GINGER MURCHISON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GINGER MURCHISON FOUNDATION (EIN 75-2482261)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202303069349101115
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2023-11-02T11:37:48-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | Donald Jackson | PersonNm |
| Person Title | VP, Director. | PersonTitleTxt |
| Signature | 2023-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Donald | PersonFirstNm |
| Person Last | Jackson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,437,031 | 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 | $15,061 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,061 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $577,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $577,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,610,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,964,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,610,726 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$131,547 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,812 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,071,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,199,537 | 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 | $125,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $75,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $50,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $85,326 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $55,697 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,629 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $222,302 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $221,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $551 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,710 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $132 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $32,912 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,393 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,519 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,753 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,875 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,833 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $762,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $159,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,432,537 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,432,537 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,195,043 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,592,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,123,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,648,782 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,239,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,198,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,198,073 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $291,707 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $292,602 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $24,367,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,098,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,515,793 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $646,388 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $741,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $688,304 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,343,433 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,142,370 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,738,565 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,016 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,825 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $1,191 | LandEOYAmt |
| Land EOYFMV | $1,191 | LandEOYFMVAmt |
| Other Assets BOY | $2,503 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,503 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,503 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,599,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,476,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,437,031 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $31,599,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,476,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,599,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,476,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,599,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,476,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,599,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,123,230 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,476,208 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,476,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 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 | 2022-12-31 | $11,459,164 | $10,353,571 | $1,105,593 | $1,105,593 |
| long-term capital gain dist. | P | 2001-01-01 | 2022-12-31 | $114,380 | $114,380 | $114,380 | |
| K-1 pass-through capital gains (losses) | P | 2001-01-01 | 2022-12-31 | $390,753 | $390,753 | $390,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,610,726 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,918 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,918 | SubtotalAmt |
| Tax Based On Investment Income | $22,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,922 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $75,922 | TotalPaymentsAndCreditsAmt |
| Overpayment | $53,004 | OverpaymentAmt |
| Applied To ES Tax | $53,004 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | $33,000 |
| 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 | $125,000 | CompensationAmt |
| Employee Benefits | $30,750 | 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 | $53,160 |
| Luther King Capital Management | |||||
