Civic Intelligence

James L Murdoch Charitable Trust

990PF • Fiscal year 2025 • EIN 55-6152204

Jan 01, 2025 to Dec 31, 2025 • Filed on Mar 16, 2026

1303 J Street 520Sacramento, CA 95814

(916) 441-3300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,311,201

Up $157,459 (+14%) from 2024

Net Assets

Up

$1,311,201

Up $157,459 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$76,134

Down $11,452 (-13%) from 2024

Expenses

Down

$31,327

Down $28,680 (-48%) from 2024

Net Income

Up

$44,807

Up $17,228 (+62%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $609,168Liabilities 2011: $0Net Assets 2011: $609,1682011Assets 2012: $689,629Liabilities 2012: $02012Assets 2013: $774,430Liabilities 2013: $02013Assets 2014: $795,561Liabilities 2014: $02014Assets 2015: $730,898Liabilities 2015: $0Net Assets 2015: $730,8982015Assets 2016: $777,158Liabilities 2016: $0Net Assets 2016: $777,1582016Assets 2017: $898,935Liabilities 2017: $0Net Assets 2017: $898,9352017Assets 2018: $826,178Liabilities 2018: $0Net Assets 2018: $826,1782018Assets 2019: $982,227Liabilities 2019: $0Net Assets 2019: $982,2272019Assets 2020: $1,109,232Liabilities 2020: $0Net Assets 2020: $1,109,2322020Assets 2021: $1,224,412Liabilities 2021: $0Net Assets 2021: $1,224,4122021Assets 2022: $985,716Liabilities 2022: $0Net Assets 2022: $985,7162022Assets 2023: $1,074,338Liabilities 2023: $0Net Assets 2023: $1,074,3382023Assets 2024: $1,153,742Liabilities 2024: $0Net Assets 2024: $1,153,7422024Assets 2025: $1,311,201Liabilities 2025: $0Net Assets 2025: $1,311,2012025

Highlighted filing

2025

Assets$1,311,201
Liabilities$0
Net Assets$1,311,201

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2011: $8,2272011Revenue 2012: $21,503Expenses 2012: $13,112Net Income 2012: $8,3912012Revenue 2013: $57,279Expenses 2013: $5,058Net Income 2013: $52,2212013Revenue 2014: $73,328Expenses 2014: $15,747Net Income 2014: $57,5812014Revenue 2015: $98,842Expenses 2015: $36,923Net Income 2015: $61,9192015Revenue 2016: $23,845Expenses 2016: $12,036Net Income 2016: $11,8092016Revenue 2017: $60,107Expenses 2017: $15,955Net Income 2017: $44,1522017Revenue 2018: $49,299Expenses 2018: $16,767Net Income 2018: $32,5322018Revenue 2019: $41,334Expenses 2019: $17,874Net Income 2019: $23,4602019Revenue 2020: $43,230Expenses 2020: $17,361Net Income 2020: $25,8692020Revenue 2021: $65,937Expenses 2021: $22,359Net Income 2021: $43,5782021Revenue 2022: $71,554Expenses 2022: $32,225Net Income 2022: $39,3292022Revenue 2023: $45,384Expenses 2023: $75,520Net Income 2023: -$30,1362023Revenue 2024: $87,586Expenses 2024: $60,007Net Income 2024: $27,5792024Revenue 2025: $76,134Expenses 2025: $31,327Net Income 2025: $44,8072025

Highlighted filing

2025

Revenue$76,134
Expenses$31,327
Net Income$44,807
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 16, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander MurdochTrustee-$0--
Christina Murdoch MillsTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-scholarship-Boise, ID, US$15,000
Filing and Contact Details

Filer

Filer Name
James L Murdoch Charitable Trust
EIN
55-6152204
Phone
9164413300
Address
1303 J Street 520, Sacramento, CA 95814

Signing Officer

Name
Alexander Murdoch
Title
Trustee
Signed
2026-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Rossmann MacDonald & Benetti
Address
3838 Watt Avenue Suite E-500, Sacramento, CA 95821
Preparer
Kevin R Riley CPA
Phone
9164888360
Raw XML Appendix341 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01303 J Street Suite 520
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sacramento
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095814
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Alexander Murdoch
IRS990PF/StatementsRegardingActyGrp/PhoneNum09164413300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Scholarships may be applied for by completing a James L Murdoch Scholarship application form. The form may be requested in writing from the contact person mentioned above.Materials submitted with the application must include the following:1. Educator recommendation letter2. Character recommendation letter3. Application form4. High school transcript5. Current Student Aid Report (complete Free Application for Federal Student Aid) - www.fafsa.ed.gov
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0James L Murdoch Charitable Trust
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09164415063
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01130 K Street Ste 210
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Sacramento
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095814
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Scholarships are awarded to underprivileged students to attend four year institutions.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0June 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0kenna DeLemos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01211 S Michigan Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boise
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd083706
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059753
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02023
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0596198
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0596198
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt038782
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0596198
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt059753
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053782
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt06013
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1462
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK AND BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PENALTIES/FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06013
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06013
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32589
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45603
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0112652
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER MURDOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James L Murdoch Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0556152204
ReturnHeader/Filer/PhoneNum09164413300
ReturnHeader/Filer/USAddress/AddressLine1Txt01303 J Street 520
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680202491
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rossmann MacDonald & Benetti
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 Watt Avenue Suite E-500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095821
ReturnHeader/PreparerPersonGrp/PhoneNum09164888360
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin R Riley CPA
ReturnHeader/ReturnTs02026-03-16T10:01:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.03$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07$0.02$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.02$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.02$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.10$0.04$0.06
2014Summary only. Only limited summary data is available for this year.$0.80$0.00$0.07$0.02$0.06
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.06$0.01$0.05
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.02$0.01$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.01