 |
| NVIDIA CORPORATION | $725,562 | $549,649 |
| PALO ALTO NETWORKS INC | $275,604 | $480,374 |
| SPDR S&P 500 ETF | $318,217 | $277,802 |
| THE TECHNOLOGY SEL SEC SPFR FD (XLK) | $146,626 | $160,206 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND PAYABLE | Desc |
| BOY Book Value | $270 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT LYNN MURPHY | |||
| 3 RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 |
| DORIAN PARTNERS LP | |||
| 3 RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 |
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