JOHN P MURPHY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P MURPHY FOUNDATION (EIN 34-6528308)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349101008
- 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
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T13:05:12-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 32125 SOLON ROAD STE 200 | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | 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 | 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 J CLARK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2166234770 | PhoneNum |
| Signature | 2019-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4402488787 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.59.41.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34986820193175000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C7166AD04682B9F8980E46456EAB50843D73DF7E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A1EEB64FDF6F48C4FCD3E72704208A60224B91BD | 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 | $47,635,971 | 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 | $1,539,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,539,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,552,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,281,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,552,825 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,710 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,710 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,103,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,103,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $678,803 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $81,386 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $597,417 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $179,775 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $179,775 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,504 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $918 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,586 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,060 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,060 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,621 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,311 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,310 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,508 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $70,843 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,646 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $19,101 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $33,023 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $33,023 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,054 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,054 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$28,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | -$28,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,259,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $283,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $887,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,003,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,003,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,262,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $283,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,890,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,841,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,819,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,030,544 | CashBOYAmt |
| Cash EOY | $661,899 | CashEOYAmt |
| Cash EOYFMV | $661,899 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $760,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $682,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $682,013 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,400 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $40,661,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,348,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,348,101 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,598,228 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,471,396 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,471,396 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $311,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $266,838 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $266,838 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $340,091 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $178,927 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,724 | LandBOYAmt |
| Land EOY | $161,164 | LandEOYAmt |
| Land EOYFMV | $161,164 | LandEOYFMVAmt |
| Other Assets BOY | $39,606 | OtherAssetsBOYAmt |
| Other Assets EOY | $44,560 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $44,560 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,427,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,635,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,635,971 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $15,797 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,701 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,344 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,141 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $54,420,821 | CapitalStockBOYAmt |
| Capital Stock EOY | $47,617,830 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,420,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,617,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,427,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,635,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,420,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,841,526 | ExcessRevenueOverExpensesAmt |
