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Nonprofit · EIN 95-6152669

LLUELLA MOREY MURPHEY FOUNDATION

Also known as SCHLINGER JAMES A TTEE

Tax-exempt · PASADENA, CA 91101

Financials

$666K$490K2023$1000K$506K2024$664K$539K2025
Revenue Expenses · by fiscal year end
Financials of LLUELLA MOREY MURPHEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$663,948$539,000$124,948$11,386,934$0$11,386,934
December 31, 2024990-PF$999,766$506,184$493,582$10,604,664$0$10,604,664
December 31, 2023990-PF$666,008$490,327$175,681$9,754,647$0$9,754,647
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$213,330
Interest
$7,138
Net gain from sales of assets
$443,480

Expenses

Grants and similar amounts paid
$415,000
Compensation of officers, directors and key employees
$48,000
Disbursements for charitable purposes
$473,422
Excise tax on investment income
$8,462

Balance sheet and other

Total assets, start of year
$10,604,664
Total assets, end of year
$11,386,934
Total liabilities, end of year
$0
Net assets, end of year
$11,386,934
Fair market value of assets
$11,386,934
Qualifying distributions
$473,422
Net investment income
$663,948

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KARL I SWAIDAN
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$24,000
STEPHEN JONES
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$12,000
DALE PELCH
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$12,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
KARL I SWAIDAN
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$24,000
STEPHEN JONES
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$12,000
DALE PELCH
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$12,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KARL I SWAIDAN
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$24,000
STEPHEN JONES
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$12,000
DALE PELCH
301 E COLORADO BLVD 9TH FLOOR, PASADENA, CA 91101
TRUSTEE1$12,000

Address and contacts

Address (IRS master file)
301 E COLORADO BLVD NINTH FLOOR, PASADENA, CA 91101-1915
In care of
% BARBARA W G CROWLEY
Signed the 990-PF
KARL SWAIDAN, TRUSTEE
Phone
(626) 744-5100
Return prepared by
LUCAS HORSFALL ADVISORS LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6152669 or by the name LLUELLA MOREY MURPHEY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-6152669
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,386,934
Income (IRS master file)
$1,516,508

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$663,948$539,000$11,386,934IRS
990-PFDecember 2024$999,766$506,184$10,604,664IRS
990-PFDecember 2023$666,008$490,327$9,754,647XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 95-6152669).

Questions about LLUELLA MOREY MURPHEY FOUNDATION

What is the EIN of LLUELLA MOREY MURPHEY FOUNDATION?
The employer identification number (EIN) of LLUELLA MOREY MURPHEY FOUNDATION is 95-6152669.
Is LLUELLA MOREY MURPHEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to LLUELLA MOREY MURPHEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LLUELLA MOREY MURPHEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LLUELLA MOREY MURPHEY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LLUELLA MOREY MURPHEY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LLUELLA MOREY MURPHEY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $24,000 (KARL I SWAIDAN, TRUSTEE).
How much revenue does LLUELLA MOREY MURPHEY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $663,948, expenses of $539,000 and total assets of $11,386,934 at year end.

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