JEROME S AND GRACE H MURRAY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEROME S AND GRACE H MURRAY FOUNDATION (EIN 52-1805567)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-24
- IRS object ID
- 201422679349100407
- Schema version
- 2013v3.1
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-24T05:03:51-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JJ Maier CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5385 Kilroy Lane | AddressLine1 |
| City | Douglasville | City |
| State | GA | State |
| ZIP Code | 30135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Owings | City |
| State | MD | State |
| ZIP Code | 20736 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eileen Dillon | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-09-24 | 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 | 2014-09-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,499,994 | 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 | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $233,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,640,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,641,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,640,815 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$666 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$666 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,873,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,873,971 | 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 | $8,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,325 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $58,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,796 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,838 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,838 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,520 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,520 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,418 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,418 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $160,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $711,439 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,439 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $871,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $711,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,002,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,713,574 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,898 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,335,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,093,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,317,096 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,500,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,276,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,499,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,500,811 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,276,322 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,500,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,276,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,500,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,276,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,500,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,002,135 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,502,946 | SubtotalAmt |
| Other Decreases | $5,226,624 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,276,322 | 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 |
|---|---|---|---|---|---|---|---|
| LT Gain ML 02070 | P | 2012-01-01 | 2013-12-31 | $52,849 | $52,849 | $52,849 | |
| LT Gain ML 04001 | P | 2012-01-01 | 2013-12-31 | $859,445 | $859,445 | $859,445 | |
| LT Gain ML 04026 | P | 2012-01-01 | 2013-12-31 | $222,180 | $222,180 | $222,180 | |
| LT Loss ML 04047 | P | 2012-01-01 | 2013-12-31 | -$336 | -$336 | $336 | |
| LT Gain ML 04072 | P | 2012-01-01 | 2013-12-31 | $244,547 | $244,547 | $244,547 | |
| LT Gain ML 04076 | P | 2012-01-01 | 2013-12-31 | $47,147 | $47,147 | $47,147 | |
| ST Gain ML 02070 | P | 2013-01-01 | 2013-12-31 | $4,364 | $4,364 | $4,364 | |
| ST Gain ML 04001 | P | 2013-01-01 | 2013-12-31 | $23,373 | $23,373 | $23,373 | |
| ST Gain ML 04026 | P | 2013-01-01 | 2013-12-31 | $147,580 | $147,580 | $147,580 | |
| ST Loss ML 04072 | P | 2013-01-01 | 2013-12-31 | -$351 | -$351 | $351 | |
| LT Gain ML 04076 | P | 2012-01-01 | 2013-12-31 | $7,528 | $7,528 | $7,528 | |
| LT Gain TIFF Partnership | P | 2012-01-01 | 2013-12-31 | $32,478 | $32,478 | $32,478 | |
| LT Gain TIFF PEP Partnership | P | 2012-01-01 | 2013-12-31 | $8 | $8 | $8 | |
| Sec 1256 Gain TIFF PEP | P | 2012-01-01 | 2013-12-31 | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,640,815 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $174,966 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $707,524 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,378,573 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.049207 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $691,364 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,776,957 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.046787 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $784,716 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,946,521 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.056266 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $489,392 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,504,582 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.039137 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $764,097 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,450,822 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.052876 | DistributionYr5Rt |
| Total Distribution | 000.244273 | TotalDistributionRt |
| Average Distribution | 000.048855 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,727,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $719,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $736,625 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $711,439 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,271 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,271 | SubtotalAmt |
