ROBERT AND LYNN MURPHY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND LYNN MURPHY FOUNDATION (EIN 27-3594301)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-12
- IRS object ID
- 202602249349100015
- Schema version
- 2025v4.2
- 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
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T12:59:06-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BUFFALO SPEEDWAY SUITE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273594301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT AND LYNN MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7138883300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE RIVERWAY 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D MURPHY JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7138883300 | PhoneNum |
| Signature | 2026-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE QUARANTA | PreparerPersonNm |
| PTIN | P00960546 | PTIN |
| Phone | 7136211515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,307,856 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,772,983 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,179 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,179 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,034,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,306,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,034,012 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,860,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,087,088 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,003 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,502 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,501 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $101 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $101 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,888 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,501 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,255,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,255,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,276,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,261,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,583,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,081,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $263,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,979 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $486 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $3,645,745 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,491,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,304,877 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,909,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,494,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,307,856 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $496 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $496 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,909,997 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,493,576 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,909,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,493,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,909,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,494,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,909,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,583,579 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,493,576 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,493,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AES CORP | 2025-02-21 | 2025-07-09 | $71,731 | $60,198 | $11,533 | $11,533 |
| AMERICAN EXPRESS CO | 2024-12-17 | 2025-09-22 | $67,678 | $59,864 | $7,814 | $7,814 |
| KINDER MORGAN INCORP | 2025-01-28 | 2025-08-07 | $74,247 | $75,181 | -$934 | -$934 |
| NVIDIA CORPORATION | 2024-04-19 | 2025-01-14 | $158,602 | $99,882 | $58,720 | $58,720 |
| VISTRA CORP | 2025-01-28 | 2025-09-22 | $148,929 | $99,327 | $49,602 | $49,602 |
| AMERICAN EXPRESS CO | 2023-11-30 | 2025-09-22 | $100,327 | $49,889 | $50,438 | $50,438 |
| AMERICAN EXPRESS CO | 2024-01-09 | 2025-09-22 | $90,804 | $49,929 | $40,875 | $40,875 |
| BANK OF AMERICA CORP | 2023-07-17 | 2025-08-07 | $311,565 | $202,441 | $109,124 | $109,124 |
| BANK OF AMERICA CORP | 2023-11-28 | 2023-08-07 | $152,893 | $100,227 | $52,666 | $52,666 |
| BLACKROCK INC | 2020-03-26 | 2025-10-03 | $63,018 | $23,308 | $39,710 | $39,710 |
| BLACKROCK INC | 2020-08-27 | 2025-10-03 | $64,185 | $32,793 | $31,392 | $31,392 |
| BLACKROCK INC | 2023-11-28 | 2025-10-03 | $71,187 | $44,944 | $26,243 | $26,243 |
| BLACKSTONE INC | 2020-03-26 | 2025-10-03 | $635,997 | $152,691 | $483,306 | $483,306 |
| BLACKSTONE INC | 2021-02-05 | 2025-10-03 | $62,069 | $23,296 | $38,773 | $38,773 |
| CONSTELLATION ENERGY CORP | 2024-06-03 | 2025-09-22 | $62,933 | $39,865 | $23,068 | $23,068 |
| JPMORGAN CHASE & CO | 2019-03-01 | 2025-09-22 | $84,954 | $28,652 | $56,302 | $56,302 |
| JPMORGAN CHASE & CO | 2023-07-17 | 2025-09-22 | $217,831 | $105,580 | $112,251 | $112,251 |
| JPMORGAN CHASE & CO | 2023-11-16 | 2025-09-22 | $206,317 | $99,899 | $106,418 | $106,418 |
| JPMORGAN CHASE & CO | 2024-01-30 | 2025-09-22 | $17,738 | $9,952 | $7,786 | $7,786 |
| JPMORGAN CHASE & CO | 2024-01-30 | 2025-09-22 | $113,272 | $63,491 | $49,781 | $49,781 |
| KINDER MORGAN INCORP | 2024-06-11 | 2025-09-22 | $214,808 | $155,834 | $58,974 | $58,974 |
| MATERIALS SEL SECT SPDR FD | 2020-11-09 | 2025-09-22 | $265,922 | $208,194 | $57,728 | $57,728 |
| MICROSOFT CORP | 2023-07-24 | 2025-12-10 | $4,195 | $3,084 | $1,111 | $1,111 |
| NVIDIA CORPORATION | 2023-07-27 | 2025-10-03 | $21,942 | $5,445 | $16,497 | $16,497 |
| NVIDIA CORPORATION | 2023-07-27 | 2025-10-03 | $450,952 | $111,904 | $339,048 | $339,048 |
| PALO ALTO NETWORKS INC | 2022-08-30 | 2025-08-07 | $355,231 | $196,702 | $158,529 | $158,529 |
| PALO ALTO NETWORKS INC | 2024-04-19 | 2025-08-07 | $51,086 | $42,643 | $8,443 | $8,443 |
| PALO ALTO NETWORKS INC | 2024-05-13 | 2025-08-07 | $25,035 | $22,308 | $2,727 | $2,727 |
| PALO ALTO NETWORKS INC | 2024-05-22 | 2025-08-07 | $15,224 | $13,951 | $1,273 | $1,273 |
| PALO ALTO NETWORKS INC | 2024-03-26 | 2025-12-11 | $40,135 | $31,072 | $9,063 | $9,063 |
| PALO ALTO NETWORKS INC | 2024-03-26 | 2025-12-11 | $42,046 | $32,696 | $9,350 | $9,350 |
| PALO ALTO NETWORKS INC | 2024-04-19 | 2025-12-11 | $13,378 | $10,293 | $3,085 | $3,085 |
| SPDR S&P 500 ETF TRUST | 2020-01-09 | 2025-02-28 | $29,964 | $16,648 | $13,316 | $13,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,034,012 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,933 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $636 | EsPenaltyAmt |
| Overpayment | $431 | OverpaymentAmt |
| Applied To ES Tax | $431 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT D MURPHY JR | IndividualWithBooksNm |
| Phone | 7138883300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT D MURPHY JR | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA LYNN MURPHY | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| REBECCA MURPHY ELMORE | ||||||||
| THREE RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,687,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,877,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,877,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,819,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,933 | TotalTaxAmt |
| Distributable Before Adj | $162,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,033 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,261,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,261,001 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $80,520 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $132,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,993 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $547,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,901,512 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,665,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,261,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,098,968 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,764,933 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $80,520 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,684,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $132,966 | ExcessFromYear4Amt |
| Excess From Year3 | $2,993 | ExcessFromYear3Amt |
| Excess From Year2 | $547,974 | ExcessFromYear2Amt |
| Excess From Year1 | $1,901,512 | ExcessFromYear1Amt |
| Excess From Current Year | $4,098,968 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT D MURPHY JR | ContributingManagerNm |
| Contributing Manager | REBECCA LYNN MURPHY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHLEY COUNTY MUSEUM | |||||||
| 302 N CHERRY ST | HAMBURG | AR | 71646 | N/A | NC | GENERAL FUND | $15,000 |
| CAREERSPRING FOUNDATION | |||||||
| 5311 VALERIE ST | BELLAIRE | TX | 77401 | N/A | NC | GENERAL FUND | $50,000 |
| CASA JUAN DIEGO | |||||||
| 4818 ROSE ST | HOUSTON | TX | 77007 | N/A | NC | GENERAL FUND | $25,000 |
| CHAPELWOOD UNITED METHODIST CHURCH | |||||||
| 11140 GREENBAY ST | HOUSTON | TX | 770246729 | N/A | NC | GENERAL FUND | $5,000 |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 80113 | N/A | NC | GENERAL FUND | $5,000 |
| CRISTO REY JESUIT | |||||||
| 3700 MT CARMEL DR | HOUSTON | TX | 77087 | N/A | NC | GENERAL FUND | $1,050,000 |
| JESUIT HIGH SCHOOL OF NEW ORLEANS FOUNDATION INC | |||||||
| 4133 BANKS ST | NEW ORLEANS | LA | 70119 | N/A | NC | GENERAL FUND | $3,000,000 |
| ST ANDREWS | |||||||
| 5308 BUFFALO SPEEDWAY | HOUSTON | TX | 77005 | N/A | NC | GENERAL FUND | $100,000 |
| TULANE UNIVERSITY | |||||||
| 1555 POYDRAS ST SUITE 1000 | NEW ORLEANS | LA | 701619986 | N/A | NC | GENERAL FUND | $2,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4434 UNIVERSITY DR | HOUSTON | TX | 77204 | N/A | NC | GENERAL FUND | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2210 WEST END AVE | NASHVILLE | TN | 37235 | N/A | NC | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,255,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,179 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,034,012 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,087,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,087,088 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIAN PARTNERS LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,772,983 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 562 SHS OF AMERICAN EXPRESS CO | $166,515 | 2025-06-12 |
| 1 | 3386 SHS OF BANK OF AMERICA | $150,135 | 2025-06-12 |
| 1 | 109 SHS OF BLACKROCK INC | $107,814 | 2025-06-12 |
| 1 | 6900 SHS OF BANK OF AMERICA | $316,572 | 2025-08-04 |
| 1 | 1363 SHS OF JP MORGAN CHASE & CO | $398,391 | 2025-08-04 |
| 1 | 2950 SHS OF MATERIALS SEL SECT SPDR FD | $129,181 | 2025-08-04 |
| 1 | 900 SHS OF NVIDIA CORPORATION | $159,624 | 2025-08-04 |
| 1 | 2200 SHS OF NVIDIA CORPORATION | $397,320 | 2025-08-26 |
| 1 | 725 SHS OF MICROSOFT CORP | $354,047 | 2025-12-08 |
| 1 | 600 SHS OF SPDR S&P 500 ETF TRUST | $410,466 | 2025-12-08 |
| 1 | 539 SHS OF AMERICAN EXPRESS CO | $199,694 | 2025-12-10 |
| 1 | 260 SHS OF GOLDMAN SACHS GRP INC | $229,642 | 2025-12-10 |
| 1 | 567 SHS OF NVIDIA CORPORATION | $104,192 | 2025-12-10 |
| 1 | 1510 SHS OF PALO ALTO NETWORKS INC | $292,276 | 2025-12-10 |
| 1 | 1250 SHS OF TARGA RESOURCES CORP | $228,425 | 2025-12-10 |
| 1 | 3410 SHS OF BLACKSTONE INC | $523,742 | 2025-12-22 |
| 1 | 283 SHS OF CONSTELLATION ENERGY CORP | $102,129 | 2025-12-26 |
| 1 | 318 SHS OF GOLDMAN SACHS GRP INC | $289,164 | 2025-12-26 |
| 1 | 650 SHS OF JPMORGAN CHASE & CO | $213,654 | 2025-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $11,003 | Amt |
| Net Investment Income | $5,502 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,501 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $270,085 | $199,403 |
| BLACKROCK INC | $381,814 | $393,885 |
| BLACKSTONE INC | $1,471,416 | $1,256,858 |
| CONSTELLATION ENERGY CORP | $102,011 | $99,975 |
| GOLDMAN SACHS | $655,746 | $598,599 |
| JPMORGAN CHASE & CO | $436,668 | $209,443 |
| NVIDIA CORPORATION | $1,174,428 | $755,325 |
| PALO ALTO NETWORKS INC | $217,309 | $186,042 |
| SPDR S&P 500 ETF | $711,747 | $697,604 |
| THE TECHNOLOGY SEL SEC SPFR FD (XLK) | $146,626 | $198,391 |
| BANK OF AMERICA | $164,781 | $0 |
| MICROSOFT CORP | $352,905 | $346,272 |
| SOLARIS ENERGY INFRASTRUCTURE | $10,022 | $18,618 |
| TARGA RESOURCES CORP | $344,513 | $344,462 |
| MATERIALS SEL SECT | $51,022 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $496 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT LYNN MURPHY | |||
| 3 RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 |
| DORIAN PARTNERS LP | |||
| 3 RIVERWAY SUITE 1900 | HOUSTON | TX | 77056 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES PAID | CategoryTxt |
| Amt | $9,888 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments