MURPHY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MURPHY FAMILY FOUNDATION (EIN 34-1526161)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202513019349100021
- Schema version
- 2024v5.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T11:48:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341939672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHICIANO JOHNSTON & BIALEK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 549 E WASHINGTON ST SUITE 5 | AddressLine1Txt |
| City | CHAGRIN FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341526161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURPHY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURP | BusinessNameControlTxt |
| Phone | 2168317320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 CARTER STREET | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURLAN J MURPHY JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2168317320 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE J JOHNSTON CPA | PreparerPersonNm |
| PTIN | P01361079 | PTIN |
| Phone | 4402474835 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,608,331 | 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 | $33,480 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,480 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $194,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $322,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,941,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $322,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $549,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $549,972 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,015 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,587 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $432,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $432,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $545,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $454,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,710 | CashBOYAmt |
| Cash EOY | $198,235 | CashEOYAmt |
| Cash EOYFMV | $198,235 | CashEOYFMVAmt |
| Other Investments BOY | $6,419,861 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,300,668 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,410,096 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,498,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,498,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,608,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,498,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,498,903 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,498,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,498,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,498,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,498,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,498,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,502,603 | SubtotalAmt |
| Other Decreases | $3,700 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,498,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY 089526 LT COVERED | P | 2020-01-01 | 2024-12-31 | $55,000 | $55,000 | $0 | $0 |
| SPDR S&P 500 ETF TRUST | P | 2010-04-26 | 2024-09-16 | $150,163 | $32,484 | $117,679 | $117,679 |
| MORGAN STANLEY 089589 ST COVERED | P | 2020-01-01 | 2024-12-31 | $1,271,924 | $1,268,375 | $3,549 | $3,549 |
| BP CAPITAL MARKET | P | 2024-02-13 | 2024-03-15 | $4,888 | $4,891 | -$3 | -$3 |
| BP ERLY | P | 2023-05-03 | 2024-03-12 | $16,830 | $16,579 | $251 | $251 |
| MORGAN STANLEY 089589 LT COVERED | P | 2020-01-01 | 2024-12-31 | $1,442,401 | $1,241,654 | $200,747 | $200,747 |
| CAPITAL GAINS DIVIDENDS | P | $81 | $81 | $81 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $322,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $2,327 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MURPHYFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MR PAUL MURPHY | IndividualWithBooksNm |
| Phone | 2168317320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 CARTER STREET | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MURLAN J MURPHY JR | ||||||||
| 31025 CARTER STREET | SOLON | OH | 44139 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RAYMOND M MURPHY | ||||||||
| 31025 CARTER STREET | SOLON | OH | 44139 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAUL J MURPHY | ||||||||
| 31025 CARTER STREET | SOLON | OH | 44139 | SECRETARY & TREASURER | 4.00 | $0 | $0 | $0 |
| BRIAN F MURPHY | ||||||||
| 31025 CARTER STREET | SOLON | OH | 44139 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RITA M CARFAGNA | ||||||||
| 31025 CARTER STREET | SOLON | OH | 44139 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| MELODY MURPHY | ||||||||
| 31025 CARTER STREET | SOLON | OH | 44139 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,130,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,242,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,242,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,089,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $504,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $504,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,316 | TotalTaxAmt |
| Distributable Before Adj | $498,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $498,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $498,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $432,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $498,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,251 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $212,128 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,093 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $270,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $432,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $65,535 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $65,535 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $204,937 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $204,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $196,844 | ExcessFromYear4Amt |
| Excess From Year3 | $8,093 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL J MURPHY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 CARTER STREET | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168317320 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT ONE COPY OF THE FOLLOWING: A THOROUGH DESCRIPTION OF THE ORGANIZATION, INCLUDING ITS HISTORY. THE MOST RECENT AUDITED FINANCIAL REPORT ALONG WITH A LIST OF THE BOARD OF TRUSTEES. A THOROUGH DESCRIPTION OF NEED, INCLUDING PROJECT BUDGET AND EVALUATION PLANS AND A LIST OF FOUNDATIONS THAT PROVIDED PAST SUPPORT AND LIST OF FOUNDATIONS CURRENTLY BEING APPROACHED FOR THIS PROJECT. LASTLY A COPY OF THE ORGANIZATIONS MOST RECENT IRS FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE THREE SUBMISSION DEADLINES EACH YEAR. FEBRUARY 28TH, JUNE 30TH, AND SEPTEMBER 30TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE REQUESTING ORGANIZATION MUST BE A CERTIFIED 501(C)3. ADDITIONALLY, FOUNDATION POLICY REQUIRES A ONE-YEAR HIATUS IN GRANTMAKING TO ANY ORGANIZATION THAT HAS RECEIVED GRANTS FOR THREE CONSECUTIVE YEARS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FAITHS PANTRY | |||||||
| PO BOX 34239 | PARMA | OH | 44134 | NONE | EXEMPT | GENERAL FUND | $6,000 |
| ARTS IMPACT | |||||||
| 3311 PERKINS AVENUE SUITE 300 | CLEVELAND | OH | 441144642 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| BENJAMIN ROSE INSTITUTE ON AGING | |||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 441201053 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| BOYS & GIRLS CLUB OF CLEVELAND | |||||||
| 4111 PEARL AVENUE | LORAIN | OH | 440552527 | NONE | EXEMPT | GENERAL FUND | $15,000 |
| BUILDING HOPE IN THE CITY | |||||||
| 3274 WEST 58TH STREET | CLEVELAND | OH | 441025680 | NONE | EXEMPT | GENERAL FUND | $7,500 |
| CARE USA | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| CASE WESTERN RESERVE UNIVERSITY - WEATHERHEAD SCHOOL OF BUSINESS | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| CHESTNUT HILL COLLEGE | |||||||
| 9601 GERMANTOWN AVENUE | PHILADELPHIA | PA | 191182643 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| CHRIST CHILD SOCIETY | |||||||
| 7901 DETROIT AVENUE | CLEVELAND | OH | 441025680 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 441061713 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| COMMUNITY SERVICE ALLIANCE | |||||||
| 29314 LINCOLN ROAD | CLEVELAND | OH | 441401947 | NONE | EXEMPT | GENERAL FUND | $7,500 |
| CUYAHOGA COMMUNITY COLLEGE | |||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 441152833 | NONE | EXEMPT | GENERAL FUND | $3,000 |
| DENVER ACADEMY | |||||||
