MCMURRY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MCMURRY FOUNDATION (EIN 83-0323982)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349102015
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:19:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830323982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McMurry Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MCMU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | scott neu | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,659,244 | 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 | $19,873,684 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $202,403 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202,403 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $628,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $628,279 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $408,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,826,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $408,824 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,212 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,212 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,115,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,241,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,083 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,083 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,320 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,320 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,981 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,981 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,943 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,763 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,180 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,372 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $6,390 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $555 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $555 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,668 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,668 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,431 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,528 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $514,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $340,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,771,002 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,767,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,285,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,108,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,829,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,108,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $416,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,930,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,930,760 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $79,855 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $81,212 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,402,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,195,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,379,724 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,849,048 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,476,504 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,218,544 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,149,651 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,907,319 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,900,906 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $853,488 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,980 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $765,000 | LandBOYAmt |
| Land EOY | $822,508 | LandEOYAmt |
| Land EOYFMV | $143,598 | LandEOYFMVAmt |
| Other Assets BOY | $4,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,587,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,416,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,659,244 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $961 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $642 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $961 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $642 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,586,541 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,416,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,586,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,416,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,587,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,416,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,586,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,829,753 | ExcessRevenueOverExpensesAmt |
| Subtotal | $33,416,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $33,416,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $7,821,284 | $7,123,699 | $697,585 | $697,585 | |||
| Passthrough K1 Capital Gain/(Loss) | -$180,000 | ||||||
| ACCESS VENTURE PARTNERS FUND II LP | $1,664 | $1,664 | P | 2006-12-04 | 2023-12-29 | ||
| LIBERTY HARBOR SPV II, LTD. | $14 | $89,152 | -$89,138 | -$89,138 | P | 2014-01-01 | 2023-07-02 |
| WHITEHALL PARALLEL GLOBAL RE LP 2007 | $3,450 | $70,536 | -$67,086 | -$67,086 | P | 2007-06-18 | 2023-08-24 |
| DIST IN EXCESS OF BASIS -GLOBAL LONG SHORT | $1,555 | ||||||
| DIST IN EXCESS OF BASIS - KKR PRINCIPAL OPP | $45,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $408,824 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,406 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,406 | SubtotalAmt |
| Tax Based On Investment Income | $15,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $22,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,494 | OverpaymentAmt |
| Applied To ES Tax | $7,494 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Trudi Holthouse | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 40.0 | $103,000 | $26,529 | $0 |
| Tyler Holthouse | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 5.0 | $0 | $0 | $0 |
| Alaceia McMurry | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Susan McMurry | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Scott Neu | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 10.0 | $6,250 | $0 | $0 |
| Tayla Trujillo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 40.0 | $40,833 | $1,501 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sage Mountain Advisors | |||||
| 945 east paces ferry rd | ATLANTA | GA | 30326 | Investment Mgmt | $53,387 |
| Foundation Source | |||||
| 55 WALLS DRIVE 3RD FL | FAIRFIELD | CT | 06824 | administrative | $58,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,737,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,391,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,904,799 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,034,573 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,034,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $480,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,554,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,577,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,577,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,406 | TotalTaxAmt |
| Distributable Before Adj | $1,562,297 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,562,297 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,562,297 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,108,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $67,288 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,175,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,562,297 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,621,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,056,662 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,792,539 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,253,902 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,318,022 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,042,480 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,175,535 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,562,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,613,238 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,655,718 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,621,355 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,034,363 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,056,662 | ExcessFromYear4Amt |
