MURRELL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MURRELL FOUNDATION (EIN 75-2344755)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-09-08
- IRS object ID
- 201612529349100206
- Schema version
- 2015v2.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-08T11:48:12-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2016-09-08 | 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 | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,206 | 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 | $26,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,535 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,535 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,362 | GrossSalesPriceAmt |
| Total Rev And Expnss | $26,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,535 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,535 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $568 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $142 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $568 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,245 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,245 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $568 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,967 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,535 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,425 | CashBOYAmt |
| Cash EOY | $1,892 | CashEOYAmt |
| Cash EOYFMV | $1,892 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,629 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,750 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $90,859 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $129,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $129,170 | CapitalStockBOYAmt |
| Capital Stock EOY | $94,279 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,783 | ExcessRevenueOverExpensesAmt |
| Subtotal | $94,387 | SubtotalAmt |
| Other Decreases | $108 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4 Ishares US Healthcare | P | 2015-05-01 | 2015-07-06 | $635 | $479 | $156 | $156 |
| 7 Ishares MBS EFT | P | 2015-05-01 | 2015-07-04 | $762 | $768 | -$6 | -$6 |
| 23 Ishares 1-3 Year | P | 2015-05-01 | 2015-07-04 | $2,423 | $2,418 | $5 | $5 |
| 7 Select Sector TR Consumer | P | 2015-05-01 | 2015-07-04 | $536 | $472 | $64 | $64 |
| 9 Vanguard LT Govn't Bond | P | 2015-05-01 | 2015-07-04 | $658 | $716 | -$58 | -$58 |
| 86 Isahres Pacific Ex Japan | P | 2015-05-01 | 2015-07-04 | $3,746 | $4,029 | -$283 | -$283 |
| 96 Isahres MSCI Emerging Markets | P | 2015-05-01 | 2015-07-04 | $3,794 | $4,063 | -$269 | -$269 |
| 42 Ishares MBS EFT | P | 2015-06-02 | 2015-07-04 | $4,546 | $4,603 | -$57 | -$57 |
| 121 Sector SPDR Utilities | P | 2015-01-15 | 2015-07-04 | $5,037 | $5,526 | -$489 | -$489 |
| 63 Vanguard LT Govn't Bond | P | 2015-01-15 | 2015-07-05 | $4,532 | $4,898 | -$366 | -$366 |
| 6 Ishares Financial EFT | P | 2014-07-01 | 2015-07-17 | $556 | $503 | $53 | $53 |
| 16 Ishares 1-3 Year | P | 2015-01-05 | 2015-07-17 | $1,683 | $1,682 | $1 | $1 |
| 12 Sector SPDR Consumer | P | 2014-06-06 | 2015-07-17 | $595 | $539 | $56 | $56 |
| 45 Ishares MSCI Japan | P | 2015-03-02 | 2015-07-22 | $580 | $556 | $24 | $24 |
| 5 Ishares US Technology | P | 2014-02-10 | 2015-07-24 | $539 | $440 | $99 | $99 |
| 85 Ishares Europe ETF | P | 2015-08-31 | 2015-09-01 | $3,539 | $3,936 | -$397 | -$397 |
| 21 Ishares US Healthcare | P | 2014-07-04 | 2015-09-01 | $3,156 | $2,788 | $368 | $368 |
| 37 Ishares US Financial | P | 2014-08-01 | 2015-09-01 | $3,207 | $3,213 | -$6 | -$6 |
| 69 Sector SPDR Consumer | P | 2014-07-01 | 2015-09-01 | $3,261 | $3,218 | $43 | $43 |
| 31 Ishares US Technology | P | 2014-02-10 | 2015-08-05 | $3,257 | $3,033 | $224 | $224 |
| 259 Ishares MSCI Japan | P | 2015-03-12 | 2015-10-02 | $2,965 | $3,285 | -$320 | -$320 |
| 44 Select Sector Consumer | P | 2014-07-01 | 2015-10-02 | $3,260 | $3,145 | $115 | $115 |
| 46 Ishares 1-3 Year | P | 2015-01-05 | 2015-10-02 | $4,838 | $4,836 | $2 | $2 |
| 752 Ishares 1-3 Year | P | 2015-01-05 | 2015-11-02 | $78,966 | $79,105 | -$139 | -$139 |
| 10 Isahres US Technology | P | 2015-11-03 | 2015-12-05 | $1,092 | $1,116 | -$24 | -$24 |
| 61 Sector SPDR Consumer | P | 2015-11-03 | 2015-12-02 | $3,021 | $3,046 | -$25 | -$25 |
| 69 Ishares US Short Mat | P | 2015-11-03 | 2015-12-05 | $3,447 | $3,453 | -$6 | -$6 |
| 37 Select Sector Consumer | P | 2015-11-03 | 2015-12-02 | $2,969 | $3,024 | -$55 | -$55 |
| 81 Ishares US Short Mat | P | 2015-05-15 | 2016-01-05 | $4,046 | $4,054 | -$8 | -$8 |
| 16 Vanguard REIT ETF | P | 2015-05-15 | 2016-01-05 | $1,255 | $1,295 | -$40 | -$40 |
| 17 Ishares US Technology | P | 2015-06-01 | 2016-02-01 | $1,696 | $1,897 | -$201 | -$201 |
| 28 Ishares US Real Estate | P | 2015-06-01 | 2016-02-01 | $1,998 | $2,071 | -$73 | -$73 |
| 13 Ishares US Consumer | P | 2015-05-01 | 2016-02-01 | $1,753 | $1,907 | -$154 | -$154 |
| 18 Ishares US Industrials | P | 2015-05-01 | 2016-02-01 | $1,704 | $1,893 | -$189 | -$189 |
| 21 Ishares US Financial | P | 2015-05-01 | 2016-02-01 | $1,659 | $1,894 | -$235 | -$235 |
| 9 Ishares US Consumer Goods | P | 2015-05-01 | 2016-02-01 | $942 | $973 | -$31 | -$31 |
| 24 Sector SPDR Utilities | P | 2015-05-01 | 2016-02-01 | $1,102 | $1,028 | $74 | $74 |
| 18 Ishares Trust 0-5 HY | P | 2015-07-01 | 2016-03-02 | $800 | $840 | -$40 | -$40 |
| 12 Ishares Trust 0-5 HY | P | 2015-07-01 | 2016-03-02 | $540 | $560 | -$20 | -$20 |
| 22 Ishares US Short Mat | P | 2015-07-01 | 2016-03-12 | $1,099 | $1,101 | -$2 | -$2 |
| 38 Ishares Trust 0-5 HY | P | 2015-07-01 | 2016-03-27 | $1,711 | $1,774 | -$63 | -$63 |
| 66 Ishares US Short Mat | P | 2015-07-01 | 2016-03-27 | $3,300 | $3,303 | -$3 | -$3 |
| 140 Ishares Trust 0-5 HY | P | 2015-07-01 | 2016-04-01 | $6,252 | $6,537 | -$285 | -$285 |
| 192 Ishares Trust 0-5 HY | P | 2015-07-01 | 2016-04-05 | $8,541 | $8,964 | -$423 | -$423 |
| 193 Ishares Trust 0-5 HY | P | 2015-07-01 | 2016-04-08 | $8,613 | $8,740 | -$127 | -$127 |
| 13 Ishares US Technology | P | 2015-08-01 | 2016-05-01 | $1,326 | $1,400 | -$74 | -$74 |
| 39 Ishares US Short Mat | P | 2015-08-01 | 2016-05-01 | $1,952 | $1,952 | ||
| 7 Ishares US Real Estate | P | 2015-08-01 | 2016-05-02 | $551 | $518 | $33 | $33 |
| 12 Ishares Emerging Market | P | 2015-08-01 | 2016-05-05 | $518 | $516 | $2 | $2 |
| 52 Ishares US Short Mat | P | 2015-08-01 | 2016-05-05 | $2,603 | $2,603 | ||
| 5 Ishares US Utilities | P | 2015-08-01 | 2016-05-05 | $614 | $572 | $42 | $42 |
| 19 Ishares Latin America | P | 2015-08-01 | 2016-05-05 | $468 | $474 | -$6 | -$6 |
| 5 Ishares MSCI Japan | P | 2015-08-01 | 2016-05-23 | $193 | $193 | ||
| 16 Ishares Int'l Dev RE | P | 2015-08-01 | 2016-05-20 | $467 | $460 | $7 | $7 |
| 66 Ishares US Short Mat | P | 2015-08-01 | 2016-05-20 | $3,304 | $3,303 | $1 | $1 |
| 10 SPDR TR Barclay's Int'l | P | 2015-08-01 | 2016-05-20 | $552 | $559 | -$7 | -$7 |
| 84 Ishares US Short Mat | P | 2015-08-01 | 2016-06-02 | $4,203 | $4,204 | -$1 | -$1 |
| Wash Sale | $104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,009 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,961 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,459 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $121,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.96310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $124,209 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.70285 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $63,293 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.01826 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,976 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,992 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.42971 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,229 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,840 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.29735 | DistributionYr5Rt |
| Total Distribution | 3.411277 | TotalDistributionRt |
| Average Distribution | 0.682255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $101,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,049 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,387 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39 | SubtotalAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $39 | 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 (6 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 |
| Curtis W Meadows Jr | ||||||
| 1722 Routh Street Ste 1500 | Dallas | TX | 75201 | Director | 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 | $97,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $102,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39 | TotalTaxAmt |
| Distributable Before Adj | $5,020 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,020 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,387 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,387 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $60,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,020 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,658 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,340 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,358 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $324,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,387 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,367 | RemainingDistriFromCorpusAmt |
| Total Corpus | $380,321 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,175 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $350,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,658 | ExcessFromYear4Amt |
| Excess From Year3 | $61,340 | ExcessFromYear3Amt |
| Excess From Year2 | $81,358 | ExcessFromYear2Amt |
| Excess From Year1 | $111,423 | ExcessFromYear1Amt |
| Excess From Current Year | $55,367 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Andrew Weather's Memorial Foundatio | |||||||
| 128 Robertson Rd | Ball | LA | 71405 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| Army A Club | |||||||
| 639 Howard Rd | West Point | NY | 10996 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| Baylor Oral Care Foundation | |||||||
| 3600 Gaston Avenue Ste 1151 | Dallas | TX | 75246 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| Beyond Roses Equine Rescue Retireme | |||||||
| 11621 Bryce Road | Emmett | MI | 48022 | NONE | PUBLIC | GENERAL PURPOSE | $19,530 |
| Camp Able of Buffalo Gap | |||||||
| P O Box 695 | Buffalo Gap | TX | 79508 | NONE | PUBLIC | GENERAL PURPOSE | $1,200 |
| Conquer Project - Ut Southwestern | |||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| Focus on Teens | |||||||
| 3131 McKinney Ave Ste 600 | Dallas | TX | 75204 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| Friends of the Dallas Public Librar | |||||||
| 1515 Young Street | Dallas | TX | 75201 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 |
| Honorable Order of Kentucky Colonel | |||||||
| 1717 Alliant Ave Ste 14 | Louisville | KY | 40299 | None | PUBLIC | GENERAL PURPOSE | $100 |
| Maker's Mark Secretariat Center | |||||||
| 4089 Iron Works Parkway | Lexington | KY | 40511 | None | PUBLIC | General Purpose | $500 |
| Helping Hands Equine Assistance Inc | |||||||
| P O Box 1236 | Jones | OK | 73049 | None | PUBLIC | GENERAL PURPOSE | $1,000 |
| MidAtlantic Horse Rescue | |||||||
| 2745 Fallston Rd | Fallston | MD | 21915 | None | Public | General Purpose | $500 |
| Ranch Hand Rescue | |||||||
| 8827 Hwy 377 South | Argyle | TX | 76226 | None | Public | General Purpose | $2,500 |
| The Exceller Fund | |||||||
| P O Box 4237 | Lexington | KY | 40544 | None | Public | General Purpose | $1,000 |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | None | Public | General Purpose | $550 |
| UT Southwestern Medical | |||||||
| 1801 Inwood Rd | Dallas | TX | 75235 | None | Public | General Purpose | $5,000 |
| SPCA of Texas | |||||||
| 2400 Lone Star Dr | Dallas | TX | 75212 | None | Public | General Purpose | $7,015 |
| Smithsonian Institution | |||||||
| P O Box 37012 | Washington | DC | 20013 | None | Public | General Purpose | $10,000 |
| Thoroughbred Retirement Foundation | |||||||
| 1050 Highway 35 Suite351 | Shrewsbury | NJ | 07702 | None | Public | General Purpose | $3,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,245 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $2,535 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,113 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$578 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$578 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| John R Murrell | ||||||
| 1 | 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | $21,750 | Yes (X) |
| Kelley A Murrell | ||||||
| 2 | 3620 Beverly Drive | Dallas | TX | 75205 | $5,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Girard | StockNm |
| EOY Book Value | $24,613 | EOYBookValueAmt |
| EOYFMV | $25,750 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | United Capital | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $61,145 | BookValueAmt |
| EOYFMV | $61,935 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Taxes paid | Desc |
| Amt | $108 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Director's Insurance | $646 | $517 | $129 |
| Investment Fees | $64 | $51 | $13 |
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