MARKHAM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARKHAM FAMILY FOUNDATION (EIN 81-0847409)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-22
- IRS object ID
- 202441139349100309
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-22T05:28:46-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760262208 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jay F Rea CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Sugar Creek Center Boulevard Su | AddressLine1Txt |
| City | Sugar Land | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810847409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Markham Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 8173662262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2103 Falcon Pass | AddressLine1Txt |
| City | Westlake | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murphy Markham | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8173662262 | PhoneNum |
| Signature | 2024-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Murphy | PersonFirstNm |
| Person Last | Markham | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jay F Rea | PreparerPersonNm |
| PTIN | P00751116 | PTIN |
| Phone | 2815659200 | PhoneNum |
| Preparation | 2024-04-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,571,124 | 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 | $4,563,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,677 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,677 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $225,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,517,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,304 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,785,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,122 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,304 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,190 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $21,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,406 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,128 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $45,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $545,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,239,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,304 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,355,987 | CashBOYAmt |
| Cash EOY | $180,841 | CashEOYAmt |
| Cash EOYFMV | $180,841 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $6,878,695 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,631,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,368,452 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $2,926,872 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,021,831 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,234,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,738,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,571,124 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,234,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,738,886 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,234,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,738,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,234,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,738,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,234,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,239,829 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,474,511 | SubtotalAmt |
| Other Decreases | $1,735,625 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,738,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| See statement attached | P | 2023-01-01 | 2023-12-31 | $346,889 | $0 | $341,585 | $5,304 | $0 | $0 | $0 | $5,304 |
| See statement attached | P | 2022-01-01 | 2023-12-31 | $4,170,511 | $0 | $4,189,634 | -$19,123 | $0 | $0 | $0 | -$19,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,819 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,304 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,776 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,776 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$9,776 | OriginalReturnOverpaymentAmt |
| Overpayment | $6,849 | OverpaymentAmt |
| Applied To ES Tax | $6,849 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Ms Lindsay M Hay | IndividualWithBooksNm |
| Phone | 8173662262 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 Wickham Lane | AddressLine1Txt |
| City | Southlake | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| E Murphy Markham IV | ||||||||
| 2103 Falcon Pass | Westlake | TX | 76262 | President,Director | 1.00 | $0 | $0 | $0 |
| Theresa L Markham | ||||||||
| 2103 Falcon Pass | Westlake | TX | 76262 | Secy,Director | 1.00 | $0 | $0 | $0 |
| Lindsay M Hay | ||||||||
| 2103 Falcon Pass | Westlake | TX | 76262 | Director | 2.00 | $7,500 | $0 | $0 |
| Lauren M Biery | ||||||||
| 2103 Falcon Pass | Westlake | TX | 76262 | Director | 1.00 | $0 | $0 | $0 |
| E Murphy Markham V | ||||||||
| 2103 Falcon Pass | Westlake | TX | 76262 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,150,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,899,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,050,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,050,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,899,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $494,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $494,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,927 | TotalTaxAmt |
| Distributable Before Adj | $492,038 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $492,038 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $492,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $500,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $492,038 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $29,048 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,383 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $920 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $492,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,962 | RemainingDistriFromCorpusAmt |
