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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-10-06T12:56:50-00:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JJ Maier CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15385 Kilroy LaneAddressLine1
CityDouglasvilleCity
StateGAState
ZIP Code30135ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521805567EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Jerome S & Grace H Murray FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJERONameControl
Phone4102575344Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o Eileen M Dillon P O Box 227AddressLine1
CityOwingsCity
StateMDState
ZIP Code20736ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEileen DillonName
TitleChairmanTitle
Date Signed2011-10-06DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJJ MaierName
Phone7709424163Phone
Date Prepared2011-10-06DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY14853767FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Savings Rev And Expnss42017InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm42017InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss300870DividendsRevAndExpnss
Dividends Net Invst Incm300870DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss433469NetGainSaleAssetsRevAndExpnss
Gross Sales Price513818GrossSalesPrice
Capital Gain Net Incm Net Invst Incm433469CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss3517OtherIncomeRevAndExpnss
Other Income Net Invst Incm3517OtherIncomeNetInvstIncm
Other Income Adj Net Incm3517OtherIncomeAdjNetIncm
Total Revenue And Expenses779873TotalRevenueAndExpenses
Total Net Investment Income779873TotalNetInvestmentIncome
Total Adjusted Net Income3517TotalAdjustedNetIncome
Oth Empl Slrs Wgs Rev And Expnss57882OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm57882OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm57882OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps57882OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss4500PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm4500PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm4500PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps4500PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss7900AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm7900AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm7900AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps7900AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss45282OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm45282OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm45282OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps45282OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss20337InterestRevAndExpnss
Interest Net Invst Incm20337InterestNetInvstIncm
Interest Adj Net Incm20337InterestAdjNetIncm
Interest Dsbrs Chrtbl Prps20337InterestDsbrsChrtblPrps
Taxes Rev And Expnss16737TaxesRevAndExpnss
Taxes Net Invst Incm16737TaxesNetInvstIncm
Taxes Adj Net Incm16737TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps16737TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss20736OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm20736OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm20736OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps20736OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss173374TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm173374TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm173374TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps173374TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss617407ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps617407ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss790781TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm173374TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm173374TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps790781TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-10908ExcessOfRevenueOverExpenses
Net Investment Income606499NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY586460SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY171937SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV171937SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY13639635InvestmentsCorpStockBOY
Investments Corp Stock EOY13209912InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV14681830InvestmentsCorpStockEOYFMV
Total Assets BOY14226095TotalAssetsBOY
Total Assets EOY13381849TotalAssetsEOY
Total Assets EOYFMV14853767TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY14226095CapitalStockBOY
Capital Stock EOY13381849CapitalStockEOY
Total Net Assets BOY14226095TotalNetAssetsBOY
Total Net Assets EOY13381849TotalNetAssetsEOY
Total Liabilities Net Assets BOY14226095TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY13381849TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY14226095TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-10908ExcessOfRevenueOverExpenses
Other Increases-833338OtherIncreases
Subtotal13381849Subtotal
Total Net Assets Fund Balances EOY13381849TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesCost Or Other BasisCostOrOtherBasis
ML-04001 Short TermP2010-01-012010-12-31727127271272712
ML-04001 Long TermP2008-01-012010-12-31171404171404171404
ML-04026 Short TermP2010-01-012010-12-31185551855518555
ML-04026 Long TermP2008-01-012010-12-31713597135971359
ML-04027 Short TermP2010-01-012010-12-31-2103-21032103
ML-04027 Long TermP2008-01-012010-12-31104701047010470
ML-04043 Short TermP2010-01-012010-12-31207112071120711
ML-04043 Long TermP2008-01-012010-12-31-39572-3957239572
ML-04044 Short TermP2010-01-012010-12-31177081770817708
ML-04044 Long TermP2008-01-012010-12-31226892268922689
ML-04045 Short TermP2010-01-012010-12-31126112611261
ML-04045 Long TermP2008-01-012010-12-31148814881488
ML-04046 Short TermP2010-01-012010-12-31281228122812
ML-04046 Long TermP2008-01-012010-12-31630863086308
ML-04047 Short TermP2010-01-012010-12-31-36399-3639936399
ML-04047 Long TermP2008-01-012010-12-31138513851385
TIFF Partnership Short Term
TIFF Partnership Long TermP2008-01-012010-12-31926819268192681
FieldValueIRS element (for citing)
Capital Gain Net Income433469CapitalGainNetIncome
Net Short Term Capital Gain Or Loss95257NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1489392QualifyingDistributionsYear1
Noncharitable Assets Year112504582NoncharitableAssetsYear1
Distribution Ratio Year1000.039137DistributionRatioYear1
Qualifying Distributions Year2764097QualifyingDistributionsYear2
Noncharitable Assets Year214450822NoncharitableAssetsYear2
Distribution Ratio Year2000.052876DistributionRatioYear2
Qualifying Distributions Year3765672QualifyingDistributionsYear3
Noncharitable Assets Year315313434NoncharitableAssetsYear3
Distribution Ratio Year3000.050000DistributionRatioYear3
Qualifying Distributions Year4688601QualifyingDistributionsYear4
Noncharitable Assets Year414864725NoncharitableAssetsYear4
Distribution Ratio Year4000.046325DistributionRatioYear4
Qualifying Distributions Year5653221QualifyingDistributionsYear5
Noncharitable Assets Year514241729NoncharitableAssetsYear5
Distribution Ratio Year5000.045867DistributionRatioYear5
Total Distribution Ratio000.234205TotalDistributionRatio
Average Distribution Ratio000.046841AverageDistributionRatio
Net Noncharitable Assets13946521NetNoncharitableAssets
Adjusted Noncharitable Assets653269AdjustedNoncharitableAssets
One Percent Net Investment Income6065OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One659334AdjNonchrtblAssetsAndOnePct
Qualifying Distributions790781QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax6065InvestmentIncomeExciseTax
Subtotal6065Subtotal
Tax Based On Investment Income6065TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment6804EstTaxPaymentsAndOverpayment
Total Credits And Payments6804TotalCreditsAndPayments
Tax Paid Original Return6804TaxPaidOriginalReturn
Form2220 AttachedXForm2220Attached
Penalty For Underpayment54PenaltyForUnderpayment
Overpayment685Overpayment
Amount Credited To Next Year685AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website Addressjgmurrayfoundation.orgWebsiteAddress
Books In Care Of Person NameEileen M Dillon TrusteeBooksInCareOfPersonName
Books In Care Of Phone Number4102575344BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 227AddressLine1
CityOwingsCity
StateMDState
ZIP Code20736ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Eileen M Dillon
PO Box 227OwingsMD20736Director002.000
Stanton Murray
PO Box 227OwingsMD20736Director001.000
Leo K Murray
PO Box 227OwingsMD20736Director001.000