| Excess From Year3 | $1,792,539 | ExcessFromYear3Amt |
| Excess From Year2 | $2,253,902 | ExcessFromYear2Amt |
| Excess From Year1 | $2,318,022 | ExcessFromYear1Amt |
| Excess From Current Year | $6,613,238 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Susan McMurry | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT APPS TO TRUDI HOLTHOUSE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 LANDMARK DR | AddressLine1Txt |
| City | casper | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3072619953 | RecipientPhoneNum |
| Form And Info And Materials | HTTPS://FSREQUESTS.COM/MCMURRYFOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTPS://FSREQUESTS.COM/MCMURRYFOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PRIMARILY SUPPORTS NARTONA COUNTY NON-PROFITS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 12-24 CLUB INC | |||||||
| 500 S WOLCOTT | CASPER | WY | 82601 | N/A | PC | 12-24 Club Operating Support | $30,000 |
| 5150 TOURISM DEVELOPMENT INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | Fly Casper Alliance Scholarship Fund for Aviation Students at Casper College | $10,000 |
| CAMP HOPE INC | |||||||
| 3920 W 45TH ST | CASPER | WY | 82604 | N/A | PC | 2023 Camp support | $10,000 |
| CASPER ARTISTS GUILD INC | |||||||
| 321 W MIDWEST AVE | CASPER | WY | 82601 | N/A | PC | Emergency Operational Funding | $5,000 |
| CASPER BOXING CLUB | |||||||
| PO BOX 832 | CASPER | WY | 82602 | N/A | PC | Casper Boxing Club | $50,000 |
| CASPER CHILDRENS CHORALE INCORPORATED | |||||||
| PO BOX 1622 | CASPER | WY | 82602 | N/A | PC | 2023 Spring Trip Transportation | $10,000 |
| CASPER CHILDRENS CHORALE INCORPORATED | |||||||
| PO BOX 1622 | CASPER | WY | 82602 | N/A | PC | Casper Children's Chorale Spring Trip | $10,000 |
| CASPER CIVIC CHORALE INC | |||||||
| PO BOX 50953 | CASPER | WY | 82605 | N/A | PC | program support for the upcoming concert season | $500 |
| CASPER DOWNTOWN DEVELOPMENT AUTHORITY | |||||||
| 139 W 2ND ST STE 3C | CASPER | WY | 82601 | N/A | GOV | General & Unrestricted | $5,000 |
| CASPER FAMILY CONNECTIONS | |||||||
| 500 S WOLCOTT ST STE 102 | CASPER | WY | 82601 | N/A | PC | operating support | $50,000 |
| CASPER FAMILY YMCA | |||||||
| 1611 CASPER MOUNTAIN RD | CASPER | WY | 82601 | N/A | PC | Capital improvements fund | $50,000 |
| CASPER FAMILY YMCA | |||||||
| 1611 CASPER MOUNTAIN RD | CASPER | WY | 82601 | N/A | PC | Facilities fund | $50,000 |
| CASPER LEGION BASEBALL CLUB INC | |||||||
| PO BOX 3554 | CASPER | WY | 82602 | N/A | PC | 2023 Casper Baseball Club Sponsorship | $2,500 |
| CASPER ROTARY CLUB FOUNDATION INC | |||||||
| PO BOX 496 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $3,000 |
| CENTRAL WYOMING CHAPTER OF THE AMERICAN PETROLEUM | |||||||
| PO BOX 261 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $5,000 |
| CENTRAL WYOMING HOSPICE PROGRAM | |||||||
| 319 S WILSON ST | CASPER | WY | 82601 | N/A | PC | Central Wyoming Hospice Grief Center | $25,000 |
| CENTRAL WYOMING JUNIOR LIVESTOCK SALE INC | |||||||
| PO BOX 771 | CASPER | WY | 82602 | N/A | PC | General & Unrestricted | $117,596 |
| CENTRAL WYOMING SENIOR SERVICES INC | |||||||
| 1831 E 4TH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $3,000 |
| CENTRAL WYOMING SENIOR SERVICES INC | |||||||
| 1831 E 4TH ST | CASPER | WY | 82601 | N/A | PC | GENERAL OPERATING fund | $25,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $60,500 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $25,000 |
| CHILDRENS ADVOCACY PROJECT INC | |||||||
| 350 N ASH ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $3,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | Charitable Event | $5,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | Charitable Event | $10,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | Platte River Revival | $3,000 |
| CLIMB | |||||||
| 1709 CAREY AVE | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $10,000 |
| COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY | |||||||
| PO BOX 2510 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $5,000 |
| COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY | |||||||
| PO BOX 2510 | CASPER | WY | 82602 | N/A | PC | Every Child Endowment Campaign | $50,000 |
| COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY | |||||||
| PO BOX 2510 | CASPER | WY | 82602 | N/A | PC | CASA Classic Golf Tournament | $1,000 |
| COWBOY JOE CLUB INC | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | N/A | PC | Charitable Event | $100,000 |
| COWBOY JOE CLUB INC | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | N/A | PC | General & Unrestricted | $18,900 |
| HOPE FOR HAITI CHILDRENS CENTER INCORPORATED | |||||||
| PO BOX 23270 | NASHVILLE | TN | 37202 | N/A | PC | Danita's Children | $10,000 |
| I-REACH 2 | |||||||
| PO BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PC | Charitable Event | $5,000 |
| JAE FOUNDATION | |||||||
| 1881 POLE LINE RD E | TWIN FALLS | ID | 83301 | N/A | PC | General & Unrestricted | $25,000 |
| JASONS FRIENDS FOUNDATION INC | |||||||
| 340 W B ST STE 101 | CASPER | WY | 82601 | N/A | PC | general & unrestricted | $20,000 |
| JRS HUNT FOR LIFE | |||||||
| 2911 GARDEN CREEK RD | CASPER | WY | 82601 | N/A | PC | program support | $2,000 |
| KIWANIS CLUB OF CASPER FOUNDATION | |||||||
| PO BOX 272 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $2,500 |
| LIFT WYOMING | |||||||
| 6405 BOOT HILL RD | CASPER | WY | 82604 | N/A | PC | LIFT Wyoming | $10,000 |
| LUTHER CLASSICAL COLLEGE | |||||||
| 2300 S HICKORY ST | CASPER | WY | 82604 | N/A | PC | Student Housing Initiative | $15,000 |
| MAKE-A-WISH FOUNDATION OF WYOMING | |||||||
| 236 W 1ST ST | CASPER | WY | 82601 | N/A | PC | operating support | $15,000 |
| MAKE-A-WISH FOUNDATION OF WYOMING | |||||||
| 236 W 1ST ST | CASPER | WY | 82601 | N/A | PC | Make-A-Wish Wyoming's Stories of Light Gala sponsorship | $8,000 |
| Manor Heights Elementary | |||||||
| 3201 EAST 15TH ST | Casper | WY | 82609 | N/A | GOV | Manor Heights Inclusive Playground Project | $2,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $10,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | Mercer Family Resource Center - Dancing with the Stars of Casper | $5,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | Charitable Event | $500 |
| MISS VOLUNTEER AMERICA FOUNDATION | |||||||
| 4117 HILLSBORO PIKE STE 103-301 | NASHVILLE | TN | 37215 | N/A | PC | Miss Wyoming Volunteer Scholarship Fund | $3,000 |
| MOTHER SETON HOUSING INC | |||||||
| PO BOX 1557 | CASPER | WY | 82602 | N/A | PC | Seton House - 3rd Annual Golf Tournament at 3 Crowns | $900 |
| MOTHER SETON HOUSING INC | |||||||
| PO BOX 1557 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $10,000 |
| NATIONAL HISTORIC TRAILS CENTER FOUNDATION INC | |||||||
| 1501 N POPLAR ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $3,000 |
| NATRONA COUNTY 4-H COUNCIL | |||||||
| 2011 FAIRGROUNDS RD | CASPER | WY | 82604 | N/A | PC | Charitable Event | $4,700 |
| NATRONA COUNTY 4-H COUNCIL | |||||||
| 2011 FAIRGROUNDS RD | CASPER | WY | 82604 | N/A | PC | Kids Fest | $4,000 |
| NATRONA COUNTY HIGH SCHOOL | |||||||
| 930 ELM ST | CASPER | WY | 82601 | N/A | GOV | General & Unrestricted | $3,390 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Operating Support fund | $10,000 |
| NATRONA COUNTY ROADS BRIDGES & PARKS | |||||||
| POST OFC DRAWER 848 | MILLS | WY | 82644 | N/A | GOV | General & Unrestricted | $35,000 |
| NATRONA COUNTY SCHOOL DISTRICT NO 1 | |||||||
| 970 N GLENN ROAD | CASPER | WY | 82601 | N/A | GOV | Centennial WEB Leaders-Disney Leadership Development Trip fund | $5,000 |
| OLIVIA CALDWELL FOUNDATION INC | |||||||
| 419 S WASHINGTON ST STE 102 | CASPER | WY | 82601 | N/A | PC | Butterfly Ball fund | $1,000 |
| OUR CAMP INC | |||||||
| PO BOX 51353 | CASPER | WY | 82605 | N/A | PC | 2023 sponsorship fund | $2,000 |
