FW MURPHY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FW MURPHY FAMILY FOUNDATION (EIN 46-3948659)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202103189349100135
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T20:05:30-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463948659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FW Murphy Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FWMU | 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 | CAMILLE DIANE MURPHY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAMILLE DIANE | PersonFirstNm |
| Person Last | MURPHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,872,303 | 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 | $2,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $223,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100,331 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $118,843 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $313,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $63,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,592 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $14 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $14 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $137,494 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,714 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,442 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $950,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $778,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$637,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $936,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,330 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,677,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,033,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,847,116 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,462,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,250,291 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,870,857 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,075,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,438,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,872,303 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,075,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,438,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,075,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,438,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,075,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,438,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,075,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$637,474 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,438,278 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,438,278 | 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 | $99,995 | $127,721 | -$27,726 | -$27,726 |
| Passthrough K1 Capital Gain/(Loss) | $14,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,630 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,607 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,607 | SubtotalAmt |
| Tax Based On Investment Income | $2,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,793 | OverpaymentAmt |
| Applied To ES Tax | $2,700 | AppliedToESTaxAmt |
| Refund | $2,093 | RefundAmt |
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 | OK | 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 | DE | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Diane Murphy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 3.0 | $0 | $0 | $0 |
| Frank W Murphy III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pershing Advisor solutions llc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | one pershing plaza | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $63,592 | 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 | $2,123,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $583,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,858,166 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,565,561 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,565,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,362,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $668,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $668,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,607 | TotalTaxAmt |
| Distributable Before Adj | $665,497 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $665,497 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $665,497 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $778,442 | 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 | $778,442 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $778,442 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $665,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $776,585 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $778,442 | QualifyingDistributionsAmt |
| Applied To Year1 | $776,585 | AppliedToYear1Amt |
| Applied To Current Year | $1,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $663,640 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 36 DEGREES NORTH CO | |||||||
| 36 E CAMERON ST | TULSA | OK | 74103 | N/A | PC | General & Unrestricted | $50,000 |
| ALL STARS PROJECT INC | |||||||
| 543 WEST 42ND ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 |
| CAFE MOMENTUM | |||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | N/A | PC | General & Unrestricted | $5,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF TULSA | |||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | N/A | PC | Feed My Sheep | $150,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF TULSA | |||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | N/A | PC | Food Program | $30,000 |
| CATHOLIC LEADERSHIP INSTITUTE | |||||||
| 440 E SWEDESFORD RD STE 3040 | WAYNE | PA | 19087 | N/A | PC | General & Unrestricted | $25,000 |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | N/A | PC | Tulsa program | $10,000 |
| COMMIT2DALLAS | |||||||
