JOHN P MURPHY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P MURPHY FOUNDATION (EIN 34-6528308)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349106367
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:23:21-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 EAST NINTH STREET SUITE 1301 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 | 346528308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD J CLARK | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2166234770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 WEST 2ND ST SUITE 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD CLARK | PersonNm |
| Person Title | EXECUTIVE VP | PersonTitleTxt |
| Phone | 2166234770 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | CLARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 2163251700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $57,374,482 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 |
| Dividends Rev And Expnss | $1,171,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,171,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $756,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,530,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $756,662 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,068 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,680 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,931,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,930,890 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $729,599 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $91,305 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $641,924 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $167,961 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $167,961 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,569 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $958 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,611 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $40,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,957 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,957 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,746 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,605 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $17,180 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $57,452 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $57,452 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,630 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,630 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$98,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | -$98,373 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,186,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $266,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $883,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,113,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,113,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,299,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $266,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,996,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,368,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,664,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $634,694 | CashBOYAmt |
| Cash EOY | $867,829 | CashEOYAmt |
| Cash EOYFMV | $867,829 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $457,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $786,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $786,067 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $60,099 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $105,575 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $105,575 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $39,168,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,201,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,201,488 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,380,673 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,594,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,594,915 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,618,660 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,646,869 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,646,869 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $345,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $213,088 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $144,183 | LandBOYAmt |
| Land EOY | $132,208 | LandEOYAmt |
| Land EOYFMV | $132,208 | LandEOYFMVAmt |
| Other Assets BOY | $39,531 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,531 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,503,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,374,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,374,482 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $62 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $54,503,558 | CapitalStockBOYAmt |
| Capital Stock EOY | $57,374,420 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,503,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,374,420 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,503,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,374,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,503,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,368,103 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,238,965 | OtherIncreasesAmt |