| PROUD TO HOST THE BEST INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | 2023-2024 Tournament Cycle | $35,000 |
| RAISING READERS IN WYOMING | |||||||
| PO BOX 21856 | CHEYENNE | WY | 82003 | N/A | PC | Raising Readers in Wyoming/ Natrona County | $2,500 |
| SAINT ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 W 20TH ST | CASPER | WY | 82604 | N/A | PC | Archangel Breakfast fund | $10,000 |
| SCIENCE ZONE | |||||||
| 222 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Science Zone's Trick or Treat Trail | $5,000 |
| SCOTTSBLUFF COMMUNITY SCHOOLS FOUNDATION INC | |||||||
| 1722 FIRST AVE | SCOTTSBLUFF | NE | 69361 | N/A | PC | gift cards fund for Christmas for Lincoln Heights Elementary employees | $10,000 |
| SCOTTSBLUFF COMMUNITY SCHOOLS FOUNDATION INC | |||||||
| 1722 FIRST AVE | SCOTTSBLUFF | NE | 69361 | N/A | PC | gift cards fund for Christmas for Lincoln Heights Elementary employees | $10,000 |
| SPECIAL OLYMPICS WYOMING INC | |||||||
| 239 WEST 1ST ST | CASPER | WY | 82601 | N/A | PC | Special Olympics Wyoming Programming Support | $15,000 |
| THE CARING CENTER INC | |||||||
| PO BOX 2346 | CASPER | WY | 82602 | N/A | PC | True Care Baby & Me Parenting Program | $10,000 |
| THISTLE FARMS INC | |||||||
| 5122 CHARLOTTE AVE | NASHVILLE | TN | 37209 | N/A | PC | General & Unrestricted | $1,016 |
| TROOPERS DRUM AND BUGLE CORPS INC | |||||||
| 1801 E E ST | CASPER | WY | 82601 | N/A | PC | Food Truck Improvements fund | $10,000 |
| TWO FLY FOUNDATION INC | |||||||
| PO BOX 50338 | CASPER | WY | 82605 | N/A | PC | the 2-day fishing tournament fund | $15,000 |
| UNACCOMPANIED STUDENTS INITIATIVE | |||||||
| PO BOX 22103 | CHEYENNE | WY | 82003 | N/A | PC | Charitable Event | $5,000 |
| UNITED WAY OF NATRONA COUNTY INC | |||||||
| PO BOX 2046 | CASPER | WY | 82601 | N/A | PC | United Way of Natrona County Platte Society Event | $3,500 |
| UNIVERSITY OF WYOMING | |||||||
| C/O MANAGER OF ACCOUNTING | LARAMIE | WY | 82071 | N/A | GOV | UW Casper Student Veteran Support Services - Suicide Awareness & Recreational Therapy | $5,000 |
| UNIVERSITY OF WYOMING | |||||||
| C/O MANAGER OF ACCOUNTING | LARAMIE | WY | 82071 | N/A | GOV | General & Unrestricted | $505,000 |
| WOMENS SELF-HELP CENTER INC | |||||||
| PO BOX 126 | EVANSVILLE | WY | 82636 | N/A | PC | Charitable Event | $1,500 |
| WYO COMPLEX | |||||||
| 441 LANDMARK DR STE 100 | CASPER | WY | 82609 | N/A | PC | WYO Sports Ranch | $2,000,000 |
| WYO COMPLEX | |||||||
| 441 LANDMARK DR STE 100 | CASPER | WY | 82609 | N/A | PC | Marketing fund for WYO Sports Ranch | $25,000 |
| WYO COMPLEX | |||||||
| 441 LANDMARK DR STE 100 | CASPER | WY | 82609 | N/A | PC | General & Unrestricted | $4,000,000 |
| WYOMING BREAST CANCER INITIATIVE FOUNDATION | |||||||
| PO BOX 2541 | CHEYENNE | WY | 82003 | N/A | PC | Program support for Free Breast Screenings and Breast Diagnostic Exams to WY Residents | $10,000 |
| WYOMING FOOD FOR THOUGHT PROJECT | |||||||
| PO BOX 942 | CASPER | WY | 82602 | N/A | PC | Summer Food Bags fund | $7,500 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | Executive Directory Salary fund | $60,000 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | 2023 Grand Masquerade Ball Annual Sponsor | $2,500 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | 2023 Tata Trot Annual Sponsor | $2,500 |
| WYOMING LODGING AND RESTAURANT ASSOCIATION EDUCATI | |||||||
| PO BOX 1003 | CHEYENNE | WY | 82003 | N/A | PC | Wyoming ProStart | $10,000 |
| WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | Homeless Mental Health Initiative | $10,000 |
| WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | Annual May Campaign | $30,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 SOUTH DAVID ST SUITE 1B | CASPER | WY | 82601 | N/A | PC | Holiday Celebration | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,771,002 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,403 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $628,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $408,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,212 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,241,718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,241,718 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Estate of Susan Kay McMurry | ||||||
