MURRELL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MURRELL FOUNDATION (EIN 75-2344755)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-09-26
- IRS object ID
- 201742699349100604
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-26T08:44:06-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752344755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MURRELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURR | BusinessNameControlTxt |
| Phone | 2143633691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 NORTH CENTRAL EXPRESSWAY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John R Murrell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-09-26 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,380 | 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 | $34,050 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,904 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,904 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $161,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,378 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,378 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,291 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,291 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,333 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,067 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $266 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,291 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,892 | CashBOYAmt |
| Cash EOY | $1,802 | CashEOYAmt |
| Cash EOYFMV | $1,802 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,629 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,600 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,613 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,980 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $61,145 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,870 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,998 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $94,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,380 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $94,279 | CapitalStockBOYAmt |
| Capital Stock EOY | $73,725 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,515 | ExcessRevenueOverExpensesAmt |
| Subtotal | $73,764 | SubtotalAmt |
| Other Decreases | $39 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 104 Ishares 1-3 Year | P | 2016-11-07 | 2017-05-24 | $8,790 | $8,783 | $7 | $7 |
| 28 Ishares 3-7 Treasury | P | 2016-11-17 | 2017-06-06 | $3,475 | $3,447 | $28 | $28 |
| 117 Ishares 7-10 Treasury | P | 2016-11-07 | 2016-12-05 | $12,447 | $12,878 | -$431 | -$431 |
| 26 Ishares US Basic Mat | P | 2016-04-05 | 2016-11-07 | $2,023 | $1,905 | $118 | $118 |
| 151 Ishares Emerging Market | P | 2016-04-04 | 2016-11-07 | $6,310 | $6,013 | $297 | $297 |
| 33 Ishares Europe ETF | P | 2016-10-03 | 2016-11-07 | $1,247 | $1,298 | -$51 | -$51 |
| 37 Ishares Iboxx HY | P | 2016-07-05 | 2017-05-24 | $3,207 | $3,161 | $46 | $46 |
| 2 Ishares IBoxx Investment | P | 2016-11-17 | 2017-06-10 | $241 | $241 | ||
| 68 Ishares Int'l Dev RD | P | 2016-04-05 | 2016-11-07 | $1,948 | $1,958 | -$10 | -$10 |
| 101 Ishares Italy Capped | P | 2016-11-07 | 2016-12-05 | $2,242 | $2,242 | ||
| 83 Ishares Latin America 40 | P | 2016-04-04 | 2016-11-07 | $2,513 | $2,099 | $414 | $414 |
| 13 Ishares MSCI Australia | P | 2016-11-07 | 2017-05-24 | $281 | $266 | $15 | $15 |
| 9 Ishares MSCI Canada | P | 2016-11-07 | 2017-06-10 | $236 | $211 | $25 | $25 |
| 9 Ishares MSCI Emerging Markets | P | 2016-11-07 | 2017-05-24 | $373 | $343 | $30 | $30 |
| 20 Ishares MSCI Germany | P | 2016-11-07 | 2017-05-12 | $616 | $511 | $105 | $105 |
| 21 Ishares MSCI Italy Capped | P | 2016-11-07 | 2017-05-12 | $628 | $539 | $89 | $89 |
| 9 Ishares MSCI Japan | P | 2016-08-02 | 2017-06-10 | $281 | $251 | $30 | $30 |
| In Lieu Ishares MSCI New | P | 2016-08-02 | 2016-11-07 | $25 | $24 | $1 | $1 |
| 51 Ishares MSCI Pacific Ex-Japan | P | 2016-04-04 | 2016-11-07 | $2,107 | $1,973 | $134 | $134 |
| 95 Ishares MSCI Spain Capped | P | 2016-11-07 | 2017-05-12 | $2,521 | $2,584 | -$63 | -$63 |
| 10 Ishares MSCI UK New | P | 2016-11-07 | 2017-05-24 | $346 | $309 | $37 | $37 |
| 1 Ishares TR 10-20 Treasury | P | 2016-11-07 | 2016-12-05 | $134 | $141 | -$7 | -$7 |
| 9 Ishares TR 20 Treasury | P | 2016-02-02 | 2016-11-07 | $1,177 | $1,228 | -$51 | -$51 |
| 4 Ishares Transportation | P | 2016-11-07 | 2017-05-07 | $663 | $598 | $65 | $65 |
