MURRELL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MURRELL FOUNDATION (EIN 75-2344755)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-08
- IRS object ID
- 201223139349100162
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T08:15:50-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Three M Oil Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Express G100 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752344755 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MURRELL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MURR | NameControl |
| Phone | 2143633691 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 NORTH CENTRAL EXPRESSWAY | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John R Murrell | Name |
| Title | President | Title |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cathy W Arrington | Name |
| Phone | 9724957257 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 107905 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 42000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 2294 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2294 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2294 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 376 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 270483 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 376 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 44671 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2671 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2295 | TotalAdjustedNetIncome |
| Other Expenses Rev And Expnss | 1337 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1070 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 267 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1337 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1070 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 267 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45725 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45725 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 47062 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1070 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45992 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2391 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1601 | NetInvestmentIncome |
| Adjusted Net Income | 2295 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3294 | CashBOY |
| Cash EOY | 1631 | CashEOY |
| Cash EOYFMV | 1631 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 45464 | SavingsAndTempCashInvstBOY |
| Investments Other BOY | 54610 | InvestmentsOtherBOY |
| Investments Other EOY | 99308 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 106274 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 103368 | TotalAssetsBOY |
| Total Assets EOY | 100939 | TotalAssetsEOY |
| Total Assets EOYFMV | 107905 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 103368 | CapitalStockBOY |
| Capital Stock EOY | 100939 | CapitalStockEOY |
| Total Net Assets BOY | 103368 | TotalNetAssetsBOY |
| Total Net Assets EOY | 100939 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 103368 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 100939 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 103368 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2391 | ExcessOfRevenueOverExpenses |
| Subtotal | 100977 | Subtotal |
| Other Decreases | 38 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 100939 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (68 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 25 Wisdomtree | P | 2012-01-13 | 2012-02-13 | 1347 | 1235 | 112 | 112 |
| 53 Vanguard Bd Index | P | 2012-01-13 | 2012-02-13 | 4436 | 4439 | -3 | -3 |
| 558 SPDR SER TR Barclays | P | 2012-01-13 | 2012-04-05 | 25369 | 25353 | 16 | 16 |
| 246 Select Sector | P | 2012-01-13 | 2012-06-14 | 9804 | 9571 | 233 | 233 |
| 1450 Sector SPDR Tr | P | 2012-01-13 | 2014-06-12 | 36066 | 36099 | -33 | -33 |
| 34 Proshares Tr Short | P | 2012-01-13 | 2012-02-13 | 573 | 708 | -135 | -135 |
| 64 Proshares Short | P | 2012-01-13 | 2012-02-13 | 2418 | 2768 | -350 | -350 |
| 340.537 PIMCO A High Yield | P | 2012-01-13 | 2012-02-13 | 3153 | 3046 | 107 | 107 |
| 40.63 Permanent Portfolio Funds | P | 2012-01-13 | 2012-02-13 | 1990 | 1711 | 279 | 279 |
| 399.376 JP Morgan High Yield Fund | P | 2012-01-13 | 2012-02-13 | 3131 | 3089 | 42 | 42 |
| 34 JP Morgan Chase | P | 2012-01-13 | 2012-02-13 | 1366 | 1255 | 111 | 111 |
| 90.976 James Balanced | P | 2012-01-13 | 2012-02-13 | 1935 | 1863 | 72 | 72 |
| 118 Ishares Barclays 1-3 | P | 2012-01-13 | 2012-02-13 | 11253 | 11196 | 57 | 57 |
