JOHN AND KELLYANNE MURRAY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND KELLYANNE MURRAY CHARITABLE FOUNDATION (EIN 85-3565957)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-18
- IRS object ID
- 202601699349100710
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-18T13:01:32-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141630137 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN & FITZGERALD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 OLD LOUDON ROAD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853565957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND KELLYANNE MURRAY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5182297184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NAPLES CT | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F MURRAY JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5182727955 | PhoneNum |
| Signature | 2026-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN E LAFOREST | PreparerPersonNm |
| PTIN | P00371585 | PTIN |
| Phone | 5187835509 | PhoneNum |
| Preparation | 2026-06-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,433,254 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $124,609 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $359,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,223 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $297,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,630 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $891 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $891 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,406 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $148,133 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,333 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,537 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,552,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,536,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,278,717 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,645,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,690,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,433,254 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,645,179 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,690,625 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,645,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,690,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,645,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,690,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,645,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $148,133 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,793,312 | SubtotalAmt |
| Other Decreases | $102,687 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,690,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WALMART, INC. - 75 SHS | D | 2012-04-18 | 2025-12-17 | $8,624 | $1,566 | $7,058 | $7,058 |
| WALMART, INC. - 200 SHS | D | 2012-04-18 | 2025-12-17 | $22,999 | $4,177 | $18,822 | $18,822 |
| WALMART, INC. - 200 SHS | D | 2012-04-18 | 2025-12-17 | $22,999 | $4,177 | $18,822 | $18,822 |
| WALMART, INC. - 600 SHS | D | 2012-04-18 | 2025-12-17 | $68,995 | $12,530 | $56,465 | $56,465 |
| ARTHUR J. GALLAGHER & CO. - 100 SHS | P | 2020-11-19 | 2025-03-05 | $34,086 | $11,546 | $22,540 | $22,540 |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. - 100 SHS | P | 2020-11-19 | 2025-03-05 | $24,338 | $14,528 | $9,810 | $9,810 |
| CDW CORPORATION - 166 SHS | P | 2020-11-19 | 2025-04-04 | $24,022 | $21,936 | $2,086 | $2,086 |
| MCCORMICK & COMPANY - 300 SHS | P | 2021-11-11 | 2025-04-07 | $22,375 | $24,417 | -$2,042 | -$2,042 |
| MCCORMICK & COMPANY - 283 SHS | P | 2023-10-03 | 2025-04-07 | $21,107 | $19,370 | $1,737 | $1,737 |
| MICROCHIP TECHNOLOGY, INC. - 600 SHS | P | 2020-11-19 | 2025-01-23 | $35,280 | $38,012 | -$2,732 | -$2,732 |
| POOL CORP - 33 SHS | P | 2020-11-19 | 2025-08-04 | $10,214 | $11,108 | -$894 | -$894 |
| POOL CORP - 64 SHS | P | 2020-11-19 | 2025-08-05 | $19,950 | $21,544 | -$1,594 | -$1,594 |
| POOL CORP - 11 SHS | P | 2020-11-19 | 2025-08-07 | $3,407 | $3,703 | -$296 | -$296 |
| POOL CORP - 15 SHS | P | 2020-11-19 | 2025-08-11 | $4,598 | $5,049 | -$451 | -$451 |
| POOL CORP - 22 SHS | P | 2020-11-19 | 2025-08-12 | $6,859 | $7,406 | -$547 | -$547 |
| POOL CORP - 21 SHS | P | 2023-07-24 | 2025-08-12 | $6,547 | $7,752 | -$1,205 | -$1,205 |
| REPUBLIC SERVICES, INC. - 100 SHS | P | 2020-11-19 | 2025-03-05 | $23,591 | $9,947 | $13,644 | $13,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,223 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $58 | EsPenaltyAmt |
| Overpayment | $2,080 | OverpaymentAmt |
| Applied To ES Tax | $2,080 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION | IndividualWithBooksNm |
| Phone | 5182727955 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NAPLES CT | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN F MURRAY JR | ||||||||
| 10 NAPLES COURT | TROY | NY | 12180 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KELLYANNE H MURRAY | ||||||||
| 10 NAPLES COURT | TROY | NY | 12180 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,324,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,438,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,438,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,402,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,062 | TotalTaxAmt |