| Subtotal | $57,374,420 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $57,374,420 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12,429,754 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,673,092 | CostOrOtherBasisAmt |
| Gain Or Loss | $756,662 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $756,662 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $756,662 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,141 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,141 | SubtotalAmt |
| Tax Based On Investment Income | $23,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,599 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $127,599 | TotalPaymentsAndCreditsAmt |
| Overpayment | $104,458 | OverpaymentAmt |
| Applied To ES Tax | $104,458 | 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 | OH | 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 | https://www.murphykulas.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD J CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166234770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 WEST 2ND ST SUITE 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA BROWNELL | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | vp/tRUSTEE | 5.0 | $38,750 | $0 | $0 |
| RICHARD J CLARK | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | EVP/SEC/TRUSTEE | 20.0 | $249,186 | $25,457 | $0 |
| NANCY MCCANN | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | PRES/TREAS/TRUSTEE | 20.0 | $299,956 | $0 | $0 |
| JOHN F O'BRIEN | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,750 | $0 | $0 |
| LESLIE RESNIK | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,750 | $0 | $0 |
| FREDERICK G STUEBER | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,750 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| clearstead | |||||
| 1100 superior avenue east suite 70 | CLEVELAND | OH | 44114 | INVESTMENT SERVICES | $70,000 |
| LOU GRASSO | |||||
| 3701 CASE RD | AVON | OH | 44011 | ACCOUNTING | $50,920 |
| 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 | $47,845,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,646,869 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,541,574 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,541,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,783,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,489,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,489,173 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,141 | TotalTaxAmt |
| Distributable Before Adj | $2,466,032 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,466,032 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,466,032 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,996,605 | 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 | $2,996,605 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,996,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,466,032 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $874,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $639,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $687,682 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $318,433 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,520,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,996,605 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,466,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $530,573 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,050,880 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $874,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,176,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $639,410 | ExcessFromYear3Amt |
| Excess From Year2 | $687,682 | ExcessFromYear2Amt |
| Excess From Year1 | $318,433 | ExcessFromYear1Amt |
| Excess From Current Year | $530,573 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY W MCCANN PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 WEST 2ND ST SUITE 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166234770 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS MUST SUBMIT 6 COPIES OF GRANT APPLICATION, COPIES OF TAX-EXEMPT CERTIFICATES & LETTERS FROM THE TREASURY DEPT CERTIFYING THAT THE APPLICANT IS A PUBLICLY SUPPORTED TAX EXEMPT ORGANIZATION, NOT A PRIVATE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | TRUSTEES MEET, USUALLY QUARTERLY, TO CONSIDER GRANT APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | JOHN P. MURPHY FOUNDATION CONFINES ITS GRANTS PRIMARILY TO COMMUNITY EDUCATIONAL, ARTS, HEALTH, SOCIAL SERVICE AND RELIGIOUS INSTITUTIONS IN THE GREATER CLEVELAND AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Akron Art Museum | |||||||
| ONE SOUTH HIGH STREET | AKRON | OH | 44308 | none | PC | PROGRAMMATIC SUPPORT | $5,000 |
| Apollo's Fire-Cleveland Baroque Orchestra | |||||||
| 3091 MAYFIELD RD | CLEVELAND HEIGHTS | OH | 44118 | none | PC | programmatic support | $25,000 |
| Arts Cleveland | |||||||
| 1900 SUPERIOR AVE E SUITE 130 | CLEVELAND | OH | 44114 | none | PC | programmatic support | $15,000 |
| Beck Center for the Arts | |||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | none | PC | programmatic support | $20,000 |
| BlueWater Chamber Orchestra | |||||||
| 3631 PERKINS AVENUE SUITE 4C NORTH | CLEVELAND | OH | 44114 | none | PC | programmatic support | $7,500 |
| Boys Hope Girls Hope | |||||||
| 9619 GARFIELD BOULEVARD | GARFIELD HEIGHTS | OH | 44125 | none | PC | programmatic support | $20,000 |
