JEROME S AND GRACE H MURRAY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JEROME S AND GRACE H MURRAY FOUNDATION (EIN 52-1805567)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201923129349100632
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T11:41:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271337276 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY RENNER & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3026 MITCHELLVILLE RD STE 203 | AddressLine1Txt |
| City | BOWIE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 207162726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521805567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME S& GRACE H MURRAY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EILEEN M DILLON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERO | BusinessNameControlTxt |
| Phone | 4102575344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 227 | AddressLine1Txt |
| City | OWINGS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20736 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN M DILLON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4102575344 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW R BRADY CPA | PreparerPersonNm |
| PTIN | P00633145 | PTIN |
| Phone | 3012490703 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.148.95.185 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 11:41:43 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AED97AA0383F248074B76C15AC0301F1AB56F51A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AED97AA0383F248074B76C15AC0301F1AB56F51A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,724,554 | 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 | $1,370 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,370 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $334,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $334,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,221,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,221,774 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$127,728 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,429,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,695 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $9,186 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,186 | PensionEmplBnftNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $116,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,871 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,291 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,291 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,773 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,773 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $854 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $854 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,401 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $213,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $785,046 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $785,046 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $998,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $785,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $431,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $224,716 | CashBOYAmt |
| Cash EOY | $609,840 | CashEOYAmt |
| Cash EOYFMV | $609,840 | CashEOYFMVAmt |
| Corporate Stock BOY | $21,134,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,664,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,664,008 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $375,419 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $450,706 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $450,706 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,734,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,724,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,724,554 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $21,734,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,724,554 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,734,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,724,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,734,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,724,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,734,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $431,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,088,550 | OtherIncreasesAmt |
| Subtotal | $23,254,684 | SubtotalAmt |
| Other Decreases | $7,530,130 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,724,554 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $764,986 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,844,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055255 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $748,121 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,561,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045172 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $759,006 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,165,464 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $736,411 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,363,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047932 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $711,439 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,727,038 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048308 | DistributionYr5Rt |
| Total Distribution | 0.246715 | TotalDistributionRt |
| Average Distribution | 0.049343 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,043,247 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $840,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,823 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $842,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $785,046 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,646 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,646 | SubtotalAmt |
| Tax Based On Investment Income | $3,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Overpayment | $1,022 | OverpaymentAmt |
| Applied To ES Tax | $1,022 | 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 | MD | 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 | WWW.JGMURRAYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KIM HARRISON | IndividualWithBooksNm |
| Phone | 4102575344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2976 PENWICK LANE | AddressLine1Txt |
| Address Line2 | SUITE 104C | AddressLine2Txt |
| City | DUNKIRK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20754 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EILEEN M DILLON | ||||||||
| PO BOX 227 | OWINGS | MD | 20736 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STANTON MURRAY | ||||||||
| PO BOX 227 | OWINGS | MD | 20736 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEO K MURRAY | ||||||||
| PO BOX 227 | OWINGS | MD | 20736 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID ALTHOFF | ||||||||
| PO BOX 227 | OWINGS | MD | 20736 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRIS WHITE | ||||||||
| PO BOX 227 | OWINGS | MD | 20736 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM HARRISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2976 PENWICK LANE | AddressLine1Txt |
| Address Line2 | SUITE 104C | AddressLine2Txt |
| City | DUNKIRK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,000 | CompensationAmt |
| Employee Benefits | $4,500 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH DR STE 1950 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENTS | ServiceTypeTxt |
| Compensation | $116,871 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,267,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,302,789 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,302,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,043,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $852,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $852,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,646 | TotalTaxAmt |
| Distributable Before Adj | $848,516 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $848,516 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $848,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $785,046 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $785,046 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $785,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $848,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $619,602 | UndistributedIncomePYAmt |
| Qualifying Distributions | $785,046 | QualifyingDistributionsAmt |
| Applied To Year1 | $619,602 | AppliedToYear1Amt |
| Applied To Current Year | $165,444 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $683,072 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS KIM HARRISON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 227 | AddressLine1Txt |
| City | OWINGS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4102575344 | RecipientPhoneNum |
| Recipient Email Address | KIM@JGMURRARYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL REQUIRED ON WEBSITE AT WWW.JGMURRAYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REFER TO WEBSITE FOR DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO WEBSITE FOR RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS - SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 227 | AddressLine1Txt |
| City | OWINGS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | EOF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $785,046 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $785,046 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,370 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,221,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISC INCOME | 1 | $61 |
| LOSS ON K-1'S | 14 | -$127,789 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,429,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,429,741 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES - SEE SCH | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $1,221,774 | GrossSalesPriceAmt |
| Total Net | $1,221,774 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $14,664,008 | EOYBookValueAmt |
| EOYFMV | $14,664,008 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIFF | CategoryOrItemTxt |
| Book Value | $450,706 | BookValueAmt |
| EOYFMV | $450,706 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR ACCT UNREALIZED GAINS | Desc |
| Amt | $7,530,130 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADR CERTIFIED FEES | $1,600 | $1,600 |
| MISCELLANEOUS | $475 | $475 |
| BANK SERVICE CHARGE | $75 | $75 |
| OFFICE EXPENSE | $3,648 | $3,648 |
| POSTAGE & DELIVERY | $349 | $349 |
| TELEPHONE | $1,254 | $1,254 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISC INCOME | $61 |
| LOSS ON K-1'S | -$127,789 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,088,550 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | CategoryTxt |
| Amt | $116,871 | Amt |
| Net Investment Income | $116,871 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $8,591 | $8,591 |
| FEDERAL TAXES | $4,700 | $4,700 |