| 268 Ishares Iboxx Investop | P | 2012-01-13 | 2012-03-29 | 13124 | 12992 | 132 | 132 |
| 974.032 Invesco Balanced | P | 2011-06-01 | 2012-02-13 | 11912 | 11766 | 146 | 146 |
| 46.591 Fidelity Select Chemicals | P | 2012-01-13 | 2012-02-13 | 3422 | 3047 | 375 | 375 |
| 478.151 Doubleline Total Return | P | 2012-02-13 | 2012-02-14 | 5341 | 5372 | -31 | -31 |
| 76 Alps ETF Alerian | P | 2012-01-13 | 2012-02-13 | 1274 | 1233 | 41 | 41 |
| 15 Vanguard REIT Vipers | P | 2011-12-01 | 2012-01-19 | 865 | 892 | -27 | -27 |
| 109.59 Profunds Access Flex Bear | P | 2011-12-01 | 2012-01-06 | 1639 | 1746 | -107 | -107 |
| 23.2720 Fidelity Select Automotive | P | 2011-12-01 | 2012-01-05 | 750 | 471 | 279 | 279 |
| 296.466 Permanent Portfolio Funds | P | 2010-04-29 | 2011-12-30 | 13917 | 12144 | 1773 | 1773 |
| 155.74 James Advantage Golden Rainbow | P | 2010-09-14 | 2011-09-22 | 3079 | 2990 | 89 | 89 |
| 138.122 Goldman Sachs | P | 2010-09-08 | 2011-10-26 | 1417 | 1442 | -25 | -25 |
| 1043.847 Wasatch Emerging Markets | P | 2010-12-10 | 2011-09-16 | 2505 | 2640 | -135 | -135 |
| 33 SPDR Gold Trust | P | 2011-06-22 | 2011-12-14 | 5307 | 4835 | 472 | 472 |
| 153.664 Rydex Weakening Dollar | P | 2011-06-03 | 2011-09-06 | 3103 | 3275 | -172 | -172 |
| 136.197 Profunds Ultrashort | P | 2011-08-01 | 2011-09-23 | 1235 | 1190 | 45 | 45 |
| 122.2770 Profunds Access Flex High Yield | P | 2011-10-12 | 2011-11-17 | 3388 | 3390 | -2 | -2 |
| 102.9250 Profunds Access Flex Bear | P | 2011-11-22 | 2011-12-01 | 1578 | 1639 | -61 | -61 |
| 553.546 Pimco high Yield Class D | P | 2011-10-21 | 2011-11-23 | 4864 | 4921 | -57 | -57 |
| 1.472 Pimco High Yield | P | 2011-06-30 | 2011-09-16 | 13 | 14 | -1 | -1 |
| .755 PIMCO Diversified Income | P | 2011-06-30 | 2011-09-16 | 9 | 9 | ||
| 59.022 Permanent Portfolio Funds | P | 2010-12-08 | 2011-10-04 | 2711 | 2791 | -80 | -80 |
| 643.455 JP Morgan High Yield Fund | P | 2011-10-21 | 2011-11-23 | 4899 | 4969 | -70 | -70 |
| 221.734 James Advantage Golden Rainbow | P | 2011-03-20 | 2011-11-21 | 4417 | 4589 | -172 | -172 |
| 6.117 Hartford Floating Rate | P | 2011-06-30 | 2011-09-28 | 51 | 54 | -3 | -3 |
| 13.168 Goldman Sachs | P | 2010-12-15 | 2011-11-09 | 135 | 135 | ||
| 43.5770 Fidelity Select Medical Delivery | P | 2011-03-21 | 2011-09-12 | 2219 | 2372 | -153 | -153 |
| 8.142 Fidelity Select Chemicals | P | 2011-05-05 | 2011-11-01 | 751 | 858 | -107 | -107 |
| 55 Widsomtree Tr Emerging Mkts | P | 2011-09-16 | 2011-09-23 | 2223 | 2483 | -260 | -260 |
| 76 Vanguard REIT Vipers | P | 2011-09-02 | 2011-11-17 | 4194 | 4450 | -256 | -256 |
| 142 Vanguard Int'l Equity Index | P | 2011-06-29 | 2011-11-23 | 6398 | 6698 | -300 | -300 |
| 64 Utilities Select Sector | P | 2011-06-20 | 2011-07-08 | 2155 | 2122 | 33 | 33 |
| 40 ST SPDR O&G | P | 2011-02-07 | 2011-11-17 | 1840 | 2329 | -489 | -489 |
| 40 SPDR S&P 500 EFT | P | 2011-10-12 | 2011-11-22 | 4829 | 5025 | -196 | -196 |
| 322 SPDR Lehman High Yield Bond | P | 2011-09-27 | 2011-11-21 | 12077 | 12270 | -193 | -193 |
| 15 Short S&P 500 Proshares | P | 2011-10-04 | 2011-10-06 | 676 | 720 | -44 | -44 |
| 47 Select Sector SPDR Health Care | P | 2011-10-12 | 2011-12-12 | 1558 | 1534 | 24 | 24 |
| 61 Sector SPDR Tr | P | 2011-07-08 | 2011-11-22 | 2336 | 2379 | -43 | -43 |
| 67 Proshares Ultrashort Russell | P | 2011-08-10 | 2011-10-11 | 3423 | 3850 | -427 | -427 |
| 178 Proshares Tr Ultra Short 500 | P | 2011-08-08 | 2011-09-01 | 4372 | 4830 | -458 | -458 |
| 9 Powershares QQQ | P | 2011-10-26 | 2011-11-21 | 486 | 516 | -30 | -30 |
| 19 Ishares S&P Latin America | P | 2011-06-30 | 2011-08-03 | 900 | 981 | -81 | -81 |
| 21 Ishares Dow Jones US Medical | P | 2011-05-05 | 2011-08-02 | 1315 | 1436 | -121 | -121 |
| 6 Ishares Dow Jones Basic Materials | P | 2011-08-02 | 2011-08-08 | 382 | 457 | -75 | -75 |
| 56 Ishares Russell Midcap | P | 2011-06-21 | 2011-07-12 | 2655 | 2634 | 21 | 21 |
| 15 Korea Index Fund | P | 2011-06-30 | 2011-08-02 | 926 | 976 | -50 | -50 |
| 49 Ishares Iboxx HY | P | 2011-09-27 | 2011-11-21 | 4168 | 4342 | -174 | -174 |
| 116 Ishares DOw Jones US Telecomm | P | 2011-06-02 | 2011-09-22 | 2702 | 2886 | -184 | -184 |
| 4 Ishares Dow Jones US Real Estate | P | 2011-10-26 | 2011-11-22 | 211 | 222 | -11 | -11 |
| 58 FT Cnsmt Stpls Alpha | P | 2011-05-05 | 2011-07-25 | 1462 | 1423 | 39 | 39 |
| 45 Ishares Dow Jones Healthcare | P | 2011-04-18 | 2011-08-02 | 3095 | 3270 | -175 | -175 |
| 32 Energy Select Sector | P | 2011-07-22 | 2011-08-05 | 2147 | 2519 | -372 | -372 |
| 37 Direxion Small Cap Bear | P | 2011-08-02 | 2011-08-10 | 2005 | 1418 | 587 | 587 |
| 75 Direxion Large Cap Bear | P | 2011-07-12 | 2011-08-10 | 3662 | 2696 | 966 | 966 |
