2025-11-17T17:47:05-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 463948659 FW Murphy Family Foundation % Foundation Source FWMU 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIANE MURPHY SECRETARY 8008391754 2025-11-16 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 42091040 X 0 X 574793 574793 608305 608305 585219 5173842 585083 483298 466730 2251615 2234911 0 130425 130425 8203 8203 18851 2251 405446 354093 44470 562925 494972 44470 584100 584100 1147025 494972 628570 1104590 1739939 0 20066452 9707048 9707048 2808250 2796785 3802997 7112537 7917696 9479357 14825561 21169511 500000 500000 500000 33848806 34953396 42091040 0 0 X 33848806 34953396 33848806 34953396 33848806 34953396 33848806 1104590 34953396 34953396 Publicly-traded Securities 5173842 5090700 83142 83142 Passthrough K1 Capital Gain/(Loss) 501941 585083 24185 24185 24185 22903 0 1200 24103 X 0 82 false false false false false true true false true true OK true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Diane Murphy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 3.0 0 0 0 Frank W Murphy III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 1.0 0 0 0 Pershing Advisor Solutions LLC One Pershing Plaza JERSEY CITY NJ 07399 Investment Mgmt 130425 10143692 12328330 20554572 43026594 0 43026594 645399 42381195 2119060 2119060 24185 162 24347 2094713 2094713 2094713 628570 0 0 0 0 628570 2094713 447140 628570 447140 181430 0 0 1913283 0 0 Diane Murphy Frank W Murphy III X 36 DEGREES NORTH CO 12 N CHEYENNE AVE TULSA OK 74103 N/A PC Stagen - Integral Leadership Program (ILP) 9000 36 DEGREES NORTH CO 12 N CHEYENNE AVE TULSA OK 74103 N/A PC Tulsa Icons and Innovators fund 9300 ALL STARS PROJECT INC 200 WEST 41ST ST SUITE 1200 NEW YORK NY 10036 N/A PC All Stars Dallas - D House fund 50000 AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RE 1789 MASSACHUSETTS AVE NW WASHINGTON DC 20036 N/A PC General & Unrestricted 50000 CATHOLIC CHARITIES OF THE DIOCESE OF TULSA 2450 N HARVARD AVE TULSA OK 74115 N/A PC Transportation/Drivers for the Market fund 75000 CITY YEAR INC 287 COLUMBUS AVE BOSTON MA 02116 N/A PC City Year Tulsa- 10th Anniversary fund 75000 COMMIT2DALLAS 3000 PEGASUS PARK DRIVE STE 900 DALLAS TX 75247 N/A PC Opportunity 2040 Fund 200000 SOUTHERN METHODIST UNIVERSITY PO BOX 750181 DALLAS TX 75275 N/A PC Cox School of Business fund 25000 STAND 1ST FOUNDATION 4613 E 91ST ST TULSA OK 74137 N/A PC General & Unrestricted 10800 TULSA AREA UNITED WAY 1430 S BOULDER AVE TULSA OK 74119 N/A PC Tocqueville Society fund 10000 TULSA GIRLS ART SCHOOL PROJECT INC 2202 E ADMIRAL BLVD TULSA OK 74110 N/A PC General & Unrestricted 5000 TULSA HISTORICAL SOCIETY 2445 S PEORIA AVE TULSA OK 74114 N/A PC General & Unrestricted 50000 YOUTH DEVELOPMENT OF TULSA INC PO BOX 702298 TULSA OK 74170 N/A PC General & Unrestricted 15000 584100 14 574793 14 608305 525990 136 18 