| Subtotal | $58,262,347 | SubtotalAmt |
| Other Decreases | $10,644,517 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,617,830 | 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 |
| Gross Sales Price | $38,281,992 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,729,167 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,552,825 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,552,825 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,552,825 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,895,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,971,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061646 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,155,499 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,658,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,296,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $50,278,399 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065568 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,188,315 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,307,095 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,351,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,858,160 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07002 | DistributionYr5Rt |
| Total Distribution | 0.305574 | TotalDistributionRt |
| Average Distribution | 0.061115 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,429,205 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,776,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68,198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,844,604 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,890,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $68,198 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $68,198 | SubtotalAmt |
| Tax Based On Investment Income | $68,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,401 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $153,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $205,401 | TotalPaymentsAndCreditsAmt |
| Overpayment | $137,203 | OverpaymentAmt |
| Applied To ES Tax | $137,203 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | $36,000 | $0 | $0 |
| RICHARD J CLARK | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | EVP/SEC/TRUSTEE | 20.0 | $219,426 | $24,430 | $0 |
| NANCY MCCANN | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | PRES/TREAS/TRUSTEE | 20.0 | $284,947 | $0 | $0 |
| JOHN F O'BRIEN | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,000 | $0 | $0 |
| LESLIE RESNIK | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,000 | $0 | $0 |
| FREDERICK G STUEBER | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | clearstead | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 superior avenue east suite 70 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | 0 | ServiceTypeTxt |
| Compensation | $70,000 | 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 | $44,560,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,249,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $311,398 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,121,020 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,121,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,429,205 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,271,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,271,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,198 | TotalTaxAmt |
| Distributable Before Adj | $2,203,262 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,203,262 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,203,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,890,944 | 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 | $2,890,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $68,198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,822,746 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,203,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,031,764 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $749,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $874,782 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $639,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,295,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,890,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,203,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $687,682 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,983,215 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,031,764 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,951,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $749,577 | ExcessFromYear4Amt |
| Excess From Year3 | $874,782 | ExcessFromYear3Amt |
| Excess From Year1 | $639,410 | ExcessFromYear1Amt |
| Excess From Current Year | $687,682 | 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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Apollo's Fire-Cleveland Baroque Orchestra | |||||||
| 3091 MAYFIELD RD | CLEVELAND HEIGHTS | OH | 44118 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Beck Center for the Arts | |||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | none | PC | GENERAL OPERATING SUPPORT | $20,000 |
| Center for Arts-Inspired Learning | |||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | none | PC | GENERAL OPERATING SUPPORT | $7,500 |
| Central School of Practical Nursing | |||||||
| 4700 ROCKSIDE ROAD 250 | INDEPENDENCE | OH | 44131 | none | PC | GENERAL OPERATING SUPPORT | $2,000 |
| Cleveland Ballet | |||||||
| 23030 MILES ROAD | CLEVELAND | OH | 44128 | none | PC | GENERAL OPERATING SUPPORT | $3,500 |
