Nonprofit · EIN 83-3226988
LARRY L AND MICHELE M MURPHY CHARITABLE TRUST
Tax-exempt · LEESBURG, FL 34749
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $531,134 | $326,102 | $205,032 | $2,331,334 | $0 | $2,331,334 |
| June 30, 2025 | 990-PF | $121,916 | $281,484 | -$159,568 | $2,126,302 | $0 | $2,126,302 |
| June 30, 2024 | 990-PF | $144,840 | $267,660 | -$122,820 | $2,285,870 | $0 | $2,285,870 |
| June 30, 2023 | 990-PF | $186,776 | $262,936 | -$76,160 | $2,408,690 | $0 | $2,408,690 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $83,111
- Interest
- $33,965
- Net gain from sales of assets
- $414,058
Expenses
- Grants and similar amounts paid
- $190,000
- Compensation of officers, directors and key employees
- $129,878
- Disbursements for charitable purposes
- $237,482
- Excise tax on investment income
- $413
Balance sheet and other
- Total assets, start of year
- $2,126,302
- Total assets, end of year
- $2,331,334
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,331,334
- Fair market value of assets
- $5,009,010
- Qualifying distributions
- $237,482
- Net investment income
- $117,076
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALFRED C HALIDAY JR PO BOX 490387, LEESBURG, FL 347490387 | TRUSTEE | 10 | $64,939 |
| KIMBALL D HALIDAY PO BOX 490387, LEESBURG, FL 347490387 | TRUSTEE | 15 | $64,939 |
| MICHELE M MURPHY 210 RIVERSDIE DRIVE, MELBOURNE BEACH, FL 32951 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBALL D HALIDAY PO BOX 490387, LEESBURG, FL 347490387 | TRUSTEE | 15 | $59,979 |
| ALFRED C HALIDAY JR PO BOX 490387, LEESBURG, FL 347490387 | TRUSTEE | 10 | $59,978 |
| MICHELE M MURPHY 210 RIVERSDIE DRIVE, MELBOURNE BEACH, FL 32951 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALFRED C HALIDAY JR PO BOX 490387, LEESBURG, FL 347490387 | TRUSTEE | 10 | $46,116 |
| KIMBALL D HALIDAY PO BOX 490387, LEESBURG, FL 347490387 | TRUSTEE | 14 | $39,830 |
| JANN K BARBIEUX 1600 BRAMS ROAD, DALLAS, TX 75214 | GRANT COMMIT | 5 | $20,800 |
| MICHELE M MURPHY 210 RIVERSDIE DRIVE, MELBOURNE BEACH, FL 32951 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALFRED C HALIDAY JR PO BOX 490387, LEESBURG, FL 347490387 | TRUSTEE | 7 | $50,529 |
| JANN K BARBIEUX 1600 BRAMS ROAD, DALLAS, TX 75214 | GRANT COMMIT | 5 | $31,200 |
| KIMBALL D HALIDAY PO BOX 490387, LEESBURG, FL 347490387 | TRUSTEE | 12 | $29,692 |
| MICHELE M MURPHY 210 RIVERSDIE DRIVE, MELBOURNE BEACH, FL 32951 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 490387, LEESBURG, FL 34749-0387
- In care of
- % HALIDAY BAIR & HUX PA
- Signed the 990-PF
- ALFRED C HALIDAY JR, TRUSTEE
- Phone
- (352) 787-3445
- Website
- GUIDESTAR.ORG
- Return prepared by
- ALFRED C HALIDAY JR PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-3226988
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,331,334
- Income (IRS master file)
- $617,728
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $531,134 | $326,102 | $2,331,334 | XML |
| 990-PF | June 2025 | $121,916 | $281,484 | $2,126,302 | XML |
| 990-PF | June 2024 | $144,840 | $267,660 | $2,285,870 | XML |
| 990-PF | June 2023 | $186,776 | $262,936 | $2,408,690 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-3226988).
Questions about LARRY L AND MICHELE M MURPHY CHARITABLE TRUST
- What is the EIN of LARRY L AND MICHELE M MURPHY CHARITABLE TRUST?
- The employer identification number (EIN) of LARRY L AND MICHELE M MURPHY CHARITABLE TRUST is 83-3226988.
- Is LARRY L AND MICHELE M MURPHY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to LARRY L AND MICHELE M MURPHY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LARRY L AND MICHELE M MURPHY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LARRY L AND MICHELE M MURPHY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LARRY L AND MICHELE M MURPHY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of LARRY L AND MICHELE M MURPHY CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 2 received compensation from the organization, the highest $64,939 (ALFRED C HALIDAY JR, TRUSTEE).
- How much revenue does LARRY L AND MICHELE M MURPHY CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $531,134, expenses of $326,102 and total assets of $2,331,334 at year end.
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All nonprofits in LEESBURG · Florida · Philanthropy, voluntarism and grantmaking foundations