MURRELL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MURRELL FOUNDATION (EIN 75-2344755)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-10-26
- IRS object ID
- 201522999349100007
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-26T08:57:56-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 2015-10-26 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $127,132 | 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 | $121,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,822 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,822 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $196,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $886 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,709 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,823 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $560 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $560 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,149 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,823 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,789 | CashBOYAmt |
| Cash EOY | $7,425 | CashEOYAmt |
| Cash EOYFMV | $7,425 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,973 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,037 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $89,418 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,859 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,697 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $122,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,170 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $127,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $122,502 | CapitalStockBOYAmt |
| Capital Stock EOY | $129,170 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $122,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,170 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $122,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,936 | ExcessRevenueOverExpensesAmt |
| Subtotal | $129,438 | SubtotalAmt |
| Other Decreases | $268 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 98 Ishares Latin America | P | 2014-07-01 | 2014-11-17 | $3,502 | $3,762 | -$260 | -$260 |
| 76 Ishares Europe | P | 2014-07-01 | 2014-09-02 | $3,549 | $3,727 | -$178 | -$178 |
| 21 Claymore Exchange Gogg | P | 2014-10-02 | 2014-12-31 | $543 | $554 | -$11 | -$11 |
| 291 Claymore Exchange Gogg | P | 2014-07-01 | 2015-01-04 | $7,507 | $7,713 | -$206 | -$206 |
| 42 Ishares Dow Jones Basic Materials | P | 2014-07-01 | 2014-12-01 | $3,505 | $3,693 | -$188 | -$188 |
| 187 Ishares Barclays 1-3 | P | 2015-01-05 | 2015-06-30 | $19,702 | $20,616 | -$914 | -$914 |
| 20 Ishrares MBS ETF | P | 2015-01-05 | 2015-06-30 | $2,195 | $2,193 | $2 | $2 |
| 91 Ishares MSCI Canada | P | 2013-03-05 | 2014-11-17 | $2,758 | $2,766 | -$8 | -$8 |
| 25 Ishares MSCI Canada | P | 2014-07-01 | 2014-11-17 | $758 | $811 | -$53 | -$53 |
| 83 Ishares MSCI Emerging Markets | P | 2013-09-02 | 2014-07-01 | $3,620 | $3,608 | $12 | $12 |
| 69 Ishares MSCI Emerging Markets | P | 2014-01-13 | 2014-11-17 | $2,825 | $2,898 | -$73 | -$73 |
| 17 Ishares MSCI Emerging Markets | P | 2013-10-14 | 2014-11-17 | $696 | $740 | -$44 | -$44 |
| 551 Ishares MSCI Japan | P | 2014-05-19 | 2014-12-01 | $6,341 | $6,356 | -$15 | -$15 |
| 50 Ishares MSCI Japan | P | 2015-03-02 | 2015-03-20 | $640 | $618 | $22 | $22 |
| 51 Ishares MSCI Japan | P | 2015-03-02 | 2015-04-21 | $672 | $631 | $41 | $41 |
| 49 Ishares MSCI Pacific EX | P | 2014-04-07 | 2014-10-02 | $2,260 | $2,399 | -$139 | -$139 |
| 27 Ishares MSCI Pacific EX | P | 2013-08-20 | 2014-10-02 | $1,245 | $1,378 | -$133 | -$133 |
| 14 Ishares US Energy | P | 2014-02-24 | 2014-07-01 | $796 | $703 | $93 | $93 |
| 66 Ishares US Energy | P | 2014-02-24 | 2014-10-02 | $3,356 | $3,331 | $25 | $25 |
