MCMURRY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MCMURRY FOUNDATION (EIN 83-0323982)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349101353
- Schema version
- 2024v5.2
- 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
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T08:38:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | Trudi Holdhouse | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-05 | 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 | 2024 | 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 | $26,829,067 | 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 | $5,622,405 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60,917 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,917 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $803,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $803,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,578,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,714,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,578,317 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,719 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,719 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,071,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,448,786 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $266,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $266,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $118,810 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $118,810 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $131,528 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,528 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,490 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $16,100 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $12,780 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $358 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $358 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,304 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,304 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,841 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $717,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $494,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,836,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,835,335 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,553,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,330,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,482,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,256,898 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,930,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,164,060 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,164,060 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $130,397 | AcctRcvblAmt |
| Acct Rcvbl EOY | $130,397 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $130,397 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $79,855 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,370,205 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,380,460 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,195,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,490,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,531,177 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,476,504 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $776,663 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $804,006 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,907,319 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,213,165 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,713,397 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $853,488 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,760 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $822,508 | LandBOYAmt |
| Land EOY | $809,728 | LandEOYAmt |
| Land EOYFMV | $101,070 | LandEOYFMVAmt |
| Other Assets BOY | $4,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,416,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,959,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,829,067 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $642 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,867 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $642 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,867 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $33,416,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,953,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,416,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,953,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,416,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,959,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,416,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,482,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,000 | OtherIncreasesAmt |
| Subtotal | $21,953,850 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,953,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly-traded Securities | $14,714,274 | $13,201,309 | $1,512,965 | $1,512,965 | |
| Passthrough K1 Capital Gain/(Loss) | $39,567 | ||||
| DIST IN EXCESS OF BASIS -GLOBAL LONG SHO | $1,240 | P | |||
| DIST IN EXCESS OF BASIS - KKR PRINCIPAL | $24,545 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,578,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,371 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,371 | SubtotalAmt |
| Tax Based On Investment Income | $31,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,594 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $32,994 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,623 | OverpaymentAmt |
| Applied To ES Tax | $1,623 | 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 | false | 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 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (4 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 | $146,083 | $84,362 | $0 |
| Tyler Holthouse | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 5.0 | $0 | $0 | $0 |
| Scott Neu | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 10.0 | $0 | $0 | $0 |
| Tayla Trujillo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 40.0 | $120,417 | $12,481 | $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 | $102,159 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $60,003 |
| 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 | $24,181,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,614,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,816,770 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,612,908 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,612,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $504,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,108,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,655,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,655,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,371 | TotalTaxAmt |
| Distributable Before Adj | $1,624,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,644,065 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,644,065 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,330,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,100 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $19,331,248 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,644,065 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,056,662 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,792,539 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,253,902 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,318,022 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,613,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,034,363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,331,248 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,644,065 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,687,183 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,721,546 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,056,662 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,664,884 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,792,539 | ExcessFromYear4Amt |
| Excess From Year3 | $2,253,902 | ExcessFromYear3Amt |
| Excess From Year2 | $2,318,022 | ExcessFromYear2Amt |
| Excess From Year1 | $6,613,238 | ExcessFromYear1Amt |
| Excess From Current Year | $17,687,183 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | 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 (112 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 ST STE 200 | CASPER | WY | 82601 | N/A | PC | 12-24 Club General Operating Support | $40,000 |
| 5150 TOURISM DEVELOPMENT INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | Casper International Film Festival | $5,000 |
| 5150 TOURISM DEVELOPMENT INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | Fly Casper Community Support Project | $10,000 |
| 5150 TOURISM DEVELOPMENT INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | David Street Station - Chancey Williams Concert | $10,000 |
| 5150 TOURISM DEVELOPMENT INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | David Street Station Operating Support | $50,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | Healthy Lifestyles Programming | $50,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | Career Works & Social Emotional Learning Support | $50,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $60,000 |
| CAMP HOPE INC | |||||||
| 3920 W 45TH ST | CASPER | WY | 82604 | N/A | PC | Camp Hope Inc | $10,000 |
| CASPER ARTISTS GUILD INC | |||||||
| 321 W MIDWEST AVE | CASPER | WY | 82601 | N/A | PC | 100 Year Celebration - Secret Garden Gala Sponsorship | $5,000 |
| CASPER BOXING CLUB | |||||||
| PO BOX 832 | CASPER | WY | 82602 | N/A | PC | Casper Boxing Club | $50,000 |
| CASPER FAMILY CONNECTIONS | |||||||
| 500 S WOLCOTT ST STE 102 | CASPER | WY | 82601 | N/A | PC | Casper Family Connections | $75,000 |
| CASPER FAMILY YMCA | |||||||
| 1611 CASPER MOUNTAIN RD | CASPER | WY | 82601 | N/A | PC | Strong Communities 2024 | $10,000 |
| CASPER HOUSING AUTHORITY CARES | |||||||
| 777 OVERLAND TRL STE 131 | CASPER | WY | 82601 | N/A | PC | Father's Day Event - A Celebration of Families | $2,000 |
| CASPER ROTARY CLUB FOUNDATION INC | |||||||
| PO BOX 496 | CASPER | WY | 82602 | N/A | PC | Casper Rotary Club 2024 Duck Derby | $3,000 |
| CATHOLIC CHURCH EXTENSION SOCIETY OF US OF AMER | |||||||
| 150 S WACKER DRIVE | CHICAGO | IL | 60606 | N/A | PC | Wyoming Catholic High School Youth Rally in Casper, Wyoming November 22-24 | $5,000 |
| CENTERSTONE FOUNDATION INC | |||||||
| PO BOX 530281 | ATLANTA | GA | 30353 | N/A | SO I | Capital Campaign | $10,000 |
| CENTRAL WYOMING FAIR & RODEO | |||||||
| 1700 FAIRGROUNDS RD | CASPER | WY | 82604 | N/A | GOV | General & Unrestricted | $6,000 |
| CENTRAL WYOMING SENIOR SERVICES INC | |||||||
| 1831 E 4TH ST | CASPER | WY | 82601 | N/A | PC | CENTRAL WY SENIOR SERVICES, INC.- GENERAL OPERATING | $20,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $16,000 |
| CHILDRENS ADVOCACY PROJECT INC | |||||||
| 350 N ASH ST | CASPER | WY | 82601 | N/A | PC | Children's Advocacy Project, Inc. | $20,000 |
| CHILDRENS ADVOCACY PROJECT INC | |||||||
| 350 N ASH ST | CASPER | WY | 82601 | N/A | PC | Children's Advocacy Project CAP Cabernet and Calcutta Comedy Night/Shoot Trap for CAP | $5,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | Platte River Revival River Restoration | $3,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | College National Finals Rodeo | $20,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | City of Casper Fireworks Festival | $10,000 |
| CLIMB | |||||||
| PO BOX 425 | CHEYENNE | WY | 82003 | N/A | PC | Breaking the Cycle of Generational Poverty for Low-income Families in Casper and Natrona County | $5,000 |
| COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY | |||||||
| PO BOX 2510 | CASPER | WY | 82602 | N/A | PC | Red Wagon Gala | $10,000 |
| COWBOY JOE CLUB INC | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | N/A | PC | General & Unrestricted | $1,515 |
| DAVID STREET STATION | |||||||
| 139 W 2ND ST STE 3C | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $3,510 |
| DONOR ALLIANCE INC | |||||||
| 200 SPRUCE ST STE 200 | DENVER | CO | 80230 | N/A | PC | Wyoming Donor Dash | $500 |
| ENERGY SHARE OF WYOMING INC | |||||||
| 822 W 23RD ST | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $150 |