| 301 Commerce St Suite 1600 | Fort Worth | TX | 76102 | Investment Mgmt | $55,721 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,643,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $956,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,350,108 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,950,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $38,950,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,365,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,918,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,918,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,918 | TotalTaxAmt |
| Distributable Before Adj | $1,895,371 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,895,371 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,895,371 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,592,019 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,592,019 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,895,371 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,827,138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,827,138 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,592,019 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,895,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $696,648 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,523,786 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,523,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,827,138 | ExcessFromYear1Amt |
| Excess From Current Year | $696,648 | 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 (68 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 | $10,000 |
| Arise Africa | |||||||
| 316 Bailey Avenue | Fort Worth | TX | 76107 | N/A | PC | Support for educational programs in Lusaka Zambia | $10,000 |
| Athens Independent School District | |||||||
| 104 Hawn Street | Athens | TX | 75751 | N/A | GOV | Early College High School Program, PSAT & AP Placement Testing, School Programs | $35,000 |
| Athens Samaritans dba Labor or 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 | |||||||
| 3600 Gaston Avenue Ste 100 | Dallas | TX | 75246 | N/A | PC | To support research initiatives related to rehabilitation for traumatic brain injury patients | $110,172 |
| Baylor University School of Nursing | |||||||
| 3700 Worth Street | Dallas | TX | 75246 | N/A | PC | Facility Capital Improvements | $105,000 |
| Broadway Dallas Inc | |||||||
| P O Box 710336 | Dallas | TX | 75371 | N/A | PC | General operating support | $10,000 |
| The Carrell Clinic Foundation | |||||||
| 9301 Central Expwy Ste 400 | Dallas | TX | 75231 | N/A | PC | General operating support | $20,000 |
| CASA of Trinity Valley Inc | |||||||
| P O Box 2259 | Athens | TX | 75751 | N/A | PC | Support of training programs for staff and volunteers who work with children in foster care | $25,000 |
| Circle Ten Council Boy Scouts of Am | |||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Support for ScoutReach Program | $15,000 |
| City of Athens | |||||||
| 508 East Tyler Street | Athens | TX | 75751 | N/A | GOV | Facility Capital Improvements for Cain Center Recreation and Aquatics Center | $250,000 |
| Clayton Dabney Foundation | |||||||
| 6500 Greenville Ave Ste 342 | Dallas | TX | 75206 | N/A | PC | Support for programs for terminally ill children | $5,000 |
| Communities Foundation of N Texas | |||||||
| 777 Main Street Suite 2850 | Fort Worth | TX | 76102 | N/A | PC | Scholarship fund | $5,000 |
| Council for Life | |||||||
| 4516 Lovers Lane Ste 103 | Dallas | TX | 75225 | N/A | PC | General operating support | $5,000 |
| Dallas Baptist University | |||||||
| 3000 Mountain Creek Parkway | Dallas | TX | 75211 | N/A | PC | General operating support | $2,500 |
| Dallas Theological Seminary | |||||||
| 3909 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | General operating support | $20,000 |
| Denison Forum | |||||||
| 17304 Preston Road Ste 1060 | Dallas | TX | 75252 | N/A | PC | General operating support | $1,000 |
| Dwell With Dignity | |||||||
| 1127 Conveyor Lane | Dallas | TX | 75247 | 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 Improvements Projects | $65,000 |
| 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 | $360,000 |
| Fairhill School | |||||||
| 16150 Preston Road | Dallas | TX | 75248 | N/A | PC | Program support for education of students with learning differences | $5,000 |
| Faith in Action Outreach Inc | |||||||
| P O Box 862 | Malakoff | TX | 75148 | N/A | PC | General operating support | $5,000 |
| Family Research Council | |||||||
| 801 G Street NW | Washington | DC | 20001 | N/A | PC | General operating support | $2,500 |
| Family Talk | |||||||
| 540 Elkton Drive Suite 201 | Colorado Springs | CO | 80907 | N/A | PC | General operating support | $1,500 |
| 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 | $20,000 |
| First Liberty Institute | |||||||
| 2001 West Plano Parkway Suite 1600 | Plano | TX | 75075 | N/A | PC | General operating support | $25,000 |
| Focus on the Family | |||||||
| 8605 Explorer Drive | Colorado Springs | CO | 80920 | N/A | PC | General operating support | $15,000 |
| Gladney Center for Adoption | |||||||
| 6300 John Ryan Drive | Fort Worth | TX | 76132 | N/A | PC | Support of adoption programs | $1,000 |
| 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 County Historical Society | |||||||
| P O Box 943 | Athens | TX | 75751 | N/A | PC | Preservation of historical buildings | $2,500 |
| 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 |
| Hockaday School | |||||||
| 11600 Welch Road | Dallas | TX | 75229 | N/A | PC | General operating support for K-12 education | $11,000 |
| Jesuit College Preparatory School | |||||||
| 12345 Inwood Road | Dallas | TX | 75244 | N/A | PC | General operating support for 9-12 education | $1,000 |
| Joni Friends | |||||||
| P O Box 3333 | Agoura Hills | CA | 91376 | N/A | PC | General operating support | $2,000 |