| 8 Ishares US Financial | P | 2014-07-01 | 2014-10-23 | $669 | $671 | -$2 | -$2 |
| 9 Ishares US Financial | P | 2014-07-01 | 2015-04-21 | $802 | $754 | $48 | $48 |
| 6 Ishares US Healthcare | P | 2013-10-14 | 2014-07-01 | $780 | $681 | $99 | $99 |
| 7 Ishares US Healthcare | P | 2014-02-03 | 2014-10-23 | $951 | $817 | $134 | $134 |
| 8 Ishares US Healthcare | P | 2014-05-10 | 2015-06-30 | $1,272 | $958 | $314 | $314 |
| 6 Ishares US Industrials | P | 2014-06-10 | 2014-07-01 | $626 | $632 | -$6 | -$6 |
| 6 Ishares US Industrials | P | 2014-06-10 | 2014-10-23 | $607 | $632 | -$25 | -$25 |
| 42 Ishares Nat'l AMT Free Muni | P | 2015-01-05 | 2015-06-02 | $4,570 | $4,635 | -$65 | -$65 |
| 30 Ishares US Industrials | P | 2014-06-10 | 2015-06-20 | $3,262 | $3,162 | $100 | $100 |
| 10 Ishares US Real Estate | P | 2014-07-01 | 2014-10-23 | $737 | $721 | $16 | $16 |
| 42 Ishares US Real Estate | P | 2014-07-01 | 2015-06-02 | $3,190 | $3,026 | $164 | $164 |
| 8 Ishares US Technology | P | 2014-02-03 | 2014-07-01 | $784 | $681 | $103 | $103 |
| 7 Ishares US Technology | P | 2014-02-03 | 2014-10-23 | $689 | $598 | $91 | $91 |
| 9 Ishares US Technology | P | 2014-02-10 | 2015-04-21 | $963 | $792 | $171 | $171 |
| 19 Ishares US Utilities | P | 2014-06-16 | 2014-12-31 | $2,148 | $2,058 | $90 | $90 |
| 27 Ishares US Utilities | P | 2014-06-16 | 2015-05-01 | $3,011 | $2,962 | $49 | $49 |
| 15 Sector SPDR Cons Staple | P | 2014-06-16 | 2014-07-01 | $672 | $673 | -$1 | -$1 |
| 17 Sector SPDR Cons Staple | P | 2014-06-16 | 2014-10-23 | $776 | $763 | $13 | $13 |
| 18 Sector SPDR Cons Staple | P | 2014-06-16 | 2015-04-21 | $888 | $808 | $80 | $80 |
| 198 Sector SPDR Financial | P | 2014-02-03 | 2014-07-01 | $4,534 | $4,174 | $360 | $360 |
| 9 Select Sector Consumer Disc | P | 2014-07-01 | 2014-10-23 | $600 | $607 | -$7 | -$7 |
| 21 Select Sector Consumer Disc | P | 2014-07-01 | 2015-06-30 | $1,606 | $1,417 | $189 | $189 |
| 3.592 Doubleline Total Return | P | 2014-07-01 | 2015-01-04 | $40 | $40 | ||
| 217.162 Doubleline Total Return | P | 2012-02-10 | 2014-12-31 | $2,388 | $2,409 | -$21 | -$21 |
| 224.697 Doubleline Total Return | P | 2014-07-01 | 2015-01-04 | $2,478 | $2,497 | -$19 | -$19 |
| 586.622 Doubleline Total Return | P | 2014-07-01 | 2015-01-04 | $6,470 | $6,502 | -$32 | -$32 |
| 16 Pimco ETF | P | 2014-07-01 | 2015-01-04 | $1,616 | $1,623 | -$7 | -$7 |
| 166 Pimco ETF | P | 2014-07-01 | 2015-01-04 | $16,774 | $16,831 | -$57 | -$57 |
| 346.15 PIMCO Total Return | P | 2012-02-10 | 2014-12-31 | $3,767 | $3,873 | -$106 | -$106 |
| 22 PIMCO Total Return | P | 2014-10-02 | 2014-12-31 | $2,225 | $2,232 | -$7 | -$7 |
| 607.799 PIMCO Total Return | P | 2012-08-16 | 2015-01-04 | $6,522 | $6,840 | -$318 | -$318 |
| 233.495 PIMCO Total Return | P | 2014-01-31 | 2015-01-04 | $2,505 | $2,567 | -$62 | -$62 |
| 90 Select Sector Bene Int Mat | P | 2014-02-03 | 2014-07-01 | $4,483 | $3,997 | $486 | $486 |
| 27 Select Sector Bene Int Mat | P | 2015-01-05 | 2015-04-21 | $1,201 | $1,264 | -$63 | -$63 |
| 474.825 Westcore Plus Bond Fund | P | 2012-02-16 | 2014-12-31 | $5,157 | $5,210 | -$53 | -$53 |
| 582.838 Westcore Plus Bond Fund | P | 2012-02-16 | 2015-01-04 | $6,324 | $6,400 | -$76 | -$76 |
| 245.45 Westcore Plus Bond Fund | P | 2014-01-29 | 2015-01-04 | $2,663 | $2,681 | -$18 | -$18 |
| 25 Vanguard Int'l Equity Index | P | 2013-10-28 | 2014-07-01 | $1,511 | $1,431 | $80 | $80 |
| 109 Vanguard Int'l Equity Index | P | 2012-12-03 | 2014-07-01 | $6,587 | $5,172 | $1,415 | $1,415 |
| 50 Vanguard LT Corp Bond | P | 2015-01-05 | 2015-05-01 | $4,576 | $4,685 | -$109 | -$109 |
| 27 Vanguard LT Govt Bond | P | 2015-01-05 | 2015-06-30 | $2,105 | $2,148 | -$43 | -$43 |
| 57 Vanguard REIT ETF | P | 2015-01-05 | 2015-06-02 | $4,611 | $4,714 | -$103 | -$103 |
