T B MURPHY FOUNDATION CHARITABLE TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
T B MURPHY FOUNDATION CHARITABLE TRUST (EIN 38-2531815)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201521329349100122
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-05-12T12:24:26-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381878652PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GODFREY HAMMEL DANNEELS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121420 GREATER MACK AVENUEAddressLine1Txt
CityST CLAIR SHORESCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480802353ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382531815EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T B MURPHY FOUNDATION CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTBMUBusinessNameControlTxt
Phone5867728100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121420 GREATER MACKAddressLine1Txt
CityST CLAIR SHORESCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48080ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS B MURPHYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5867728100PhoneNum
Signature2015-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACI REWALT-KOLASA CPAPreparerPersonNm
PTINP00175255PTIN
Phone5867728100PhoneNum
Preparation2015-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,268,342FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,064,085ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,831DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,831DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$155,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$233,484GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$155,089CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,228,007TotalRevAndExpnssAmt
Total Net Invst Incm$163,922TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$385TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,684OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,624OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,769TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,624TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,869TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,624TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,154,138ExcessRevenueOverExpensesAmt
Net Investment Income$155,298NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,163CashBOYAmt
Sav And Temp Cash Invst EOY$3,422SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,422SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$240RcvblFromOfficersBOYAmt
Corporate Stock BOY$109,916CorporateStockBOYAmt
Corporate Stock EOY$1,161,094CorporateStockEOYAmt
Corporate Stock EOYFMV$1,257,958CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,419CorporateBondsBOYAmt
Corporate Bonds EOY$7,010CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,962CorporateBondsEOYFMVAmt
Total Assets BOY$159,738TotalAssetsBOYAmt
Total Assets EOY$1,171,526TotalAssetsEOYAmt
Total Assets EOYFMV$1,268,342TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$159,738RetainedEarningBOYAmt
Retained Earning EOY$1,171,526RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$159,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,171,526TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$159,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,171,526TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$159,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,154,138ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,313,876SubtotalAmt
Other Decreases$142,350OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,171,526TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$233,388$78,395$154,993$154,993
CAPITAL GAIN DISTRIBUTIONSP$96$96$96
FieldValueIRS element (for citing)
Capital Gain Net Income$155,089CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$128,558NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.019446DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$126,268NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.174233DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,360AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$138,210NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.103900DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$156,206NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.140840DistributionYr4Rt
Adjusted Qlfy Distri Yr5$23,650AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$211,684NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.111723DistributionYr5Rt
Total Distribution0.550142TotalDistributionRt
Average Distribution0.110028AverageDistributionRt
Net Vl Noncharitable Assets$696,849NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$76,673AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,553NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$78,226AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$63,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,106InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,106SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,106TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Tax Due$2,706TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STACI REWALT-KOLASABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5867728100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121420 GREATER MACK AVENUEAddressLine1Txt
CityST CLAIR SHORESCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48080ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS B MURPHY
21420 GREATER MACK AVENUEST CLAIR SHORESMI48080TRUSTEE1.00$0$0$0
JACQUELYN MURPHY
21420 GREATER MACK AVENUEST CLAIR SHORESMI48080TRUSTEE0.00$0$0$0
THOMAS B MURPHY JR
21420 GREATER MACK AVENUEST CLAIR SHORESMI48080TRUSTEE2.00$7,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$686,703AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,758AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$707,461TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$707,461AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$696,849NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,842MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,842MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,106TaxBasedOnInvestmentIncomeAmt
Total Tax$3,106TotalTaxAmt
Distributable Before Adj$31,736DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,736DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,736DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$63,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$63,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,736DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,297ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,194ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,449ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,693ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$50,633TotalExcessDistributionCyovAmt
Qualifying Distributions$63,100QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,736AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,364RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$81,997TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,297ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$68,700ExcessDistriCyovToNextYrAmt
Excess From Year4$14,194ExcessFromYear4Amt
Excess From Year3$7,449ExcessFromYear3Amt
Excess From Year2$15,693ExcessFromYear2Amt
Excess From Current Year$31,364ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS B MURPHYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MILES CHRISTI
5677 OBERLIN DRSAN DIEGOCA92121NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$35,000
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$100
ST HUGO OF THE HILLS
2215 OPDYKE RDBLOOMFIELD HILLSMI48304NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
MANRESA JESUIT RETREAT HOUSE
1390 QUARTON RDBLOOMFIELD HILLSMI48304NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
NEW ENGLAND PROVINCE OF JESUITS
85 SCHOOL STWATERTOWNMA02472NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
ROSE HILL FOUNDATION
5130 ROSE HILL BLVDHOLLYMI48442NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$10,000
MADONNA UNIVERSITY JOHN & MARY MACKENZIE SCHOLARSHIP FUND
36600 SCHOOLCRAFT RDLIVONIAMI48150NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,831ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$155,089ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$163,922ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,922TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
THOMAS B MURPHY
141683 HEMPSHIRE STREETNOVIMI48375$1,058,000Yes (X)
THOMAS B MURPHY
241683 HEMPSHIRE STREETNOVIMI48375$6,085Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property20,000 SHARES OF LINCOLN NATIONAL CORPORATIONNoncashPropertyDesc
Fair Market Value$1,058,000FairMarketValueAmt
Received2014-07-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY HIGH INCOMEBondNm
EOY Book Value$7,010EOYBookValueAmt
EOYFMV$6,962EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DU PONT$8,516$14,788
MERCK & CO INC$101,400$113,580
LINCOLN NATIONAL$846,400$922,720
ISHARES CORE S&P 500 ETF$204,778$206,870

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSECTION 1015 BASIS ADJUSTMENTDesc
Amt$142,350Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES$60$0$0
INVESTMENT SUBSCRIPTIONS$1,624$1,624$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$385Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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