| 1 | 441 Landmark Drive | Casper | WY | 82609 | $14,168,908 | Yes (X) |
| Pay It Forward Trust | ||||||
| 2 | 441 Landmark Drive | Casper | WY | 82609 | $5,703,105 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $12 | Amt |
| Disbursements Charitable Prps | $12 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|
| JEEP WRANGLER 2023 | 2023-06-26 | $63,898 | SL | 5 | $6,390 | $0 | |
| ELKHORN CREEK | $765,000 | L | $0 | ||||
| FURNITURE & FIXTUR | $24,590 | SL | 7 | $24,590 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| form 990-pf, parts I and XIV | FORM 990-PF, PARTS I AND XIV: | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $7,771,002 Less amount counted as a qualifying distribution on Part XI, Line 2: $3,390 TOTAL Part I, Line 25, Column (d): $7,767,612 |
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF clothing: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $3,390 TOTAL BOOK VALUE OF PROPERTY: $3,390 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $3,390 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $0 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Embroidered sweatshirts UNITS: 77 DATE OF DISTRIBUTION: 9/12/2023 GRANT RECIPIENT: Natrona County High School FMV OF PROPERTY: $2,695 BOOK VALUE OF PROPERTY: $2,695 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,695 DESCRIPTION OF PROPERTY: T-shirts UNITS: 77 DATE OF DISTRIBUTION: 10/11/2023 GRANT RECIPIENT: Natrona County High School FMV OF PROPERTY: $695 BOOK VALUE OF PROPERTY: $695 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $695 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (121 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE CALL MAKE WHOL | $71,852 | $62,981 |
| AIR LEASE CORP SER A MTN - 2.8 | $47,202 | $42,883 |
| ALTRIA GROUP INC - 4.400% - 02 | $21,941 | $18,832 |
| AMERICAN TOWER CORP - 0.000% - | $53,899 | $46,898 |
| ARCH CAPITAL FINANCELLC NOTE - | $39,601 | $33,953 |
| ASTRAZENECA PLC NOTE CALL MAKE | $65,733 | $60,785 |
| AT&T, INC - 1.700% - 03/25/202 | $42,470 | $43,055 |
| BANK OF AMERICA CORP - 2.015% | $32,105 | $32,671 |
| BANK OF AMERICA CORP NOTE - 3. | $54,000 | $52,746 |
| BAXTER INTL INC - 2.272% - 12/ | $42,240 | $44,743 |
| BERRY GLOBAL INC - 1.570% - 01 | $40,840 | $39,958 |
| BIRMINGHAM ALA TAXABLE GO REF | $93,554 | $94,759 |
| BOEING CO - 4.875% - 05/01/202 | $44,785 | $39,803 |
| BROADCOM INC - 3.500% - 01/15/ | $51,522 | $51,816 |
| BUFORD GA BRD ED REV TAXABLE R | $94,614 | $96,341 |
| CANADIAN IMPERIAL BANK - 1.250 | $83,999 | $86,167 |
| CAPITAL ONE - 4.200% - 10/29/2 | $88,126 | $82,368 |
| CARDINAL HEALTH INC - 3.410% - | $49,595 | $43,210 |
| CHICAGO ILL TRAN AUTH - 2.064% | $28,943 | $29,180 |
| CIGNA CORP NEW SER C NOTE - 3. | $76,420 | $67,490 |
| CITIGROUP INC NOTE CALL MAKE - | $57,973 | $61,512 |
| COLONY TEX LOC DEV CORP SALES | $98,472 | $98,837 |
| CONNECTICUT LT &PWR CO SER 202 | $44,982 | $41,715 |
| CONNECTICUT ST HSG FIN AUTH HS | $58,765 | $59,716 |
| CONNECTICUT ST TAXABLE GO BDS | $74,729 | $74,948 |
| CONNECTICUT ST TAXABLE GO BDS | $44,611 | $44,598 |
| CONSTELLATION BRANDSINC NOTE - | $49,484 | $43,368 |
| CORPUS CHRISTI TEX UTIL SYS - | $23,933 | $24,486 |
| CROWLEY TEX INDPT SCH DIST TAX | $99,989 | $99,491 |
| CROWN CASTLE INTL CORP - 4.000 | $55,619 | $48,364 |
| CSX CORP - 3.800% - 03/01/2028 | $31,995 | $28,414 |
| CT ST HSG FIN AUTH - 1.850% - | $45,252 | $45,465 |
| CVS CAREMARK CORP NOTE - 4.300 | $37,486 | $36,415 |
| DELL INTERNATIONAL - 5.850% - | $64,264 | $55,518 |
| DIGITAL RLTY TR LP - 4.450% - | $80,291 | $68,384 |
| DISCOVER FINL SVCS NOTE - 4.50 | $37,939 | $37,521 |
| DOLLAR GEN CORP NOTE - 4.125% | $55,018 | $51,943 |
| DOMINION ENERGY INC SER B NOTE | $54,402 | $48,046 |
| DUKE ENERGY - 0.900% - 09/15/2 | $22,989 | $21,460 |
| DUKE ENERGY CORP - 3.150% - 08 | $32,477 | $29,323 |
| EBAY INC - 2.700% - 03/11/2030 | $26,604 | $28,502 |