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl

FieldValueIRS element (for citing)
NameKim HarrisonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line12976 Penwick LnAddressLine1
CityDunkirkCity
StateMDState
ZIP Code20754ZIPCode
FieldValueIRS element (for citing)
TitleAdministratorTitle
Average Hours Per Week040.00AverageHoursPerWeek
Compensation57882Compensation
Employee Benefits4500EmployeeBenefits

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeType Of ServiceTypeOfServiceCompensationCompensation
Merrill Lynch
One North Wacker Dr Ste 1950ChicagoIL60606Investments/Investment Advisory45282
JJ Maier CPA
5385 Kilroy LaneDouglasvilleGA30135Tax Preparation7900

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
Expenses10Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities12704814AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances672590AvgMonthlyCashBalances
FMV All Other Noncharitable Assets781501FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets14158905TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets14158905AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable212384CashDeemedCharitable
Net Noncharitable Assets13946521NetNoncharitableAssets
Minimum Investment Return697326MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return697326MinimumInvestmentReturn
Tax Based On Investment Income6065TaxBasedOnInvestmentIncome
Total Tax6065TotalTax
Distributable Amount Before Adj691261DistributableAmountBeforeAdj
Distributable Amount Before Ded691261DistributableAmountBeforeDed
Distributable Amount As Adjusted691261DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions790781ExpensesAndContributions
Qualifying Distributions790781QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm6065OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions784716AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted691261DistributableAmountAsAdjusted
Undistributed Income Prior Year617404UndistributedIncomePriorYear
Prior Year12006PriorYear1
Prior Year22007PriorYear2
Prior Year32008PriorYear3
Total For Prior Years1023358TotalForPriorYears
Qualifying Distributions790781QualifyingDistributions
Applied To Year1617404AppliedToYear1
Applied To Current Year173377AppliedToCurrentYear
Prior Year Undistributed Income1023358PriorYearUndistributedIncome
Taxable Amount11023358TaxableAmount1
Undistributed Income CY517884UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMs Kim HarrisonRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 227AddressLine1
CityOwingsCity
StateMDState
ZIP Code20736ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4102575344RecipientPhoneNumber
Form And Info And MaterialsAll required forms on website www.jgmurrayfoundation.orgFormAndInfoAndMaterials
Submission DeadlinesRefer to website for deadlinesSubmissionDeadlines
Restrictions On AwardsRefer to websit for restrictions or limitationsRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Murray Foundation Master List AttacBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 227AddressLine1
CityOwingsCity
StateMDState
ZIP Code20736ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationship
Recipient Foundation StatusExemptRecipientFoundationStatus
Purpose Of Grant Or ContributionExempt PurposesPurposeOfGrantOrContribution
Amount$617,407Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year617407TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$42,017ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$300,870ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion$3,517ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$433,469ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$779,873ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA779873TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryJ.J. Maier, CPACategory
Amount$7,900Amount
Net Investment Income7900NetInvestmentIncome
Adjusted Net Income7900AdjustedNetIncome
Disbursements Charitable Prps7900DisbursementsCharitablePrps

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (18 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceTotal NetTotalNetBasisBasis
Murray Foundation
ML-04001 Short Term2010-01P2010-127271272712
Murray Foundation
ML-04001 Long Term2008-01P2010-12171404171404
Murray Foundation
ML-04026 Short Term2010-01P2010-121855518555
Murray Foundation
ML-04026 Long Term2008-01P2010-127135971359
Murray Foundation
ML-04027 Short Term2010-01P2010-1221034206
Murray Foundation
ML-04027 Long Term2008-01P2010-121047010470
Murray Foundation
ML-04043 Short Term2010-01P2010-122071120711
Murray Foundation
ML-04043 Long Term2008-01P2010-123957279144
Murray Foundation
ML-04044 Short Term2010-01P2010-121770817708
Murray Foundation
ML-04044 Long Term2008-01P2010-122268922689
Murray Foundation
ML-04045 Short Term2010-01P2010-1212611261
Murray Foundation
ML-04045 Long Term2008-01P2010-1214881488
Murray Foundation
ML-04046 Short Term2010-01P2010-1228122812
Murray Foundation
ML-04046 Long Term2008-01P2010-1263086308
Murray Foundation
ML-04047 Short Term2010-01P2010-123639972798
Murray Foundation
ML-04047 Long Term2008-01P2010-1213851385
Murray Foundation
TIFF Partnership Short Term
Murray Foundation
TIFF Partnership Long Term2008-01P2010-129495694956

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (13 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ML 2BL-04001 Stmt A81303618850221
ML 2BL-04026 Stmt A10826801452388
ML 2BL-04027 Stmt A226326281048
ML 2BL-04038 Stmt A
ML 2BL-04043 Stmt A
ML 2BL-04044 Stmt A632965797723
ML 2BL-04045 Stmt A152635159783
ML 2BL-04046 Stmt A136509183252
ML 2BL-04047 Stmt A120572147777
ML 2BL-04048 Stmt A
ML 2BL-04072 Stmt A19463632028137
TIFF Mutual Fund124392124392
TIFF Secondary Partners I Partnership657109657109

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (10 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Certified Fees Merrill Lynch563563563563
Miscellaneous Expenses275275275275
Office Expense Furniture Maintenance Supplies971971971971
Office Expense Computer Software Repairs1611161116111611
Postage240240240240
Telephone1585158515851585
Bank Service Charges57575757
Rent5520552055205520
TIFF Partnership Advisory Fees Expenses9645964596459645
Dues and Subscriptions269269269269

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther Portfolio from TIFF PartnershipDescription
Revenue And Expenses Per Books3517RevenueAndExpensesPerBooks
Net Investment Income3517NetInvestmentIncome
Adjusted Net Income3517AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUnrealized increases booktax TIFF Mutual Fund and Partnership AccountsDescription
Amount-$833,338Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryMerrill Lynch Management FeesCategory
Amount$45,282Amount
Net Investment Income45282NetInvestmentIncome
Adjusted Net Income45282AdjustedNetIncome
Disbursements Charitable Prps45282DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Foreign taxes$2,785278527852785
Excise taxes net$9,001900190019001
Payroll taxes$4,951495149514951

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