HARRY AND VIRGINIA MURRAY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND VIRGINIA MURRAY FOUNDATION (EIN 42-6291207)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201141319349102104
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426291207 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY & VIRGINIA MURRAY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MURR | NameControl |
| Phone | 3197538761 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | US BANK NA P O BOX 2043 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532019668 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | US BANK NA | Name |
| Title | TRUSTEE | Title |
| Phone | 3197538761 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
| 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 | 7954628 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4475106 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 129636 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 127257 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 954997 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5646972 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 957447 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 5559739 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1084704 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 30010 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 25309 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 3001 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 750 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 70 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2735 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 30830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28044 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3751 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50830 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28044 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 23751 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5508909 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1056660 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3696 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 70812 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 70812 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 2649 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 78927 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1776541 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 403036 | InvestmentsOtherBOY |
| Investments Other EOY | 5768551 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6107275 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 409381 | TotalAssetsBOY |
| Total Assets EOY | 5918290 | TotalAssetsEOY |
| Total Assets EOYFMV | 7954628 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock EOY | 5918290 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 409381 | PaidInOrCapitalSurplusBOY |
| Total Net Assets BOY | 409381 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5918290 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 409381 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5918290 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 409381 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5508909 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5918290 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5918290 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (41 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 329. ALLIANT ENERGY CORP | 1981-01-09 | 2010-08-02 | 11422 | 1933 | 9489 | 9489 |
| 196. BP PLC SPONS A D R | 1981-01-09 | 2010-07-06 | 6176 | 2936 | 3240 | 3240 |
| 2009.943 CREDIT SUISSE COMM RET ST CO | 2010-07-12 | 2010-10-06 | 17587 | 15657 | 1930 | 1930 |
| 17276.537 EATON VANCE LARGE CAP VAL I | 2009-06-19 | 2010-12-02 | 305276 | 228000 | 77276 | 77276 |
| 336. EXXON MOBIL CORP | 2000-04-18 | 2010-12-02 | 23923 | 12752 | 11171 | 11171 |
| 2004.663 FIRST AMER REAL ESTATE SECS FD CL Y | 2010-07-12 | 2010-10-06 | 34821 | 30972 | 3849 | 3849 |
| 29567.726 FIRST AMER EQUITY INCOME CL Y | 2009-06-19 | 2010-07-09 | 336776 | 364333 | -27557 | -27557 |
| 7331.225 FIRST AMER EQUITY INDEX FUND CL Y | 2008-04-10 | 2010-07-09 | 143472 | 160987 | -17515 | -17515 |
| 4672.5 FIRST AMER SHORT TERM BOND FUND CL Y | 2008-12-09 | 2010-07-09 | 46632 | 45411 | 1221 | 1221 |
| 94014.911 FIRST AMER INTERMD TAX FREE FD CL Y | 2008-11-06 | 2010-07-09 | 1025703 | 983822 | 41881 | 41881 |
| 53042.91 FIRST AMER INTERMD TAX FREE FD CL Y | 2008-10-21 | 2010-12-02 | 573924 | 560000 | 13924 | 13924 |
| 54900.068 FIRST AMER SHORT TAX FREE CL Y | 2003-11-24 | 2010-07-09 | 549001 | 539187 | 9814 | 9814 |
| 5516.55 FIRST AMER SHORT TAX FREE CL Y | 2010-05-21 | 2010-12-02 | 55166 | 55000 | 166 | 166 |
| 52560.949 FIRST AMER SHORT TAX FREE CL Y | 2007-11-26 | 2010-12-02 | 525609 | 518530 | 7079 | 7079 |
| 2946.641 FIRST AMER TAX FREE FUND CL Y | 2004-07-23 | 2010-07-09 | 31382 | 33679 | -2297 | -2297 |
| 918.424 FIRST AMER TAX FREE FUND CL Y | 2010-05-03 | 2010-12-02 | 9634 | 9636 | -2 | -2 |
| 44244.928 FIRST AMER TAX FREE FUND CL Y | 2009-11-30 | 2010-12-02 | 464129 | 469215 | -5086 | -5086 |
| 628.87 FIRST AMER SMALL CAP SELECT FD CL Y | 2008-04-10 | 2010-07-09 | 7175 | 9593 | -2418 | -2418 |
| 1248.332 FIRST AMER MID CAP GRWTH OPP FD CL Y | 2008-11-26 | 2010-07-09 | 41857 | 49455 | -7598 | -7598 |
| 2627.974 FIRST AMER MID CAP GRWTH OPP FD CL Y | 2009-08-28 | 2010-12-02 | 113844 | 103357 | 10487 | 10487 |
| 300. FORTUNE BRANDS INC | 1981-01-09 | 2010-08-02 | 13419 | 1831 | 11588 | 11588 |
| 2200. GENERAL ELECTRIC CO | 1984-12-21 | 2010-12-02 | 36499 | 5128 | 31371 | 31371 |
| 268.662 GOLDMAN SACHS M C VALUE CL INST | 2010-08-05 | 2010-10-06 | 8796 | 8396 | 400 | 400 |
| 10638.012 AMERICAN GRW FD OF AMER F2 | 2009-06-19 | 2010-12-02 | 318183 | 228000 | 90183 | 90183 |
| 810. I SHARES MSCI EAFE INDEX FUND E T F | 2008-11-24 | 2010-07-09 | 40290 | 62016 | -21726 | -21726 |
| 212.94 NEUBERGER BERMAN GENESIS INSTL FD | 2010-08-05 | 2010-10-06 | 8656 | 8320 | 336 | 336 |
| 200. ROCKWELL COLLINS INC | 1981-01-09 | 2010-08-02 | 11650 | 716 | 10934 | 10934 |
| 198.826 ROWE T PRICE MID-CAP GROWTH FD #64 | 2010-08-05 | 2010-10-06 | 10671 | 10138 | 533 | 533 |
| 2583.84 T ROWE PRICE INTL BOND FUND | 2010-09-30 | 2010-10-06 | 27182 | 24743 | 2439 | 2439 |
| 8100. RUBY TUESDAY INC | 1981-01-09 | 2010-08-02 | 81927 | 6595 | 75332 | 75332 |
| 2814.259 SCOUT INTERNATIONAL FUND | 2009-08-28 | 2010-12-02 | 89325 | 75000 | 14325 | 14325 |
| 1395.104 TEMPLETON INSTL EMERGING MKT SER ADV | 2010-07-12 | 2010-10-06 | 22796 | 19057 | 3739 | 3739 |
| 2000. TWO RIVERS FINANCIAL GROUP | 1992-01-13 | 2010-07-14 | 34584 | 9058 | 25526 | 25526 |
| 2500. US BANCORP | 1981-01-09 | 2010-07-06 | 54925 | 2996 | 51929 | 51929 |
| 2500. US BANCORP | 1981-01-09 | 2010-08-02 | 60674 | 2996 | 57678 | 57678 |
| 2500. US BANCORP | 1981-01-09 | 2010-09-01 | 53724 | 2996 | 50728 | 50728 |
| 2500. US BANCORP | 1981-01-09 | 2010-10-01 | 54524 | 2996 | 51528 | 51528 |
| 2500. US BANCORP | 1981-01-09 | 2010-11-02 | 59549 | 2996 | 56553 | 56553 |
| 2500. US BANCORP | 1981-01-09 | 2010-12-01 | 60125 | 2996 | 57129 | 57129 |
| 192. UNION PACIFIC CORP | 1969-06-24 | 2010-12-02 | 17986 | 7488 | 10498 | 10498 |
| 3260. UNITED TECHNOLOGIES CORP | 1981-01-09 | 2010-08-02 | 236183 | 10608 | 225575 | 225575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 957447 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 21102 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 375046 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056265 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21157 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 448109 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047214 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21319 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 507765 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041986 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21407 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 494275 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04331 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 20750 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 486837 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042622 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.231397 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046279 | AverageDistributionRatio |
| Net Noncharitable Assets | 3580290 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 165694 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10567 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 176261 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 23751 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 21133 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 21133 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 21133 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 100 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 100 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 21033 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | IA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 | US BANK NA | BusinessNameLine1 |
| Business Name Line2 | EP-IA-1338 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3197538761 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 JEFFERSON ST | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 526015250 | 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 | true | 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 | true | UndistrIncome4942a2NotApplied |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 JEFFERSON | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 526015250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 40 | AvgHoursPerWkDevotedToPosition |
| Compensation | 30010 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3622469 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12343 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3634812 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3634812 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 54522 | CashDeemedCharitable |
| Net Noncharitable Assets | 3580290 | NetNoncharitableAssets |
| Minimum Investment Return | 179015 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 179015 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21133 | TaxBasedOnInvestmentIncome |
| Total Tax | 21133 | TotalTax |
| Distributable Amount Before Adj | 157882 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 157882 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 157882 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 23751 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 23751 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23751 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 157882 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4381 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 23751 | QualifyingDistributions |
| Applied To Year1 | 4381 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19370 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 138512 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | U S BANK NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 JEFFERSON ST | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 526015260 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3197538761 | RecipientPhoneNumber |
| Form And Info And Materials | SEND WRITTEN REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | EXEMPT ORGANIZATIONS AS DEFINED IN INTERNAL REVENUE CODE SECTION 501 (C) (3) WHICH OPERATE OR HAVE SUBSTANTIAL CONTACTS WITHIN DES MOINES COUNTY, IA | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ART GUILD OF BURLINGTON | ||||||||
| 301 JEFFERSON ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | |
| BURLINGTON AREA HOMELESS | ||||||||
| 123 NORTH MARSHALL ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | SHELTER |
| DES MOINES COUNTY | ||||||||
| 512 N MAIN ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | HUNT WOODS | $2,000 | CONSERVATION BOARD |
| DES MOINES CO HISTORICAL | ||||||||
| C/O US BANK NA | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | SOCIETY |
| GREAT RIVER MEDICAL | ||||||||
| PO BOX 668 | WEST BURLINGTON | IA | 52655 | N/A | PUBLIC CHARITY | MEALS ON WHEELS PROGRAM | $1,000 | CENTER |
| HOPE HAVEN AREA | ||||||||
| 1819 DOUGLAS AVE | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 | DEVELOPMENT |
| IOWA WESLEYAN COLLEGE | ||||||||
| 601 N MAIN ST | MT PLEASANT | IA | 52641 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | |
| SALVATION ARMY | ||||||||
| 217 SOUTH 3RD ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $3,000 | |
| TRINITY EVANGELICAL | ||||||||
| 115 S CENTRAL | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 | LUTHERAN CHURCH |
| UNITED WAY-BURLINGTON | ||||||||
| 218 NORTH THIRD ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | ANNUAL PLEDGE | $2,000 | AREA |
| YMCA-YWCA - SHELTER | ||||||||
| 616 N 8TH STREET | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $129,636 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $954,997 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,084,633 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1084633 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
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 (3 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| VIRGINIA MURRAY ESTATE | |||||||
| 1 | US BANK NA 201 JEFFERSON | BURLINGTON | IA | 52601 | 2272106 | X | X |
| HARRY L MURRAY TRUST FUND B | |||||||
| 2 | US BANK NA 201 JEFFERSON | BURLINGTON | IA | 52601 | 283641 | X | X |
| VIRGINIA MURRAY TRUST A | |||||||
| 3 | US BANK NA 201 JEFFERSON | BURLINGTON | IA | 52601 | 1919359 | X | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | VARIOUS STOCKS & MUTUAL FUNDS | 2487316 | 2010-12-02 |
| 2 | VARIOUS STOCKS & MUTUAL FUNDS TAX COST - $277,349 CASH - $6,292 | 464008 | 2010-05-21 |
| 3 | VARIOUS STOCKS & MUTUAL FUNDS | 4387956 | 2010-05-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. BANK, N.A., TAX PREP FEE | Category |
| Amount | $750 | Amount |
| Disbursements Charitable Prps | 750 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALLIANT ENERGY CORP | ||
| US BANCORP | 78927 | 1776541 |
| ROCKWELL COLLINS INC |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (21 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIRST AMER EQUITY INCOME FUND | |||
| FIRST AMER EQUITY INDEX FUND | |||
| FIRST AMER SMALL CAP SELECT FD | |||
| FIRST AMER MID CAP GROW OPP FD | |||
| FIRST AMER SHORT TERM BOND FD | |||
| I SHARES MSCIEAFE INDEX FUND | |||
| FIRST AMER INTERMEDIATE TR BD | AT COST | 599434 | 611916 |
| CREDIT SUISSE COMMOD RET STRAT | AT COST | 271976 | 305542 |
| FIRST AMER HIGH INCOME BOND FD | AT COST | 223109 | 233738 |
| FIRST AMER INFLATION PRO SEC | AT COST | 232155 | 234318 |
| PIMCO TOTAL RETURN FUND INSTL | AT COST | 622082 | 596488 |
| ROWE T PRICE INTL BOND FD | AT COST | 600941 | 614105 |
| AMERICAN CENTY EQUITY INCOME | AT COST | 473506 | 481520 |
| AMERICAN EUROPACIFIC GRTH FD 2 | AT COST | 524873 | 583308 |
| FIDELITY CAP TR APRREC FD #307 | AT COST | 200000 | 201976 |
| FIRST AMER REAL ESTATE SEC FD | AT COST | 505904 | 563656 |
| GOLDMAN SACHS MC VALUE CL | AT COST | 243015 | 279864 |
| LAUDUS INTL MARKETMASTERS FD | AT COST | 547086 | 583179 |
| NEUBERGER BERMAN GENESIS INSTL | AT COST | 283615 | 320320 |
| ROWE T PRICE MID-CAP GROWTH FD | AT COST | 235397 | 263334 |
| TEMPLETON INSTL EMERGING MKT | AT COST | 205458 | 234011 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| VIRGINIA MURRAY ESTATE | |||
| US BANK NA 201 JEFFERSON | BURLINGTON | IA | 52601 |
| HARRY L MURRAY TRUST FUND B | |||
| US BANK NA 201 JEFFERSON | BURLINGTON | IA | 52601 |
| VIRGINIA MURRAY TRUST A | |||
| US BANK NA 201 JEFFERSON | BURLINGTON | IA | 52601 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATE TAX PYMTS 990-PF | $70 | 0 | 0 |
| FOREIGN TAXES PD ON DIVIDENDS | 2563 | 0 | |
| FOREIGN TAXES PD ON DIVIDENDS | 172 | 0 |
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