| Tax Based On Investment Income | $34,271 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,012 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $17,788 | AppliedToEsTaxAmt |
| Total Payments And Credits | $33,800 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $33,800 | OriginalReturnTaxPaidAmt |
| Tax Due | $471 | TaxDueAmt |
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 |
| 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 | AddressLine1 |
| City | Owings | City |
| State | MD | State |
| ZIP Code | 20736 | ZIPCode |
| 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | AddressLine1 |
| City | Dunkirk | City |
| State | MD | State |
| ZIP Code | 20754 | ZIPCode |
| 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Merrill Lynch | |||||
| One North Wacker Dr Ste 1950 | Chicago | IL | 60606 | Investments/Investment Advisory | $58,796 |
| JJ Maier CPA | |||||
| 5385 Kilroy Lane | Douglasville | GA | 30135 | Tax Preparation Record Keeping | $8,325 |
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 | $14,725,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,951,308 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,951,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,727,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $736,352 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $736,352 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,271 | TotalTaxAmt |
| Distributable Before Adj | $702,081 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $702,081 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $702,081 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $711,439 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $711,439 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $711,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $702,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $539,846 | UndistributedIncomePYAmt |
| Prior Year1 | 2009 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $1,678,761 | TotalForPriorYearsAmt |
| Qualifying Distributions | $711,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $539,846 | AppliedToYear1Amt |
| Applied To Current Year | $171,593 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $1,678,761 | PriorYearUndistributedIncmAmt |
| Taxable1 | $1,678,761 | Taxable1Amt |
| Undistributed Income CY | $530,488 | 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 | AddressLine1 |
| City | Owings | City |
| State | MD | State |
| ZIP Code | 20736 | ZIPCode |
| 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 Statements | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 227 | AddressLine1 |
| City | Owings | City |
| State | MD | State |
| ZIP Code | 20736 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | EOF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General | GrantOrContributionPurposeTxt |
| Amt | $711,439 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,439 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,706 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,640,815 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,873,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,873,971 | 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 | $8,325 | Amt |
| Net Investment Income | $8,325 | 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 |
|---|---|---|---|---|---|---|---|
| Murray Foundation | |||||||
| LT Gain ML 02070 | 2012-01 | P | 2013-12 | $52,849 | Cost | $52,849 | |
| Murray Foundation | |||||||
| LT Gain ML 04001 | 2012-01 | P | 2013-12 | $859,445 | Cost | $859,445 | |
| Murray Foundation | |||||||
| LT Gain ML 04026 | 2012-01 | P | 2013-12 | $222,180 | Cost | $222,180 | |
| Murray Foundation | |||||||
| LT Loss ML 04047 | 2012-01 | P | 2013-12 | Cost | -$336 | $336 | |
| Murray Foundation | |||||||
| LT Gain ML 04072 | 2012-01 | P | 2013-12 | $244,547 | Cost | $244,547 | |
| Murray Foundation | |||||||
| LT Gain ML 04076 | 2012-01 | P | 2013-12 | $47,147 | Cost | $47,147 | |
| Murray Foundation | |||||||
| ST Gain ML 02070 | 2013-01 | P | 2013-12 | $4,364 | Cost | $4,364 | |
| Murray Foundation | |||||||
| ST Gain ML 04001 | 2013-01 | P | 2013-12 | $23,373 | Cost | $23,373 | |
| Murray Foundation | |||||||
| ST Gain ML 04026 | 2013-01 | P | 2013-12 | $147,580 | Cost | $147,580 | |
| Murray Foundation | |||||||
| ST Loss ML 04072 | 2013-01 | P | 2013-12 | Cost | -$351 | $351 | |
| Murray Foundation | |||||||
| LT Gain ML 04076 | 2012-01 | P | 2013-12 | $7,528 | Cost | $7,528 | |
| Murray Foundation | |||||||
| LT Gain TIFF Partnership | 2012-01 | P | 2013-12 | $32,478 | Cost | $32,478 | |
| Murray Foundation | |||||||
| LT Gain TIFF PEP Partnership | 2012-01 | P | 2013-12 | $8 | Cost | $8 | |
| Murray Foundation | |||||||
| Sec 1256 Gain TIFF PEP | 2012-01 | P | 2013-12 | $3 | Cost | $3 | |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML 2BL-04001 Stmt A | $8,537,254 | $8,512,739 |
| ML 2BL-04072 Stmt A | $61,227 | $5,505,617 |
| ML 2BL-04076 Stmt A | $17,033 | $793,360 |
| TIFF Secondary Partners 1 Partnership | $270,021 | $270,021 |
| ML 2BL-02070 Stmt A | $194,696 | $222,166 |
| TIFF PEP Partnership | $13,193 | $13,193 |
Other Assets Schedule OtherAssetsSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gain/Loss Different from Book | Description |
| Amount | $5,226,624 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Certified Fees Merrill Lynch | $67 | $67 |
| Miscellaneous Expenses | $581 | $581 |
| Office Expense Furniture, Maintenance Supplies | $721 | $721 |
| Office Expense - Computer Software Repairs | $3,863 | $3,863 |
| Postage | $239 | $239 |
| Telephone | $1,620 | $1,620 |
| Bank Service Charges | $48 | $48 |
| Portfolio Expense From TIFF K-1 | $7,496 | $7,496 |
| Portfolio Expense From TIFF PEP K-1 | $3,783 | $3,783 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Portfolio Income from TIFF PEP Partnership | $19 | $19 |
| Guaranteed payment from TIFF PEP Partnership | $1 | $1 |
| Ordinary Income from TIFF Partnership | -$459 | -$459 |
| Ordinary Income from TIFF PEP Partnership | -$246 | -$246 |
| Royalties from TIFF PEP Partnership | $19 | $19 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Management Fees | CategoryTxt |
| Amt | $58,796 | Amt |
| Net Investment Income | $58,796 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign taxes | $163 | $163 |
| Payroll taxes | $4,675 | $4,675 |