585083 K-1 Inc/Loss 525990 15213 14 466763 Federal Tax Refund 01 1322 15349 2236266 2251615 false false false false false false false false false false Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. Part I Line 6a (990-PF) Part I Line 6A RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $585,083 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $136 TOTAL PART I, LINE 6A: $585,219 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $5,173,842 BOOK BASIS: $5,090,700 NET GAIN/(LOSS): $83,142 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $501,941 AB CORPORATE INCOME SHARES POR 1104431 1108995 AB TAXABLE MULTI-SECTOR INCOME 140993 142597 BAIN CAPITAL SPECIALTY FINANCE 750814 790958 BARINGS BDC INC 750279 725808 BLUE OWL CAPITAL 935480 1701271 BLUE OWL CAPITAL CORPORATION 2438075 2447186 VANGUARD MORTGAGE-BACKED SEC I 992465 1000881 2808250 2796785 CH-IP DIRECT INVESTMENT FUND I 438590 548451 CH-IP OWL ROCK TECH II L.L.C 1459618 1586115 CH-IP PRIVATE EQUITY 2023 305778 503241 CH-IP PX3 (ALAMO), LLC 197264 292098 CHC DIRECT INV FUND I, L.P 233047 441069 CHC PRIVATE EQUITY 2015, L.P 609774 1102759 CHC PRIVATE EQUITY 2017, L.P 393689 775864 CHC PRIVATE EQUITY 2019, L.P 435116 691458 CHCP DIRECT INVESTORS, LP 845253 952261 CHCP GLOBAL SECURITIES, L.P 2558259 4505329 CHCP VALUE FUND (OFFSHORE), L. 6486300 8540726 LEGACY VENTURE IX 417193 715207 LEGACY VENTURE X, LLC 332063 395855 LEGACY VENTURE XI , LLC 113617 119078 PRI - 36 DEGREES NORTH 500000 500000 Administrative Fees 44470 44470 K-1 Exp CH-IP DIRECT INVESTMEN 30584 30479 K-1 Exp CH-IP OWL ROCK TECH II 64602 64602 K-1 Exp CH-IP PRIVATE EQUITY 2 125517 123011 K-1 Exp CH-IP PX3 (ALAMO), LLC 14911 14911 K-1 Exp CHC DIRECT INV FUND I, 4665 4527 K-1 EXP CHC PRV EQUITY 2015 14798 13694 K-1 EXP CHC PRV EQUITY 2017 11376 10691 K-1 EXP CHC PRV EQUITY 2019 14758 12414 K-1 Exp CHCP DIRECT INVESTORS, 4759 4759 K-1 Exp CHCP GLOBAL SECURITIES 38463 38463 K-1 Exp LEGACY VENTURE IX 15075 15074 K-1 Exp LEGACY VENTURE X, LLC 14923 14923 K-1 Exp LEGACY VENTURE XI , LL 6545 6545 K-1 Inc/Loss CH-IP DIRECT INVESTMENT FUND III 29822 29822 K-1 Inc/Loss CH-IP OWL ROCK TECH II L.L.C 200176 190075 K-1 Inc/Loss CH-IP PRIVATE EQUITY 2023 7382 13011 K-1 Inc/Loss CH-IP PX3 (ALAMO), LLC 2942 2942 K-1 Inc/Loss CHC DIRECT INV FUND I, L.P 3550 12833 K-1 Inc/Loss CHC PRIVATE EQUITY 2015, L.P 26238 8589 K-1 Inc/Loss CHC PRIVATE EQUITY 2017, L.P 4821 2936 K-1 Inc/Loss CHC PRIVATE EQUITY 2019, L.P -685 130 K-1 Inc/Loss CHCP DIRECT INVESTORS, LP 142490 142490 K-1 Inc/Loss CHCP GLOBAL SECURITIES, L.P 59953 59953 K-1 Inc/Loss LEGACY VENTURE IX 2055 1309 K-1 Inc/Loss LEGACY VENTURE X, LLC 2307 1716 K-1 Inc/Loss LEGACY VENTURE XI , LLC 925 924 Federal Tax Refund 1322 Investment Management Services 130425 130425 990-PF Estimated Tax for 2024 15100 990-T Extension for 2023 700 Foreign Tax Paid 2251 2251 State Income Tax 2023 800