JEROME S AND GRACE H MURRAY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JEROME S AND GRACE H MURRAY FOUNDATION (EIN 52-1805567)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-27
- IRS object ID
- 201503009349100505
- Schema version
- 2014v5.0
- 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 | 2015-10-27T01:53:41-00:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Signature | 2015-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JJ Maier | PreparerPersonNm |
| Phone | 7709424163 | PhoneNum |
| Preparation | 2015-10-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,421,851 | 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 | $1,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,518 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $230,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $914,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,221,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $914,036 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$238 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$238 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,145,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,145,695 | 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 | $2,119 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,119 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,725 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $59,211 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,211 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $57,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,196 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $57,196 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,520 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,520 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $209,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,376 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,411 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,411 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $946,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $811,787 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $935,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $182,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,100 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,093,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,386,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,230,751 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,276,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,577,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,421,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,276,322 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,539,226 | CapitalStockEOYAmt |
| Retained Earning EOY | $38,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,276,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,577,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,276,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,577,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,276,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,101,720 | OtherIncreasesAmt |
| Subtotal | $14,577,375 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,577,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Merrill Lynch 2BL-02070-LT Gain | P | 2013-01-01 | 2014-12-31 | $5,027 | $5,027 | $5,027 | |
| Merrill Lynch 2BL-04001-LT Gain | P | 2013-01-01 | 2014-12-31 | $785,587 | $785,587 | $785,587 | |
| Merrill Lynch 2BL-04072-LT Gain | P | 2013-01-01 | 2014-12-31 | $190,675 | $190,675 | $190,675 | |
| Merrill Lynch 2BL-04076-LT Gain | P | 2013-01-01 | 2014-12-31 | -$307,404 | -$307,404 | $307,404 | |
| Merrill Lynch 2BL-02070-ST Gain | P | 2014-01-01 | 2014-12-31 | $5,275 | $5,275 | $5,275 | |
| Merrill Lynch 2BL-04001-ST Gain | P | 2014-01-01 | 2014-12-31 | $131,727 | $131,727 | $131,727 | |
| Merrill Lynch 2BL-04072-ST Gain | P | 2014-01-01 | 2014-12-31 | $24,024 | $24,024 | $24,024 | |
| Merrill Lynch 2BL-04076-ST Gain | P | 2014-01-01 | 2014-12-31 | $51,107 | $51,107 | $51,107 | |
| TIFF Secondary Partners I LLC LT Gain | P | 2013-01-01 | 2014-12-31 | $17,654 | $17,654 | $17,654 | |
| TIFF PEP 2013 LLC ST Gain | P | 2014-01-01 | 2014-12-31 | $8 | $8 | $8 | |
| TIFF PEP 2013 LLC LT Gain | P | 2013-01-01 | 2014-12-31 | -$3 | -$3 | $3 | |
| TIFF PEP 2013 LLC 1231 Gain | P | 2013-01-01 | 2014-12-31 | $4 | $4 | $4 | |
| TIFF PEP 2013 LLC 1256 Contract | P | 2013-01-01 | 2014-12-31 | -$121 | -$121 | $121 | |
| TIFF PEP 2013 LLC 1256 Contract | P | 2014-01-01 | 2014-12-31 | -$81 | -$81 | $81 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $914,036 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $212,060 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $711,439 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,727,038 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.048308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $707,524 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,378,573 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.049207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $691,364 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,776,957 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.046787 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $784,716 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,946,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.056266 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $489,392 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,504,582 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.039137 | DistributionYr5Rt |
| Total Distribution | 000.239705 | TotalDistributionRt |
| Average Distribution | 000.047941 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,363,523 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $736,543 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $745,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $811,787 | 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 | $9,357 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,357 | SubtotalAmt |
