J Campbell Murrell Fund in Austin, Texas (TX)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| J Campbell Murrell Fund | |
| Employer Identification Number (EIN) | 752694405 |
| Name of Organization | J Campbell Murrell Fund |
| In Care of Name | J Campbell Murrell |
| Address | 11408 Musket Rim St, Austin, TX 78738-6605 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $36,013,609 |
| Amount of Income | $1,094,683 |
| Form 990 Revenue Amount | $1,305,394 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $1,094,683 (it was $1,295,247 in 2012)
| This organization: | $1,094,683 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2013: $36,013,609 (it was $33,293,979 in 2012)
| J Campbell Murrell Fund: | $36,013,609 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $387,123
| J Campbell Murrell Fund: | $387,123 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 2.8
| This organization: | 2.8 |
| Other organizations performing similar types of work: | 2.0 |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,295,247 | $1,762,636 | $1,762,636 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $476,408 | |||
| Dividends and interest from securities | $591,073 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $227,766 | |||
| Total expenses and disbursements | $387,123 | $174,464 | $0 | $2,119,626 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $387,009 | $174,464 | $174,461 | |
| Contributions, gifts, grants paid | $114 | |||
| Excess of revenue over expenses and disbursements | $908,124 | |||
| Net investment income | $1,588,172 | |||
| Adjusted net income | $1,762,636 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $33,293,979 | $38,566,990 |
| Cash - non-interest-bearing | $3,844,265 | |
| Investments-U.S. and state government obligations | $2,480,981 | |
| Investments-corporate stock | $4,533,427 | |
| Investments-corporate bonds | $6,306,764 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $5,506,446 | |
| Other | $10,622,096 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $33,293,979 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $15,882 |
| Total credits and payments | $38,599 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $38,599 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $227 |
| Tax due | $0 |
| Overpayment | $22,490 |
| Amount to be credited to 2013 estimated tax | $16,000 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $35,653,655 |
| Net value of noncharitable-use assets | $35,118,860 |
| Minimum investment return | $1,755,943 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,740,061 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,740,061 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $132,476 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tasajillo Charitable Trust, Wyatt O S Jr Ttee | PO BOX 56223, Houston, TX 77256-6223 | TX | 1997-06 | $40,568,060 |
| 2 | Truman And Anita Arnold Foundation | 2900 St Michael Drive 5th Floor, Texarkana, TX 75503-2388 | TX | 1998-10 | $5,209,217 |
| 3 | William Wright Family Foundation | PO BOX 4517, Wichita Falls, TX 76308-0517 | TX | 1998-03 | $4,382,953 |
| 4 | The Mankoff Family Foundation | 5950 Berkshire Ln Ste 550, Dallas, TX 75225-5861 | TX | 1998-02 | $3,212,108 |
| 5 | Ruth Parr Sparks Foundation | PO BOX 728, Alice, TX 78333-0728 | TX | 1997-11 | $2,843,001 |
| 6 | Thomas Foundation | 8333 Douglas Ave Ste 1414, Dallas, TX 75225-5821 | TX | 1997-09 | $2,780,323 |
| 7 | Underwood Foundation | 909 Fannin St Ste 1640, Houston, TX 77010-1018 | TX | 1997-05 | $1,821,561 |
| 8 | Sanders Foundation | 201 E Main Dr Ste 350, El Paso, TX 79901-1416 | TX | 1995-08 | $1,119,434 |
| 9 | Sophie L Anderson Foundation Trust A Fbo Shriners Hospital Whitworth | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1971-11 | $1,107,220 |
| 10 | Rr Family Foundation | 2001 Kirby Drive, Houston, TX 77019-6043 | TX | 1998-07 | $858,107 |
| 11 | Thompson & Knight Foundation | 1722 Routh St Ste 1500, Dallas, TX 75201-2532 | TX | 1991-03 | $810,443 |
| 12 | Warthog Charitable Trust, Robinson Charles W Jr Ttee | 7902 Woodridge Dr, San Antonio, TX 78209-2226 | TX | 1997-05 | $633,737 |
| 13 | Riepe Family Foundation | 16025 Tahoe Dr, Houston, TX 77040-1245 | TX | 1997-08 | $607,710 |
| 14 | Winifred And B A Killson Educational Foundation | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1997-01 | $532,579 |
| 15 | The Dixie Jones Foundation | 6243 La Vista Dr, Dallas, TX 75214-4346 | TX | 1995-10 | $509,291 |
| 16 | Womens Resource Of Greater Houston | 730 N Post Oak Rd Ste 204, Houston, TX 77024-3969 | TX | 1990-12 | $504,261 |
| 17 | The Search Foundation | 800 Gessner Rd Ste 1260, Houston, TX 77024-4273 | TX | 1997-01 | $497,830 |
| 18 | The T J And Laverne Plunkett Foundation | PO BOX 2573, Henderson, TX 75653-2573 | TX | 1996-11 | $410,805 |
| 19 | Sweet Mercies Foundation | 5630 Inwood Dr, Houston, TX 77056-4012 | TX | 1997-03 | $336,169 |
| 20 | Waxahachie Foundation Inc | PO BOX 976, Waxahachie, TX 75168-0976 | TX | 1968-11 | $334,587 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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