GINGER MURCHISON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GINGER MURCHISON FOUNDATION (EIN 75-2482261)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202433069349101513
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T10:49:26-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evelyn H Moses CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 Bryn Mawr Dr | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 752482261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ginger Murchison Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GING | BusinessNameControlTxt |
| Phone | 2147399455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 Lyndon B Johnson Fwy 430 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Wills | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2024-11-01 | 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 | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,935,666 | 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 | $100,294 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,294 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $470,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $470,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $725,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,833,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $706,254 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $249,730 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $69,054 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,545,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,345,674 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $213,379 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $153,379 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $140,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $84,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $124,982 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $82,996 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,986 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $189,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $187,904 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,260 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,655 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $32,433 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,081 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,352 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,516 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,133 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $725,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $546,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,034,843 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,034,843 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,760,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $546,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,213,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,214,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $799,268 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,198,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,000,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,000,100 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $291,707 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $22,098,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,524,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,204,289 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $741,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $601,214 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $569,013 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,142,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,133,780 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,159,761 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,693 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,693 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,191 | LandBOYAmt |
| Other Assets BOY | $2,503 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,503 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,503 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,476,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,261,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,935,666 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $30,476,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,261,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,476,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,261,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,476,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,261,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,476,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,214,399 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,261,809 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,261,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | P | 2001-01-01 | 2023-12-31 | $8,701,172 | $8,106,936 | $594,236 | $594,236 |
| long-term capital gain dist. | P | 2001-01-01 | 2023-12-31 | $58,527 | $58,527 | $58,527 | |
| K-1 pass-through capital gains (losses) | P | 2001-01-01 | 2023-12-31 | $54,682 | $54,682 | $54,682 | |
| Loss on disposal of equipment | P | 2022-03-16 | 2023-01-01 | $1,191 | -$1,191 | -$1,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $706,254 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,191 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,110 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,110 | SubtotalAmt |
| Tax Based On Investment Income | $11,110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,004 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $53,004 | TotalPaymentsAndCreditsAmt |
| Overpayment | $41,894 | OverpaymentAmt |
| Applied To ES Tax | $41,894 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa Whisler | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147399455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 LBJ Fwy Ste 430 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|
| Donald Wills | |||||||
| 5710 LBJ Fwy Ste 430 | Dallas | TX | 75240 | Pres/Tr/Dir. | 30.00 | $200,000 | $67,240 |
| Donald Jackson | |||||||
| 5710 LBJ Fwy Ste 430 | Dallas | TX | 75240 | VP/Dir. | 10.00 | $13,379 | |
| Rusty Workman | |||||||
| 5710 LBJ Fwy Ste 430 | Dallas | TX | 75240 | Sec/Dir. | 5.00 | $0 | |
| Charles Wills | |||||||
| 5710 LBJ Fwy Ste 430 | Dallas | TX | 75240 | Director | 5.00 | $0 | |
| Jason Kulas | |||||||
| 5710 LBJ Fwy Ste 430 | Dallas | TX | 75240 | Director | 5.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Whisler | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 LBJ Fwy Suite 430 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Controller | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $140,000 | CompensationAmt |
| Employee Benefits | $34,200 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIBC National Trust CompanyAtlantic Trust | |||||
| 401 Congress Avenue Suite 2450 | Austin | TX | 78701 | Investment Mgmt | $57,608 |
| Luther King Capital Management | |||||
| 301 Commerce St Suite 1600 | Fort Worth | TX | 76102 | Investment Mgmt | $52,147 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,019,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,252,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,929,129 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,201,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $38,201,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $573,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,628,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,881,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,881,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,110 | TotalTaxAmt |
| Distributable Before Adj | $1,870,307 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,870,307 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,870,307 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,213,449 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,213,449 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,870,307 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,827,138 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $696,648 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,523,786 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,213,449 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,870,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $343,142 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,866,928 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,866,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,827,138 | ExcessFromYear2Amt |
| Excess From Year1 | $696,648 | ExcessFromYear1Amt |
| Excess From Current Year | $343,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Ginger Murchison Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 LBJ Frwy Suite 430 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2147399455 | RecipientPhoneNum |
| Form And Info And Materials | Contact Foundation for grant request requirements | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | September 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Contact Foundation for grant request requirements | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHA Art House Dallas | |||||||
| 2803 Taylor Street | Dallas | TX | 75226 | N/A | PC | General operating support | $5,000 |
| American Junior Golf Association In | |||||||
| 1980 Sports Club Drive | Braselton | GA | 30517 | N/A | PC | Towards scholarships | $5,000 |
| Arise Africa | |||||||
| 316 Bailey Avenue | Fort Worth | TX | 76107 | N/A | PC | Support for educational programs in Lusaka, Zambia | $5,000 |
| Athens Independent School District | |||||||
| 104 Hawn Street | Athens | TX | 75751 | N/A | GOV | Early College High School Program, PSAT & AP Placement Testing, School Programs | $225,000 |
| Athens Samaritans dba Labor of Love | |||||||
| P O Box 350 | Athens | TX | 75751 | N/A | PC | Support for programs that aid low income individuals with essential home repairs | $50,000 |
| Baylor Scott White Dallas Foundatio | |||||||