| I-REACH 2 | |||||||
| PO BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PC | I-REACH 2 annual fundraiser-Wheels for Work Paddleraiser | $5,000 |
| INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION | |||||||
| 615 S BEECH ST | CASPER | WY | 82601 | N/A | PC | Central Wyoming Trails Alliance General support | $10,000 |
| IRIS HOUSE INC | |||||||
| 239 EAST H ST | CASPER | WY | 82601 | N/A | PC | General Operational Support for our Work Ordered Day Program | $5,000 |
| JAE FOUNDATION | |||||||
| 1881 POLE LINE RD E | TWIN FALLS | ID | 83301 | N/A | PC | Aug. 5th and 6th Presentations in Casper | $8,568 |
| JAE FOUNDATION | |||||||
| 1881 POLE LINE RD E | TWIN FALLS | ID | 83301 | N/A | PC | General & Unrestricted | $150,000 |
| JASONS FRIENDS FOUNDATION INC | |||||||
| 1701 E E ST UNIT 100 | CASPER | WY | 82601 | N/A | PC | 27th Annual Bowl for Jason's Friends | $10,000 |
| JRS HUNT FOR LIFE | |||||||
| 2911 GARDEN CREEK RD | CASPER | WY | 82601 | N/A | PC | J.R.'s Hunt; for life | $2,500 |
| KELLY WALSH HIGH SCHOOL | |||||||
| 3500 EAST 12TH ST | CASPER | WY | 82609 | N/A | GOV | General & Unrestricted | $45,554 |
| KELLY WALSH HIGH SCHOOL | |||||||
| 3500 EAST 12TH ST | CASPER | WY | 82609 | N/A | GOV | Kelly Walsh Last Blast | $3,998 |
| KELLY WALSH HIGH SCHOOL | |||||||
| 3500 EAST 12TH ST | CASPER | WY | 82609 | N/A | GOV | Kelly Walsh Band | $10,000 |
| KELLY WALSH HIGH SCHOOL | |||||||
| 3500 EAST 12TH ST | CASPER | WY | 82609 | N/A | GOV | KWHS Harry Geldien Stadium Power Upgrade | $35,000 |
| KELLY WALSH HIGH SCHOOL | |||||||
| 3500 EAST 12TH ST | CASPER | WY | 82609 | N/A | GOV | KW Girls Basketball | $20,000 |
| KELLY WALSH HIGH SCHOOL | |||||||
| 3500 EAST 12TH ST | CASPER | WY | 82609 | N/A | GOV | Athlete fund | $14,050 |
| KELLY WALSH QUARTERBACK CLUB | |||||||
| 3500 E 12TH ST | CASPER | WY | 82609 | N/A | PC | General & Unrestricted | $2,552 |
| KIWANIS CLUB OF CASPER FOUNDATION | |||||||
| PO BOX 272 | CASPER | WY | 82602 | N/A | PC | Kiwanis Pancake Breakfast and Kiwanis Food for Thought Project | $3,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | N/A | PC | Team CPA Secure The Cure | $15,000 |
| LIFT WYOMING | |||||||
| 6405 BOOT HILL RD | CASPER | WY | 82604 | N/A | PC | LIFT Wyoming | $5,000 |
| 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 event | $10,000 |
| MAKE-A-WISH FOUNDATION OF WYOMING | |||||||
| 236 W 1ST ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $25,000 |
| MAKE-A-WISH FOUNDATION OF WYOMING | |||||||
| 236 W 1ST ST | CASPER | WY | 82601 | N/A | PC | Make-A-Wish Wyoming Operations fund | $15,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | Dancing With the Stars of Casper | $10,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | In support of the Dancing with the Stars of Casper event | $10,000 |
| MOTHER SETON HOUSING INC | |||||||
| PO BOX 1557 | CASPER | WY | 82602 | N/A | PC | Self-Sufficiency Program | $10,000 |
| MOTHER SETON HOUSING INC | |||||||
| PO BOX 1557 | CASPER | WY | 82602 | N/A | PC | 4th Annual Golf Tournament | $1,000 |
| NATRONA COUNTY 4-H COUNCIL | |||||||
| 2011 FAIRGROUNDS RD | CASPER | WY | 82604 | N/A | PC | General & Unrestricted | $163,959 |
| NATRONA COUNTY HIGH SCHOOL | |||||||
| 930 ELM ST | CASPER | WY | 82601 | N/A | GOV | NCHS Speech and Debate | $2,500 |
| NATRONA COUNTY HIGH SCHOOL | |||||||
| 930 ELM ST | CASPER | WY | 82601 | N/A | GOV | NCHS Last Blast | $2,000 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Natrona County Meals On Wheels - Bubbles, Baubles, n' Beans | $5,000 |
| NATRONA COUNTY ROADS BRIDGES & PARKS | |||||||
| POST OFC DRAWER 848 | MILLS | WY | 82644 | N/A | GOV | Beartrap Summer Festival | $35,000 |
| NATRONA COUNTY SCHOOL DISTRICT NO 1 | |||||||
| 970 N GLENN ROAD | CASPER | WY | 82601 | N/A | GOV | Harry Geldien Stadium Scoreboard | $100,000 |
| NATRONA COUNTY SCHOOL DISTRICT NO 1 | |||||||
| 970 N GLENN ROAD | CASPER | WY | 82601 | N/A | GOV | Tiny House Bid (see general explanation) | $85,000 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Nicolaysen Art Museum Operating Support | $15,000 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Nicolaysen Art Museum Annual Gala and Art Auction Sponsorship | $10,000 |