| 4400 E ILIFF AVENUE | DENVER | CO | 802226019 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| EDNA HOUSE FOR WOMEN INC | |||||||
| 2007 WEST 65TH STREET | CLEVELAND | OH | 441024343 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| ESPERANZA | |||||||
| 3104 WEST 25TH STREET 4TH FLOOR | CLEVELAND | OH | 44109 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| FAMICOS FOUNDATION | |||||||
| 1325 ANSEL ROAD | CLEVELAND | OH | 441061079 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| FAMILY CONNECTIONS | |||||||
| 11811 SHAKER BLVD SUITE 220 | CLEVELAND | OH | 441201927 | NONE | EXEMPT | GENERAL FUND | $2,000 |
| FAMILY PROMISE | |||||||
| 3470 EAST 152ND STREET | CLEVELAND | OH | 441204242 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| FOOTPATH FOUNDATION | |||||||
| 2839 WATERFALL WAY | WESTLAKE | OH | 441456866 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| FRONT STEPS HOUSING AND SERVICES INC | |||||||
| 2554 W 25TH STREET | CLEVELAND | OH | 441134700 | NONE | EXEMPT | GENERAL FUND | $7,500 |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 440409355 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| HOUSE OF CHAMPIONS | |||||||
| 2066 WEST 47TH STREET | CLEVELAND | OH | 441024548 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| JOSEPH'S HOME | |||||||
| 2412 COMMUNITY COLLEGE AVE | CLEVELAND | OH | 44115 | NONE | EXEMPT | GENERAL FUND | $20,000 |
| JOURNEY CENTER FOR SAFETY & HEALING | |||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| LAKE CATHOLIC HIGH SCHOOL | |||||||
| 6733 REYNOLDS ROAD | MENTOR | OH | 440603956 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 WEST 6TH STREET | CLEVELAND | OH | 441131339 | NONE | EXEMPT | GENERAL FUND | $12,500 |
| LEGALWORKS | |||||||
| 2800 EUCLID AVENUE | CLEVELAND | OH | 441152418 | NONE | EXEMPT | GENERAL FUND | $7,500 |
| MAY DUGAN | |||||||
| 44115 BRIDGE AVENUE | CLEVELAND | OH | 441133304 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| MEETING PLACE LEARNING CENTER | |||||||
| 2636 EAST 115TH STREET | CLEVELAND | OH | 441042664 | NONE | EXEMPT | GENERAL FUND | $3,000 |
| METANOIA PROJECT INC | |||||||
| 4399 WEST 19TH STREET | CLEVELAND | OH | 441093637 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| NATIONAL MS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 100173204 | NONE | EXEMPT | GENERAL FUND | $3,600 |
| NEAR WEST THEATRE | |||||||
| 6702 DETROIT AVENUE | CLEVELAND | OH | 441023018 | NONE | EXEMPT | GENERAL FUND | $1,500 |
| OPEN DOORS ACADEMY | |||||||
| 1427 E 36TH STREET SUITE 4206A | CLEVELAND | OH | 441144170 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| SALVATION ARMY | |||||||
| PO BOX 6538 | CLEVELAND | OH | 441011538 | NONE | EXEMPT | GENERAL FUND | $15,000 |
| SCRANTON ROAD MINISTRIES | |||||||
| 3095 SCRANTON ROAD | CLEVELAND | OH | 441135339 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| SENIOR CITIZENS RESOURCES INC | |||||||
| 3100 DEVONSHIRE ROAD | CLEVELAND | OH | 441094010 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| ST DOMINIC CHURCH | |||||||
| 3450 NORWOOD ROAD | SHAKER HEIGHTS | OH | 44122 | NONE | EXEMPT | GENERAL FUND | $500 |
| ST MALACHI CENTER | |||||||
| 2146 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | NONE | EXEMPT | GENERAL FUND | $7,500 |
| ST PAUL'S COMMUNITY OUTREACH | |||||||
| 4427 FRANKLIN BLVD | CLEVELAND | OH | 441132845 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| UNIVERSITY SETTLEMENT | |||||||
| 4800 BROADWAY AVENUE | CLEVELAND | OH | 441271012 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| URBAN COMMUNITY SCHOOL | |||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 441023353 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| VILLANOVA UNIVERISTY | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 190851603 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| VINEYARD CHRISTIAN FELLOWSHIP | |||||||
| 1928 EAST 300TH STREET | WICKLIFFE | OH | 440921647 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| WEST SIDE CATHOLIC CETNER | |||||||
| 3135 LORAIN AVENUE | CLEVELAND | OH | 441133407 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| ZELLIE'S HOME | |||||||
| 13643 ROCKSIDE ROAD | GARFIELD HEIGHTS | OH | 441255173 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| A PLACE FOR ME | |||||||
| 4100 FRANKLIN BOULEVARD | CLEVELAND | OH | 44113 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| CITY FRESH | |||||||
| 44333 STATE ROUTE 511 | OBERLIN | OH | 44074 | NONE | EXEMPT | GENERAL FUND | $2,500 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 WEST 25TH ST SUITE 2 | CLEVELAND | OH | 44113 | NONE | EXEMPT | GENERAL FUND | $2,500 |
| GOOD BANKS NORTHEAST OHIO | |||||||
| 7550 BITTERN AVENUE | CLEVELAND | OH | 44103 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| GREATER CLEVELAND FOODBANK | |||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 2110 WEST 110TH STREET | CLEVELAND | OH | 44102 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| HAVEN HOME | |||||||
| 2971 EAST 61ST STREET | CLEVELAND | OH | 44127 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| HUMBLE DESIGNS | |||||||
| 21420 MELROSE AVENUE | SOUTHFIELD | MI | 48075 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| IGNATIAN SPIRITUALITY PROGRAM | |||||||
| 205 W MONROE STREET | CHICAGO | IL | 60606 | NONE | EXEMPT | GENERAL FUND | $4,000 |
| JALS INC DBA DOORS OF HOPE GEAUGA | |||||||
| 16759 KINSMAN ROAD | MIDDLEFIELD | OH | 44062 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| METROHEALTH FOUNDATION | |||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | NONE | EXEMPT | GENERAL FUND | $7,500 |
| NORTHEAST OHIO COALITION FOR THE HOMELESS | |||||||
| 3631 PERKINS AVENUE SUITE 3A3 | CLEVELAND | OH | 44114 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| SHOES & CLOTHES FOR KIDS | |||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| SPANISH AMERICAN COMMITTEE | |||||||
| 4407 LORAIN AVENUE | CLEVELAND | OH | 44113 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| STELLA MARIS | |||||||
| 1320 WASHINGTON AVENUE | CLEVELAND | OH | 44113 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| TRUE FREEDOM MINISTRY | |||||||
| 2005 CYPRESS AVENUE | CLEVELAND | OH | 44109 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| WEST SIDE COMMUNITY HOUSE | |||||||
| 9300 LORAIN AVENUE | CLEVELAND | OH | 44102 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| BROADWAY SCHOOL OF MUSIC & THE ARTS | |||||||
| 5415 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | EXEMPT | GENERAL FUND | $2,000 |
| CLEVELAND KIDS BOOK BANK | |||||||
| 3635 PERKINS AVENUE | CLEVELAND | OH | 44114 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| COACH SAM'S INNER CIRCLE FUNDS | |||||||
| 23715 MERCANTILE ROAD 217A | BEACHWOOD | OH | 44122 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| FOLUKE CULTURAL ARTS CENTER | |||||||
| PO BOX 93046 | CLEVELAND | OH | 44101 | NONE | EXEMPT | GENERAL FUND | $2,000 |
| PARTNERSHIP SCHOOLS | |||||||
| 650 LEXINGTON AVENUE UNIT 3035 | NEW YORK | NY | 10163 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| SAINT ANNE'S EPISCOPAL SCHOOL | |||||||
| 2701 S YORK STREET | DENVER | CO | 80210 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| SAINT IGNATIUS HIGH SCHOOL | |||||||
| 1911 WEST 30TH STREET | CLEVELAND | OH | 44113 | NONE | EXEMPT | GENERAL FUND | $500 |
| ENCORE MUSIC CHAMBER | |||||||
| 8123 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $432,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,480 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81 | ExclusionAmt |
| Related Or Exempt Function Incm | $322,223 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $227,749 | ExclusionAmt |
| Related Or Exempt Function Incm | $322,223 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $549,972 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PASSIVE INCOME IS USED TO FUND CHARITABLE ACTIVITIES |
| 4 | PASSIVE INCOME IS USED TO FUND CHARITABLE ACTIVITIES |
| 7 | PASSIVE INCOME IS USED TO FUND CHARITABLE ACTIVITIES |
| 8 | PASSIVE INCOME IS USED TO FUND CHARITABLE ACTIVITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREP | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,300,668 | BookValueAmt |
| EOYFMV | $10,410,096 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $3,700 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS EXPENSES, DUES | $14,638 | $0 | $0 |
| OHIO FILING FEE | $200 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $91,015 | Amt |
| Net Investment Income | $91,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $4,587 | Amt |
| Net Investment Income | $4,587 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |