KATHERINE JOHN MURPHY FOUNDATION DTD 11-16-54 % TRUST CO OF GA TTEE: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KATHERINE JOHN MURPHY FOUNDATION DTD 11-16-54 % TRUST CO OF GA TTEE (EIN 58-6026045)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-16
IRS object ID
202611069349101311
Schema version
2025v4.0
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)
Return2026-04-16T14:01:45-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 WESTMINSTER ST STE 800AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586026045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TR UA KATHERINE J MURPHY FDN - MISCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMURPBusinessNameControlTxt
Phone8042737445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 919798AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP328919798ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUIST BANKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8042737445PhoneNum
Signature2026-03-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD RALEIGHPreparerPersonNm
PTINP00382844PTIN
Phone4014573839PhoneNum
Preparation2026-03-25PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,403,815FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$567,661DividendsRevAndExpnssAmt
Dividends Net Invst Incm$567,661DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$639,736NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,043,144GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$639,736CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,207,397TotalRevAndExpnssAmt
Total Net Invst Incm$1,207,397TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$173,648CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$86,824CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$86,824CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$10,442TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,442TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$23,539OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$23,539OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$210,129TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$97,266TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$112,863TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$968,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$968,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,178,129TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$97,266TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,080,863TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,268ExcessRevenueOverExpensesAmt
Net Investment Income$1,110,131NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$116,846CashBOYAmt
Cash EOY$5,655CashEOYAmt
Cash EOYFMV$5,655CashEOYFMVAmt
Sav And Temp Cash Invst BOY$420,428SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$462,500SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$462,500SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Bonds BOY$3,837,881CorporateBondsBOYAmt
Corporate Bonds EOY$732,030CorporateBondsEOYAmt
Corporate Bonds EOYFMV$721,333CorporateBondsEOYFMVAmt
Other Investments BOY$15,317,884OtherInvestmentsBOYAmt
Other Investments EOY$18,546,757OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,214,327OtherInvestmentsEOYFMVAmt
Total Assets BOY$19,693,039TotalAssetsBOYAmt
Total Assets EOY$19,746,942TotalAssetsEOYAmt
Total Assets EOYFMV$24,403,815TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$19,693,039CapitalStockBOYAmt
Capital Stock EOY$19,746,942CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$19,693,039TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,746,942TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,693,039TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,746,942TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,693,039TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,268ExcessRevenueOverExpensesAmt
Other Increases$25,824OtherIncreasesAmt
Subtotal$19,748,131SubtotalAmt
Other Decreases$1,189OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,746,942TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
20924.59 COLUMBIA SHORT TERM BOND FD-I32024-09-202025-02-11$204,224$206,316-$2,092-$2,092
99.174 CONESTOGA SMALL CAP-INST2024-06-272025-02-11$7,920$7,075$845$845
810.137 VANGUARD INST INDEX-INST2024-09-202025-02-11$400,726$381,250$19,476$19,476
1908.656 ARTISAN INTL VALUE FUND-INS2024-09-202025-04-30$95,700$97,742-$2,042-$2,042
3135.853 COLUMBIA SHORT TERM BOND FD-I32024-09-202025-04-30$30,700$30,920-$220-$220
912.591 CONESTOGA SMALL CAP-INST2024-06-272025-04-30$64,000$65,104-$1,104-$1,104
141.554 DFA US S/C VALUE PORTFOLIO2025-02-112025-04-30$5,945$7,031-$1,086-$1,086
1292.97 DFA US S/C VALUE PORTFOLIO2021-01-082025-04-30$54,305$47,504$6,801$6,801
6487.342 DODGE & COX INCOME FUND2024-09-202025-04-30$82,000$84,984-$2,984-$2,984
813.157 EATON VANCE-ATLANTA SMID-R62025-02-112025-04-30$32,079$34,055-$1,976-$1,976
1607.629 EATON VANCE-ATLANTA SMID-R62011-10-112025-04-30$63,421$23,707$39,714$39,714
4671.623 FIDELITY MID CAP INDX-INS PR2025-02-112025-04-30$150,800$164,208-$13,408-$13,408
4090.74 GMO BENCHMARK-FREE ALLOC-I2024-09-202025-04-30$110,000$112,495-$2,495-$2,495
456. ISHARES CORE TOTAL US BOND MKT ETF2019-02-212025-04-30$45,143$48,870-$3,727-$3,727
3578.86 JOHCM INTERNATIONAL SEL-INST2024-09-202025-04-30$86,000$89,973-$3,973-$3,973
5845.278 LOOMIS SAYLES INCOME FUND-N12024-09-202025-04-30$69,325$70,669-$1,344-$1,344
2613.044 VANGUARD INST INDEX-INST2025-04-30$1,183,500$1,227,986-$44,486-$44,486
3992.836 COLUMBIA SHORT TERM BOND FD-I32024-09-202025-09-10$39,409$39,369$40$40
86486. COLUMBIA SHORT TERM BOND FD-I32023-04-282025-09-10$853,617$819,022$34,595$34,595
392.317 ARTISAN INTL VALUE FUND-INS2024-09-202025-11-13$21,805$20,091$1,714$1,714
1089.086 CONESTOGA SMALL CAP-INST2024-06-272025-11-13$76,835$77,695-$860-$860
62390.325 DODGE & COX INCOME FUND2025-11-13$806,083$759,731$46,352$46,352
8438.824 EATON VANCE-ATLANTA SMID-R62011-10-112025-11-13$331,730$124,445$207,285$207,285
6722.929 FPA CRESCENT FUND-SUPR INST2025-11-13$306,700$217,287$89,413$89,413
8730.213 GMO BENCHMARK-FREE ALLOC-I2024-09-202025-11-13$265,835$240,081$25,754$25,754
6160. ISHARES CORE TOTAL US BOND MKT ETF2025-11-13$617,725$648,432-$30,707-$30,707
3154.133 JOHCM INTERNATIONAL SEL-INST2024-09-202025-11-13$88,915$79,295$9,620$9,620
25913.642 LOCORR MACRO STRATEGIES-I2024-09-202025-11-13$207,050$207,098-$48-$48
29979.047 LOOMIS SAYLES INCOME FUND-N12024-09-202025-11-13$364,845$362,447$2,398$2,398
7065.517 VANGUARD DEVELOPED MKTS INDEX -1272024-04-172025-11-13$139,332$108,526$30,806$30,806
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
CAPITAL GAIN DIVIDENDS$237,475P
FieldValueIRS element (for citing)
Capital Gain Net Income$639,736CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,431InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,431SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,431TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,979EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,979TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$9,452TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TRUIST BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8042737445PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 919798AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32891ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TRUIST BANK
PO BOX 919798ORLANDOFL32891TRUSTEE1$173,648
PHILLIP M GATINS
PO BOX 919798ORLANDOFL32891ADVISORY BOARD1$0
JOHN GATINS
PO BOX 919798ORLANDOFL32891ADVISORY BOARD1$0
AUDREY GATINS
PO BOX 919798ORLANDOFL32891ADVISORY BOARD1$0
JEANETTE GATINS
PO BOX 919798ORLANDOFL32891ADVISORY BOARD1$0
JOHN STEPHENSON
PO BOX 919798ORLANDOFL32891ADVISORY BOARD1$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$23,049,603AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$427,208AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,476,811TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,476,811AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$352,152CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,124,659NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,156,233MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,156,233MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,431TaxBasedOnInvestmentIncomeAmt
Total Tax$15,431TotalTaxAmt
Distributable Before Adj$1,140,802DistributableBeforeAdjAmt
Recoveries Qualfied Distri$20,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,160,802DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,160,802DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,080,863ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,080,863QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,160,802DistributableAsAdjustedAmt
Undistributed Income PY$980,218UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,080,863QualifyingDistributionsAmt
Applied To Year1$980,218AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,645AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,060,157UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPHYLLIS HARRIS CO TRUIST BANKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1303 PEACHTREE ST 15TH FLAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30308ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4048139304RecipientPhoneNum
Form And Info And MaterialsAPPLICATION INFORMATION WWW.MURPHYFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPRIMARY FOCUS ON ORGANIZATIONS IN METRO ATLANTARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ATLANTA BELTLINE PARTNERSHIP
970 JEFFERSON ST NW SUITE 4ATLANTAGA30318NONEPCGENERAL OPERATING$35,000
ATLANTA BOTANICAL GARDENS
1345 PIEDMONT AVE NEATLANTAGA30309NONEPCGENERAL OPERATING$35,000
ATLANTA-FULTON COUNTY ZOO INC
800 CHEROKEE AVE SEATLANTAGA30315NONEPCGENERAL OPERATING$35,000
ATLANTA HABITAT FOR HUMANITY INC
824 MEMORIAL DRIVE SEATLANTAGA30316NONEPCGENERAL OPERATING$25,000
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PKWY NWATLANTAGA30327NONEPCGENERAL OPERATING$25,000
AUTOMOTIVE TRAINING CENTER
2210 SYLVAN RD STE MEAST POINTGA30344NONEPCGENERAL OPERATING$40,000
BEARINGS BIKE WORKS
982 MURPHY AVE SWATLANTAGA30310NONEPCGENERAL OPERATING$25,000
COMMUNITIES FOR CHILDREN
115 PERIMETER CENTER SUITE 960ATLANTAGA303502843NONEPCGENERAL OPERATING$15,000
COMMUNITY FOUNDATION OF GREATER ATLANTA
191 PEACHTREE ST NE STE 1000ATLANTAGA30303NONEPCGENERAL OPERATING$40,000
CRISTO REY ATLANTA JESUIT HIGH
222 PIEDMONT AVE NEATLANTAGA30308NONEPCSCHOLARSHIPS$37,000
EARTH UNIVERSITY FOUNDATION
151 ELLIS ST NE FL 1 STE 133ATLANTAGA30303NONEPCGENERAL OPERATING$25,000
GEORGIA STATE UNIVERSITY FOUNDATION
POST OFFICE BOX 2668ATLANTAGA30301NONEPCGENERAL OPERATING$40,000
HISTORIC OAKLAND FOUNDATION
374 MARTIN LUTHER KING JUNIOR DRIVEATLANTAGA30312NONEPCGENERAL OPERATING$55,000
IANS FRIENDS FOUNDATION INC
855 MARSEILLES DRATLANTAGA30327NONEPCGENERAL OPERATING$25,000
INTOWN COLLABORATIVE MINISTRIES
1026 PONCE DE LEON AVE NEATLANTAGA30306NONEPCGENERAL OPERATING$40,000
LIFECYCLE BUILDING CENTER INC
1116 MURPHY AVENUE SOUTHWESTATLANTAGA30310NONEPCGENERAL OPERATING$35,000
MADISON-MORGAN CONSERVANCY INC
OLD POST RDMADISONGA30650NONEPCGENERAL OPERATING$25,000
MERCER UNIVERSITY
1501 MERCER UNIVERSITY DRMACONGA31207NONEPCGENERAL OPERATING$25,000
MORGAN COUNTY FOUNDATION DBA
434 SOUTH MAIN STMADISONGA30650NONEPCGENERAL OPERATING$50,000MADISON-MORGAN CULTURAL CENTER
POWER ATLANTA INC
1024 AVON AVENUE SWATLANTAGA30310NONEPCGENERAL OPERATING$25,000
REACH FOR EXCELLENCE
3790 ASHFORD DUNWOODY RD NEATLANTAGA30319NONEPCGENERAL OPERATING$45,000
SHEPHERD CENTER FOUNDATION
2020 PEACHTREE RD NWATLANTAGA30309NONEPCGENERAL OPERATING$35,000
SPIRIT OF AMERICA
2300 WILSON BOULEVARDARLINGTONVA22201NONEPCGENERAL OPERATING$15,000
THE NATURE CONSERVANCY OF GEORGIA
270 PEACHTREE STREET NW SUITE 1040ATLANTAGA30307NONEPCGENERAL OPERATING$35,000
TRINITY COMMUNITY MINISTRIES
21 LEONARD TATE STATLANTAGA30303NONEPCGENERAL OPERATING$35,000
TRUANCY INTERVENTION PROJECT GA INC
395 PRYOR STATLANTAGA30312NONEPCGENERAL OPERATING$30,000
UNIVERSITY OF GEORGIA FOUNDATION
1 PRESS PLACEATHENSGA30602NONEPCGENERAL OPERATING$56,000
WELLSPRING LIVING
3535 PEACHTREE RD NE 320ATLANTAGA30326NONEPCGENERAL OPERATING$25,000
WHOLESOME WAVE INC
PO BOX 3968BRIDGEPORTCT06605NONEPCGENERAL OPERATING$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$968,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$567,661ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$639,736ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,207,397ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,207,397TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$2,500Amt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
19765M213 COLUMBIA SHORT TERM
464287226 ISHARES CORE US AGGR$732,030$721,333
543495717 LOOMIS SAYLES BOND F

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (24 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
99NETA4L4 LIGHTHOUSE DIVERSIFIAT COST$673,492$1,632,821
277902235 EATON VANCE ATLANTA
411511504 HARBOR CAPITAL APPRE
922040100 VANGUARD INSTL INDEXAT COST$6,631,903$9,140,886
233203371 DFA INTERNATIONAL CO
30254T676 FPA CRESCENT FDAT COST$920,401$1,133,940
233203819 DFA US SMALL CAP VALAT COST$379,810$500,303
46435G268 ISHARES RUSSELL 2500
922908769 VANGUARD TOTAL STOCK
00888W478 INVESCO SMALL CAP GR
233203421 DFA EMERGING MARKETSAT COST$785,725$961,046
233203835 DFA REAL ESTATE SECU
31421N824 FEDERATED HERMES INT
46137V357 INVESCO S&P 500 EQUA
256210105 DODGE & COX INCOME FAT COST$1,374,473$1,437,678
742935489 OSTERWEIS STRATEGIC
04314H857 ARTISAN INTERNATIONAAT COST$887,614$932,159
207019704 CONESTOGA SMALL CAPAT COST$259,458$244,619
316146265 FIDELITY MID CAP INDAT COST$1,833,942$1,934,472
362014458 GMO BENCHMARK-FREE AAT COST$438,142$482,275
46653M849 JOHCM INTERNATIONALAT COST$853,403$943,941
540132305 LOCORR MACRO STRATEGAT COST$472,186$468,081
921943809 VANGUARD DEVELOPED MAT COST$1,597,819$1,946,654
543495717 LOOMIS SAYLES INCOMEAT COST$1,438,389$1,455,452

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
2025 TRANSACTIONS POSTED IN 2026$704
ADJUSTMENT TO INCOME$22
COST BASIS ADJUSTMENT$459
ROUNDING$4

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ALLOCABLE EXPENSE-PRINCIDesc
Revenue And Expenses Per Books$23,539RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$23,539DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
2024 TRANSACTIONS POSTED IN 2025$5,824
RECOVERY OF PRIOR YEAR GRANTS$20,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON QUALIFIED FOR$7,696$7,696$0
FOREIGN TAXES ON NONQUALIFIED$2,746$2,746$0

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