Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
GEORGE F MURPHY PERPETUAL CHARITABLE
TRUST
Number and street (or P.O. box number if mail is not delivered to street address)1919 DOUGLAS ST 2ND FLR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68102
A Employer identification number

42-6595689
B Telephone number (see instructions)

(402) 536-5506
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,531,044
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 201,334 201,334  
5a Gross rents............ 200,957 200,957  
b Net rental income or (loss) 96,284
6a Net gain or (loss) from sale of assets not on line 10 34,910
b Gross sales price for all assets on line 6a 1,418,846
7 Capital gain net income (from Part IV, line 2)... 34,910
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,542 1,542  
12 Total. Add lines 1 through 11........ 438,743 438,743  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,373 25,187   25,186
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,150 575   575
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,765 1,684   0
19 Depreciation (attach schedule) and depletion... 11,358 11,358  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 93,391 93,353   38
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 167,037 132,157   25,799
25 Contributions, gifts, grants paid....... 502,488 502,488
26 Total expenses and disbursements. Add lines 24 and 25 669,525 132,157   528,287
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -230,782
b Net investment income (if negative, enter -0-) 306,586
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,495 19,275 19,275
2 Savings and temporary cash investments......... 123,175 250,206 250,206
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 113,712 Click to see attachment57,407 60,270
b Investments—corporate stock (attach schedule)....... 1,064,293 Click to see attachment1,030,958 1,182,820
c Investments—corporate bonds (attach schedule)....... 1,398,065 Click to see attachment1,530,067 1,519,911
11 Investments—land, buildings, and equipment: basis bullet1,449,589
Less: accumulated depreciation (attach schedule) bullet290,479 1,170,468 Click to see attachment1,159,110 5,302,825
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,358,599 Click to see attachment1,975,536 2,195,737
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment16,534 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,253,341 6,022,559 10,531,044
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 6,253,341 6,022,559
30 Total net assets or fund balances (see instructions)..... 6,253,341 6,022,559
31 Total liabilities and net assets/fund balances (see instructions). 6,253,341 6,022,559
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,253,341
2
Enter amount from Part I, line 27a .....................
2
-230,782
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,022,559
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,022,559
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a AQR MGD P 2013-08-29 2015-08-27
b AFFILIATED MGR P 2012-11-21 2015-04-24
c ANHUESER P 2012-02-01 2015-10-23
d ANHUESER P 2012-02-01 2015-12-17
e APACHE P 2012-11-21 2015-07-28
APPLE P 2010-05-11 2015-04-24
APPLE P 2015-06-18 2015-10-23
BAXTER P 2014-01-17 2015-04-24
BAXTER P 2014-01-17 2015-06-18
BERKSHIRE P 2008-02-25 2015-01-15
BERKSHIRE P 2010-05-11 2015-04-24
BLACKROCK P 2015-04-17 2015-08-27
BLACKROCK P 2014-06-10 2015-10-23
BOEING P 2014-08-06 2015-04-24
CME P 2012-07-02 2015-07-07
CRH AMERICA P 2010-11-30 2015-05-18
CVS P 2010-10-19 2015-04-24
CVS P 2010-10-19 2015-12-17
CELENESE P 2014-11-25 2015-04-24
CISCO P 2011-03-28 2015-04-24
CITIGROUP P 2014-03-25 2015-04-24
COMCAST P 2012-08-28 2015-04-24
CREDIT SUISSE P 2014-07-21 2015-08-27
CUMMINS P 2014-05-21 2015-04-24
DISNEY P 2004-12-14 2015-04-24
DRIEHAUS P 2013-04-10 2015-04-17
DRIEHAUS P 2013-08-29 2015-08-27
DRIEHAUS P 2013-08-29 2015-12-30
EMC P 2014-06-25 2015-04-24
EMC P 2014-06-25 2015-10-23
EMC P 2014-02-18 2015-10-14
EASTMAN P 2010-12-01 2015-12-15
DFED HOME LOAN P 2008-04-01 2015-03-15
FNMA P 2006-09-05 2015-01-25
GILEAD P 2011-12-08 2015-04-24
GOOGLE P 2012-10-03 2015-04-24
GOOGLE P 2012-10-03 2015-05-06
HSBC P 2014-05-21 2015-04-24
HSBC P 2014-05-16 2015-10-23
HOME DEPOT P 2003-03-17 2015-04-24
IBM P 2013-11-07 2015-08-10
