MURPHY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MURPHY FOUNDATION (EIN 71-6049826)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-08-30
- IRS object ID
- 202422439349100017
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-30T10:43:01-04:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710863001 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERS COX & GOBER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 N WASHINGTON AVE | AddressLine1Txt |
| City | EL DORADO | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71730 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 716049826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURP | BusinessNameControlTxt |
| Phone | 8708622884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N JEFFERSON SUITE 400 | AddressLine1Txt |
| City | EL DORADO | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT WILLIAMSON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8708622884 | PhoneNum |
| Signature | 2024-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | REGINA A LAMBERT | PreparerPersonNm |
| PTIN | P00530939 | PTIN |
| Phone | 8708629950 | PhoneNum |
| Preparation | 2024-08-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,984,915 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $270 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,050,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,050,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,463,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,587,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,463,109 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$81,780 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,607 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,431,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,516,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,813 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $56,437 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,271 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,136 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,135 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $389,875 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $389,875 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,616 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $102,995 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $600,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $413,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,198,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $713,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,798,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $413,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $771,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,366,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,102,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,247 | CashBOYAmt |
| Cash EOY | $102,506 | CashEOYAmt |
| Cash EOYFMV | $102,506 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $320,786 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $350,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $350,923 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,191,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,178,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,598,076 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,714,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,310,724 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,933,410 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,810 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,810 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $19,319,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,943,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,984,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $19,319,905 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,943,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,319,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,943,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,319,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,943,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,319,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,366,703 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,953,202 | SubtotalAmt |
| Other Decreases | $10,144 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,943,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| UBS POLEN LT SALES | P | 2022-01-01 | 2023-12-31 | $107,753 | -$107,753 | -$107,753 | |
| UBS POLEN ST SALES | P | 2023-01-01 | 2023-12-31 | $2,230 | $2,230 | $2,230 | |
| UBS FOUND ETF LT SALES | P | 2022-01-01 | 2023-12-31 | $154,741 | $154,741 | $154,741 | |
| UBS MUSA LT SALES | P | 2022-01-01 | 2023-12-31 | $679,150 | $679,150 | $679,150 | |
| UBS KAYNE LT SALES | P | 2022-01-01 | 2023-12-31 | $16,900 | -$16,900 | -$16,900 | |
| UBS MLP LT SALES | P | 2022-01-01 | 2023-12-31 | $312,921 | $312,921 | $312,921 | |
| UBS MLP LT SALES | P | 2022-01-01 | 2023-12-31 | $299,158 | $299,158 | $299,158 | |
| UBS LONDON LT SALES | P | 2022-01-01 | 2023-12-31 | $48,893 | $48,893 | $48,893 | |
| UBS LONDON ST SALES | P | 2023-01-01 | 2023-12-31 | $58,510 | $58,510 | $58,510 | |
| UBS FOUND LT SALES | P | 2022-01-01 | 2023-12-31 | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,463,109 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $60,740 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,226 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,226 | SubtotalAmt |
| Tax Based On Investment Income | $29,226 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,757 | EsPenaltyAmt |
| Tax Due | $30,983 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPANY OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8708624961 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N JEFFERSON | AddressLine1Txt |
| City | EL DORADO | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71730 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| R MADISON MURPHY | ||||||||
| 3125 CALION ROAD | EL DORADO | AR | 71730 | PRESIDENT/DI | 5.00 | $15,000 | $0 | $0 |
| BRETT WILLIAMSON | ||||||||
| 105 MAPLE RIDGE STREET | EL DORADO | AR | 71730 | SECRETARY/TR | 5.00 | $45,250 | $0 | $0 |
| SUZANNE N MURPHY | ||||||||
| 3125 CALION ROAD | EL DORADO | AR | 71730 | VICE PRESIDE | 2.50 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,219,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $542,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,762,498 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $71,762,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,076,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,686,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,534,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,534,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,226 | TotalTaxAmt |
| Distributable Before Adj | $3,505,077 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,505,077 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,505,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $771,182 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $2,484,469 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,255,651 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,505,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,989,375 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,255,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,989,375 | AppliedToYear1Amt |
| Applied To Current Year | $266,276 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,238,801 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRETT WILLIAMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N JEFFERSON SUITE 400 | AddressLine1Txt |
| City | EL DORADO | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71730 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8708624961 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM INCLUDING A COPY OF APPLICANT'S SCHOLASTIC RECORD. OTHER REQUESTS SHOULD BE MADE IN A LETTER SETTING OUT ALL PERTINENT DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | EDUCATIONAL GRANT APPLICATIONS SHOULD BE SUBMITTED BY AUGUST 1. | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATIONAL GRANTS ARE RESTRICTED TO STUDENTS FROM THE SOUTH ARKANSAS AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLAN HANCOCK COLLEGE V&E FOUNDATIO | |||||||
| 800 SOUTH COLLEGE DRIVE | SANTA MARIA | CA | 93454 | OPERATIONS | $30,000 | ||
| ARKANSAS CINEMA SOCIETY | |||||||
| PO BOX 7644 | LITTLE ROCK | AR | 72217 | OPERATIONS | $210 | ||
| ARKANSAS MUSEUM OF FINE ARTS | |||||||
| 2510 CANTRELL ROAD | LITTLE ROCK | AR | 72202 | OPERATIONS | $10,000 | ||
| ARKANSAS POLICY FOUNDATION | |||||||
| 111 CENTER STREET SUITE | LITTLE ROCK | AR | 72202 | OPERATIONS | $25,000 | ||
| BOY SCOUTS OF AMERICA DES | |||||||
| 118 WEST PEACH | EL DORADO | AR | 71730 | OPERATIONS | $7,500 | ||
| BOYS & GIRLS CLUB-SANTA MARIA | |||||||
| 901 NORTH RAILROAD AVENUE | SANTA MARIA | CA | 93458 | OPERATIONS | $10,000 | ||
| CARE CALHOUN ANIMAL RESCUE EFFO | |||||||
| P O BOX 783 | HAMPTON | AR | 71744 | OPERATIONS | $3,500 | ||
| CAL POLYTECHNIC STATE UNIVERSITY | |||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | OPERATIONS | $40,000 | ||
| CAMPFIRE USA | |||||||
| 915 ARKANSAS AVENUE | EL DORADO | AR | 71730 | OPERATIONS | $7,500 | ||
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE/DV3 | CLEVELAND | OH | 44195 | OPERATIONS | $25,000 | ||
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 EAST 42ND ST SUITE | NEW YORK | NY | 10168 | OPERATIONS | $5,000 | ||
| CRYSTAL BRIDGES MUSEUM OF AMERICAN | |||||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | OPERATIONS | $10,000 | ||
| ECONOMICS ARKANSAS | |||||||
| PO BOX 3447 | LITTLE ROCK | AR | 72203 | OPERATIONS | $10,000 | ||
| EDIBLE SCHOOLYARD NOLA | |||||||
| EDIBLE SCHOOLYARD NOLA | NEW ORLEANS | LA | 70119 | OPERATIONS | $27,500 | ||
| EL DORADO BOYS & GIRLS CLUB | |||||||
| 1201 NORTH WEST AVENUE | EL DORADO | AR | 71730 | OPERATIONS | $30,000 | ||
| EL DORADO FESTIVALS AND EVENTS | |||||||
| 101 EAST LOCUST STREET | EL DORADO | AR | 71730 | OPERATIONS | $5,000 | SHARED BOARDS | |
| EL DORADO SERVICE LEAGUE | |||||||
| P O BOX 1043 | EL DORADO | AR | 71731 | OPERATIONS | $4,000 | ||
| FAMILY ENTERPRISE USA | |||||||
| POB 17693 | ANAHEIM HILLS | CA | 92817 | OPERATIONS | $15,000 | ||
| FELSENTHAL BREAM FESTIVAL ASSOC | |||||||
| 1099 N 1ST STREET | FELSENTHAL | AR | 71747 | OPERATIONS | $500 | ||