| 235.962 JP Morgan Strategic | P | 2012-02-10 | 2014-12-31 | $2,775 | $2,768 | $7 | $7 |
| 173.509 JP Morgan Strategic | P | 2012-02-10 | 2015-01-04 | $2,032 | $2,036 | -$4 | -$4 |
| 591.134 JP Morgan Strategic | P | 2014-01-31 | 2015-01-04 | $6,922 | $6,937 | -$15 | -$15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $886 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$398 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $87,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $124,209 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.70285 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,449 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $63,293 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.01826 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $106,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.42971 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,229 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $121,840 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.29735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,005 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $142,547 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.25258 | DistributionYr5Rt |
| Total Distribution | 2.70076 | TotalDistributionRt |
| Average Distribution | 0.54015 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $121,959 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,876 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,907 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $117,490 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $31 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31 | SubtotalAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $134 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $134 | TotalPaymentsAndCreditsAmt |
| Overpayment | $103 | OverpaymentAmt |
| Refund | $103 | RefundAmt |
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 |
| 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 | $114,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $123,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,959 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,098 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31 | TotalTaxAmt |
| Distributable Before Adj | $6,067 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,067 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,490 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $117,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $31 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $117,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,067 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,915 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,175 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,658 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,340 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,358 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,490 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,423 | RemainingDistriFromCorpusAmt |
| Total Corpus | $353,869 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,915 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $324,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,175 | ExcessFromYear4Amt |
| Excess From Year3 | $40,658 | ExcessFromYear3Amt |
| Excess From Year2 | $61,340 | ExcessFromYear2Amt |
| Excess From Year1 | $81,358 | ExcessFromYear1Amt |
| Excess From Current Year | $111,423 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Angie's Friends | |||||||
| 1208 Richland Oaks | Richardson | TX | 75081 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| Austin Presbyterian Theological Sem | |||||||
| 100 E 27th St | Austin | TX | 78705 | NONE | PUBLIC | GENERAL PURPOSE | $20,000 |