| 3 Currencyshares Austrtalian | P | 2011-10-26 | 2011-11-17 | 300 | 313 | -13 | -13 |
| 40 Consumer Staples | P | 2011-10-11 | 2011-11-21 | 1220 | 1219 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 376 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -1428 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 36229 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 121840 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.29735 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 36005 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 142547 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.25258 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27489 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 132272 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.20782 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 100952 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 166372 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.60679 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 127814 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 165780 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.77099 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.13553 | TotalDistributionRatio |
| Average Distribution Ratio | 0.42711 | AverageDistributionRatio |
| Net Noncharitable Assets | 106992 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 45697 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 16 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 45713 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45992 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 16 | InvestmentIncomeExciseTax |
| Subtotal | 16 | Subtotal |
| Tax Based On Investment Income | 16 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 16 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 16 | TotalCreditsAndPayments |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John R Murrell | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2143633691 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Expwy G100 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Cathy W Arrington | ||||||
| 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | Secretary | 0.00 | 0 |
| Kelley A Murrell | ||||||
| 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | Director | 0.00 | 0 |
| Curtis W Meadows Jr | ||||||
| 1722 Routh Street Ste 1500 | Dallas | TX | 75201 | Director | 0.00 | 0 |
| P Mike McCullough | ||||||
| 1722 Routh Street Ste 1500 | Dallas | TX | 75201 | Vice President | 0.00 | 0 |
| John R Murrell | ||||||
| 8350 N Central Expwy Ste G100 | Dallas | TX | 75206 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 99307 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9314 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 108621 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 108621 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1629 | CashDeemedCharitable |
| Net Noncharitable Assets | 106992 | NetNoncharitableAssets |
| Minimum Investment Return | 5350 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5350 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 16 | TaxBasedOnInvestmentIncome |
| Total Tax | 16 | TotalTax |
| Distributable Amount Before Adj | 5334 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5334 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5334 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45992 | ExpensesAndContributions |
| Qualifying Distributions | 45992 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 16 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 45976 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5334 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 119621 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 92710 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21018 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 28915 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 30175 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 292439 | TotalExcessDistriCarryover |
| Qualifying Distributions | 45992 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5334 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 40658 | RemainingDistriFromCorpus |
| Total Corpus | 333097 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 119621 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 213476 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 92710 | ExcessFromYear4 |
| Excess From Year3 | 21018 | ExcessFromYear3 |
| Excess From Year2 | 28915 | ExcessFromYear2 |