| 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 | $15,000 |
| Malakoff ISD | |||||||
| 1308 FM 3062 | Malakoff | TX | 75148 | N/A | GOV | Student Mental Health Project | $70,865 |
| 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 |
| Momentous Institute | |||||||
| 106 E Tenth Street | Dallas | TX | 75203 | N/A | SO I | Support of programs that assist children afflicted by poverty, violence, abuse and family struggles | $130,000 |
| Mosaic Center | |||||||
| P O Box 154225 | Lufkin | TX | 75915 | N/A | PC | General operating support for women's programs | $3,000 |
| Musana Children's Home | |||||||
| 400 W South Boulder Rd Ste 1700 | Lafayette | CO | 80026 | N/A | PC | General operating support | $5,000 |
| 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 | $3,000 |
| Preston Hollow Presbyterian Church | |||||||
| 9800 Preston Road | Dallas | TX | 75230 | N/A | PC | Support of local missions programs | $10,000 |
| Rocky Mountain Biological Laborator | |||||||
| P O Box 519 | Crested Butte | CO | 81224 | N/A | PC | General operating support | $5,000 |
| Salvation Army Dallas | |||||||
| P O Box 38006 | Dallas | TX | 75235 | N/A | PC | General operating support | $1,000 |
| 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 | $10,000 |
| Sons of the American Revolution | |||||||
| 1010 Bel Air Drive | Athens | TX | 75751 | N/A | PC | Towards support of scholarships | $2,000 |
| 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 Teenage Baseball | |||||||
| 114 Center Ave 202 | Brownwood | TX | 76801 | 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 Navigators | |||||||
| P O Box 6000 | Colorado Springs | CO | 80934 | N/A | PC | General operating support | $2,500 |
| Tolson Group | |||||||
| 8111 Preston Road | Dallas | TX | 75225 | N/A | PC | General operating support | $5,000 |
| Trinity Christian Academy Foundatio | |||||||
| 17480 Dallas Parkway Ste 115 | Dallas | TX | 75287 | N/A | PC | Scholarships | $1,000 |
| 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 |
| University of Saint Mary | |||||||
| 4100 South 4th Street | Leavenworth | KS | 66048 | N/A | PC | General operating support | $20,000 |
| 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 | $20,000 |
| 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 |
| Wilkinson Center | |||||||
| P O Box 720248 | Dallas | TX | 75372 | N/A | PC | General operating support | $5,000 |
| Young Life | |||||||
| P O Box 520 | Colorado Springs | CO | 80901 | N/A | PC | Support of youth programs | $40,000 |
| Youth With A Mission San DiegoBaja | |||||||
| P O Box 5417 | Chula Vista | CA | 91912 | N/A | PC | Support for Homes of Hope Program | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,432,537 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,061 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $577,562 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $11 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,610,726 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| AP Energy Infrastructure | 901101 | $125,726 | 14 | -$35,801 | -$209 |
| Encap Flatrock M-stream II | 14 | $32,327 | |||
| Encap Flatrock M-streamIV | 901101 | -$252,997 | 14 | -$309 | -$255 |
| Espuela III K-1 | 14 | -$26 | |||
| Wynn-Crosby Pref. III | 14 | -$3 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$127,260 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,199,537 | ExclusionAmt |
| Related Or Exempt Function Incm | -$464 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,071,813 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11a | Tax-exempt or non-deductible pass-through |
| 11c | Tax-exempt or non-deductible pass-through |
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 | $5,900 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Laptop computer and keyboard | PropertyDesc |
| Acquired | 2022-03-16 | AcquiredDt |
| Cost Or Other Basis | $1,323 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.1000 | Rt |
| Current Year Expense | $132 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | K-1 pass-through Section 1231 loss | AssetDesc |
| Acquired | 2001-01 | AcquiredDt |
| How Acquired | Purchase | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $11 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $11 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $741,500 | EOYBookValueAmt |
| EOYFMV | $688,304 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equity investments | StockNm |
| EOY Book Value | $22,098,864 | EOYBookValueAmt |
| EOYFMV | $27,515,793 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $291,707 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $292,602 | USGovtObligationsEOYFMVAmt |
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 | $5,142,370 | BookValueAmt |
| EOYFMV | $5,738,565 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $693 | $693 | ||
| Machinery and Equipment | $3,323 | $2,132 | $1,191 | $1,191 |
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 (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| D & O insurance | $7,749 | $4,649 | $3,100 |
| Dues and subscriptions | $3,654 | $2,558 | $1,096 |
| Meals and entertainment | $127 | $44 | $38 |
| Miscellaneous | $1,723 | $1,723 | |
| Office supplies | $671 | $403 | $268 |
| Postage & delivery | $198 | $119 | $79 |
| Printing and copying | $631 | $379 | $252 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AP Energy Infrastructure | $89,716 | -$35,801 |
| Encap Flatrock M-stream II | $32,327 | $32,327 |
| Encap Flatrock M-streamIV | -$253,561 | -$309 |
| Espuela III K-1 | -$26 | -$26 |
| Wynn-Crosby Pref. III | -$3 | -$3 |
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 | $1,575 | $1,024 | $0 | $551 |
| Investment management | $220,727 | $220,727 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax paid | $52,092 | |
| Foreign tax paid | $10,710 | $10,710 |