| Cleveland Botanical Garden | |||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Cleveland Clinic Foundation | |||||||
| 95400 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | MEDICAL HUMANITIES FUND | $101,000 |
| Cleveland Council on World Affairs | |||||||
| 812 HURON RD E 620 | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Cleveland Institute of Art | |||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $15,000 |
| Cleveland Institute of Music | |||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Cleveland International Film Festival | |||||||
| 2510 MARKET AVE | CLEVELAND | OH | 441133434 | none | PC | GENERAL OPERATING SUPPORT | $35,000 |
| Cleveland Jazz Orchestra | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $7,500 |
| Cleveland Leadership Center | |||||||
| 1375 EAST NINTH STREET SUITE 1100 | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Cleveland Modern Dance Association | |||||||
| 13110 SHAKER BLVD | CLEVELAND | OH | 44120 | none | PC | GENERAL OPERATING SUPPORT | $12,000 |
| Cleveland Museum of Art | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $47,000 |
| Cleveland Museum of Natural History | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Cleveland Opera | |||||||
| 5000 EUCLID AVENUE 1001 | CLEVELAND | OH | 44103 | none | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Cleveland Play House | |||||||
| BULKLEY BUILDING 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $35,000 |
| Cleveland Public Theatre | |||||||
| 6415 DETROIT ROAD | CLEVELAND | OH | 44102 | none | PC | GENERAL OPERATING SUPPORT | $8,000 |
| Cleveland Rape Crisis Center | |||||||
| 526 SUPERIOR AVE | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $39,500 |
| Cleveland School of Arts Board of Trustees | |||||||
| PO BOX 18265 | CLEVELAND | OH | 441180265 | none | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Cleveland State University Foundation | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $36,000 |
| College Now Greater Cleveland | |||||||
| TOWER CITY CENTER 50 PUBLIC SQUARE | CLEVELAND | OH | 44113 | none | PC | GENERAL OPERATING SUPPORT | $20,000 |
| Community Partnership for Arts & Culture | |||||||
| 1900 SUPERIOR AVE EAST STE 130 | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $20,000 |
| Downtown Cleveland Alliance | |||||||
| 1010 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | GERNERAL OPERATING SUPPORT | $25,000 |
| Fairhill Partners | |||||||
| 1220 FAIRHILL RD | CLEVELAND | OH | 44120 | none | PC | GENERAL OPERATING SUPPORT | $1,500 |
| Foundation Center | |||||||
| 1422 EUCLID AVE 1600 | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $7,000 |
| FRONT Exhibition Company | |||||||
| 1460 WEST 29TH STREET | CLEVELAND | OH | 44113 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Gordon Square Arts District | |||||||
| 6516 DETROIT AVE STE 1 | CLEVELAND | OH | 44102 | none | PC | ANNUAL CAMPAIGN | $45,000 |
| Great Lakes Science Center | |||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Great Lakes Theater Festival | |||||||
| 1501 EUCLID AVE STE 300 | CLEVLAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $75,000 |
| Greater Cleveland Food Bank | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | none | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Greater Cleveland Media Development Corp | |||||||
| 1333 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $63,500 |
| Greater Cleveland Sports Commission | |||||||
| 334 EUCLID AVE NO 100 | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GroundWorks Dance Theater | |||||||
| 13125 SHAKER SQUARE | CLEVELAND | OH | 44120 | none | PC | GENERAL OPERATING SUPPORT | $16,500 |
| Group Plan Commission | |||||||
| 1240 HURON ROAD SUITE 300 | CLEVELAND | OH | 44114 | none | PC | CAPITAL AND CULTURAL ARTS PROGRAM SUPPORT FOR PUBLIC SQAURE TRANSFORMATION | $200,000 |
| Ideastream | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $6,000 |
| Julie Billiart School | |||||||
| 4982 CLUBSIDE RD | CLEVELAND | OH | 44124 | none | PC | ARTS PROGRAMMING | $7,000 |
| Kent State University Foundation | |||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | none | PC | TECHSTYLELAB: PHASE THREE AND BEYOND, ANNUAL FUND | $56,500 |
| Lake View Cemetery Foundation | |||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LAND Studio | |||||||
| 1939 WEST 25TH STREET SUITE 200 | CLEVELAND | OH | 44113 | none | PC | GENERAL OPERATING SUPPORT | $20,000 |
| Mandel Jewish Community Ctr of Cleveland | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | none | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Museum of Contemporary Art Cleveland | |||||||
| 11400 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $26,500 |
| National Council of Jewish Women | |||||||
| 475 RIVERSIDE DRIVE SUITE 1901 | NEW YORK | NY | 10115 | none | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Near West Theatre | |||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 44102 | none | PC | GENERAL OPERATING SUPPORT | $10,000 |
| North Union Farmers Market | |||||||
| 13111 SHAKER SQUARE SUITE 301 | CLEVELAND | OH | 44120 | none | PC | GENERAL OPERATING SUPPORT | $2,500 |
| Nortre Dame College | |||||||
| 4545 COLLEGE ROAD | SOUTH EUCLID | OH | 44121 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Philanthropy Ohio | |||||||
| 37 WEST BROAD ST STE 800 | COLUMBUS | OH | 43215 | none | PC | GENERAL OPERATING SUPPORT | $15,000 |
| Piano International Assn of N Ohio | |||||||
| 20600 CHAGRIN BLVD STE 1110 | SHAKER HEIGHTS | OH | 44122 | none | PC | GENERAL OPERATING SUPPORT | $15,000 |
| Playhouse Square Foundation | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $60,500 |
| Progressive Arts Alliance | |||||||
| 3311 PERKINS AVE SUITE 300 | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Recovery Resources | |||||||
| 3950 CHESTER AVENUE | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Saint Martin de Porres High School | |||||||
| 6111 LAUSCHE AVE | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $4,500 |
| SPACES | |||||||
| 2900 DETROIT AVE | CLEVELAND | OH | 44113 | none | PC | GENERAL OPERATING SUPPORT | $15,000 |
| St Edward High School | |||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44107 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| St Vincent Charity Development Fdn | |||||||
| 2351 EAST 22ND ST | CLEVELAND | OH | 44115 | none | PC | ST. VINCENT MEDICAL OFFICES AT ST. IGNACITIUS HIGH SCHOOL | $100,000 |
| Stella Maris | |||||||
| 1320 WASHINGTON AVE | CLEVELAND | OH | 44113 | none | PC | GENERAL OPERATING SUPPORT | $1,000 |
| The Cleveland Foundation | |||||||
| 1422 EUCLID AVENUE NO 1300 | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| The Musical Arts Association | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $292,500 |
| The Salvation Army of Greater Cleveland | |||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $40,000 |
| Two Foundation | |||||||
| 8410 EAST WASHINGTON ST | CHAGRIN FALLS | OH | 44023 | none | PC | GENERAL OPERATING SUPPORT | $2,000 |
| United Way of Greater Cleveland | |||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 441151854 | none | PC | GENERAL OPERATING SUPPORT | $60,000 |
| Ursuline Sisters of Cleveland | |||||||
| 2600 LANDER RD | PEPPER PIKE | OH | 44124 | none | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Vocational Guidance Services | |||||||
| 2239 EAST 55TH ST | CLEVELAND | OH | 44103 | none | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Western Reserve Historical Society | |||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $27,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,003,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GROUP PLAN COMMISSION | |||||||
| 1240 HURON ROAD SUITE 300 | CLEVELAND | OH | 44114 | none | PC | CAPITAL AND CULTURAL ARTS PROGRAM SUPPORT FOR PUBLIC SQUARE TRANSFORMATION | $200,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $40,000 |
| ST VINCENT CHARITY DEVELOPMENT FOUNDATION | |||||||
| 2351 E 22ND STREET | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CLEVELAND SCHOOL OF ARTS BOARD OF TRUSTEES | |||||||
| PO BOX 18265 | CLEVELAND | OH | 441180265 | none | PC | GENERAL OPERATING SUPPORT | $10,000 |
| GREATER CLEVELAND SPORTS COMMISSION | |||||||
| 334 EUCLID AVE NO 100 | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PROGRESSIVE ARTS ALLIANCE | |||||||
| 3311 PERKINS AVE SUITE 300 | CLEVELAND | OH | 44114 | none | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | none | PC | GENERAL OPERATING SUPPORT | $100,000 |
| SPACES | |||||||
| 2900 DETROIT AVENUE | CLEVELAND | OH | 44113 | none | PC | GENERAL OPERATING SUPPORT | $15,000 |
| ST EDWARD HIGH SCHOOL | |||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44107 | none | PC | GENERAL OPERATING SUPPORT | $40,000 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | none | PC | TECHSTYLELAB: PHASE THREE AND BEYOND, ANNUAL FUND | $50,000 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $635,000 | TotalGrantOrContriApprvFutAmt |
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 | $1,539,002 | 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 | $11,710 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,552,825 | 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 | $7,103,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,103,537 | 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 | $40,339 | $20,170 | $20,169 |
| BDO USA LLP | $20,282 | $10,141 | $10,141 |
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 | $9,730,779 | $9,730,779 |
| CORPORATE BONDS - PNC-LTD MAT | $1,740,617 | $1,740,617 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS - PNC DIR COS | $22,292,370 | $22,292,370 |
| CORPORATE STOCKS - BRANDYWINE | $3,405,292 | $3,405,292 |
| CORPORATE STOCKS - COLUMBUS | $1,966,972 | $1,966,972 |
| CORPORATE STOCKS - PNC LCG | $3,391,735 | $3,391,735 |
| MUTUAL FUNDS | $3,291,732 | $3,291,732 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF PARTNERS III | FMV | $20,913 | $20,913 |
| TIFF PARTNERS IV | FMV | $44,567 | $44,567 |
| TIFF EQUITY PARTNERS 2006 | FMV | $77,154 | $77,154 |
| EARLY STAGE PARTNERS, L.P. | FMV | $50,055 | $50,055 |
| TIFF REALTY AND RESOURCES III | FMV | $74,149 | $74,149 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER & HOSTETLER LLP | CategoryTxt |
| Legal Fees | $1,060 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,060 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $29,116 | $34,070 | $34,070 |
| SECURITY DEPOSIT | $8,379 | $8,379 | $8,379 |
| OTHER ASSETS | $2,111 | $2,111 | $2,111 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $10,644,517 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $2,990 | $2,990 |
| OFFICE EXPENSE | $110,804 | $110,804 |
| EVENTS | $25,889 | $25,889 |
| DUES AND MEMBERSHIPS | $6,940 | $6,940 |
| COST SHARE REIMBURSEMENT | -$174,904 | -$174,904 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $11,710 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,710 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE - RELATED ORG. | Desc |
| BOY Book Value | $6,701 | BOYBookValueAmt |
| EOY Book Value | $2,344 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NBC DIRECT | $16,407 | $16,407 |
| TIFF | $9,495 | $9,495 |
| NCB | $2 | $2 |
| BRANDYWINE | $2,245 | $2,245 |
| COLUMBUS | $41,514 | $41,514 |
| NCB LCG | $28,845 | $28,845 |
| HARTLAND | $70,000 | $70,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,646 | $2,646 |
| FEDERAL EXCISE TAXES | $68,197 |