| Total Corpus | $92,470 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,048 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,383 | ExcessFromYear4Amt |
| Excess From Year3 | $920 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $42,157 | ExcessFromYear1Amt |
| Excess From Current Year | $7,962 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E Murphy and Theresa L Markham | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| 6 Stones | |||||||
| 209 N Industrial 241 | Bedford | TX | 76021 | PublicCharity | Unrestricted Use by6 Stones | $5,000 | |
| American Red Cross | |||||||
| 431 18th Street NW | Washington | DC | 20006 | PublicCharity | Unrestricted Use byAmerican Red Cross | $60,000 | N/A |
| Catholic Charities - Fort Worth | |||||||
| PO Box 15610 | Fort Worth | TX | 76119 | PublicCharity | Unrestricted Use byCatholic Charities - Fort Worth | $75,000 | |
| Catholic Charities - Dallas | |||||||
| 1421 W Mockingbird Lane | Dallas | TX | 75247 | PublicCharity | Unrestricted Use byCatholic Charities - Dallas | $35,000 | N/A |
| Catholic CHESS Project | |||||||
| PO Box 4167 | Citrus Heights | CA | 956114167 | PublicCharity | Unrestricted Use byCatholic CHESS Project | $15,000 | |
| Capuchin Franciscan Fathers | |||||||
| 220 37th Street | Pittsburg | PA | 15201 | PublicCharity | Unrestricted Use byCapuchin Franciscan Fathers | $15,000 | |
| Climb Haier International Inc | |||||||
| 3118 Cumberland Brook Ln | Katy | TX | 77494 | PublicCharity | Unrestricted Use byClimb Haier International, Inc. | $25,000 | |
| Community Enrichment Center | |||||||
| 6250 Northeast Loop 820 | NRH | TX | 76180 | PublicCharity | Unrestricted Use byUnrestricted Use byCommunity Enrichment Center | $10,000 | |
| Cross Catholic Outreach | |||||||
| PO Box 97168 | Washington | DC | 20090 | PublicCharity | Unrestricted Use byUnrestricted Use byCross Catholic Outreach | $10,000 | N/A |
| Educate the Children Bolivia | |||||||
| 820 West Loop 820 South | Fort Worth | TX | 76108 | PublicCharity | Unrestricted Use byEducate the Children Bolivia | $5,000 | |
| Feed My Starving Children | |||||||
| 1680 N Glenview Drive 300 | Richardson | TX | 75081 | PublicCharity | Unrestricted Use byFeed My Starving Children | $10,000 | |
| Food for the Poor Inc | |||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | PublicCharity | Unrestricted Use byFood for the Poor, Inc. | $50,000 | |
| Grace | |||||||
| PO Box 412 | Grapevine | TX | 76099 | PublicCharity | Unrestricted Use byGrace | $20,000 | |
| Holy Name Catholic Church | |||||||
| 524 Oak Street | Steamboat Spring | CO | 80477 | PublicCharity | Unrestricted Use byHoly Name Catholic Church | $10,000 | |
| International Relief Teams | |||||||
| 4560 Alvarado Canyon Road | San Diego | CA | 91290 | PublicCharity | Unrestricted Use byInternational Relief Teams | $10,000 | |
| Maryknoll Fathers & Brothers | |||||||
| PO Box 302 | Maryknoll | NY | 105450345 | PublicCharity | Unrestricted Use byMaryknoll Fathers & Brothers | $5,000 | |
| Metroport Meals on Wheels | |||||||
| 428 North Highway 377 | Roanoke | TX | 76262 | PublicCharity | Unrestricted Use byMetroport Meals on Wheels | $5,000 | |
| Mission ArlingtonMission Metroplex | |||||||
| 210 W South Street | Arlington | TX | 76010 | PublicCharity | Unrestricted Use byMission Arlington/Mission Metroplex | $10,000 | |
| Missionaries of Charity | |||||||
| 335 East 145th Street | Bronx | NY | 10451 | PublicCharity | Unrestricted Use byMissionaries of Charity | $10,000 | |
| Operations Blessings | |||||||
| 977 Centerville Turmpike | Virgina Beach | VA | 23463 | PublicCharity | Unrestricted Use byOperations Blessings | $15,000 | |
| Project Hope | |||||||
| PO Box 5029 | Hagerstown | MD | 217415029 | PublicCharity | Unrestricted Use byProject Hope | $12,500 | |
| Save The Children | |||||||
| PO Box 97132 | Washington | DC | 200907132 | PublicCharity | Unrestricted Use bySave The Children | $12,500 | |
| Tarrant Area Food Bank | |||||||
| 2600 Cullen Street | Fort Worth | TX | 76107 | Public Charity | Unrestricted Use byTarrant Area Food Bank | $10,000 | |
| The Samaritin Inn | |||||||
| 1710 N McDonald Street | McKinney | TX | 750718229 | PublicCharity | Unrestricted Use by The Samaritin Inn | $5,000 | |
| Union Gospel Mission of Dallas | |||||||
| 3211 Irving Blvd | Dallas | TX | 752476003 | PublicCharity | Unrestricted Use by Union Gospel Mission of Dallas | $40,000 | |
| William Sheehan Lab for Economic Development | |||||||
| 3104 Jenkins Nanovic Hall | Notre Dame | IN | 46556 | PublicCharity | Unrestricted Use by William Sheehan Lab forEconomic Development | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,677 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,303 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,303 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| E Murphy and Theresa Markham IV | |||||||
| 1 | 2103 Falcon Pass | Westlake | TX | 76262 | $1,203,485 | Yes (X) | |
| E Murphy and Theresa Markham IV | |||||||
| 2 | 2103 Falcon Pass | Westlake | TX | 76262 | $3,359,765 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2579 sh Vanguard S&P 500 ETF | $1,073,114 | 2023-09-21 |
| 1 | 1020 sh Vanguard S&P 500 ETF | $441,517 | 2023-12-21 |
| 1 | 3187 sh Ishares Russell 10000 Growth Fund | $960,705 | 2023-12-21 |
| 1 | 11835 sh Ishares S&P 500 Growth ETF | $884,430 | 2023-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Jay Rea - CPA Tax Prep | $3,690 |
| Lindsay Hay Accounting | $7,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Grant Received - Value in Excess of Basis | $1,723,359 |
| Other | $12,266 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP Morgan Investment Fees | CategoryTxt |
| Amt | $21,406 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Withheld | $4,128 | $4,128 |
| Federal Excise Tax - 2023 | $9,000 |