| 3800 MAPLE AVE STE 800 | DALLAS | TX | 75219 | N/A | PC | Dallas Votes 4 Kids | $5,000 |
| COMMIT2DALLAS | |||||||
| 3800 MAPLE AVE STE 800 | DALLAS | TX | 75219 | N/A | PC | Data Informed Teacher Assessment Tool | $20,000 |
| FOUNDATION FOR TULSA SCHOOLS | |||||||
| 3027 S NEW HAVEN NO 116 | TULSA | OK | 74114 | N/A | PC | Partners in Education program | $10,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 6235 E 13TH ST | TULSA | OK | 74112 | N/A | PC | General & Unrestricted | $10,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC | |||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | N/A | PC | Andrew Wood Memorial Scholarship fund | $5,000 |
| READING PARTNERS | |||||||
| 180 GRAND AVE STE 800 | OAKLAND | CA | 94612 | N/A | PC | Reading Partners - Tulsa program | $25,000 |
| REVITALIZE T-TOWN INC | |||||||
| 14 E 7TH ST | TULSA | OK | 74119 | N/A | PC | General & Unrestricted | $5,000 |
| ROMAN CATHOLIC DIOCESE OF TULSA | |||||||
| 12300 E 91ST ST | BROKEN ARROW | OK | 74012 | N/A | PC | Holy Family Rectory | $21,000 |
| ROMAN CATHOLIC DIOCESE OF TULSA | |||||||
| 12300 E 91ST ST | BROKEN ARROW | OK | 74012 | N/A | PC | General & Unrestricted | $25,000 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | N/A | PC | Life Loyal Sig- Frank Murphy III | $2,500 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750181 | DALLAS | TX | 75275 | N/A | PC | Cox School of Business program | $25,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 1000 NORTH THIRD ST | ASPEN | CO | 81611 | N/A | PC | Society of Fellows | $10,000 |
| THE GEORGE W BUSH PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | N/A | PC | President's Council | $25,000 |
| TULSA AREA UNITED WAY | |||||||
| 1430 S BOULDER AVE | TULSA | OK | 74119 | N/A | PC | Alexis de Tocqueville Society program | $10,000 |
| TULSA COMMUNITY COLLEGE FOUNDATION | |||||||
| 6111 E SKELLY DR STE 608 | TULSA | OK | 74135 | N/A | PC | FW Murphy Family Endowed Scholarship fund | $25,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | N/A | PC | IMPACT Tulsa program | $20,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | N/A | PC | IMPACT- Social Change Leadership Program | $30,000 |
| TULSA DAY CENTER INC | |||||||
| 415 W ARCHER ST | TULSA | OK | 74103 | N/A | PC | General & Unrestricted | $75,000 |
| TULSA GARDEN CENTER INC | |||||||
| 2435 S PEORIA AVE | TULSA | OK | 74114 | N/A | PC | Outdoor Classroom Program | $10,000 |
| TULSA LEGACY CHARTER SCHOOL INC | |||||||
| 105 E 63RD ST N | TULSA | OK | 74126 | N/A | PC | to purchase Teacher Laptops for Remote Learning | $20,000 |
| TURNING POINT USA INC | |||||||
| 4940 EAST BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | General & Unrestricted | $20,000 |
| UNIVERSITY OF NOTRE DAME DU LAC | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PC | President's Circle | $25,000 |
| UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | N/A | PC | Coaches Enhancement Fund | $25,000 |
| YOUTH DEVELOPMENT OF TULSA INC | |||||||
| PO BOX 702298 | TULSA | OK | 74170 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,000 | 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 | $2,601 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,499 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $304 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,630 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$23,424 | 14 | $118,843 |
| Federal Tax Refund | 01 | $4,912 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$23,120 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $336,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $313,105 | 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 |
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): $(13,630) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $304 TOTAL PART I, LINE 6A: $(13,326) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $99,995 BOOK BASIS: $127,721 NET GAIN/(LOSS): $(27,726) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $14,096 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN ALERIAN MLP INDEX ET | $1,677,445 | $870,334 |
| OWL ROCK CAPITAL ORD SHS | $2,356,212 | $1,976,782 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHC DIRECT INV FUND I, L.P | $263,185 | $371,484 |
| CHC PRIVATE EQUITY 2015, L.P | $662,765 | $1,058,366 |
| CHC PRIVATE EQUITY 2017, L.P | $179,451 | $283,761 |
| CHC PRIVATE EQUITY 2019, L.P | $119,915 | $152,964 |
| CHCP DIRECT INVESTORS, L.P | $6,440 | $5,854 |
| CHCP GLOBAL SECURITIES, L.P | $2,831,516 | $4,308,602 |
| CHCP VALUE FUND (OFFSHORE), L. | $4,987,257 | $4,430,681 |
| LEGACY VENTURE IX | $185,239 | $244,809 |
| LEGACY VENTURE X, LLC | $14,523 | $14,336 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $42,442 | $42,442 | |
| K-1 Exp CHC DIRECT INV FUND I, | $4,936 | $4,778 | |
| K-1 Exp CHC PRIVATE EQUITY 201 | $17,215 | $17,050 | |
| K-1 Exp CHC PRIVATE EQUITY 201 | $10,563 | $9,734 | |
| K-1 Exp CHC PRIVATE EQUITY 201 | $8,539 | $8,353 | |
| K-1 Exp CHCP DIRECT INVESTORS, | $7,567 | $7,567 | |
| K-1 Exp CHCP GLOBAL SECURITIES | $33,295 | $33,295 | |
| K-1 Exp LEGACY VENTURE IX | $12,460 | $12,460 | |
| K-1 Exp LEGACY VENTURE X, LLC | $477 | $477 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss CHC DIRECT INV FUND I, L.P | -$15,971 | $678 |
| K-1 Inc/Loss CHC PRIVATE EQUITY 2015, L.P | $7,216 | $6,303 |
| K-1 Inc/Loss CHC PRIVATE EQUITY 2017, L.P | -$3,493 | $1,401 |
| K-1 Inc/Loss CHC PRIVATE EQUITY 2019, L.P | -$4,444 | -$1,650 |
| K-1 Inc/Loss CHCP DIRECT INVESTORS, L.P | $64,197 | $64,197 |
| K-1 Inc/Loss CHCP GLOBAL SECURITIES, L.P | $47,851 | $47,851 |
| K-1 Inc/Loss LEGACY VENTURE IX | $63 | $63 |
| Federal Tax Refund | $4,912 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $63,592 | Amt |
| Net Investment Income | $63,592 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $4,600 | |
| 990-T Extension for 2019 | $6,300 | |
| Foreign Tax Paid | $64 | $64 |
| IRS MISCELLANEOUS FEE | $307 | |
| MISCELLANEOUS FEE | $208 | |
| STATE EXTENSION FOR 2019 | $2,000 |