| Army A Club | |||||||
| 639 Howard Rd | West Point | NY | 10996 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 |
| Crossroads Community Services | |||||||
| 1822 Young St | Dallas | TX | 75201 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| Beyond Roses Equine Rescue Retireme | |||||||
| 11621 Bryce Road | Emmett | MI | 48022 | NONE | PUBLIC | GENERAL PURPOSE | $13,400 |
| Dallas Junior Chamber of Commerce F | |||||||
| P O Box 141054 | Dallas | TX | 75214 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| Dallas Morning News Charities | |||||||
| P O Box 655237 | Dallas | TX | 75265 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 |
| Family Gateway Inc | |||||||
| 2910 Swiss Ave | Dallas | TX | 75204 | NONE | PUBLIC | GENERAL PURPOSE | $1,600 |
| Friends of the Dallas Public Librar | |||||||
| 1515 Young Street | Dallas | TX | 75201 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| Family Place | |||||||
| P O Box 7999 | Dallas | TX | 75209 | None | PUBLIC | GENERAL PURPOSE | $1,500 |
| Furry Friendzy | |||||||
| 9363 County Rd 113 | Kaufman | TX | 75074 | None | PUBLIC | GENERAL PURPOSE | $450 |
| RACE Fund | |||||||
| 8031 Rabbit Lane | Harrisburg | PA | 17112 | None | PUBLIC | General Purpose | $2,400 |
| Helping Hands Equine Assistance Inc | |||||||
| P O Box 1236 | Jones | OK | 73049 | None | PUBLIC | GENERAL PURPOSE | $2,000 |
| MMSC | |||||||
| 4089 Ironworks Pky | Lexington | KY | 40511 | None | Public | General Purpose | $150 |
| Operation Kindness of Garland | |||||||
| 3201 Earhart Dr | Carrollton | TX | 75006 | None | Public | General Purpose | $1,500 |
| Ranch Hand Rescue | |||||||
| 8827 Hwy 377 South | Argyle | TX | 76226 | None | Public | General Purpose | $11,000 |
| Peewee's Pet Adoption World Sanctua | |||||||
| 1307 Saratoga Blvd | Corpus Christi | TX | 78417 | None | Public | General Purpose | $2,500 |
| The Exceller Fund | |||||||
| P O Box 4237 | Lexington | KY | 40544 | None | Public | General Purpose | $1,100 |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | None | Public | General Purpose | $500 |
| UT Southwestern Medical | |||||||
| 1801 Inwood Rd | Dallas | TX | 75235 | None | Public | General Purpose | $5,000 |
| Second Chance Thoroughbred Inc | |||||||
| 121 Dawson Hill Rd | Spencer | NY | 14883 | None | Public | General Purpose | $1,400 |
| Smithsonian Institution | |||||||
| P O Box 37012 | Washington | DC | 20013 | None | Public | General Purpose | $5,000 |
| Thoroughbred Retirement Foundation | |||||||
| 1050 Highway 35 Suite351 | Shrewsbury | NJ | 07702 | None | Public | General Purpose | $3,050 |
| Texas Winds Musical Outreach | |||||||
| 7038 Hunters Ridge Drive | Dallas | TX | 75248 | None | PC | General Purpose | $3,000 |
| Throwaway Ponies | |||||||
| 2368 E FM 552 | Rockwall | TX | 75087 | None | Public | General Purpose | $300 |
| Tri City Animal Shelter Adoption | |||||||
| 1150 E Pleasant Run Rd | Cedar Hill | TX | 75104 | None | PC | General Purpose | $1,500 |
| UNT of Dallas Foundation | |||||||
| 1722 Routh Street Ste 1500 | Dallas | TX | 75201 | None | PC | General Purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,350 | 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 | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $2,822 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $763 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,586 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,586 | 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 | $114,900 | Yes (X) |
| Kelley A Murrell | ||||||
| 2 | 3620 Beverly Drive | Dallas | TX | 75205 | $6,500 | Yes (X) |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Taxes paid | Desc |
| Amt | $268 | 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 | $54 | $43 | $11 |
Comments