| Distributable Before Adj | $118,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,512 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,276 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,815 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,417 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $197,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,861 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $199,651 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $28,512 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $171,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,276 | ExcessFromYear4Amt |
| Excess From Year3 | $41,815 | ExcessFromYear3Amt |
| Excess From Year2 | $36,770 | ExcessFromYear2Amt |
| Excess From Year1 | $24,417 | ExcessFromYear1Amt |
| Excess From Current Year | $1,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F MURRAY JR | ContributingManagerNm |
| Contributing Manager | KELLYANNE H MURRAY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN F MURRAY JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NAPLES CT | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5182727955 | RecipientPhoneNum |
| Recipient Email Address | ZJMURRAY54@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER WITH SUPPORTING ATTACHMENTS TO FULLY DISCLOSE CHARITABLE PURPOSE OF APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF THE HOLY NAMES | |||||||
| 1075 NEW SCOTLAND ROAD | ALBANY | NY | 12208 | NONE | PC | UNRESTRICTED | $35,200 |
| AMERICAN CANCER SOCIETY | |||||||
| 1 PENNY LANE | ALBANY | NY | 12110 | NONE | PC | UNRESTRICTED | $3,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF ALBANY | |||||||
| 40 N MAIN AVENUE | ALBANY | NY | 12203 | NONE | PC | UNRESTRICTED | $2,700 |
| CENTER FOR DISABILITY SERVICES | |||||||
| 314 S MANNING BLVD | ALBANY | NY | 12202 | NONE | PC | UNRESTRICTED | $4,000 |
| CITY MISSION OF SCHENECTADY | |||||||
| 425 HAMILTON STREET | SCHENECTADY | NY | 12305 | NONE | PC | UNRESTRICTED | $2,500 |
| COBLESKILL-RICHMOND EDUCATION FOUNDATION | |||||||
| 155 WASHINGTON AVE | COBLESKILL | NY | 12043 | NONE | PC | UNRESTRICTED | $1,500 |
| JUNIOR ACHIEVEMENT OF NORTHEASTERN NY | |||||||
| 8 STANLEY CIRCLE | LATHAM | NY | 12110 | NONE | PC | UNRESTRICTED | $2,000 |
| MAKE A WISH FOUNDATION | |||||||
| 92 CONGRESS STREET | SARATOGA SPRINGS | NY | 12866 | NONE | PC | UNRESTRICTED | $2,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $1,500 |
| MOHAWK HUDSON HUMANE SOCIETY | |||||||
| 3 OAKLAND AVE | MENANDS | NY | 12204 | NONE | PC | UNRESTRICTED | $500 |
| NORTHERN RIVERS DEVELOPMENT | |||||||
| PO BOX 8899 | ALBANY | NY | 12208 | NONE | PC | UNRESTRICTED | $3,000 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | NONE | PC | UNRESTRICTED | $5,000 |
| SIENA COLLEGE | |||||||
| 515 LOUDON ROAD | LOUDONVILLE | NY | 12211 | NONE | PC | UNRESTRICTED | $30,000 |
| ST PETER'S HEALTH PARTNERS FOUNDATION | |||||||
| 310 SOUTH MANNING BOULEVARD | ALBANY | NY | 12208 | NONE | PC | UNRESTRICTED | $10,000 |
| SIENA UNIVERSITY FRIARY | |||||||
| 515 LOUDON ROAD | LOUDONVILLE | NY | 12211 | NONE | PC | UNRESTRICTED | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | UNRESTRICTED | $1,700 |
| TALK 1300 AM | |||||||
| 11 DENNIS TERRACE | SCHENECTADY | NY | 12303 | NONE | PC | UNRESTRICTED | $300 |
| CHRISTIAN BROTHERS ACADEMY | |||||||
| 12 AIRLINE DRIVE | ALBANY | NY | 12205 | NONE | PC | UNRESTRICTED | $500 |
| DOUBLE H RANCH | |||||||
| 97 HIDDEN VALLEY ROAD | LAKE LUZERNE | NY | 12846 | NONE | PC | UNRESTRICTED | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | UNRESTRICTED | $1,500 |
| NAPLES TRAIN MUSUEM | |||||||
| 401 10TH STREET S | NAPLES | FL | 34102 | NONE | PC | UNRESTRICTED | $1,000 |
| 15-LOVE | |||||||
| 785 WASHINGTON AVE | ALBANY | NY | 12206 | NONE | PC | UNRESTRICTED | $1,500 |
| SCO-WRIGHT AMBULANCE SERVICE | |||||||
| 388 MAIN STREET | SCHOHARIE | NY | 12157 | NONE | PC | UNRESTRICTED | $1,500 |
| SCHOHARIE CENTRAL SCHOOL BOOSTER CLUB | |||||||
| 136 ACADEMY DRIVE | SCHOHARIE | NY | 12157 | NONE | PC | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $172,630 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,630 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND KELLYANNE MURRAY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NAPLES COURT | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $124,609 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1075 SHS WALMART, INC. | NoncashPropertyDesc |
| Fair Market Value | $124,609 | FairMarketValueAmt |
| Received | 2025-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN AND FITZGERALD PC | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,536,088 | EOYBookValueAmt |
| EOYFMV | $2,278,717 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUE ADJUSTMENT | Desc |
| Amt | $102,687 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US CORPORATION TAX | $1,009 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $23,406 | $23,406 | $0 |
| NYS FILING FEE | $250 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $891 | Amt |
| Net Investment Income | $891 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |