JEROME S AND GRACE H MURRAY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JEROME S AND GRACE H MURRAY FOUNDATION (EIN 52-1805567)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201803129349100625
- Schema version
- 2017v2.3
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock 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 | 2018-11-08T10:48:35-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JJ Maier CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5385 Kilroy Lane | AddressLine1Txt |
| City | Douglasville | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 |
| 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 | c/o Eileen M Dillon P O 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 | Chairman | PersonTitleTxt |
| Phone | 4102575344 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JJ Maier | PreparerPersonNm |
| Phone | 7709421648 | PhoneNum |
| Preparation | 2018-11-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.137.94.23 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 14:06:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Federal Original Submission Id | 5841872018111rijcn1m | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D7CFCFB91F0A30D6E9EECBBD80C9DE24528EF7FA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3EB8F53067F476F88E22E9D2AC63D9F6EB50CEFA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,385,764 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $563 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $563 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $312,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $312,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,258,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,258,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,889 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,889 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,610,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $352,551 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $60,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $4,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,500 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $94,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,156 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,786 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,786 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,520 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,520 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,341 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $187,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $764,986 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $764,986 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $952,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $764,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $658,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,716 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,412,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,134,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,857,147 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $303,901 | OtherAssetsBOYAmt |
| Other Assets EOY | $375,419 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $303,901 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,844,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,734,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,385,764 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,844,707 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,734,815 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,844,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,734,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,844,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,734,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,844,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $658,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,231,580 | OtherIncreasesAmt |
| Subtotal | $21,734,815 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,734,815 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $748,121 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,561,763 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.045172 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $759,006 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,165,464 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.050048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $736,411 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,363,523 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.047932 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $711,439 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,727,038 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.048308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $715,040 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,378,573 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.049730 | DistributionYr5Rt |
| Total Distribution | 000.241190 | TotalDistributionRt |
| Average Distribution | 000.048238 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,120,464 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $874,095 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,652 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $875,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $764,986 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,305 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,305 | SubtotalAmt |
| Tax Based On Investment Income | $3,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,478 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,378 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,378 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,073 | OverpaymentAmt |
| Applied To ES Tax | $1,073 | 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 |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | jgmurrayfoundation.org | WebsiteAddressTxt |
| Individual With Books | Eileen M Dillon Trustee | IndividualWithBooksNm |
| Phone | 4102575344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2010 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|
| Eileen M Dillon | ||||||
| PO Box 227 | Owings | MD | 20736 | Director | 002.00 | $0 |
| Stanton Murray | ||||||
| PO Box 227 | Owings | MD | 20736 | Director | 001.00 | $0 |
| Leo K Murray | ||||||
| PO Box 227 | Owings | MD | 20736 | Director | 001.00 | $0 |
| David Althoff | ||||||
| PO Box 227 | Owings | MD | 20736 | Director | 001.00 | $0 |
| Cris White | ||||||
| PO Box 227 | Owings | MD | 20736 | Director | 001.00 | $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 Ln | AddressLine1Txt |
| City | Dunkirk | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administrator | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Merrill Lynch | |||||
| One North Wacker Dr Ste 1950 | Chicago | IL | 60606 | Investments/Investment Advisory | $94,156 |
| JJ Maier CPA | |||||
| 5385 Kilroy Lane | Douglasville | GA | 30135 | Tax Preparation Record Keeping | $9,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,267,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,396,410 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,396,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,120,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $906,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $906,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,305 | TotalTaxAmt |
| Distributable Before Adj | $902,718 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $902,718 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $902,718 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $764,986 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $764,986 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $764,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $902,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $481,870 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $1,008,008 | TotalForPriorYearsAmt |
| Qualifying Distributions | $764,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $481,870 | AppliedToYear1Amt |
| Applied To Current Year | $283,116 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $1,008,008 | PriorYearUndistributedIncmAmt |
| Taxable1 | $1,008,008 | Taxable1Amt |
| Undistributed Income CY | $619,602 | 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 |
| Form And Info And Materials | All required forms on website www.jgmurrayfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Refer to website for deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | Refer to websit 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 | $764,986 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $764,986 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $563 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312,099 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,258,266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,575,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,575,613 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | J.J. Maier, CPA | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | LT Capital Gain See Attached | AssetDesc |
| Acquired | 2016-01 | AcquiredDt |
| How Acquired | P | HowAcquiredTxt |
| Sold | 2017-12 | SoldDt |
Purchaser Name PurchaserNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerome & Grace Murray Fdn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $1,258,266 | GrossSalesPriceAmt |
| Total Net | $1,258,266 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML 2BL-04001 Stmt A | $996,016 | $5,679,390 |
| ML 2BL-04072 Stmt A | $988,059 | $7,486,452 |
| ML 2BL-02070 Stmt A | $1,983,620 | $345,912 |
| ML 2BL-02148 Stmt A | $2,944,054 | $387,268 |
| ML 2BL-02149 Stmt A | $4,801,742 | $1,019,770 |
| ML 2BL-02161 | $7,769,776 | $916,279 |
| ML 2BL-02162 | $1,275,994 | $1,646,657 |
| TIff Investments | $375,419 | $375,419 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF | Desc |
| BOY Book Value | $303,901 | BOYBookValueAmt |
| EOY Book Value | $375,419 | EOYBookValueAmt |
| EOYFMV | $303,901 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Expenses | $474 | $474 |
| Office Expense - Computer Software Repairs | $2,529 | $2,529 |
| Postage | $356 | $356 |
| Telephone | $1,258 | $1,258 |
| Bank Service Charges | $45 | $45 |
| Meetings Seminars | $145 | $145 |
| ADR/Certified Fees | $534 | $534 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Net rental real estate income from TIFF PEP Partnership | $43,644 | $43,644 |
| Other portfolio income from TIFF 2013 Pep | $2,623 | $2,623 |
| Other income from TIFF PEP 2016 PEP | -$7,387 | -$7,387 |
| Ordinary Income from TIFF 2017 PEP Partnership | -$4,143 | -$4,143 |
| TIFF STF | $467 | $467 |
| Other Income | $4,685 | $4,685 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains Current Year | Desc |
| Amt | $7,231,580 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Management Fees | CategoryTxt |
| Amt | $94,156 | Amt |
| Net Investment Income | $94,156 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign taxes | $2,441 | $2,441 |
| Excise taxes net | $1,729 | $1,729 |
| Payroll taxes | $4,616 | $4,616 |