| Tax Based On Investment Income | $9,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,800 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $25,800 | OriginalReturnTaxPaidAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $16,437 | OverpaymentAmt |
| Applied To ES Tax | $16,437 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | 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 |
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 | $2,119 | EmployeeBenefitsAmt |
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 | $59,211 |
| JJ Maier CPA | |||||
| 5385 Kilroy Lane | Douglasville | GA | 30135 | Tax Preparation Record Keeping | $7,725 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,412,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,597,485 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,597,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,363,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $768,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $768,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,357 | TotalTaxAmt |
| Distributable Before Adj | $758,819 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $758,819 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $758,819 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $811,787 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $811,787 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,357 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $802,430 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $758,819 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $530,488 | UndistributedIncomePYAmt |
| Prior Year1 | 2010 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $1,601,203 | TotalForPriorYearsAmt |
| Qualifying Distributions | $811,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $530,488 | AppliedToYear1Amt |
| Applied To Current Year | $281,299 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $1,601,203 | PriorYearUndistributedIncmAmt |
| Taxable1 | $1,601,203 | Taxable1Amt |
| Undistributed Income CY | $477,520 | 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 | See attached | 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 | $736,411 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,411 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,518 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230,379 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $914,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,145,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,145,695 | 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 | $7,725 | Amt |
| Net Investment Income | $7,725 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|---|
| Foundation | |||||||
| Merrill Lynch 2BL-02070-LT Gain | 2013-01 | P | 2014-12 | $5,027 | FMV | $5,027 | |
| Foundation | |||||||
| Merrill Lynch 2BL-04001-LT Gain | 2013-01 | P | 2014-12 | $785,587 | FMV | $785,587 | |
| Foundation | |||||||
| Merrill Lynch 2BL-04072-LT Gain | 2013-01 | P | 2014-12 | $190,675 | FMV | $190,675 | |
| Foundation | |||||||
| Merrill Lynch 2BL-04076-LT Gain | 2013-01 | P | 2014-12 | FMV | -$307,404 | $307,404 | |
| Foundation | |||||||
| Merrill Lynch 2BL-02070-ST Gain | 2014-01 | P | 2014-12 | $5,275 | FMV | $5,275 | |
| Foundation | |||||||
| Merrill Lynch 2BL-04001-ST Gain | 2014-01 | P | 2014-12 | $131,727 | FMV | $131,727 | |
| Foundation | |||||||
| Merrill Lynch 2BL-04072-ST Gain | 2014-01 | P | 2014-12 | $24,024 | FMV | $24,024 | |
| Foundation | |||||||
| Merrill Lynch 2BL-04076-ST Gain | 2014-01 | P | 2014-12 | $51,107 | FMV | $51,107 | |
| Partnership | |||||||
| TIFF Secondary Partners I LLC LT Gain | 2013-01 | P | 2014-12 | $17,654 | FMV | $17,654 | |
| Partnership | |||||||
| TIFF PEP 2013 LLC ST Gain | 2014-01 | P | 2014-12 | $8 | FMV | $8 | |
| Partnership | |||||||
| TIFF PEP 2013 LLC LT Gain | 2013-01 | P | 2014-12 | FMV | -$3 | $3 | |
| Partnership | |||||||
| TIFF PEP 2013 LLC 1231 Gain | 2013-01 | P | 2014-12 | $4 | FMV | $4 | |
| Partnership | |||||||
| TIFF PEP 2013 LLC 1256 Contract | 2013-01 | P | 2014-12 | FMV | -$121 | $121 | |
| Partnership | |||||||
| TIFF PEP 2013 LLC 1256 Contract | 2014-01 | P | 2014-12 | FMV | -$81 | $81 | |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML 2BL-04001 Stmt A | $9,521,168 | $8,675,652 |
| ML 2BL-04072 Stmt A | $4,284,940 | $6,002,713 |
| TIFF Secondary Partners 1 Partnership | $306,737 | $240,706 |
| ML 2BL-02070 Stmt A | $214,293 | $252,543 |
| TIFF PEP Partnership | $59,137 | $59,137 |
Other Assets Schedule OtherAssetsSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Miscellaneous Expenses | $460 | $460 | $460 |
| Office Expense Furniture, Maintenance Supplies | $1,445 | $1,445 | $1,445 |
| Office Expense - Computer Software Repairs | $1,797 | $1,797 | $1,797 |
| Postage | $433 | $433 | $433 |
| Telephone | $1,590 | $1,590 | $1,590 |
| Bank Service Charges | $105 | $105 | $105 |
| Portfolio Expense From TIFF K-1 | $7,786 | $7,786 | $7,786 |
| Portfolio Expense From TIFF PEP K-1 | $64 | $64 | $64 |
| Dues and Subscriptions | $4,500 | $4,500 | $4,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Net rental real estate income from TIFF PEP Partnership | $12 | $12 |
| Other portfolio income from TIFF PEP Partnership | $10 | $10 |
| Other income from TIFF PEP Partnership | -$1 | -$1 |
| Ordinary Income from TIFF PEP Partnership | -$449 | -$449 |
| Royalties from TIFF PEP Partnership | $190 | $190 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/Loss Different from Book | Desc |
| Amt | $5,101,720 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Management Fees | CategoryTxt |
| Amt | $59,211 | Amt |
| Net Investment Income | $59,211 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign taxes | $21 | $21 | $21 |
| Excise taxes net | $52,559 | $52,559 | $52,559 |
| Payroll taxes | $4,616 | $4,616 | $4,616 |