| Center for Arts-Inspired Learning | |||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | none | PC | programmatic support | $5,000 |
| Chagrin Documentary Film Festival | |||||||
| 49 WEST ORANGE ST 2 | CHAGRIN FALLS | OH | 44022 | none | PC | programmatic support | $1,000 |
| Chamber Fest Cleveland | |||||||
| 20620 JOHN CARROLL BLVD SUITE 21 | CLEVELAND | OH | 44118 | none | PC | programmatic support | $5,000 |
| CityMusic Cleveland | |||||||
| PO BOX 1930 | CLEVELAND | OH | 44106 | none | PC | programmatic support | $5,000 |
| Cleveland Ballet | |||||||
| 23030 MILES ROAD | CLEVELAND | OH | 44128 | none | PC | programmatic support | $43,500 |
| Cleveland Clinic Foundation | |||||||
| 95400 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $3,500 |
| Cleveland Council on World Affairs | |||||||
| 812 HURON ROAD NO 620 | CLEVELAND | OH | 44115 | none | PC | programmatic support | $5,000 |
| Cleveland Institute of Art | |||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $5,000 |
| Cleveland Institute of Music | |||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | programmatic support | $25,000 |
| Cleveland Jazz Orchestra | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $5,000 |
| Cleveland Modern Dance Association | |||||||
| 13110 SHAKER BLVD | CLEVELAND | OH | 44120 | none | PC | programmatic support | $12,000 |
| Cleveland Museum of Art | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | programmatic support | $39,500 |
| Cleveland Museum of Natural History | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | none | PC | programmatic support | $100,000 |
| Cleveland Music School Settlement | |||||||
| 11125 MAGNOLIA DR | CLEVELAND | OH | 44106 | none | PC | programmatic support | $25,000 |
| Cleveland Play House | |||||||
| BULKLEY BUILDING 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $15,000 |
| Cleveland Public Theatre | |||||||
| 6415 DETROIT ROAD | CLEVELAND | OH | 44102 | none | PC | programmatic support | $16,000 |
| Cleveland Rape Crisis Center | |||||||
| 526 SUPERIOR AVE | CLEVELAND | OH | 44114 | none | PC | programmatic support | $37,500 |
| Cleveland School of Arts Bd of Trustees | |||||||
| PO BOX 18265 | CLEVELAND | OH | 441180265 | none | PC | programmatic support | $15,000 |
| Cleveland Society for the Blind | |||||||
| 1909 EAST 101ST STREET | CLEVELAND | OH | 44106 | none | PC | programmatic support | $10,000 |
| Cleveland State University Foundation | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $10,000 |
| Cleveland Zoological Society | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | none | PC | programmatic support | $35,000 |
| College Now Greater Cleveland | |||||||
| TOWER CITY CENTER 50 PUBLIC SQUARE | CLEVELAND | OH | 44113 | none | PC | programmatic support | $15,000 |
| Cuyahoga Community College Foundation | |||||||
| 2900 COMMUNITY COLLEGE AVENUE | CLEVELAND | OH | 44114 | none | PC | programmatic support | $75,000 |
| Downtown Cleveland Alliance | |||||||
| 1010 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $25,000 |
| Dunham Tavern Museum | |||||||
| 6709 EUCLID AVE | CLEVELAND | OH | 44103 | none | PC | programmatic support | $1,000 |
| Fairhill Partners | |||||||
| 1220 FAIRHILL RD | CLEVELAND | OH | 44120 | none | PC | programmatic support | $1,500 |
| Friends of Breakthrough Schools | |||||||
| 3615 SUPERIOR AVE 3103A | CLEVELAND | OH | 44114 | none | PC | programmatic support | $4,000 |
| Great Lakes Theater Festival | |||||||
| 1501 EUCLID AVE STE 300 | CLEVELAND | OH | 44115 | none | PC | programmatic support | $61,000 |
| Greater Cleveland Film Commission | |||||||
| 1333 LAKESIDE AVENUE EAST | CLEVELAND | OH | 44114 | none | PC | programmatic support | $5,000 |
| Greater Cleveland Volunteers | |||||||
| 4415 EUCLID AVENUE NO 200 | CLEVELAND | OH | 44103 | none | PC | programmatic support | $6,000 |
| GroundWorks Dance Theater | |||||||
| 13125 SHAKER SQUARE | CLEVELAND | OH | 44120 | none | PC | programmatic support | $17,000 |
| Ideastream | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $43,000 |
| Karamu House | |||||||
| 2355 EAST 89TH STREET | CLEVELAND | OH | 44106 | none | PC | programmatic support | $7,500 |
| Kent State University Foundation | |||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | none | PC | programmatic support | $61,000 |
| Kol Israel Foundation | |||||||
| 3681 GREEN ROAD SUITE 306 | BEACHWOOD | OH | 44122 | none | PC | programmatic support | $1,000 |
| Lake View Cemetery Foundation | |||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $2,000 |
| LAND Studio | |||||||
| 1939 WEST 25TH STREET NO 200 | CLEVELAND | OH | 44113 | none | PC | programmatic support | $20,000 |
| Magnificat High School | |||||||
| 20770 HILLIARD BLVD | ROCKY RIVER | OH | 44116 | none | PC | programmatic support | $30,000 |
| Maltz Museum of Jewish Heritage | |||||||
| 2929 RICHMOND RD | BEACHWOOD | OH | 44122 | none | PC | programmatic support | $20,000 |
| Mandel Jewish Community Ctr of Cleveland | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | none | PC | programmatic support | $5,000 |
| Morgan Art of Paper Making Conservatory | |||||||
| 1754 EAST 47TH STREET | CLEVELAND | OH | 44103 | none | PC | programmatic support | $1,000 |
| Museum of Contemporary Art Cleveland | |||||||
| 11400 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $51,000 |
| Musical Arts Association | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 10115 | none | PC | programmatic support | $3,000 |
| National Council of Jewish Women | |||||||
| 475 RIVERSIDE DRIVE SUITE 1901 | NEW YORK | NY | 44102 | none | PC | programmatic support | $6,000 |
| Near West Theatre | |||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 44120 | none | PC | programmatic support | $10,000 |
| North Union Farmers Market | |||||||
| 13111 SHAKER SQUARE SUITE 301 | CLEVELAND | OH | 43215 | none | PC | programmatic support | $2,500 |
| Philanthropy Ohio | |||||||
| 37 WEST BROAD ST STE 800 | COLUMBUS | OH | 44122 | none | PC | programmatic support | $15,000 |
| Piano International Assn of N Ohio | |||||||
| 20600 CHAGRIN BLVD STE 1110 | SHAKER HEIGHTS | OH | 44115 | none | PC | programmatic support | $45,000 |
| Playhouse Square Foundation | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $107,500 |
| Professional Flair | |||||||
| 3030 EUCLID AVE SUITE 100 | CLEVELAND | OH | 441141022 | none | PC | programmatic support | $5,000 |
| Rock and Roll Hall of Fame & Museum | |||||||
| 1100 ROCK AND ROLL BOULEVARD | CLEVELAND | OH | 44103 | none | PC | programmatic support | $400,000 |
| Saint Martin de Porres High School | |||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44116 | none | PC | programmatic support | $2,500 |
| St Christopher Church | |||||||
| 20141 DETROIT ROAD | ROCKY RIVER | OH | 44107 | none | PC | programmatic support | $4,500 |
| St Edward High School | |||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44114 | none | PC | programmatic support | $85,000 |
| St Peter Parish | |||||||
| 1533 E 17TH ST | CLEVELAND | OH | 44115 | none | PC | programmatic support | $1,000 |
| St Vincent Charity Medical Center | |||||||
| 2351 EAST 22ND STREET | CLEVELAND | OH | 44113 | none | PC | programmatic support | $100,000 |
| Stella Maris | |||||||
| 1320 WASHINGTON AVE | CLEVELAND | OH | 44114 | none | PC | programmatic support | $2,000 |
| The City Club of Cleveland | |||||||
| 850 EUCLID AVENUE 2ND FLOOR | CLEVELAND | OH | 44106 | none | PC | programmatic support | $42,000 |
| The Musical Arts Association | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44131 | none | PC | programmatic support | $27,500 |
| The Musical Theater Project | |||||||
| 5755 GRANGER ROAD STE 830 | INDEPENDENCE | OH | 44115 | NONE | PC | programmatic support | $10,000 |
| The Salvation Army | |||||||
| 2507 E 22ND ST | CLEVELAND | OH | 441151854 | NONE | PC | programmatic support | $60,000 |
| United Way of Greater Cleveland | |||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44122 | NONE | PC | programmatic support | $130,000 |
| University Hospitals Health System | |||||||
| 3605 WARRENSVILLE CENTER ROAD | SHAKER HEIGHTS | OH | 44120 | NONE | PC | programmatic support | $65,000 |
| Verb Ballets | |||||||
| 3558 LEE RD | SHAKER HEIGHTS | OH | 44103 | NONE | PC | PROGRAMMATIC SUPPORT | $5,000 |
| Vocational Guidance Services | |||||||
| 2239 EAST 55TH ST | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $21,000 |
| Western Reserve Historical Society | |||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,113,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,171,548 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,068 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $756,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,931,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,931,278 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LOU GRASSO | $50,920 | $25,460 | $25,460 |
| BDO USA LLP | $29,600 | $14,800 | $14,800 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | clearstead | ContractorPersonNm |
| Explanation | INVESTMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - PNC-DIRECTED | $12,509,184 | $12,509,184 |
| CORPORATE BONDS - PNC-LTD MAT | $2,085,731 | $2,085,731 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS - PNC DIR COS | $35,489,266 | $35,489,266 |
| CORPORATE STOCKS - COLUMBUS | $2,712,222 | $2,712,222 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF PARTNERS III | FMV | $13,341 | $13,341 |
| TIFF PARTNERS IV | FMV | $3,999 | $3,999 |
| TIFF EQUITY PARTNERS 2006 | FMV | $24,825 | $24,825 |
| EARLY STAGE PARTNERS, L.P. | FMV | $50,055 | $50,055 |
| TIFF REALTY AND RESOURCES III | FMV | $55,057 | $55,057 |
| BLACK DIAMOND | FMV | $2,499,592 | $2,499,592 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER & HOSTETLER LLP | CategoryTxt |
| Legal Fees | $3,140 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,140 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $29,041 | $29,041 | $29,041 |
| SECURITY DEPOSIT | $8,379 | $8,379 | $8,379 |
| OTHER ASSETS | $2,111 | $2,111 | $2,111 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $1,745 | $1,745 |
| OFFICE EXPENSE | $81,968 | $81,968 |
| EVENTS | -$15,000 | -$15,000 |
| DUES AND MEMBERSHIPS | $5,122 | $5,122 |
| COST SHARE REIMBURSEMENT | -$172,208 | -$172,208 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CLASS ACTION SETTLEMENT | $2,384 | $2,384 |
| REIMBURSEMENT OF TAX PENALTY | $388 | |
| WORKERS COMPENSATION DIVIDEND | $296 | $296 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $4,238,965 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NBC DIRECT | $20,601 | $20,601 |
| TIFF | $6,165 | $6,165 |
| BRANDYWINE | $73 | $73 |
| COLUMBUS | $19,451 | $19,451 |
| LTD MAT HYBRID | $2,114 | $2,114 |
| HARTLAND | $70,000 | $70,000 |
| BLACK DIAMOND | $13,553 | $13,553 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,605 | $1,605 |
| FEDERAL EXCISE TAXES | $23,141 |