| NORTH CASPER ELEMENTARY SCHOOL | |||||||
| 1014 GLENARM ST | CASPER | WY | 82601 | N/A | GOV | General & Unrestricted | $1,100 |
| NORTHWEST COMMUNITY ACTION PROGRAMS OF WYOMING INC | |||||||
| PO BOX 158 | WORLAND | WY | 82401 | N/A | PC | PEARLS Program | $50,000 |
| OLIVIA CALDWELL FOUNDATION INC | |||||||
| 419 S WASHINGTON ST STE 102 | CASPER | WY | 82601 | N/A | PC | Butterfly Ball | $1,500 |
| PROUD TO HOST THE BEST INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $20,000 |
| RAISING READERS IN WYOMING | |||||||
| PO BOX 21856 | CHEYENNE | WY | 82003 | N/A | PC | Raising Readers in Wyoming | $5,000 |
| SAINT ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 W 20TH ST | CASPER | WY | 82604 | N/A | PC | St. Anthony Tri-Parish Catholic School Foundation Partners In Education | $20,000 |
| SAINT ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 W 20TH ST | CASPER | WY | 82604 | N/A | PC | St. Anthony Tri-Parish Catholic School Foundation Partners In Education | $10,000 |
| SCIENCE ZONE | |||||||
| 222 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Science Zone Infrastructure Project | $250,000 |
| SCIENCE ZONE | |||||||
| 222 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Science Zone Summer Camp Scholarship fund | $3,000 |
| SCIENCE ZONE | |||||||
| 222 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Science Zone Trick or Treat Trail | $5,000 |
| SCOTTSBLUFF COMMUNITY SCHOOLS FOUNDATION INC | |||||||
| 1722 1ST AVE | SCOTTSBLUFF | NE | 69361 | N/A | PC | gift cards fund for Christmas for Lincoln Heights Elementary employees | $10,000 |
| SPECIAL OLYMPICS WYOMING INC | |||||||
| 239 W 1ST ST | CASPER | WY | 82601 | N/A | PC | Special Olympics Wyoming Champions Club Annual Drive Mission Partner | $15,000 |
| SPECIAL OLYMPICS WYOMING INC | |||||||
| 239 W 1ST ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,075 |
| SPECIAL OLYMPICS WYOMING INC | |||||||
| 239 W 1ST ST | CASPER | WY | 82601 | N/A | PC | Special Olympics Wyoming - Hero Bucks Match for Journey Elementary | $4,270 |
| THREE TRAILS ASSESSMENT AND RESOURCE SERVICE SOCIE | |||||||
| 812 S DAVID ST | CASPER | WY | 82601 | N/A | PC | Counseling Expansion fund | $15,000 |
| TROOPERS DRUM AND BUGLE CORPS INC | |||||||
| 1801 E E ST | CASPER | WY | 82601 | N/A | PC | Troopers Drum & Bugle Corps | $50,000 |
| TWO FLY FOUNDATION INC | |||||||
| PO BOX 50338 | CASPER | WY | 82605 | N/A | PC | Two Fly Foundation | $10,000 |
| UNACCOMPANIED STUDENTS INITIATIVE | |||||||
| PO BOX 22103 | CHEYENNE | WY | 82003 | N/A | PC | Unaccompanied Student Initiative Monte Carlo Night | $2,000 |
| UNITED WAY OF NATRONA COUNTY INC | |||||||
| PO BOX 2046 | CASPER | WY | 82601 | N/A | PC | United Way of Natrona County Platte Society Event | $1,500 |
| UNITED WAY OF NATRONA COUNTY INC | |||||||
| PO BOX 2046 | CASPER | WY | 82601 | N/A | PC | Annual United Way of Natrona County Campaign | $20,000 |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE DEPT 4330 | LARAMIE | WY | 82071 | N/A | GOV | General & Unrestricted | $10,000 |
| UNIVERSITY OF WYOMING | |||||||
| 3520 S 3RD ST | LARAMIE | WY | 82070 | N/A | PC | University of Wyoming Boys Basketball Day of Giving | $25,000 |
| UNIVERSITY OF WYOMING | |||||||
| 3520 S 3RD ST | LARAMIE | WY | 82070 | N/A | PC | Cowgirl Volleyball Student Support | $500 |
| UNIVERSITY OF WYOMING | |||||||
| 3520 S 3RD ST | LARAMIE | WY | 82070 | N/A | PC | University of Wyoming Volleyball Day of Giving | $50,000 |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE DEPT 4330 | LARAMIE | WY | 82071 | N/A | GOV | Wyoming Night at David Street Station | $10,000 |
| UNIVERSITY OF WYOMING | |||||||
| 3520 S 3RD ST | LARAMIE | WY | 82070 | N/A | PC | UW Day of Giving to the Cheer Team | $10,000 |
| UNIVERSITY OF WYOMING | |||||||
| 3520 S 3RD ST | LARAMIE | WY | 82070 | N/A | PC | University of Wyoming Boys Basketball Day of Giving | $25,000 |
| UNIVERSITY OF WYOMING | |||||||