JPMORGAN P 2012-11-21 2015-07-07
JOHNSON CONT P 2012-02-01 2015-04-24
LV SANDS P 2014-09-11 2015-12-17
WESTERN ASET P 2015-05-01 2015-10-23
MCKESSON P 2012-12-20 2015-04-24
MICROSOFT P 2014-08-06 2015-04-24
MONSTER BEV P 2013-01-10 2015-01-12
NATIONAL OILWELL P 2014-11-25 2015-04-24
NATIONAL OILWELL P 2013-11-07 2015-07-07
NESTLE P 2012-02-01 2015-10-23
PIMCO HY P 2013-01-08 2015-05-01
PIMCO HY P 2014-02-11 2015-12-30
PIMCO EMERG P 2014-07-21 2015-12-30
PRINCIPAL GL P 2014-07-21 2015-08-27
SPDR P 2014-08-19 2015-12-30
SPDR P 2002-03-04 2015-10-23
SCHLUMBERGER P 2014-11-25 2015-04-24
TJX P 2011-10-13 2015-07-07
  P    
TARGET P 2003-03-14 2015-04-24
THERMO F P 2009-06-11 2015-07-07
ETRACS P 2015-05-01 2015-10-23
US BANCORP P 2011-10-13 2015-05-27
UNION PACIFIC P 2010-10-19 2015-04-24
UNITED HEALTH P 2013-11-07 2015-02-27
UNITED HEALTH P 2013-11-07 2015-04-24
VANGUARD EMERG P 2014-05-16 2015-12-30
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 30,000   27,534 2,466
b 2,227   1,263 964
c 1,779   942 837
d 17,505   8,788 8,717
e 7,206   12,345 -5,139
4,028   1,139 2,889
1,780   1,919 -139
1,776   1,744 32
13,509   12,952 557
100,000   101,103 -1,103
2,130   1,166 964
15,000   15,143 -143
1,699   1,572 127
2,225   1,774 451
1,894   1,081 813
102,275   99,799 2,476
2,030   621 1,409
1,906   621 1,285
1,970   1,832 138
1,863   1,130 733
1,849   1,762 87
2,390   1,361 1,029
10,000   14,781 -4,781
2,722   2,979 -257
2,734   683 2,051
60,000   61,390 -1,390
15,000   15,687 -687
84,351   90,963 -6,612
1,585   1,577 8
12,885   10,153 2,732
47,299   50,264 -2,965
50,000   49,942 58
50,000   50,374 -374
5,927   5,945 -18
1,561   292 1,269
11,499   7,623 3,876
31   21 10
2,136   2,349 -213
40,681   50,000 -9,319
15,329   3,210 12,119
7,840   9,011 -1,171
1,663   1,019 644
1,836   1,071 765
1,474   2,232 -758
100,000   100,154 -154
2,300   988 1,312
2,138   1,933 205
13,691   5,776 7,915
1,890   2,658 -768
11,750   18,826 -7,076
1,157   881 276
30,000   31,317 -1,317
116,652   123,683 -7,031
127,948   146,136 -18,188
15,000   15,123 -123
35,142   39,967 -4,825
39,343   14,523 24,820
2,282   2,384 -102
1,703   721 982
      0
11,575   6,135 5,440
1,957   632 1,325
26,482   36,611 -10,129
17,345   9,646 7,699
1,608   630 978
8,529   5,240 3,289
2,371   1,397 974
68,817   89,418 -20,601
35,572     35,572
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       2,466
b       964
c       837
d       8,717
e       -5,139
      2,889
      -139
      32
      557
      -1,103
      964
      -143
      127
      451
      813
      2,476
      1,409
      1,285
      138
      733
      87
      1,029
      -4,781
      -257
      2,051
      -1,390
      -687
      -6,612
      8
      2,732
      -2,965
      58
      -374
      -18
      1,269
      3,876
      10
      -213
      -9,319
      12,119
      -1,171
      644
      765
      -758
      -154
      1,312
      205
      7,915
      -768
      -7,076
      276
      -1,317
      -7,031
      -18,188
      -123
      -4,825
      24,820
      -102
      982
      0
      5,440
      1,325
      -10,129
      7,699
      978
      3,289
      974
      -20,601
      35,572
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 34,910
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 222,914 10,733,136 0.020769
2013 522,989 10,600,127 0.049338
2012 374,169 9,406,713 0.039777
2011 445,311 8,608,279 0.051731
2010 366,714 7,890,138 0.046478
2
Total of line 1, column (d) .....................
20.208093
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.041619
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
10,757,624
5
Multiply line 4 by line 3......................
5
447,722
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,066
7
Add lines 5 and 6........................
7
450,788
8
Enter qualifying distributions from Part XII, line 4.............
8
528,287
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,066
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,066
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,066
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 6,480
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,480
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,414
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,414 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (402) 536-5506

    Located atbullet1919 DOUGLAS ST 2ND FLR MACN8000-027OMAHANE ZIP+4bullet68102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK NA TRUSTEE
    2.00
    50,373 0 0
    1919 DOUGLAS ST 2ND FLR MAC
    N8000-027
    OMAHA,NE68102
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,476,613
    b
    Average of monthly cash balances.......................
    1b
    194,833
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,250,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,921,446
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,921,446
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    163,822
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,757,624
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    537,881
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    537,881
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,066
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,066
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    534,815
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    534,815
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    534,815
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    528,287
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    528,287
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    3,066
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    525,221
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 534,815
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 499,227
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 528,287
    a Applied to 2014, but not more than line 2a 499,227
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 29,060
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    505,755
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CORPUS CHRISTI CHURCH
    2220 4TH AVE NO
    FORT DODGE,IA50501
    NONE PUBLIC CHARITY MAINTENANCE OF CHURCH AND CEMETERY 62,811
    FRIENDSHIP HAVEN INC
    420 KENYON ROAD
    FORT DODGE,IA50501
    NONE PUBLIC CHARITY MAINTENANCE OF LONG TERM CARE FACILITY 125,622
    IOWA HEALTH FOUNDATION
    1415 WOODLAND AVE STE E-200
    DES MOINES,IA50309
    NONE PRIVATE FOUNDATION PHYSICAL THERAPY REHABILITATION 125,622
    MERCY HOSPITAL FOUNDATION ATTN SHANNON M DUVAL
    411 LAUREL STE 2250
    DES MOINES,IA50314
    NONE PRIVATE FOUNDATION CARDIAC CARE HEALTH SERVICES 62,811
    TRINITY HEALTH FOUNDATION
    802 KENYON ROAD
    FORT DODGE,IA505015740
    NONE PRIVATE FOUNDATION MEDICAL EQUIPMENT AND NURSING SERVICES 125,622
    Total .................................bullet 3a 502,488
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....     14 201,334  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 96,284  
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....     14 1,542  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 34,910  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 334,070 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13334,070
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      1,150 575   575

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DWELLING 2000-07-01 50,000 27,043 SL 27.500000000000 1,818 1,818    
    GARAGE 2000-07-01 10,000 10,000 SL 10.000000000000 0 0    
    GARAGE - 2 2000-07-01 2,500 2,500 SL 10.000000000000 0 0    
    BARN 2000-07-01 10,000 7,875 SL 20.000000000000 500 500    
    SHED 2000-07-01 2,000 1,629 SL 20.000000000000 100 100    
    CRIB/GRANARY 2000-07-01 5,000 4,071 SL 20.000000000000 250 250    
    MACHINE SHED 2000-07-01 10,000 7,875 SL 20.000000000000 500 500    
    BIN DRYER 36 - 1 2000-07-01 35,000 35,000 SL 10.000000000000 0 0    
    BIN DRYER 36 - 2 2000-07-01 20,000 20,000 SL 10.000000000000 0 0    
    BIN DRYER 24 2000-07-01 10,000 10,000 SL 10.000000000000 0 0    
    BIN DRYER 30 2000-07-01 15,000 15,000 SL 10.000000000000 0 0    
    BIN 21 2000-07-01 5,000 5,000 SL 10.000000000000 0 0    
    WELLS - 2 2000-07-01 2,000 1,629 SL 20.000000000000 100 100    
    TILE 2000-07-01 150,000 118,125 SL 20.000000000000 7,500 7,500    
    FENCE 2000-07-01 5,000 5,000 SL 10.000000000000 0 0    
    ROOF ON MACHINE SHED 2000-10-02 7,860 5,600 SL 20.000000000000 393 393    
    DRIVEWAY 2000-12-05 3,944 2,774 SL 20.000000000000 197 197    
    LAND 2000-07-01 1,106,285   L   0 0    