| 3800 Gaston Avenue Ste 100 | Dallas | TX | 75246 | N/A | PC | To support research initiatives related to rehabilitation for traumatic brain injury patients | $110,823 |
| Baylor University School of Nursing | |||||||
| 3700 Worth Street | Dallas | TX | 75246 | N/A | PC | Support for the School of Nursing Psychiatric Program | $100,000 |
| Broadway Dallas | |||||||
| 909 1st Avenue | Dallas | TX | 75210 | N/A | PC | General operating support | $10,000 |
| Carrell Clinic Foundation | |||||||
| 9301 N Centrral Expwy Ste 400 | Dallas | TX | 75231 | N/A | PC | General operating support | $5,000 |
| CASA of Trinity Valley Inc | |||||||
| P O Box 2259 | Athens | TX | 75751 | N/A | PC | Support for training programs for staff and volunteers who work with children in foster care | $30,000 |
| The Center for Integrative Counseli | |||||||
| 4305 MacArthur Avenue | Dallas | TX | 75209 | N/A | PC | General operating support | $5,000 |
| Communities Foundation of N Texas | |||||||
| 777 Main Street Suite 2850 | Fort Worth | TX | 76102 | N/A | PC | Scholarship fund | $5,000 |
| Doctors Without Borders USA | |||||||
| P O Box 5030 | Hagerstown | MD | 21741 | N/A | PC | General operating support | $5,000 |
| East Texas Arboretum and Botanical | |||||||
| P O Box 2231 | Athens | TX | 75751 | N/A | PC | Support for Capital Improvement Projects | $15,000 |
| East Texas Crisis Center | |||||||
| P O Box 847 | Athens | TX | 75751 | N/A | PC | Support for programs that provide services to victims of domestic violence in Henderson County | $15,000 |
| East Texas Community Clinic | |||||||
| P O Box 1610 | Athens | TX | 75751 | N/A | PC | Support for Primary Care Clinic focused on low income population in Henderson County | $150,000 |
| El Dorado Foundation Inc | |||||||
| 14605 N 73rd Street | Scottsdale | AZ | 85260 | N/A | PC | General operating support | $5,000 |
| Fairhill School | |||||||
| 16150 Preston Road | Dallas | TX | 75248 | N/A | PC | Program support for education of students with learning differences | $60,000 |
| Faith in Action Outreach Inc | |||||||
| P O Box 862 | Malakoff | TX | 75148 | N/A | PC | General operating support | $5,000 |
| Feeding the Kids Right Inc | |||||||
| P O Box 25183 | Fort Worth | TX | 76124 | N/A | PC | Support of outreach program providing food to low income children in Henderson County | $25,000 |
| Henderson County Community Partners | |||||||
| 420 Athens Brick Road | Athens | TX | 75751 | N/A | PC | Operating support of programs for abused children in Henderson County | $25,000 |
| Henderson County Food Pantry | |||||||
| P O Box 2062 | Athens | TX | 75751 | N/A | PC | General operating support of programs for indigent individuals in Henderson County | $75,000 |
| Henderson Co Retired School Personn | |||||||
| 3699 Sabine Street | Athens | TX | 75752 | N/A | PC | Books for children in Henderson County | $3,000 |
| Highland Park ISD Education Foundat | |||||||
| 4201 Grassmere Lane | Dallas | TX | 75205 | N/A | PC | General operating support for K-12 education | $5,000 |
| Keep Athens Beautiful | |||||||
| 203 M Prairieville | Athens | TX | 75751 | N/A | PC | Support of youth education programs and neighborhood clean up intiatives in Athens, Texas | $10,000 |
| Links Players International Inc | |||||||
| 755 N Peach Ave Ste E11 | Clovis | CA | 93611 | N/A | PC | General operating support | $10,000 |
| Malakoff ISD | |||||||
| 1308 FM 3062 | Malakoff | TX | 75148 | N/A | GOV | Student Mental Health Project | $72,020 |
| Mentoring Alliance | |||||||
| 1909 S Broadway Ave | Tyler | TX | 75701 | N/A | PC | Support of Academic Enrichment Summer Camps in Tyler and Whitehouse, Texas | $30,000 |
| Mercy Street | |||||||
| 3801 Holystone St | Dallas | TX | 75212 | N/A | PC | General operating support | $20,000 |
| Methodist Health System Foundation | |||||||
| 1441 N Beckley Ave | Dallas | TX | 75203 | N/A | PC | General operating support | $5,000 |
| Missouri Botanical Garden | |||||||
| 4344 Shaw Blvd | St Louis | MO | 63110 | N/A | PC | General operating support | $10,000 |
| Momentous Institute | |||||||
| 106 E 10th Street | Dallas | TX | 75203 | N/A | SO I | Support of programs that assist children affected by poverty, violence, abuse and family struggles | $120,000 |
| North Texas Food Bank | |||||||
| 3677 Mapleshade Lane | Plano | TX | 75075 | N/A | PC | General operating support | $30,000 |
| One Man's Treasure | |||||||
| 519 1-30 East 211 | Rockwall | TX | 75087 | N/A | PC | General operating support | $2,000 |
| Preston Hollow Presbyterian Church | |||||||
| 9800 Preston Road | Dallas | TX | 75230 | N/A | PC | Support of local mission programs | $10,000 |
| Public Library Fund Inc | |||||||
| 121 S Praireville St | Athens | TX | 75751 | N/A | PC | General operating support | $5,000 |
| Reformed University Fellowship | |||||||
| P O Box 890004 | Charlotte | NC | 28289 | N/A | PC | General operating support | $5,000 |
| Seal Legacy Foundation | |||||||
| 2525 Wallingwood Bldg 1 Ste 214 | Austin | TX | 78746 | N/A | PC | Support for programs aiding families of wounded and fallen United States Navy SEALs | $5,000 |
| Sons of the American Revolution | |||||||
| 1010 Bel Air Drive | Athens | TX | 75751 | N/A | PC | Towards support of scholarships | $1,000 |
| Southern Methodist University | |||||||
| P O Box 750333 | Dallas | TX | 75275 | N/A | PC | Scholarship support | $10,000 |
| Special Olympics Texas Inc | |||||||
| 7715 Chevy Chase Dr Ste 120 | Austin | TX | 78752 | N/A | PC | General operating support | $25,000 |
| Texas Teen-Age Baseball Assoc Inc | |||||||
| 231 Parkway Dr Ste 100 | Early | TX | 76802 | N/A | PC | Scholarships | $1,000 |
| The Exchange Club of East Dallas Fn | |||||||
| P O Box 720297 | Dallas | TX | 75372 | N/A | PC | General operating support | $10,000 |
| The University of Texas at Austin | |||||||
| P O Box 7458 | Austin | TX | 78713 | N/A | GOV | Scholarships for students in Henderson County & East Texas | $25,000 |
| Tolson Group | |||||||
| 8111 Preston Road | Dallas | TX | 75225 | N/A | PC | General operating support | $5,000 |
| Trinity Valley Community College | |||||||
| 100 Cardinal Way | Athens | TX | 75751 | N/A | PC | Support for scholarships and dual credit programs for students in Henderson County | $400,000 |
| United Way-Henderson County | |||||||
| P O Box 1435 | Athens | TX | 75751 | N/A | PC | General operating support for programs in Henderson County | $50,000 |
| Vision Africa Ministries | |||||||
| P O Box 600008 | Dallas | TX | 75360 | N/A | PC | Support of Medical Missions in Africa | $90,000 |
| Visiting Nurse Association | |||||||
| 1440 W Mockingbird Ln Suite 500 | Dallas | TX | 75247 | N/A | PC | Patient hospice program | $25,000 |
| West Dallas Community School | |||||||
| 2300 Canada Drive | Dallas | TX | 75212 | N/A | PC | General operating support and scholarships for students | $60,000 |
| Wesley-Rankin Community Center | |||||||
| 3100 Crossman Avenue | Dallas | TX | 75212 | N/A | PC | General operating support | $30,000 |
| YMCA of Metropolitan Dallas | |||||||
| 4144 N Central Expwy Ste 580 | Dallas | TX | 75204 | N/A | PC | General operating support | $10,000 |
| Young Life | |||||||
| P O Box 520 | Colorado Springs | CO | 80901 | N/A | PC | Support of youth programs | $10,000 |
| Youth With A Mission San DiegoBaja | |||||||
| P O Box 5417 | Chula Vista | CA | 91912 | N/A | PC | Support for Homes of Hope Program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,034,843 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,294 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $470,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,291 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $706,254 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| AP Energy Infrastructure | 901101 | $95,388 | 14 | $31,959 |
| Encap Flatrock M-stream II | 14 | $31,494 | ||
| Encap Flatrock M-streamIV | 901101 | $106,336 | 14 | $1,413 |
| Espuela III K-1 | 901101 | -$18,418 | 14 | $3,211 |
| Wynn-Crosby Pref. III | 901101 | -$2,000 | 14 | $347 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $200,597 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,345,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,545,641 | 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 and tax preparation | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $2,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| K-1 pass-through capital gains (losses) | 2001-01 | Purchase | 2023-12 | $610 | Cost | $610 |
| K-1 pass-through capital gains (losses) | 2001-01 | Purchase | 2023-12 | $18,681 | Cost | $18,681 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $601,214 | EOYBookValueAmt |
| EOYFMV | $569,013 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equity investments | StockNm |
| EOY Book Value | $21,524,212 | EOYBookValueAmt |
| EOYFMV | $31,204,289 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,133,780 | BookValueAmt |
| EOYFMV | $6,159,761 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Furniture and Fixtures | $693 | $693 |
| Machinery and Equipment | $2,000 | $2,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security deposit | Desc |
| BOY Book Value | $2,503 | BOYBookValueAmt |
| EOY Book Value | $2,503 | EOYBookValueAmt |
| EOYFMV | $2,503 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| D & O insurance | $8,008 | $4,805 | $3,203 |
| Dues and subscriptions | $1,231 | $739 | $492 |
| Meals and entertainment | $619 | $186 | $248 |
| Office supplies | $2,003 | $1,202 | $801 |
| Postage & delivery | $405 | $243 | $162 |
| Shredding | $568 | $341 | $227 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AP Energy Infrastructure | $127,347 | $32,150 |
| Encap Flatrock M-stream II | $31,494 | $31,494 |
| Encap Flatrock M-streamIV | $107,749 | $1,852 |
| Espuela III K-1 | -$15,207 | $3,211 |
| Wynn-Crosby Pref. III | -$1,653 | $347 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 401(k) Plan administration | $3,600 | $2,340 | $0 | $1,260 |
| Investment management | $185,564 | $185,564 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign tax paid | CategoryTxt |
| Amt | $6,655 | Amt |
| Net Investment Income | $6,655 | NetInvestmentIncomeAmt |