| 3520 S 3RD ST | LARAMIE | WY | 82070 | N/A | PC | Day of Giving fund | $100,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | N/A | PC | Western Thunder Marching Band Crowdfunding Campaign for the Rose Bowl | $50,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| 2670 WARWICK AVE | WARWICK | RI | 02889 | N/A | PC | The Make it Rain Fund | $25,000 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | N/A | PC | Camp POSTCARD | $25,000 |
| WOMENS SELF-HELP CENTER INC | |||||||
| PO BOX 126 | EVANSVILLE | WY | 82636 | N/A | PC | Self Help Center- Lip Sync Battle | $5,000 |
| WYO COMPLEX | |||||||
| 441 LANDMARK DR STE 100 | CASPER | WY | 82609 | N/A | PC | WYO Sports Ranch | $9,011,000 |
| WYO COMPLEX | |||||||
| 441 LANDMARK DR STE 100 | CASPER | WY | 82609 | N/A | PC | General & Unrestricted | $7,306,834 |
| WYO COMPLEX | |||||||
| 441 LANDMARK DR STE 100 | CASPER | WY | 82609 | N/A | PC | WSR Volleyball Operations | $50,000 |
| WYO COMPLEX | |||||||
| 441 LANDMARK DR STE 100 | CASPER | WY | 82609 | N/A | PC | Marketing Project Silver Boot | $39,300 |
| WYOMING AGRICULTURE IN THE CLASSROOM | |||||||
| PO BOX 347 | CHEYENNE | WY | 82003 | N/A | PC | Wyoming Agriculture in the Classroom's Wyo Wonders | $5,000 |
| WYOMING ALL STATE MARCHING BAND | |||||||
| 3519 RANCH VIEW DR | CHEYENNE | WY | 82001 | N/A | PC | Biennial Marching Program for Wyoming Students | $5,000 |
| WYOMING BREAST CANCER INITIATIVE FOUNDATION | |||||||
| PO BOX 2541 | CHEYENNE | WY | 82003 | N/A | PC | Wyoming Breast Cancer Initiative's Free Breast Screenings, Diagnostics and Biopsies | $15,000 |
| WYOMING CARES | |||||||
| PO BOX 2575 | CASPER | WY | 82602 | N/A | PC | Wyoming CARES Patient Assistance | $25,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | N/A | PC | Wyoming Reads | $10,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | N/A | PC | Wyoming Reads | $10,000 |
| WYOMING FOOD FOR THOUGHT PROJECT | |||||||
| PO BOX 942 | CASPER | WY | 82602 | N/A | PC | Weekend Food Bags | $10,000 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | Executive Director staff position fund | $40,000 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | Tata Trot and Grand Masquerade Ball Sponsorship | $5,000 |
| WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | Wyoming Rescue Mission's (WRM) May Match Campaign | $25,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 SOUTH DAVID ST | CASPER | WY | 82601 | N/A | PC | Wyoming Symphony Orchestra's 75th Season | $25,000 |
| YOUTH CRISIS CENTER INC | |||||||
| 1656 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,836,435 | 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 | $60,917 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $803,833 | 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 | $1,578,317 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $4,719 |
| GRAZING ROYALTIES INCOME | 01 | $1,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,448,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,448,786 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Pay It Forward Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 Landmark Drive | AddressLine1Txt |
| City | Casper | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,622,205 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| JEEP WRANGLER 2023 | 2023-06-26 | $63,898 | $6,390 | SL | 5 | $12,780 | $0 |
| ELKHORN CREEK | $765,000 | L | $0 | ||||
| FURNITURE & FIXTUR | $24,590 | $24,590 | SL | 7 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| IN-KIND GRANTS | 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 TRANSPORTATION SERVICE: COST TOTAL FAIR MARKET VALUE OF PROPERTY: $1,100 TOTAL BOOK VALUE OF PROPERTY: $1,100 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,100 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: TRANSPORTATION SERVICE DATE OF DISTRIBUTION: 5/20/2024 GRANT RECIPIENT: NATRONA COUNTY SCHOOL DISTRICT NO. 1 FMV OF PROPERTY: $1,100 BOOK VALUE OF PROPERTY: $1,100 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,100 |
| 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: $13,836,435 Less amount counted as a qualifying distribution on Part XI, Line 2: $1,100 TOTAL Part I, Line 25, Column (d): $18,835,335 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BIRMINGHAM ALA TAXABLE GO REF | $93,553 | $97,370 |