| 2 Ishares US Basic Mat | P | 2016-11-17 | 2017-06-10 | $179 | $179 | ||
| 19 Ishares US Consumer | P | 2015-12-03 | 2016-11-07 | $2,142 | $2,132 | $10 | $10 |
| 15 Ishares US Consumer Services | P | 2016-04-05 | 2016-11-07 | $2,178 | $2,180 | -$2 | -$2 |
| 52 Ishares Energy | P | 2016-05-04 | 2016-11-07 | $1,969 | $1,922 | $47 | $47 |
| 57 Ishares Energy | P | 2016-11-07 | 2017-05-07 | $2,071 | $2,252 | -$181 | -$181 |
| 26 Ishares Financial EFT | P | 2016-06-02 | 2017-05-24 | $2,385 | $2,329 | $56 | $56 |
| 16 Ishares US Healthcare | P | 2016-06-02 | 2017-05-12 | $2,325 | $2,423 | -$98 | -$98 |
| 18 Ishares US Industrials | P | 2016-04-05 | 2016-11-07 | $2,017 | $1,925 | $92 | $92 |
| 56 Ishares US Real Estate | P | 2016-01-04 | 2016-11-07 | $3,758 | $3,872 | -$114 | -$114 |
| 5 Ishares US Real Estate | P | 2016-11-07 | 2017-05-12 | $396 | $395 | $1 | $1 |
| 341 Ishares US Short Mat | P | 2016-11-07 | 2017-04-13 | $19,715 | $19,707 | $8 | $8 |
| 19 Ishares US Technology | P | 2016-05-05 | 2016-11-07 | $2,230 | $2,090 | $140 | $140 |
| 4 Ishares US Technology | P | 2016-11-07 | 2017-05-07 | $572 | $530 | $42 | $42 |
| 68 Ishares US Telecommunications | P | 2016-11-07 | 2017-05-07 | $2,183 | $2,228 | -$45 | -$45 |
| 649 Ishares US Trust Short | P | 2015-11-03 | 2016-10-19 | $32,507 | $32,493 | $14 | $14 |
| 32 Ishares US Utilities | P | 2016-03-02 | 2016-11-02 | $3,911 | $3,960 | -$49 | -$49 |
| 3 Ishares US Utilities | P | 2016-11-17 | 2017-05-24 | $403 | $386 | $17 | $17 |
| 46 Sector SPDR Int Utilities | P | 2016-11-07 | 2016-12-05 | $2,131 | $2,236 | -$105 | -$105 |
| 99 SPDR Barclays Int'l | P | 2016-04-05 | 2016-11-07 | $3,049 | $3,091 | -$42 | -$42 |
| 32 SPDR Ben Int Energy | P | 2016-11-07 | 2017-03-08 | $2,303 | $2,211 | $92 | $92 |
| 112 SPDR Ben Int Financial | P | 2016-11-07 | 2017-02-08 | $2,784 | $2,673 | $111 | $111 |
| 93 SPDR Bloomberg Short | P | 2016-05-04 | 2016-11-07 | $2,546 | $2,476 | $70 | $70 |
| 12 SPDR Dow Jones Ind Avg | P | 2016-11-07 | 2017-03-08 | $2,509 | $2,186 | $323 | $323 |
| 18 SPDR Gold Trust | P | 2016-11-07 | 2016-12-05 | $2,002 | $2,199 | -$197 | -$197 |
| 10 SPDR S&P 500 EFT | P | 2016-11-07 | 2017-03-08 | $2,372 | $2,128 | $244 | $244 |
| 19 SPDR ST HY | P | 2016-05-04 | 2016-07-19 | $517 | $502 | $15 | $15 |
| 60 Vanguard Int'l Equity Index | P | 2016-11-07 | 2017-03-08 | $2,333 | $2,265 | $68 | $68 |
| 10 Vanguard LT Corp Bond | P | 2016-04-04 | 2016-11-07 | $925 | $899 | $26 | $26 |
| 14 Vanguard Scottsdale Interm | P | 2016-07-05 | 2016-11-07 | $1,237 | $1,258 | -$21 | -$21 |
| 22 Vanguard Sector Telecom | P | 2016-11-07 | 2017-03-08 | $2,122 | $2,267 | -$145 | -$145 |
| Wash Sale | $173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,378 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,378 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,387 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $101,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.59684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,459 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $121,959 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.96310 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $124,209 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.70285 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,449 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $63,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.01826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,976 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $106,992 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.42971 | DistributionYr5Rt |
| Total Distribution | 3.710767 | TotalDistributionRt |
| Average Distribution | 0.742153 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $82,755 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,417 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,616 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44 | SubtotalAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $44 | 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 | $74,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $84,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $4,094 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,094 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,094 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,616 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,616 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $56,616 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,094 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $40,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,340 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,358 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $350,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,616 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,522 | RemainingDistriFromCorpusAmt |