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AIR PRODUCTS & CHEM 8/2/16 51,244 50,257
    BERKSHIRE HATHAWAY 1/15/15 0 0
    BOEING CAPITAL CORP 8/15/18 52,307 51,566
    CISCO SYSTEMS INC 2/22/16 103,466 100,638
    CRH AMERICA INC 1/15/16 0 0
    DEUTSCHE BANK AG 1/11/16 99,908 100,038
    DREYFUS INTL BOND 200,000 175,051
    EASTMAN CHEMICAL CO 12/15/15 0 0
    EMERSON ELECTRIC 4.25 11/15/20 99,470 107,877
    HOME DEPOT INC 3/1/16 49,755 50,352
    JPMORGAN CHASE & CO 7/22/20 49,868 53,369
    NATL RUAL UTIL COOP 4/10/17 100,408 104,723
    PNC FUNDING CORP 8/11/20 49,728 53,970
    PRINCIPAL PREFERRED 114,159 116,829
    TARGET CORP 1/15/18 101,908 108,990
    WESTERN ASSET 159,846 158,508
    ABERDEEN GLOBAL 108,000 104,161
    JP MORGAN HY 50,000 44,358
    METROPOLITAN WEST 40,000 39,224
    FIDELITY ADV 100,000 100,000

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFFILIATED MGR GROUP INC 8,293 11,982
    AMEX MATERIALS SPDR 20,219 23,881
    ANHEUSER-BUSCH INBEV SPN 0 0
    APACHE CORP 0 0
    APPLE INC 16,978 42,104
    BAXTER INTL INC 0 0
    BERKSHIRE HATHAWAY INC 14,194 24,427
    BLACKROCK 10,377 11,237
    BOEING CO 13,430 24,580
    CELANESE CORP 13,191 19,526
    CISCO SYSTEMS INC 13,216 20,638
    CITIGROUP 18,020 18,630
    CME GROUP INCE 10,806 18,120
    COMCAST CORP CLASS A 12,761 21,161
    CREDIT SUISSE 65,219 46,062
    CUMMINS 20,776 13,201
    CVS/CAREMARK CORPORATION 6,667 21,021
    DIAGEO PLC ADR 7,467 10,907
    DREYFUS EMERGING 75,000 62,932
    EATON CORP PLC 11,450 10,408
    EMC 0 0
    EMC CORP MASS 0 0
    GAI CORBIN 100,000 95,991
    GILEAD SCIENCES INC 2,532 13,155
    GOLDMAN SACHS GROUP INC 10,204 12,616
    GOOGLE INC CL A 0 0
    GOOGLE INC CLASS C 0 0
    HOME DEPOT INC 0 0
    HSBC ADR 17,089 12,433
    HSBC FRONTIER 0 0
    INTL BUS MACH CORP 0 0
    JOHNSON CONTROLS INC 7,766 11,452
    JPMORGAN CHASE & CO 12,674 22,780
    LAS VEGAS SANDS 14,032 9,645
    MCKESSON CORP 9,383 18,737
    MICROSOFT CORP 15,179 26,630
    MONSTER BEVERAGE CORP 0 0
    NATL OILWELL VARCO INC 0 0
    NESTLE SA REG SHS ADR 9,981 12,651
    ORACLE CORPORATION 9,890 12,968
    PRINCIPAL GLOBAL 69,877 67,053
    PRINCIPAL MIDCAP 60,000 56,573
    SCHLUMBERGER LTD 10,430 17,089
    TARGET CORP 5,743 15,974
    THERMO FISHER SCIENTIFIC 4,425 14,894
    TJX CO INC NEW 6,776 16,664
    TOTAL SA ADR 15,889 15,283
    UNION PACIFIC CORP 11,881 19,550
    UNITED PARCEL SERVICE CL B 11,160 12,510
    UNITEDHEALTH GROUP INC 11,344 22,940
    US BANCORP DEL NEW 0 0
    VANGUARD EMERGING 89,418 68,691
    WALT DISNEY CO 6,695 25,745
    HAIN CELESTIAL 10,252 10,098
    AMERIPRISE FINANL 6,885 5,853
    PNC FINANCL 15,835 15,726
    ALPHABET 15,640 26,561
    MONSANTO 21,272 19,211
    MANULIFE 10,358 10,561
    ROCHE 15,128 15,339
    SUNCOR 15,156 14,061
    ABERDEEN EMERG 40,000 32,595
    TEMPLETON EMERG 30,000 29,974

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    US Government Securities - End of Year Book Value:

    57,407
    US Government Securities - End of Year Fair Market Value:

    60,270
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 InvestmentsLandSchedule2
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    DWELLING 50,000 28,861 21,139  
    GARAGE 10,000 10,000 0  
    GARAGE - 2 2,500 2,500 0  
    BARN 10,000 8,375 1,625  
    SHED 2,000 1,729 271  
    CRIB/GRANARY 5,000 4,321 679  
    MACHINE SHED 10,000 8,375 1,625  
    BIN DRYER 36 - 1 35,000 35,000 0  
    BIN DRYER 36 - 2 20,000 20,000 0  
    BIN DRYER 24 10,000 10,000 0  
    BIN DRYER 30 15,000 15,000 0  
    BIN 21 5,000 5,000 0  
    WELLS - 2 2,000 1,729 271  
    TILE 150,000 125,625 24,375  
    FENCE 5,000 5,000 0  
    ROOF ON MACHINE SHED 7,860 5,993 1,867  
    DRIVEWAY 3,944 2,971 973  
    LAND 1,106,285 0 1,106,285  

    TY 2015 InvestmentsOtherSchedule2
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AQR MNG FUTURES STRAT AT COST 172,466 172,806
    ARBITRAGE FUND CLASS I AT COST 50,000 49,310
    ASG GLOBAL ALT FD CL Y AT COST 115,000 107,613
    ASGI AGILITY INCOME FUND AT COST 0 0
    DRIEHAUS ACTIVE INC FD AT COST 0 0
    EATON VANCE FLOATING RATE AT COST 79,949 73,895
    EDGEWOOD GROWTH INSTL AT COST 25,000 34,762
    FEDERATED STRAT VAL DIV AT COST 60,375 73,656
    FIRST EAGLE OVERSEAS FD AT COST 60,000 60,714
    HARBOR INTL FUND CL INST AT COST 50,000 49,979
    ISHARES BARCLAYS TIPS BOND AT COST 54,202 54,840
    ISHARES MSCI EAFE AT COST 82,823 105,696
    ISHARES RUSSELL 2000 AT COST 52,842 90,096
    ISHARES RUSSELL 2000 VAL AT COST 43,351 73,552
    OAKMARK INTERNATIONAL FD AT COST 49,529 63,899
    PIMCO EMERGING MKTS BOND FD AT COST 0 0
    PIMCO FOREIGN BOND FUND AT COST 265,000 243,861
    PIMCO HIGH YIELD FD INST AT COST 0 0
    PRINCIPAL INV RE SECURITIES AT COST 130,000 145,939
    ROBECO BOSTON PTRS LONG SH AT COST 0 0
    SPDR S&P MIDCAP 400 ETF AT COST 53,563 165,126
    SPDR WILSHIRE INTL RE ETF AT COST 167,981 152,138
    T ROWE PRICE EMERG MKTS AT COST 100,000 85,191
    VANGUARD REIT VIPER AT COST 44,410 71,757
    BLACKROCK GLOBAL AT COST 59,857 57,249
    BOSTON PTNRS AT COST 120,000 131,624
    ETRACS AT COST 39,188 31,811
    CORBIN MULTI STRAT AT COST 100,000 100,223

    TY 2015 OtherAssetsSchedule
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED DIVIDENDS 16,534 0  


    TY 2015 OtherExpensesSchedule
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT INTEREST EXP 40 20   20
    ADR FEES 36 18   18
    MANAGEMENT FEES 14,960 14,960   0
    CHEMICALS 6,948 6,948   0
    UTILITIES 999 999   0
    FERTILIZERS AND LIME 25,569 25,569   0
    SEED 24,441 24,441   0
    STORAGE AND WAREHOUSING 2,317 2,317   0
    PROPERTY TAX 12,446 12,446   0
    INSURANCE 3,464 3,464   0
    REPAIRS 1,627 1,627   0
    FUEL 544 544   0


    TY 2015 OtherIncomeSchedule2
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER NI INCOME 1,542 1,542 1,542


    TY 2015 TaxesSchedule
    Name:
    GEORGE F MURPHY PERPETUAL CHARITABLE
     
    TRUST
    EIN:
    42-6595689
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 1,684 1,684   0
    EXCISE TAX ESTIMATES 6,480 0   0
    EXCISE TAX PRIOR YEAR 2,601 0   0