| BUFORD GA BRD ED REV TAXABLE R | $94,613 | $99,999 |
| CONNECTICUT ST HSG FIN AUTH HS | $58,765 | $62,185 |
| CT ST HSG FIN AUTH - 1.850% - | $45,252 | $46,940 |
| FAIRFAX CNTY VA WTR AUTH WTR R | $63,158 | $64,765 |
| HARTFORD CNTY CONN MET DIST CL | $27,852 | $28,886 |
| KANSAS CITY MO GO IMPT BDS SER | $100,019 | $100,005 |
| KANSAS ST DEV FIN AUTH - 1.369 | $26,596 | $27,905 |
| LAUDOUN CNTY VA ECONOMIC DEV - | $29,534 | $29,470 |
| NEW JERSEY ST TPK AUTH TPK REV | $71,057 | $75,000 |
| NEW YORK N Y CITY HSG DEV CORP | $45,572 | $48,054 |
| PORT SEATTLE WASH REV TAXABLE | $80,667 | $83,421 |
| UNIVERSITY CINCINNATI OHIO GEN | $40,025 | $40,006 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLIFFWATER CORPORATE LENDING F | $631,690 | $634,099 |
| FIDELITY INTERNATL INDEX INSTL | $973,375 | $1,030,696 |
| FIDELITY TOTAL MARKET INDEX FU | $3,773,854 | $5,208,855 |
| GOLUB CAPITAL BDC, INC | $872,752 | $1,009,641 |
| ISHARES EDGE MSCI INTL QUALITY | $991,084 | $1,056,064 |
| JANUS HENDERSON AAA CLO ETF | $1,488,149 | $1,511,057 |
| JPMORGAN US QUALITY FACTOR ETF | $3,760,095 | $5,080,765 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,370,205 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,380,460 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCESS VENTURE PARTNERS III LP | $357,086 | $1,527,404 |
| ACCESS VENTURE PARTNERS IV LP | $762,564 | $1,089,721 |
| ARES SPECIAL OPPORTUNITIES ACC | $200,237 | $672,443 |
| BREAKTHROUGH VENTURES FUND I | $25,210 | $18,033 |
| BROAD ST RE CREDIT PTNRS II OF | $30,000 | $15,121 |
| CUSTODIA BANK, INC | $249,998 | $249,998 |
| GLOBAL LONG SHORT PARTNERS OFF | $0 | $652 |
| MN8 ENERGY LLC | $1,329,064 | $1,534,307 |
| GS CAPITAL PARTNERS VI PARALLE | $20,669 | $19,609 |
| KKR PRINCIPAL OPPORTUNITIES AC | $0 | $514,625 |
| MATISSE ABSOLUTE RETURN FUND L | $1,525,737 | $77,694 |
| MCAR 2008 OFFSHORE FUND LIMITE | $16,477 | $3,659 |
| SILVER POINT DISTRESSED OPP AC | $3,616 | $618,322 |
| VINTAGE R E PTNS II INTL OFFSH | $552,186 | $660,985 |
| VINTAGE VII OFFSHORE SCSP | $140,321 | $710,824 |
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 | $19,170 | $44,728 | $44,728 |
| ELKHORN CREEK | $765,000 | $765,000 | $56,342 | |
| 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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $18,836,434. This amount represents 25% or more of the Foundation's net assets of $37,659,244 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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 (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $60,003 | $60,003 | |
| Bank Charges | $1,128 | $1,128 | |
| Computers/Electronic Devices | $31 | $31 | |
| Digital Subscriptions | $309 | $309 | |
| DONOR PLAQUE INSTALLATION | $3,343 | $3,343 | |
| VEHICLE REGISTRATION FEES | $866 | $866 | |
| Foundation Dues & Memberships | $5,515 | $5,515 | |
| Indemnification Insurance | $3,582 | $3,582 | |
| Insurance Premiums | $4,408 | $4,408 | |
| K-1 Exp ACCESS VENTURE PARTNER | $14,117 | $14,050 | |
| K-1 Exp ACCESS VENTURE PARTNER | $21,893 | $21,833 | |
| K-1 Exp BREAKTHROUGH VENTURES | $1,511 | $1,511 | |
| K-1 Exp GS CAPITAL PARTNERS VI | $7,110 | $7,110 | |
| K-1 Exp MATISSE ABSOLUTE RETUR | $14,730 | $14,728 | |
| Office Supplies | $484 | $484 | |
| Payroll Processing Fees | $42 | $42 | |
| Postage/Delivery Service | $240 | $240 | |
| State or Local Filing Fees | $27 | $27 | |
| Website Hosting/Support | $991 | $991 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ACCESS VENTURE PARTNERS III LP | $261 | $261 |
| K-1 Inc/Loss ACCESS VENTURE PARTNERS IV LP | $481 | $481 |
| K-1 Inc/Loss BREAKTHROUGH VENTURES FUND I | $226 | $226 |
| K-1 Inc/Loss GS CAPITAL PARTNERS VI PARALLEL, L.P | $913 | $913 |
| K-1 Inc/Loss MATISSE ABSOLUTE RETURN FUND LP | $2,838 | $2,838 |
| Grazing royalties income | $1,000 | $1,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $20,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
| EOY Book Value | $5,867 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $131,528 | Amt |
| Net Investment Income | $131,528 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2024 | CategoryTxt |
| Amt | $16,100 | Amt |