JEROME S AND GRACE H MURRAY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JEROME S AND GRACE H MURRAY FOUNDATION (EIN 52-1805567)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-06
- IRS object ID
- 201102799349100800
- Schema version
- 2010v3.4
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-06T12:56:50-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JJ Maier CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5385 Kilroy Lane | AddressLine1 |
| City | Douglasville | City |
| State | GA | State |
| ZIP Code | 30135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521805567 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerome S & Grace H Murray Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JERO | NameControl |
| Phone | 4102575344 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Eileen M Dillon P O Box 227 | AddressLine1 |
| City | Owings | City |
| State | MD | State |
| ZIP Code | 20736 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eileen Dillon | Name |
| Title | Chairman | Title |
| Date Signed | 2011-10-06 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JJ Maier | Name |
| Phone | 7709424163 | Phone |
| Date Prepared | 2011-10-06 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 14853767 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 42017 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 42017 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 300870 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 300870 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 433469 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 513818 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 433469 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3517 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3517 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 3517 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 779873 | TotalRevenueAndExpenses |
| Total Net Investment Income | 779873 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 3517 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 57882 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 57882 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 57882 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 57882 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 4500 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 4500 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 4500 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 4500 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7900 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 7900 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7900 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 45282 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 45282 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 45282 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 45282 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 20337 | InterestRevAndExpnss |
| Interest Net Invst Incm | 20337 | InterestNetInvstIncm |
| Interest Adj Net Incm | 20337 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 20337 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 16737 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 16737 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 16737 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 16737 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20736 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20736 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 20736 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 20736 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 173374 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 173374 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 173374 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 173374 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 617407 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 617407 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 790781 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 173374 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 173374 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 790781 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10908 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 606499 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 586460 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 171937 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 171937 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 13639635 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 13209912 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 14681830 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 14226095 | TotalAssetsBOY |
| Total Assets EOY | 13381849 | TotalAssetsEOY |
| Total Assets EOYFMV | 14853767 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 14226095 | CapitalStockBOY |
| Capital Stock EOY | 13381849 | CapitalStockEOY |
| Total Net Assets BOY | 14226095 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13381849 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14226095 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 13381849 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14226095 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10908 | ExcessOfRevenueOverExpenses |
| Other Increases | -833338 | OtherIncreases |
| Subtotal | 13381849 | Subtotal |
| Total Net Assets Fund Balances EOY | 13381849 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| ML-04001 Short Term | P | 2010-01-01 | 2010-12-31 | 72712 | 72712 | 72712 | |
| ML-04001 Long Term | P | 2008-01-01 | 2010-12-31 | 171404 | 171404 | 171404 | |
| ML-04026 Short Term | P | 2010-01-01 | 2010-12-31 | 18555 | 18555 | 18555 | |
| ML-04026 Long Term | P | 2008-01-01 | 2010-12-31 | 71359 | 71359 | 71359 | |
| ML-04027 Short Term | P | 2010-01-01 | 2010-12-31 | -2103 | -2103 | 2103 | |
| ML-04027 Long Term | P | 2008-01-01 | 2010-12-31 | 10470 | 10470 | 10470 | |
| ML-04043 Short Term | P | 2010-01-01 | 2010-12-31 | 20711 | 20711 | 20711 | |
| ML-04043 Long Term | P | 2008-01-01 | 2010-12-31 | -39572 | -39572 | 39572 | |
| ML-04044 Short Term | P | 2010-01-01 | 2010-12-31 | 17708 | 17708 | 17708 | |
| ML-04044 Long Term | P | 2008-01-01 | 2010-12-31 | 22689 | 22689 | 22689 | |
| ML-04045 Short Term | P | 2010-01-01 | 2010-12-31 | 1261 | 1261 | 1261 | |
| ML-04045 Long Term | P | 2008-01-01 | 2010-12-31 | 1488 | 1488 | 1488 | |
| ML-04046 Short Term | P | 2010-01-01 | 2010-12-31 | 2812 | 2812 | 2812 | |
| ML-04046 Long Term | P | 2008-01-01 | 2010-12-31 | 6308 | 6308 | 6308 | |
| ML-04047 Short Term | P | 2010-01-01 | 2010-12-31 | -36399 | -36399 | 36399 | |
| ML-04047 Long Term | P | 2008-01-01 | 2010-12-31 | 1385 | 1385 | 1385 | |
| TIFF Partnership Short Term | |||||||
| TIFF Partnership Long Term | P | 2008-01-01 | 2010-12-31 | 92681 | 92681 | 92681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 433469 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 95257 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 489392 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12504582 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.039137 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 764097 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 14450822 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.052876 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 765672 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15313434 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.050000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 688601 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 14864725 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.046325 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 653221 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14241729 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.045867 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.234205 | TotalDistributionRatio |
| Average Distribution Ratio | 000.046841 | AverageDistributionRatio |
| Net Noncharitable Assets | 13946521 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 653269 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6065 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 659334 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 790781 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6065 | InvestmentIncomeExciseTax |
| Subtotal | 6065 | Subtotal |
| Tax Based On Investment Income | 6065 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6804 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6804 | TotalCreditsAndPayments |
| Tax Paid Original Return | 6804 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 54 | PenaltyForUnderpayment |
| Overpayment | 685 | Overpayment |
| Amount Credited To Next Year | 685 | AmountCreditedToNextYear |
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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | 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 | jgmurrayfoundation.org | WebsiteAddress |
| Books In Care Of Person Name | Eileen M Dillon Trustee | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4102575344 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 227 | AddressLine1 |
| City | Owings | City |
| State | MD | State |
| ZIP Code | 20736 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Eileen M Dillon | ||||||
| PO Box 227 | Owings | MD | 20736 | Director | 002.00 | 0 |
| Stanton Murray | ||||||
| PO Box 227 | Owings | MD | 20736 | Director | 001.00 | 0 |
| Leo K Murray | ||||||
| PO Box 227 | Owings | MD | 20736 | Director | 001.00 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kim Harrison | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2976 Penwick Ln | AddressLine1 |
| City | Dunkirk | City |
| State | MD | State |
| ZIP Code | 20754 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administrator | Title |
| Average Hours Per Week | 040.00 | AverageHoursPerWeek |
| Compensation | 57882 | Compensation |
| Employee Benefits | 4500 | EmployeeBenefits |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| Merrill Lynch | |||||
| One North Wacker Dr Ste 1950 | Chicago | IL | 60606 | Investments/Investment Advisory | 45282 |
| JJ Maier CPA | |||||
| 5385 Kilroy Lane | Douglasville | GA | 30135 | Tax Preparation | 7900 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12704814 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 672590 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 781501 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 14158905 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 14158905 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 212384 | CashDeemedCharitable |
| Net Noncharitable Assets | 13946521 | NetNoncharitableAssets |
| Minimum Investment Return | 697326 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 697326 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6065 | TaxBasedOnInvestmentIncome |
| Total Tax | 6065 | TotalTax |
| Distributable Amount Before Adj | 691261 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 691261 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 691261 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 790781 | ExpensesAndContributions |
| Qualifying Distributions | 790781 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6065 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 784716 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 691261 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 617404 | UndistributedIncomePriorYear |
| Prior Year1 | 2006 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 1023358 | TotalForPriorYears |
| Qualifying Distributions | 790781 | QualifyingDistributions |
| Applied To Year1 | 617404 | AppliedToYear1 |
| Applied To Current Year | 173377 | AppliedToCurrentYear |
| Prior Year Undistributed Income | 1023358 | PriorYearUndistributedIncome |
| Taxable Amount1 | 1023358 | TaxableAmount1 |
| Undistributed Income CY | 517884 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Ms Kim Harrison | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 227 | AddressLine1 |
| City | Owings | City |
| State | MD | State |
| ZIP Code | 20736 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4102575344 | RecipientPhoneNumber |
| Form And Info And Materials | All required forms on website www.jgmurrayfoundation.org | FormAndInfoAndMaterials |
| Submission Deadlines | Refer to website for deadlines | SubmissionDeadlines |
| Restrictions On Awards | Refer to websit for restrictions or limitations | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Murray Foundation Master List Attac | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 227 | AddressLine1 |
| City | Owings | City |
| State | MD | State |
| ZIP Code | 20736 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationship |
| Recipient Foundation Status | Exempt | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Exempt Purposes | PurposeOfGrantOrContribution |
| Amount | $617,407 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 617407 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,017 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $300,870 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,517 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $433,469 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $779,873 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 779873 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | J.J. Maier, CPA | Category |
| Amount | $7,900 | Amount |
| Net Investment Income | 7900 | NetInvestmentIncome |
| Adjusted Net Income | 7900 | AdjustedNetIncome |
| Disbursements Charitable Prps | 7900 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (18 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Total NetTotalNet | BasisBasis |
|---|---|---|---|---|---|---|
| Murray Foundation | ||||||
| ML-04001 Short Term | 2010-01 | P | 2010-12 | 72712 | 72712 | |
| Murray Foundation | ||||||
| ML-04001 Long Term | 2008-01 | P | 2010-12 | 171404 | 171404 | |
| Murray Foundation | ||||||
| ML-04026 Short Term | 2010-01 | P | 2010-12 | 18555 | 18555 | |
| Murray Foundation | ||||||
| ML-04026 Long Term | 2008-01 | P | 2010-12 | 71359 | 71359 | |
| Murray Foundation | ||||||
| ML-04027 Short Term | 2010-01 | P | 2010-12 | 2103 | 4206 | |
| Murray Foundation | ||||||
| ML-04027 Long Term | 2008-01 | P | 2010-12 | 10470 | 10470 | |
| Murray Foundation | ||||||
| ML-04043 Short Term | 2010-01 | P | 2010-12 | 20711 | 20711 | |
| Murray Foundation | ||||||
| ML-04043 Long Term | 2008-01 | P | 2010-12 | 39572 | 79144 | |
| Murray Foundation | ||||||
| ML-04044 Short Term | 2010-01 | P | 2010-12 | 17708 | 17708 | |
| Murray Foundation | ||||||
| ML-04044 Long Term | 2008-01 | P | 2010-12 | 22689 | 22689 | |
| Murray Foundation | ||||||
| ML-04045 Short Term | 2010-01 | P | 2010-12 | 1261 | 1261 | |
| Murray Foundation | ||||||
| ML-04045 Long Term | 2008-01 | P | 2010-12 | 1488 | 1488 | |
| Murray Foundation | ||||||
| ML-04046 Short Term | 2010-01 | P | 2010-12 | 2812 | 2812 | |
| Murray Foundation | ||||||
| ML-04046 Long Term | 2008-01 | P | 2010-12 | 6308 | 6308 | |
| Murray Foundation | ||||||
| ML-04047 Short Term | 2010-01 | P | 2010-12 | 36399 | 72798 | |
| Murray Foundation | ||||||
| ML-04047 Long Term | 2008-01 | P | 2010-12 | 1385 | 1385 | |
| Murray Foundation | ||||||
| TIFF Partnership Short Term | ||||||
| Murray Foundation | ||||||
| TIFF Partnership Long Term | 2008-01 | P | 2010-12 | 94956 | 94956 | |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ML 2BL-04001 Stmt A | 8130361 | 8850221 |
| ML 2BL-04026 Stmt A | 1082680 | 1452388 |
| ML 2BL-04027 Stmt A | 226326 | 281048 |
| ML 2BL-04038 Stmt A | ||
| ML 2BL-04043 Stmt A | ||
| ML 2BL-04044 Stmt A | 632965 | 797723 |
| ML 2BL-04045 Stmt A | 152635 | 159783 |
| ML 2BL-04046 Stmt A | 136509 | 183252 |
| ML 2BL-04047 Stmt A | 120572 | 147777 |
| ML 2BL-04048 Stmt A | ||
| ML 2BL-04072 Stmt A | 1946363 | 2028137 |
| TIFF Mutual Fund | 124392 | 124392 |
| TIFF Secondary Partners I Partnership | 657109 | 657109 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Certified Fees Merrill Lynch | 563 | 563 | 563 | 563 |
| Miscellaneous Expenses | 275 | 275 | 275 | 275 |
| Office Expense Furniture Maintenance Supplies | 971 | 971 | 971 | 971 |
| Office Expense Computer Software Repairs | 1611 | 1611 | 1611 | 1611 |
| Postage | 240 | 240 | 240 | 240 |
| Telephone | 1585 | 1585 | 1585 | 1585 |
| Bank Service Charges | 57 | 57 | 57 | 57 |
| Rent | 5520 | 5520 | 5520 | 5520 |
| TIFF Partnership Advisory Fees Expenses | 9645 | 9645 | 9645 | 9645 |
| Dues and Subscriptions | 269 | 269 | 269 | 269 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Portfolio from TIFF Partnership | Description |
| Revenue And Expenses Per Books | 3517 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3517 | NetInvestmentIncome |
| Adjusted Net Income | 3517 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized increases booktax TIFF Mutual Fund and Partnership Accounts | Description |
| Amount | -$833,338 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Management Fees | Category |
| Amount | $45,282 | Amount |
| Net Investment Income | 45282 | NetInvestmentIncome |
| Adjusted Net Income | 45282 | AdjustedNetIncome |
| Disbursements Charitable Prps | 45282 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Foreign taxes | $2,785 | 2785 | 2785 | 2785 |
| Excise taxes net | $9,001 | 9001 | 9001 | 9001 |
| Payroll taxes | $4,951 | 4951 | 4951 | 4951 |
Comments