| Excess From Year1 | 30175 | ExcessFromYear1 |
| Excess From Current Year | 40658 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | The Murrell Foundation | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Expressway Suite G10 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2143633691 | RecipientPhoneNumber |
| Form And Info And Materials | None prescribed | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Virginia Horse Center Foundation | |||||||
| 487 Maury River Rd | Lexington | VA | 24450 | None | Public | General Purpose | $500 |
| UT Southwestern Medical | |||||||
| 1801 Inwood Rd | Dallas | TX | 75235 | None | Public | General Purpose | $10,050 |
| Tiny Miracles Rescue | |||||||
| 1861 Swamp Rd | Furlong | PA | 18925 | None | Public | General Purpose | $275 |
| Sport Chance Golf Tournament | |||||||
| P O Box 794374 | Dallas | TX | 75379 | None | Public | General Purpose | $500 |
| Southern California Thoroughbred Re | |||||||
| 635 Hacienda Dr | Norco | CA | 92860 | None | Public | General Purpose | $2,000 |
| Smithsonian Institution | |||||||
| P O Box 9016 | Pittsfield | MA | 01202 | None | Public | General Purpose | $1,000 |
| Animal Angels | |||||||
| P O Box 336 | Jacksboro | TX | 76458 | None | Public | General Purpose | $7,500 |
| Rhodes College | |||||||
| 2000 N Parkway | Memphis | TN | 38112 | None | Public | General Purpose | $500 |
| Ranch Hand Rescue | |||||||
| 8827 Hwy 377 South | Argyle | TX | 76226 | None | Public | General Purpose | $1,500 |
| Pee Wee's Pet Adoption World Sactua | |||||||
| 1307 Saratoga Blvd | Corpus Christi | TX | 78417 | None | Public | General Purpose | $1,000 |
| Neigh Savers Foundation Inc | |||||||
| 1547 Palos Verdes Mall Ste 259 | Walnut Creek | CA | 94597 | None | Public | General Purpose | $500 |
| Honorable Order of Kentucky Colonel | |||||||
| 1717 Alliant Ave Suite 14 | Louisville | KY | 40299 | None | PUBLIC | GENERAL PURPOSE | $250 |
| RACE Fund | |||||||
| 8031 Rabbit Lane | Harrisburg | PA | 17112 | None | PUBLIC | General Purpose | $450 |
| Mid Atlantic Horse Rescue | |||||||
| P O Box 407 | Chesapeake City | MD | 21915 | None | PUBLIC | GENERAL PURPOSE | $1,500 |
| Happy Horse Haven Rescue | |||||||
| 461 FM 575 North | Goldthwaite | TX | 76844 | None | PUBLIC | GENERAL PURPOSE | $550 |
| Furry Friendzy | |||||||
| 9363 County Rd 113 | Kaufman | TX | 75142 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 |
| Gypsyheart Horse Rescue Inc | |||||||
| P O Box 971 | Lubbock | TX | 79408 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| WEST POINT FUND | |||||||
| US MILITARY ACADEMY | WEST POINT | NY | 10996 | NONE | PUBLIC | GENERAL PURPOSE | $50 |
| Emergency Services Toy Roundup | |||||||
| 705 W Avenue A | Port Arnasas | TX | 78373 | NONE | PUBLIC | GENERAL PURPOSE | $250 |
| The Fort Worth Airpower Foundation | |||||||
| P O Box 77077 | Ft Worth | TX | 76177 | NONE | PUBLIC | GENERAL PURPOSE | $8,000 |
| TEXAS WIND MUSICAL OUTREACH | |||||||
| 6807 GLENDORA | DALLAS | TX | 75230 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| Equine Rescue Resource Inc | |||||||
| P O Box 17 | Pine Bush | NY | 12566 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| CitySquare | |||||||
| 511 N Akard | Dallas | TX | 75201 | NONE | PUBLIC | GENERAL PURPOSE | $1,100 |
| Dallas Arboretum | |||||||
| 8617 Garland Road | DALLAS | TX | 75218 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 |
| Baylor Oral Health Foundation | |||||||
| 3600 Gaston Ave Ste 1151 | Dallas | TX | 75246 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| Animal Aid Inc | |||||||
| P O Box 1352 | West Townshend | VT | 05359 | NONE | PUBLIC | GENERAL PURPOSE | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45725 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Related Or Exempt Function Income | 1 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Related Or Exempt Function Income | 2294 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 376 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2671 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2671 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | John R Murrell | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Expwy Ste G10 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 42000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| United Capital | AT COST | 99308 | 106274 |
| Trust Company of American Mutual Funds | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Taxes Paid | Description |
| Amount | $38 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Investment Fees | 151 | 121 | 30 |
| Investment Fees | 1186 | 949 | 237 |
Comments