| Total Corpus | $402,668 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $362,010 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,340 | ExcessFromYear4Amt |
| Excess From Year3 | $81,358 | ExcessFromYear3Amt |
| Excess From Year2 | $111,423 | ExcessFromYear2Amt |
| Excess From Year1 | $55,367 | ExcessFromYear1Amt |
| Excess From Current Year | $52,522 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Animal Welfare Institute | |||||||
| P O Box 3650 | Washington | DC | 20007 | NONE | PC | GENERAL PURPOSE | $800 |
| Army A Club | |||||||
| 639 Howard Rd | West Point | NY | 10996 | NONE | PC | GENERAL PURPOSE | $5,000 |
| Baylor Oral Care Foundation | |||||||
| 3600 Gaston Avenue Ste 1151 | Dallas | TX | 75246 | NONE | PC | GENERAL PURPOSE | $500 |
| Beyond Roses Equine Rescue Retireme | |||||||
| 11621 Bryce Road | Emmett | MI | 48022 | NONE | PC | GENERAL PURPOSE | $12,200 |
| CAIR Texas | |||||||
| P O Box 941908 | Plano | TX | 75094 | NONE | PC | GENERAL PURPOSE | $600 |
| CJD Foundation | |||||||
| P O Box 5312 | Akron | OH | 44334 | NONE | PC | GENERAL PURPOSE | $250 |
| Focus on Teens | |||||||
| 3131 McKinney Ave Ste 600 | Dallas | TX | 75204 | NONE | PC | GENERAL PURPOSE | $1,500 |
| Friends of the Dallas Public Librar | |||||||
| 1515 Young Street | Dallas | TX | 75201 | NONE | PC | GENERAL PURPOSE | $500 |
| Exceller Fund Inc | |||||||
| 17172 Armstead St | Granada Hills | CA | 91344 | None | PC | GENERAL PURPOSE | $1,000 |
| The Hospice Foundation of WNY Inc | |||||||
| P O Box 590 | Buffalo | NY | 14240 | None | PC | GENERAL PURPOSE | $50 |
| Helping Hands Equine Assistance Inc | |||||||
| P O Box 1236 | Jones | OK | 73049 | None | PC | GENERAL PURPOSE | $1,100 |
| Meadows Mental Health Institute | |||||||
| 2800 Swiss Avenue | Dallas | TX | 75204 | None | PC | GENERAL PURPOSE | $100 |
| Ranch Hand Rescue | |||||||
| 8827 Hwy 377 South | Argyle | TX | 76226 | None | PC | GENERAL PURPOSE | $6,932 |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | None | PC | GENERAL PURPOSE | $500 |
| SPCA of Texas | |||||||
| 2400 Lone Star Dr | Dallas | TX | 75212 | None | PC | GENERAL PURPOSE | $12,693 |
| Thoroughbred Retirement Foundation | |||||||
| 1050 Highway 35 Suite351 | Shrewsbury | NJ | 07702 | None | PC | GENERAL PURPOSE | $2,500 |
| Austin Presbyterian Theological Sem | |||||||
| 100 E 27th Street | Austin | TX | 78705 | None | PF | GENERAL PURPOSES | $3,000 |
| AFAHSSS | |||||||
| 6919 Visa Drive | West Des Moines | IA | 50266 | None | PC | GENERAL PURPOSES | $1,000 |
| Richardson Animal Luv | |||||||
| P O Box 831726 | Richardson | TX | 75083 | None | PC | GENERAL PURPOSE | $500 |
| Rockin G Equine Santuary | |||||||
| 6608 South Manning Road | El Reno | OK | 73036 | None | PC | GENERAL PURPOSES | $350 |
| Spay Neuter Network | |||||||
| 102 E Trunk St | Crandall | TX | 75114 | None | PC | GENERAL PURPOSES | $500 |
| Special Olympics of Texas | |||||||
| 11112 North IH 35 | Austin | TX | 78753 | None | PC | GENERAL PURPOSES | $500 |
| Standardbred Retirement Foundation | |||||||
| 353 Sweetmans Lane | Millstone | NJ | 08535 | None | PC | GENERAL PURPOSES | $3,275 |
| Stand to HonorFolds to Honor | |||||||
| 8551 N 125th E Ave Ste 100 | Owasso | OK | 74055 | None | PC | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,350 | 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 | $9 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $1,904 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,205 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,118 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,118 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | John R Murrell | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Expwy Ste G100 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $31,050 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Taxes paid | Desc |
| Amt | $39 | 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 | $581 | $465 | $116 |
| Office | $106 | $85 | $21 |
Comments