| ENERGY TRANSFER OPERATING LP - | $34,884 | $35,300 |
| ENTERGY CORP - 1.900% - 06/15/ | $43,436 | $44,319 |
| EQUITABLE HLDGS INC SER B NOTE | $35,309 | $29,958 |
| FAIRFAX CNTY VA WTR AUTH WTR R | $63,158 | $63,566 |
| FAYETTE CNTY KY SCH DIST FIN C | $96,889 | $98,239 |
| FIDELITY NATL INFORMATION SVCS | $30,490 | $30,332 |
| FISERV INC - 2.250% - 06/01/20 | $46,723 | $41,623 |
| FISERV INC - 3.200% - 07/01/20 | $32,611 | $28,888 |
| FOLSOM CALIF REDEV AGY SUCCESS | $73,185 | $73,819 |
| FOX CORP SER B - 4.709% - 01/2 | $56,696 | $51,741 |
| GATX CORP NOTE - 4.700% - 04/0 | $70,225 | $72,455 |
| GENERAL DYNAMICS - 3.500% - 04 | $44,618 | $43,864 |
| GENERAL MTRS FINL COINC NOTE - | $56,529 | $49,028 |
| GLOBAL PAYMENTS INC NOTE - 2.6 | $50,987 | $49,419 |
| HEWLETT PACKARD - 4.900% - 10/ | $50,128 | $42,803 |
| HOUSTON TEX ARPT SYS REV SUB L | $62,425 | $63,794 |
| HUNTINGTON BANCSHARES INC - 4. | $56,066 | $56,263 |
| INGERSOL RAND LUXEMBOURG - 3.8 | $32,182 | $32,941 |
| INTEL CORP NOTE - 5.125% - 02/ | $28,010 | $29,072 |
| JPMORGAN - 3.960% - 01/29/2027 | $43,711 | $40,063 |
| JPMORGAN CHASE &CO - 1.045% - | $54,361 | $53,731 |
| KANSAS ST DEV FIN AUTH - 1.369 | $26,596 | $27,134 |
| KEYSIGHT - 4.600% - 04/06/2027 | $34,647 | $29,910 |
| KIMCO REALTY CORP NOTE CALL MA | $69,688 | $61,768 |
| KINDER MORGAN INC - 4.300% - 0 | $31,921 | $29,609 |
| L3HARRIS TECHNOLOGIES INC - 3. | $72,343 | $63,840 |
| LANCASTER CALIF PWR AUTH - 0.8 | $28,414 | $28,961 |
| LARIMER CNTY COLO SCH DIST NO | $94,055 | $96,111 |
| LAUDOUN CNTY VA ECONOMIC DEV - | $29,534 | $29,222 |
| MARYLAND ST DEPT TRANSN CONS T | $101,341 | $99,712 |
| MIAMI-DADE CNTY FLA SEAPORT RE | $47,219 | $48,424 |
| MINNESOTA ST HSG FIN - 2.868% | $49,225 | $49,475 |
| MITSUBISHI - 3.741% - 03/07/20 | $28,938 | $28,732 |
| MITSUBISHI UFJ FINANCIAL GROUP | $32,261 | $32,166 |
| MORGAN STANLEY - 3.950% - 04/2 | $33,717 | $29,138 |
| MORGAN STANLEY SER I - 2.188% | $59,000 | $56,687 |
| MPLX LP - 4.125% - 03/01/2027 | $39,059 | $34,275 |
| MPLX LP 4.0% 03/15/2028 - 4.00 | $41,493 | $37,636 |
| NEW HAMPSHIRE MUN BD BK TAXABL | $47,317 | $48,582 |
| NEW JERSEY ST TPK AUTH TPK REV | $71,057 | $71,934 |
| NEW YORK N Y CITY HSG DEV CORP | $45,572 | $46,201 |
| NEW YORK N Y CITY TRANSITIONAL | $75,674 | $74,747 |
| NEW YORK ST DORM AUTH - 0.581% | $28,846 | $29,720 |
| NEXTERA ENERGY - 1.900% - 06/1 | $33,797 | $30,189 |
| NORTHROP GRUMMAN CORP - 2.930% | $57,482 | $58,633 |
| NXP B V / NXP FDG LLC / NXP US | $59,454 | $59,325 |
| ORACLE CORP - 2.950% - 05/15/2 | $30,763 | $29,122 |
| PASCO CNTY FLA SCH BRD CTFS PA | $46,954 | $47,317 |
| PERKINELMER INC NOTE - 1.900% | $82,445 | $84,934 |
| PHILIP MORRIS INTL INC NOTE - | $19,926 | $18,329 |
| PHILIP MORRIS INTL INC NOTE - | $64,176 | $65,084 |
| PNC FIN SVCS - 2.550% - 01/22/ | $68,830 | $71,821 |
| PORT AUTH N Y &N J CONSOLIDATE | $67,552 | $65,448 |
| REALTY INCOME CORP - 4.875% - | $64,054 | $55,062 |
| ROYAL BANK OF CANADA - 4.650% | $87,413 | $83,317 |
| ROYALTY PHARMA PLC NOTE - 1.75 | $35,095 | $32,311 |
| SABINE PASS LIQUEFACTION LLC - | $32,522 | $31,565 |
| SANTA MARIA CALIF JT UN HIGH - | $33,460 | $34,231 |
| SCHWAB CHARLES CORP NOTE CALL | $94,884 | $87,116 |
| SHIRE ACQUISITIONS - 3.200% - | $62,531 | $54,845 |
| SKYWORKS SOLUTIONS, INC - 1.80 | $45,335 | $46,372 |
| SOMERSET CNTY N J IMPT AUTH RE | $48,195 | $49,399 |
| SOUTHERN CO - 3.250% - 07/01/2 | $43,480 | $38,602 |
| SPECTRA ENERGY PARTNER - 3.500 | $73,130 | $73,314 |
| SUMITOMO MITSUI FINANCIAL - 3. | $60,847 | $52,413 |
| SUMITOMO MITSUI FINANCIAL GROU | $33,908 | $28,851 |
| SYNCHRONY FINANCIAL - 4.500% - | $50,679 | $43,961 |
| T MOBILE USA - 3.750% - 04/15/ | $55,652 | $48,549 |
| TAMPA-HILLSBOROUGH CNTY FLA EX | $71,938 | $73,547 |
| TELEDYNE TECHNOLOGIES INC - 2. | $31,236 | $28,074 |
| TRANSCANADA PIPELINES - 4.100% | $54,937 | $56,186 |
| TRUIST FINL CORP SER H NOTE - | $69,172 | $66,472 |
| U.S. BANCORP - 1.450% - 05/12/ | $94,891 | $90,427 |
| UNITEDHEALTH GROUP INC - 3.875 | $97,666 | $87,002 |
| VERIZON - 3.000% - 03/22/2027 | $48,389 | $42,811 |
| VIRGINIA ST HSG DEV AUTH RENTA | $94,873 | $97,396 |
| VOYA FINL INC NOTE - 3.650% - | $60,099 | $58,035 |
| WELLS FARGO &CO - 3.196% - 06/ | $63,443 | $57,356 |
| WELLS FARGO &CO SER Q MTN - 2. | $35,334 | $35,613 |
| XILINX INC NOTE - 2.950% - 06/ | $30,707 | $31,648 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLIFFWATER CORPORATE LENDING F | $631,690 | $629,322 |
| FIDELITY INTERNATL INDEX INSTL | $973,375 | $1,026,577 |
| FIDELITY TOTAL MARKET INDEX FU | $3,773,855 | $4,255,389 |
| GOLDMAN SACHS SMALL CAP EQUITY | $664,803 | $713,137 |
| GOLUB CAPITAL BDC, INC | $872,752 | $1,005,645 |
| ISHARES EDGE MSCI INTL QUALITY | $991,084 | $1,068,582 |
| ISHARES TRUST MSCI EAFE INDEX | $625,759 | $670,615 |
| JANUS HENDERSON AAA CLO ETF | $1,021,234 | $1,035,677 |
| JPMORGAN US QUALITY FACTOR ETF | $3,760,095 | $4,245,948 |
| SPDR S&P 500 ETF TRUST | $2,688,492 | $3,523,948 |
| VANGUARD FTSE EMERGING MARKETS | $192,351 | $204,884 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $79,855 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $81,212 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCESS VENTURE PARTNERS III LP | $370,942 | $1,960,403 |
| ACCESS VENTURE PARTNERS IV LP | $804,075 | $1,170,639 |
| ARES SPECIAL OPPORTUNITIES ACC | $428,158 | $949,533 |
| BROAD ST RE CREDIT PTNRS II OF | $30,000 | $68,732 |
| CUSTODIA BANK, INC | $249,998 | $249,998 |
| GLOBAL LONG SHORT PARTNERS OFF | $0 | $1,969 |
| MN8 ENERGY LLC | $1,239,063 | $1,441,661 |
| GS CAPITAL PARTNERS VI PARALLE | $90,725 | $31,407 |
| KKR PRINCIPAL OPPORTUNITIES AC | $0 | $563,217 |
| MATISSE ABSOLUTE RETURN FUND L | $1,579,721 | $124,509 |
| MCAR 2008 OFFSHORE FUND LIMITE | $16,477 | $5,574 |
| SILVER POINT DISTRESSED OPP AC | $275,187 | $758,669 |
| VINTAGE R E PTNS II INTL OFFSH | $566,928 | $721,671 |
| VINTAGE VII OFFSHORE SCSP | $256,045 | $852,924 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| JEEP WRANGLER 2023 | $63,898 | $6,390 | $57,508 | $57,508 |
| ELKHORN CREEK | $765,000 | $765,000 | $86,090 | |
| FURNITURE & FIXTUR | $24,590 | $24,590 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $7,771,002. This amount represents 25% or more of the Foundation's net assets of $23,515,528 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COWBOY/COWGIRL BOOT SCULPTURE | Desc |
| EOY Book Value | $4,500 | EOYBookValueAmt |
| EOYFMV | $4,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $58,275 | $58,275 | |
| Bank Charges | $27 | $27 | |
| Equipment/Furniture Purchase | $469 | $469 | |
| Foundation Dues & Memberships | $3,315 | $3,315 | |
| Indemnification Insurance | $3,379 | $3,379 | |
| Insurance Premiums | $4,167 | $4,167 | |
| K-1 Exp ACCESS VENTURE PARTNER | $14,005 | $13,978 | |
| K-1 Exp ACCESS VENTURE PARTNER | $21,552 | $21,528 | |
| K-1 Exp GS CAPITAL PARTNERS VI | $1,706 | $1,690 | |
| K-1 Exp MATISSE ABSOLUTE RETUR | $15,294 | $15,294 | |
| K-1 Exp WHITEHALL PARALLEL GLO | $11 | $11 | |
| VEHICLE REGISTRATION FEES | $4,386 | $4,386 | |
| OFFICE EXPENSE | $4,823 | $4,823 | |
| ADVERTISING EXPENSE | $581 | $581 | |
| Postage/Delivery Service | $246 | $246 | |
| State or Local Filing Fees | $27 | $27 | |
| Website Hosting/Support | $168 | $168 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ACCESS VENTURE PARTNERS III LP | $264 | $264 |
| K-1 Inc/Loss ACCESS VENTURE PARTNERS IV LP | $607 | $607 |
| K-1 Inc/Loss GS CAPITAL PARTNERS VI PARALLEL, L.P | $1,258 | $1,258 |
| K-1 Inc/Loss WHITEHALL PARALLEL GLOBAL RE LP 2007 | $83 | $83 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
| BOY Book Value | $961 | BOYBookValueAmt |
| EOY Book Value | $642 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $80,763 | $80,763 | |
| Website Development | $5,180 | $5,180 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Estate of Susan Kay McMurry | |||
| 441 Landmark Drive | Casper | WY | 82609 |
| Pay It Forward Trust | |||
| 441 Landmark Drive | Casper | WY | 82609 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $22,900 | |
| 990-PF Excise Tax for 2022 | $4,502 | |
| 990-PF Extension for 2022 | $5,400 | |
| Foreign Tax Paid | $90 | $90 |