JEROME S AND GRACE H MURRAY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEROME S AND GRACE H MURRAY FOUNDATION (EIN 52-1805567)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-18
- IRS object ID
- 202413239349100831
- Schema version
- 2023v5.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-18T15:34:29-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 521805567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerome S and Grace H Murray Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JERO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | david althoff | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-15 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,689,392 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,758 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,758 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $433,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $842,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,443,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $839,973 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,048 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,977 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,295,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,289,788 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,620 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,620 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,938 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,938 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,008 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,008 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $128,887 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,593 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $80,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,515 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,072 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $315,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $937,861 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $937,861 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,253,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,099,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,643 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $642,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $642,225 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,176,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,244,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,355,048 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,429,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,177,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,692,119 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,628,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,064,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,689,392 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,628,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,064,100 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,628,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,064,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,628,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,064,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,628,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,060 | OtherIncreasesAmt |
| Subtotal | $18,684,742 | SubtotalAmt |
| Other Decreases | $2,620,642 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,064,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $10,443,724 | $9,627,984 | $815,740 | $815,740 |
| Passthrough K1 Capital Gain/(Loss) | $24,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $839,973 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,287 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,287 | SubtotalAmt |
| Tax Based On Investment Income | $15,287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,193 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,193 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $635 | EsPenaltyAmt |
| Overpayment | $271 | OverpaymentAmt |
| Applied To ES Tax | $271 | 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 | 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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| David Althoff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| Eileen M Dillon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Leo K Murray | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Jerome Stanton Murray III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Cristopher White | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM HARRISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15400 AQUA CIRCLE | AddressLine1Txt |
| City | PORT CHARLOTTE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33981 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION PERSON | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,000 | CompensationAmt |
| Employee Benefits | $4,500 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Chase Metrotech Center | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112450001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $128,887 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,687,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,035,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,663,899 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,386,725 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,386,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,080,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,004,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,004,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,287 | TotalTaxAmt |
| Distributable Before Adj | $988,759 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $14,060 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,002,819 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,002,819 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,052,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,002,819 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $687,547 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,052,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $687,547 | AppliedToYear1Amt |
| Applied To Current Year | $364,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $637,867 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ms Kim Harrison | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 227 | AddressLine1Txt |
| City | Owings | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4102575344 | RecipientPhoneNum |
| Recipient Email Address | kim@jgmurrayfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | All required on website at www.jgmurrayfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Refer to website for deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | Refer to website for restrictions or limitations | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A FARM LESS ORDINARY | |||||||
| 17281 SIMMONS RD | PURCELLVILLE | VA | 20132 | N/A | PC | General & Unrestricted | $8,770 |
| ACADEMY OF THE SACRED HEART | |||||||
| 1250 KENSINGTON RD | BLOOMFLD HLS | MI | 48304 | N/A | PC | General & Unrestricted | $2,000 |
| ACHILLES INTERNATIONAL INC | |||||||
| 315 WEST 39TH ST STE 205 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $350 |
| ALBUQUERQUE COMMUNITY FOUNDATION | |||||||
| 624 TIJERAS AVE NW | ALBUQUERQUE | NM | 87102 | N/A | PC | General & Unrestricted | $500 |
| ALL AGES READ TOGETHER | |||||||
| 1141 ELDEN ST STE 200 | HERNDON | VA | 20170 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 132 WEST 32ND ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $29,710 |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $100 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| ANNAPOLIS MARITIME MUSEUM INC | |||||||
| PO BOX 3088 | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,000 |
| ANNE ARUNDEL COUNTY FOOD BANK INC | |||||||
| PO BOX 650 | CROWNSVILLE | MD | 21032 | N/A | PC | General & Unrestricted | $20,040 |
| ANNE ARUNDEL COUNTY PUBLIC LIBRARYFOUNDATION INC | |||||||
| 5 HARRY S TRUMAN PKWY | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $2,000 |
| ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING INC | |||||||
| 4318 N CARLIN SPRINGS RD | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $1,000 |
| ARMY EMERGENCY RELIEF | |||||||
| 2530 CRYSTAL DR STE 13161 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $600 |
| BE LOUD STUDIOS | |||||||
| 3600 PALMYRA ST | NEW ORLEANS | LA | 70119 | N/A | PC | General & Unrestricted | $1,350 |
| BELL POLICY CENTER | |||||||
| 303 E 17TH AVE STE 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $1,000 |
| BENJAMIN FRANKLIN HIGH SCHOOL ATHLETIC ASSOCIATION | |||||||
| 2001 LEON C SIMON DR | NEW ORLEANS | LA | 70122 | N/A | PC | General & Unrestricted | $350 |
| BEST BUDDIES | |||||||
| 2911 TURTLE CREEK BLVD 820 | DALLAS | TX | 75219 | N/A | PC | General & Unrestricted | $1,000 |
| BIKE HOUSE INC | |||||||
| 1535 MARION ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 5257 SHAW AVE STE 202 | SAINT LOUIS | MO | 63110 | N/A | PC | General & Unrestricted | $1,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 9619 GARFIELD BLVD | GARFIELD HTS | OH | 44125 | N/A | PC | General & Unrestricted | $1,000 |
| BUILDING BRIDGES ACROSS THE RIVER | |||||||
| 1901 MS AVE SE STE 101 | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $8,770 |
| Camp Wright | |||||||
| 400 CAMP WRIGHT LN | Stevensville | MD | 21666 | N/A | PC | General & Unrestricted | $3,000 |
| CHARTING CAREERS INC | |||||||
| 210 LEGION AVE 6463 | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $9,770 |
| CHATTAHOOCHEE NATIONAL PARK CONSERVANCY INC | |||||||
| 400 FERRY LNDG | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $8,770 |
| CHATTAHOOCHEE RIVERKEEPER INC | |||||||
| 6020 RIVER VIEW RD BLDG 7000 STE | MABLETON | GA | 30126 | N/A | PC | General & Unrestricted | $2,000 |
| CHECK-6 FOUNDATION INC | |||||||
| 2104 HERRING CREEK DR | ACCOKEEK | MD | 20607 | N/A | PC | General & Unrestricted | $2,000 |
| Check-6 Foundation Inc | |||||||
| 2104 Herring Creek Dr | Accokeek | MD | 20607 | N/A | PC | General & Unrestricted | $1,000 |
| CHEF ANN FOUNDATION | |||||||
| 5445 CONESTOGA COURT STE 150 | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $1,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $400 |
| CHESAPEAKE HOUSING MISSION | |||||||
| PO BOX 1061 | SALISBURY | MD | 21802 | N/A | PC | General & Unrestricted | $1,000 |
| CHRIST EPISCOPAL CHURCH INC | |||||||
| 151 W CHURCH AVE | LONGWOOD | FL | 32750 | N/A | PC | General & Unrestricted | $600 |
| COLORADO DEMOCRACY NETWORK | |||||||
| PO BOX 816 | DENVER | CO | 80201 | N/A | PC | General & Unrestricted | $500 |
| COLORADO SPRINGS COMMUNITY CULTURAL COLLECTIVE AT | |||||||
| 127 1/2 E BIJOU ST | COLORADO SPGS | CO | 80903 | N/A | PC | General & Unrestricted | $4,400 |
| COMPASS REGIONAL HOSPICE INC | |||||||
| 160 COURSEVALL DR | CENTREVILLE | MD | 21617 | N/A | PC | General & Unrestricted | $19,540 |
| COOL MINISTRIES | |||||||
| 800 W GLEN FLORA AVE | WAUKEGAN | IL | 60085 | N/A | PC | General & Unrestricted | $100 |
| CORNERSTONE COMMUNITY OUTREACH | |||||||
| 4615 N CLIFTON AVE | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $9,770 |
| CURTS CAFE | |||||||
| 3425 DEMPSTER ST | SKOKIE | IL | 60076 | N/A | PC | General & Unrestricted | $2,000 |
| DALLAS CASA | |||||||
| 2757 SWISS AVE | DALLAS | TX | 75204 | N/A | PC | General & Unrestricted | $1,000 |
| DEMANDACURE INC | |||||||
| 1117 AZTEC TRL | LUSBY | MD | 20657 | N/A | PC | General & Unrestricted | $1,000 |
| DIG FURNITURE BANK | |||||||
| 14 ELM ST | MILTON | PA | 17847 | N/A | PC | General & Unrestricted | $29,310 |
| DONT ACCEPT DAILY SHOOTINGS | |||||||
| 1601 ARAPAHOE ST FL 10 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $1,000 |
| DOWN SYNDROME ASSOCIATION OF CENTRAL KENTUCKY INC | |||||||
| 2265 HARRODSBURG RD STE 370 | LEXINGTON | KY | 40504 | N/A | PC | General & Unrestricted | $1,000 |
| DRAKE HOUSE INC | |||||||
| 10500 CLARA DRIVE STE A-5 | ROSWELL | GA | 30075 | N/A | PC | General & Unrestricted | $2,000 |
| DREAM CATCHERS | |||||||
| 10120 FIRE TOWER RD | TOANO | VA | 23168 | N/A | PC | General & Unrestricted | $37,280 |
| EYE OF THE STORM BOOSTER CLUB | |||||||
| 8359 SYCAMORE RD | MILLERSVILLE | MD | 21108 | N/A | PC | General & Unrestricted | $8,770 |
| Feeding America Tampa Bay Inc | |||||||
| 4702 TRANSPORT DRIVE BLDG 6 | Tampa | FL | 33605 | N/A | PC | General & Unrestricted | $4,400 |
| FLEUR DE QUE | |||||||
| PO BOX 750018 | NEW ORLEANS | LA | 70175 | N/A | PC | General & Unrestricted | $9,770 |
| FOUNDATION FOR DREAMS INC | |||||||
| 2600 HF SHEPHERD DR | DECATUR | GA | 30034 | N/A | PC | General & Unrestricted | $35,080 |
| FRIENDS OF FRANKLIN INC | |||||||
| PO BOX 76 | MC CLURE | PA | 17841 | N/A | PC | General & Unrestricted | $350 |
| GREAT EDUCATION COLORADO | |||||||
| 1355 S COLORADO BLVD STE C | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $8,770 |
| GREENHOUSE17 INC | |||||||
| PO BOX 55190 | LEXINGTON | KY | 40555 | N/A | PC | General & Unrestricted | $17,540 |
| HEALTHY BIRTH DAY INC | |||||||
| 1820 NW 118TH ST 220 | CLIVE | IA | 50325 | N/A | PC | General & Unrestricted | $19,540 |
| HOPE REINS INC | |||||||
| 3804 PIONEER TRL | NEW SMYRNA | FL | 32168 | N/A | PC | General & Unrestricted | $17,540 |
| INTERFAITH FAMILY SERVICES | |||||||
| 1651 MATILDA ST BLDG 1 | DALLAS | TX | 75206 | N/A | PC | General & Unrestricted | $8,770 |
| LEADERSHIP ANNE ARUNDEL INC | |||||||
| 801 CHASE ST 314A | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $23,540 |
| LEGACY MISSION VILLAGE | |||||||
| PO BOX 2984 | BRENTWOOD | TN | 37024 | N/A | PC | General & Unrestricted | $200 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 9150 CHESAPEAKE DR STE 100 | SAN DIEGO | CA | 92123 | N/A | PC | General & Unrestricted | $1,000 |
| LIBERTYVILLE TOWNSHIP GIFT FUND INC | |||||||
| 359 MERRILL CT | LIBERTYVILLE | IL | 60048 | N/A | PC | General & Unrestricted | $1,000 |
| LIVING OCEAN FOUNDATION | |||||||
| DR MOUNTAINVIEW | DALY CITY | CA | 94014 | N/A | PC | General & Unrestricted | $8,770 |
| LOUDOUN HUNGER RELIEF | |||||||
| 750 MILLER DR SE STE 110 | LEESBURG | VA | 20175 | N/A | PC | General & Unrestricted | $1,000 |
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDAT | |||||||
| 2000 MEDICAL PKWY STE 606 | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $55,071 |
| MARYLAND HALL FOR THE CREATIVE ARTS INC | |||||||
| 801 CHASE ST | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $3,000 |
| MESA POLICE FOUNDATION | |||||||
| 1744 S VAL VISTA DR | MESA | AZ | 85204 | N/A | PC | General & Unrestricted | $9,770 |
| METROPOLITAN PLANNING COUNCIL | |||||||
| 140 S DEARBORN ST STE 1400 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $8,770 |
| MIRACLE LEAGUE OF LOUISIANA INC | |||||||
| 15961 AIRLINE HWY | BATON ROUGE | LA | 70817 | N/A | PC | General & Unrestricted | $8,770 |
| MONTGOMERY COLLEGE FOUNDATION INC | |||||||
| 9221 CORPORATE BLVD | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $5,000 |
| MVLE INC | |||||||
| 7400 FULLERTON RD STE 110 | SPRINGFIELD | VA | 22153 | N/A | PC | General & Unrestricted | $18,540 |
| NAMI LEXINGTON KY INC | |||||||
| 498 GEORGETOWN ST | LEXINGTON | KY | 40508 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERIC | |||||||
| 9190 ROCKVILLE PIKE | Bethesda | MD | 20814 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL CAPITAL ASTRONOMERS | |||||||
| 5410 CONNECTICUT AVE NW APT 717 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN | |||||||
| 333 JOHN CARLYE ST STE 125 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 659 TOWER AVE FIRST FLOOR | HARTFORD | CT | 06112 | N/A | PC | General & Unrestricted | $2,000 |
| NEIGHBORHOOD CONNECTION INC | |||||||
| PO BOX 140 | SANTA CLARA | UT | 84765 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGHBORHOOD CONNECTIONS INC | |||||||
| PO BOX 207 | LONDONDERRY | VT | 05148 | N/A | PC | General & Unrestricted | $1,000 |
| NEW ORLEANS MUSEUM OF ART | |||||||
| 1 COLLINS DIBOLL CIR | NEW ORLEANS | LA | 70124 | N/A | PC | General & Unrestricted | $1,050 |
| NORTHERN VIRGINIA DENTAL CLINIC INC | |||||||
| 8221 WILLOW OAKS CORPORATE DR 450 | FAIRFAX | VA | 22031 | N/A | PC | General & Unrestricted | $1,000 |
| OC MUSIC FOUNDATION | |||||||
| 29941 AVENTURA STE D | RCHO STA MARG | CA | 92688 | N/A | PC | General & Unrestricted | $8,770 |
| PINEY BRANCH ELEMENTARY SCHOOL PTO | |||||||
| 8301 LINTON HALL RD | BRISTOW | VA | 20136 | N/A | PC | General & Unrestricted | $3,000 |
| PUBLIC ADVOCATES INC | |||||||
| 131 STEUART ST STE 300 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $1,350 |
| RADIO EYE INC | |||||||
| 1733 RUSSELL CAVE RD | LEXINGTON | KY | 40505 | N/A | PC | General & Unrestricted | $1,000 |
| RANDY D THROWER SCHOLARSHIP FOUNDATION | |||||||
| 200 SOMERSET CT | QUEENSTOWN | MD | 21658 | N/A | PC | General & Unrestricted | $1,000 |
| RAVENSCROFT SCHOOL INC | |||||||
| 7409 FALLS OF NEUSE RD | RALEIGH | NC | 27615 | N/A | PC | General & Unrestricted | $21,940 |
| RED WIGGLER FOUNDATION INC | |||||||
| PO BOX 968 | CLARKSBURG | MD | 20871 | N/A | PC | General & Unrestricted | $147,515 |
| RONALD MCDONALD HOUSE CHARITIES OF NORTHEAST OHIO | |||||||
| 10415 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | General & Unrestricted | $1,500 |
| SAM FOUNDATION INC | |||||||
| 103 COUNTY RD 717 | VALLEY HEAD | AL | 35989 | N/A | PC | General & Unrestricted | $1,000 |
| SAVING GRACE ANIMALS FOR ADOPTION INC | |||||||
| 13400 OLD CREEDMOOR RD | WAKE FOREST | NC | 27587 | N/A | PC | General & Unrestricted | $5,400 |
| SEEDS 4 SUCCESS INC | |||||||
| PO BOX 4042 | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $9,770 |
| SEVERN SCHOOL INC | |||||||
| 201 WATER ST | SEVERNA PARK | MD | 21146 | N/A | PC | General & Unrestricted | $8,770 |
| SHARED SCIENCE | |||||||
| 5318 E 2ND ST STE 602 | LONG BEACH | CA | 90803 | N/A | PC | General & Unrestricted | $2,000 |
| SO WHAT ELSE INC | |||||||
| 6901 ROCKLEDGE DR | BETHESDA | MD | 20817 | N/A | PC | General & Unrestricted | $8,770 |
| SPORTS PLUS GROUP INC | |||||||
| 14 GOLDEN ASH WAY | GAITHERSBURG | MD | 20878 | N/A | PC | General & Unrestricted | $25,425 |
| ST MARYS SCHOOL | |||||||
| 310 DUKE ST | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $8,770 |
| ST THOMAS AQUINAS CATHOLIC CHURCH ALPHARETTA INC | |||||||
| 535 RUCKER RD | ALPHARETTA | GA | 30004 | N/A | PC | General & Unrestricted | $1,000 |
| ST MARYS ELEMENTARY SCHOOL | |||||||
| 317 WASHINGTON ST | ST MARYS | WV | 26170 | N/A | GOV | General & Unrestricted | $3,000 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 20 FAIR ST | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $1,000 |
| STAR HOUSE FOUNDATION | |||||||
| 1220 CORRUGATED WAY | COLUMBUS | OH | 43201 | N/A | PC | General & Unrestricted | $2,100 |
| START THE ADVENTURE IN READING INC | |||||||
| 1545 STATE ST | NEW ORLEANS | LA | 70118 | N/A | PC | General & Unrestricted | $8,770 |
| STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUND | |||||||
| BENEFIT FOUNDATION INC 2D VILLAGE | STRATTON MOUNTAIN | VT | 05155 | N/A | PC | General & Unrestricted | $1,500 |
| TAMMY LYNN MEMORIAL FOUNDATION INC | |||||||
| 739 CHAPPELL DR | RALEIGH | NC | 27606 | N/A | PC | General & Unrestricted | $58,420 |
| THE ABLEGAMERS FOUNDATION INC | |||||||
| 179 E BURR BLVD STE Q | KEARNEYSVILLE | WV | 25430 | N/A | PC | General & Unrestricted | $9,270 |
| THE BEACON PLACE NFP | |||||||
| 603 S MCALISTER AVE | WAUKEGAN | IL | 60085 | N/A | PC | General & Unrestricted | $8,770 |
| THE CHRYSALIS CENTER | |||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | N/A | PC | General & Unrestricted | $1,000 |
| THE GUNSTON SCHOOL INCORPORATED | |||||||
| 911 GUNSTON RD | CENTREVILLE | MD | 21617 | N/A | PC | General & Unrestricted | $17,540 |
| THE JUBILEE ASSOCIATION OF MARYLAND INC | |||||||
| 10408 MONTGOMERY AVE | KENSINGTON | MD | 20895 | N/A | PC | General & Unrestricted | $10,770 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3535 MARKET ST SUITE 750 | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $1,000 |
| UPSCALE RUMMAGE SALE INC NFP | |||||||
| 616 E CENTER AVE | LAKE BLUFF | IL | 60044 | N/A | PC | General & Unrestricted | $100 |
| UPTOWN PEOPLES LAW CENTER | |||||||
| 4413 N SHERIDAN RD | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $9,770 |
| VERMONT ADAPTIVE SKI & SPORTS | |||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | N/A | PC | General & Unrestricted | $10,770 |
| WATERSIDE WORKSHOPS | |||||||
| 84 BOLIVAR DR | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $9,770 |
| WEST NASHVILLE SPORTS LEAGUE INC | |||||||
| PO BOX 50710 | NASHVILLE | TN | 37205 | N/A | PC | General & Unrestricted | $500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 54 NASHUA ST | MILFORD | NH | 03055 | N/A | PC | General & Unrestricted | $200 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF THE SUNCOAST I | |||||||
| 2469 ENTERPRISE RD | CLEARWATER | FL | 33763 | N/A | PC | General & Unrestricted | $17,540 |
| Young Mens Christian Association of the Suncoast I | |||||||
| 2469 ENTERPRISE RD | Clearwater | FL | 33763 | N/A | PC | General & Unrestricted | $2,000 |
| YOUTHAGE CULINARY PROGRAM INC | |||||||
| 508 N SEYMOUR AVE | MUNDELEIN | IL | 60060 | N/A | PC | General & Unrestricted | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $937,861 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,758 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $433,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,829 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $839,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,830 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,218 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,659 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,290,029 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,295,688 | 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 | Tax Return Preparation/Review | CategoryTxt |
| Amt | $7,008 | Amt |
| Disbursements Charitable Prps | $7,008 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | PART I LINE 6A (990-PF) | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $839,973 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $2,829 TOTAL PART I, LINE 6A: $842,802 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $10,443,724 BOOK BASIS: $9,627,984 NET GAIN/(LOSS): $815,740 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $24,233 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (159 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $94,456 | $104,295 |
| ABERCROMBIE & FITCH | $16,936 | $39,434 |
| ACCENTURE PLC | $21,937 | $35,442 |
| ADOBE SYSTEMS, INC | $281,288 | $341,255 |
| ADVANTEST CORP - ADR | $26,668 | $24,030 |
| ADYEN N.V. | $45,155 | $40,546 |
| ALPHABET INC CL A | $252,706 | $295,305 |
| AMAZON COM | $250,553 | $320,745 |
| AMERICAN EAGLES OUTFITTERS INC | $12,587 | $21,181 |
| AMERICAN EXPRESS CO | $139,645 | $176,849 |
| AMERICAN WOODMARK CORP | $14,699 | $17,549 |
| AMGEN INC | $116,012 | $139,402 |
| AMN HEALTHCARE SERVICES INC | $12,643 | $15,650 |
| AON PLC CL A | $24,302 | $34,340 |
| APPLE HOSPITALITY REIT INC | $12,906 | $16,610 |
| APPLE INC | $62,959 | $492,298 |
| ARCH CAPITAL GROUP LTD | $28,930 | $28,223 |
| ARES MANAGEMENT CORPORATION | $178,107 | $296,586 |
| ASGN INC | $20,369 | $40,007 |
| ASM INTERNATIONAL NV | $22,080 | $33,229 |
| ASML HOLDING NV NY REG SHS | $17,417 | $45,415 |
| ASTRAZENECA | $29,410 | $29,432 |
| ATLAS COPCO AB A SHS ADR | $12,502 | $23,887 |
| ATLASSIAN CORP CL A | $49,015 | $47,096 |
| AZENTA INC | $17,304 | $27,294 |
| BAE SYSTEMS PLC | $31,176 | $34,806 |
| BANK OF PRINCETON | $14,354 | $20,176 |
| BERKSHIRE HILLS BANCORP INC | $9,130 | $9,435 |
| BOOKING HOLDINGS INC | $124,831 | $145,436 |
| BROADCOM INC | $440,394 | $896,348 |
| BRP INC | $11,761 | $13,908 |
| CANADIAN NATURAL RESOURCES LTD | $21,250 | $21,360 |
| CANADIAN PACIFIC RAILWAY LTD | $39,839 | $57,556 |
| CATERPILLAR INC | $114,502 | $156,114 |
| CHENIERE ENERGY INC | $188,593 | $245,993 |
| CHEVRON CORP | $368,640 | $350,824 |
| CHURCHILL DOWNS INC | $21,993 | $39,400 |
| CME GROUP, INC | $104,867 | $113,303 |
| COHERENT CORP COM | $3,438 | $3,004 |
| COHU INC | $17,379 | $31,249 |
| COLUMBIA BANKING SYSTEM, INC | $20,708 | $21,237 |
| COLUMBUS MCKINNON CORPORATION | $9,138 | $10,848 |
| COMFORT SYSTEMS USA INC | $14,465 | $57,176 |
| COMMERCIAL METALS | $12,892 | $34,177 |
| COMMMUNITY HEALTHCARE TRUST | $26,754 | $14,172 |
| COMPASS GROUP PLC ADR | $18,059 | $17,854 |
| CONOCOPHILLIPS | $87,931 | $102,954 |
| CONSOL ENERGY, INC | $101,790 | $103,546 |
| COSTCO WHOLESALE CORPORATION | $204,185 | $225,747 |
| CROSS CTRY HEALTHCARE INC. | $11,150 | $28,323 |
| CROWDSTRIKE HOLDINGS, INC | $174,523 | $325,278 |
| CURTISS WRIGHT CP | $13,837 | $25,175 |
| DELL TECHNOLOGIES INC CLASS C | $76,429 | $128,291 |
| DIAMONDBACK ENERGY INC | $214,263 | $257,743 |
| DIME COMMUNITY BANCSHARES INC | $13,605 | $15,512 |
| EATON CORP PLC | $130,795 | $234,077 |
| ELI LILLY & CO | $265,595 | $329,350 |
| EMCOR GROUP INC | $19,071 | $27,575 |
| ENCOMPASS HEALTH CORPORATION | $12,397 | $16,213 |
| ENHABIT INC | $17,842 | $12,969 |
| EPAM SYSTEMS INC | $26,199 | $17,543 |
| EVEREST RE GROUP LTD | $13,997 | $20,861 |
| EVOLUTION GAMING GROUP AB ADR | $41,739 | $31,524 |
| EXPERIAN GROUP LTD S/ADR | $27,275 | $30,922 |
| FERGUSON PLC | $26,370 | $35,332 |
| FERRARI NV | $22,441 | $50,426 |
| FINANCIAL SELECT SECTOR SPDR F | $173,755 | $174,126 |
| FIRST CITIZENS BANCSHARES INC | $42,507 | $112,099 |
| FREEPORT-MCMORAN COPPER & GOLD | $199,155 | $198,887 |
| GENCOR INDUSTRIES INC | $34,249 | $53,504 |
| GOLDMAN SACHS GROUP | $243,694 | $296,271 |
| HAYWARD HOLDINGS INC | $17,625 | $25,459 |
| HELMERICH PAYNE | $10,115 | $10,359 |
| ICICI BK LTD ADS | $25,415 | $27,273 |
| ICON PLC - AMERICAN DEPOSITARY | $25,934 | $49,820 |
| INVESCO OPPENHEIMER DEVELOPING | $321,057 | $387,413 |
| ISHARES RUSSELL 2000 | $165,920 | $178,632 |
| JAZZ PHARMACEUTICALS INC | $12,403 | $13,407 |
| KB HOME | $23,601 | $44,409 |
| KINDER MORGAN INC | $117,644 | $109,915 |
| KLA TENCOR CORP | $193,391 | $234,264 |
| KVH INDUSTRIES INC | $21,333 | $11,567 |
| L'OREAL ADR | $27,114 | $29,028 |
| LA Z BOY INC | $9,172 | $11,667 |
| LAKELAND BANCORP INC | $17,589 | $17,822 |
| LEIDOS HOLDINGS INC | $17,906 | $21,756 |
| LEXINGTON REALTY TRUST | $18,315 | $16,487 |
| LINDE PLC COM | $22,894 | $28,339 |
| LOCKHEED MARTIN CORP | $115,213 | $121,922 |
| LSI INDUSTRIES INC | $20,378 | $31,793 |
| LULULEMON ATHLETICA INC | $363,780 | $563,441 |
| LVMH MOET HENN UNSP | $15,648 | $29,891 |
| MADISON SQUARE GARDEN ENTERTAI | $27,508 | $23,525 |
| MAGNACHIP SEMICONDUCTOR | $22,753 | $15,548 |
| MAGNOLIA OIL + GAS CORPORATION | $25,539 | $47,455 |
| MASTERCRAFT BOAT HOLDINGS, INC | $19,453 | $27,168 |
| MCDONALD'S CORP | $297,030 | $378,940 |
| MERCADOLIBRE, INC | $41,626 | $45,575 |
| MERCK & CO INC | $110,452 | $137,583 |
| META PLATFORMS INC | $379,361 | $611,288 |
| METALLUS INC | $13,673 | $24,693 |
| METHODE ELECTRONICS, INC | $9,113 | $7,092 |
| MFS INTL INTRINSIC VALUE FD I | $1,163,879 | $1,174,193 |
| MICROSOFT CORP | $438,581 | $1,111,949 |
| MILLER INDUSTRIES INC | $15,161 | $21,103 |
| MKS INSTRUMENTS, INC | $11,389 | $12,036 |
| MONSTER BEVERAGE CORP | $147,695 | $166,378 |
| MORGAN STANLEY | $436,993 | $476,228 |
| MUELLER IND INC | $31,910 | $104,673 |
| NESTLE S.A | $27,244 | $28,676 |
| NOBLE CORPORATION | $13,330 | $13,388 |
| NORTHWESTERN CORP | $12,141 | $11,552 |
| NOVO NORDISK A S | $249,735 | $411,731 |
| NVIDIA CORP | $330,206 | $771,057 |
| OCEANFIRST FINANCIAL CORP | $12,671 | $10,746 |
| OLD REP INTL CORP | $12,653 | $23,197 |
| ONEOK INC | $163,028 | $179,131 |
| ORASURE TECHNOLOGIES INC | $16,127 | $11,734 |
| PALO ALTO NETWORKS INC | $174,978 | $315,816 |
| PEPSICO INC | $114,252 | $121,775 |
| PERRIGO CO PLC | $26,399 | $26,484 |
| PHYSICIANS REALTY TRUST | $20,759 | $14,574 |
| PIONEER NAT RES CO | $125,052 | $132,005 |
| PROVIDENT FINL SVCS INC | $10,308 | $8,979 |
| QORVO INC | $24,679 | $33,333 |
| QUANEX CORP | $14,294 | $29,408 |
| SAFRAN SA - UNSPON ADR | $32,458 | $32,215 |
| SALESFORCE.COM | $177,988 | $237,089 |
| SANDY SPRING BANCORP INC | $12,051 | $10,215 |
| SCHNEIDER ELEC UNSP/ADR | $18,318 | $23,293 |
| SCIENCE APPLICATIONS INTERNATI | $17,616 | $24,988 |
| SELECT SECTOR SPDR ENERGY FUND | $90,470 | $89,290 |
| SELECTIVE INS GROUP INC | $34,907 | $60,285 |
| SILICOM LTD | $12,146 | $7,113 |
| SILICON MOTION TECHNOLOGY CORP | $9,398 | $10,600 |
| SPDR S&P 500 ETF TRUST | $311,430 | $315,131 |
| SPECTRUM BRANDS HOLDINGS INC | $16,794 | $21,697 |
| SPHERE ENTERTAINMENT CO | $13,614 | $13,720 |
| SPIRIT REALTY CAPITAL, INC | $13,371 | $17,738 |
| STARBUCKS CORP COM | $305,284 | $298,975 |
| STERIS PLC | $20,756 | $29,020 |
| TESLA MOTORS INC | $342,684 | $434,592 |
| TEXAS INSTRUMENTS INC | $130,109 | $144,209 |
| THE BLACKSTONE GROUP INC CL A | $144,276 | $202,140 |
| THOMSON REUTERS CORPORATION | $19,078 | $24,126 |
| TOWER SEMICONDCTOR LTD | $9,964 | $18,770 |
| TRANSDIGM GRP INC | $176,550 | $242,784 |
| TRUSTCO BK CORP NY | $13,114 | $12,824 |
| UBS AG | $24,978 | $24,844 |
| UNIVERSAL DISPLAY CORP | $16,844 | $20,656 |
| URBAN OUTFITTERS, INC | $22,421 | $37,332 |
| VERTIV CL A | $204,162 | $215,655 |
| VISTEON CORP | $9,635 | $18,111 |
| WASHINGTON FED INC | $35,414 | $38,530 |
| WASTE CONNECTIONS | $24,537 | $25,824 |
| WATSCO INC | $115,722 | $144,823 |
| WEBSTER FINL CORP | $20,157 | $26,751 |
| WILLIAMS COS | $163,550 | $164,363 |
| WILLIAMS SONOMA INC | $12,291 | $38,944 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TIFF PRIVATE EQUITY PTNRS 2013 | $74,283 | $133,983 |
| TIFF PRIVATE EQUITY PTNRS 2016 | $167,173 | $314,908 |
| TIFF PRIVATE EQUITY PTNRS 2017 | $201,637 | $360,587 |
| TIFF PRIVATE EQUITY PTNRS 2019 | $218,163 | $275,537 |
| TIFF PRIVATE EQUITY PTNRS 2020 | $206,823 | $256,175 |
| TIFF PRIVATE EQUITY PTNRS 2021 | $127,757 | $157,341 |
| TIFF PRIVATE EQUITY PTNRS 2022 | $151,189 | $155,439 |
| TIFF PRIVATE EQUITY PTNRS 2023 | $30,801 | $38,149 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,938 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,938 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET TO BOOK ADJUSTMENT | Desc |
| Amt | $2,620,642 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Set-Up Fee | $11,000 | $11,000 | |
| Bank Charges | $632 | $632 | |
| K-1 EXP TIFF PRV EQ PTNRS 2013 | $3,083 | $2,899 | |
| K-1 EXP TIFF PRV EQ PTNRS 2016 | $5,692 | $4,622 | |
| K-1 EXP TIFF PRV EQ PTNRS 2017 | $11,689 | $6,413 | |
| K-1 EXP TIFF PRV EQ PTNRS 2019 | $7,919 | $7,730 | |
| K-1 EXP TIFF PRV EQ PTNRS 2020 | $9,760 | $9,095 | |
| K-1 EXP TIFF PRV EQ PTNRS 2021 | $10,648 | $10,598 | |
| K-1 EXP TIFF PRV EQ PTNRS 2022 | $11,258 | $11,254 | |
| K-1 EXP TIFF PRV EQ PTNRS 2023 | $4,351 | $4,272 | |
| Office Supplies | $4,072 | $4,072 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc TIFF PRIVATE EQUITY PTNRS 2013 | $666 | $688 |
| K-1 Inc TIFF PRIVATE EQUITY PTNRS 2016 | $3,864 | $1,880 |
| K-1 Inc TIFF PRIVATE EQUITY PTNRS 2017 | $8,558 | $4,724 |
| K-1 Inc TIFF PRIVATE EQUITY PTNRS 2019 | $606 | $255 |
| K-1 Inc TIFF PRIVATE EQUITY PTNRS 2020 | $1,922 | $2,496 |
| K-1 Loss TIFF PRIVATE EQUITY PTNRS 2021 | -$3,872 | -$2,320 |
| K-1 Inc TIFF PRIVATE EQUITY PTNRS 2022 | $152 | $205 |
| K-1 Loss TIFF PRIVATE EQUITY PTNRS 2023 | -$848 | $49 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $14,060 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $128,887 | Amt |
| Net Investment Income | $128,887 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $3,193 | |
| 990-PF Excise Tax for 2022 | $342 | |
| Foreign Tax Paid | $3,593 | $3,593 |