| FIRST UNITED METHODIST CHURCH | |||||||
| 201 SOUTH HILL | EL DORADO | AR | 71730 | OPERATIONS | $10,000 | ||
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | OPERATIONS | $5,000 | ||
| GANNA WALSKA LOTUSLAND | |||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | OPERATIONS | $3,400 | ||
| GRALAND COUNTRY DAY SCHOOL | |||||||
| 55 CLERMONT STREET | DENVER | CO | 80220 | OPERATIONS | $10,000 | ||
| HATS FOR HOPE | |||||||
| PO BOX 139 | ARROYO GRANDE | CA | 93421 | OPERATIONS | $6,000 | ||
| HENDRIX COLLEGE | |||||||
| 1600 WASHINGTON AVENUE | CONWAY | AR | 72032 | OPERATIONS | $50,000 | ||
| HOPE LANDING | |||||||
| 214 HOPE LANDING | EL DORADO | AR | 71730 | OPERATIONS | $7,500 | ||
| HOT SPRINGS DOCUMENTARY FILM INST | |||||||
| P O BOX 6450 | HOT SPRINGS | AR | 71902 | OPERATIONS | $10,000 | ||
| MARIAN REGIONAL MEDICAL CENTER FOUN | |||||||
| 1400 EAST CHURCH STREET | SANTA MARIA | CA | 93454 | OPERATIONS | $25,000 | ||
| RED RIVER RADIO NETWORK | |||||||
| PO BOX 5250 | SHREVEPORT | LA | 71135 | OPERATIONS | $7,500 | ||
| SALVATION ARMY | |||||||
| 419 SOUTH MADISON | EL DORADO | AR | 71730 | OPERATIONS | $30,000 | ||
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA STREET SUIT | SANTA BARBARA | CA | 93101 | OPERATIONS | $10,000 | ||
| SANTA MARIA POLICE COUNCIL | |||||||
| PO BOX 7448 | SANTA MARIA | CA | 93456 | OPERATIONS | $2,500 | ||
| SANTA YNEZ VALLEY BOTANIC GARDEN | |||||||
| PO BOX 1623 | BUELLTON | CA | 93427 | OPERATIONS | $2,500 | ||
| SARH HOLDINGS INC | |||||||
| 2299 CHAMPAGNOLLE RD | EL DORADO | AR | 71730 | OPERATIONS | $2,484,469 | ||
| SOUTH ARKANSAS ARTS CENTER | |||||||
| 110 EAST 5TH STREET | EL DORADO | AR | 71730 | OPERATIONS | $120,000 | ||
| SOUTH ARKANSAS SYMPHONY | |||||||
| 100 WEST CEDAR STREET SU | EL DORADO | AR | 71730 | OPERATIONS | $25,000 | ||
| ST ANN CATHOLIC SCHOOL | |||||||
| 6529 STAGE ROAD | BARLETT | TN | 38134 | OPERATIONS | $10,000 | ||
| THE FAMILY SCHOOL | |||||||
| P O BOX 481 | LOS OLIVOS | CA | 93441 | OPERATIONS | $10,000 | ||
| THE MUSES INC | |||||||
| 428 ORANGE STREET | HOT SPRINGS | AR | 71901 | OPERATIONS | $25,000 | ||
| THE NATURE CONSERVANCY | |||||||
| 601 NORTH UNIVERSITY AVEN | LITTLE ROCK | AR | 72205 | OPERATIONS | $7,500 | ||
| THEA FOUNDATION | |||||||
| 401 MAIN STREET | NORTH LITTLE ROCK | AR | 72114 | OPERATIONS | $6,000 | SUITE 100 | |
| TURNING POINT | |||||||
| 2101 NORTH COLLEGE | EL DORADO | AR | 71730 | OPERATIONS | $5,000 | ||
| UCAPS | |||||||
| PO BOX 204 | EL DORADO | AR | 71731 | OPERATIONS | $15,000 | ||
| UNION COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 148 | EL DORADO | AR | 71731 | OPERATIONS | $10,000 | ||
| UNITED WAY OF UNION COUNTY | |||||||
| 200 NORTH JEFFERSON SUIT | EL DORADO | AR | 71730 | OPERATIONS | $35,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,198,079 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,050,052 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,463,109 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PASSTHROUGH INCOME FROM K1S | 14 | -$97,108 | ||
| PASSTHROUGH INCOME FROM K1S | 14 | 523000 | $12,721 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,721 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,418,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,431,651 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,271 | Amt |
| Net Investment Income | $1,136 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,135 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COPIER ( 1/2 TOTAL COST) | 2008-07-18 | $929 | $929 | 200DB | 5.0000 |
| LAPTOP | 2013-02-21 | $2,881 | $2,881 | S/L | 5.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 70,000 SH MURPHY USA | $9,218 | $28,967,400 |
| 24,500 SH POTLATCHDELTIC | $105,351 | $980,245 |
| 552,205 SH MURPHY OIL CORPORATION | $1,064,336 | $24,650,431 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS INVESTMENT ACCOUNT | AT COST | $12,550,828 | $19,173,514 |
| MAVEN ROYALTY FUND | AT COST | $5,417 | $5,417 |
| KKR AMERICAS FUND XII LP | AT COST | $2,150,492 | $2,150,492 |
| EL DORADO HOSPITALITY SERVICES, LLC | AT COST | $213,302 | $213,302 |
| MUNERA | AT COST | $300,000 | $300,000 |
| ELLINGTON PRIVATE OPP FUND | AT COST | $728,879 | $728,879 |
| SOLAMERE SERIES IV | AT COST | $361,806 | $361,806 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDLINGS | CategoryOrItemTxt |
| Cost Or Other Basis | $3,810 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,810 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENTS | Desc |
| Amt | $10,144 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| DUES | $3,015 |
| MISCELLANEOUS | $10 |
| SERVICES OVERHEAD | $99,871 |
| OFFICE SUPPLIES | $40 |
| POSTAGE | $59 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $1,301 | $1,301 |
| CROSS OIL | $140 | $140 |
| GREAT LAKES | $1,007 | $1,007 |
| DK TRADING | $159 | $159 |
| PASSTHROUGH INCOME FROM K1S | -$97,108 | |
| PASSTHROUGH INCOME FROM K1S | $12,721 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS INVESTMENT FEES | $164,875 | $164,875 |
| STEPHENS CONSULTING FEE | $225,000 | $225,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAX | $7 | $7 |
| FOREIGN TAX WITHHELD FROM DIVIDE | $3,609 | $3,609 |
| FEDERAL INCOME TAXES | $26,268 |