Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE LOWRY MURPHEY FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 18065   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TAMPA, FL33679
A Employer identification number

59-2824550
B Telephone number (see instructions)

(813) 832-0582
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,505,518
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 61 61  
4 Dividends and interest from securities...... 123,301 123,301  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 216,109
b Gross sales price for all assets on line 6a 2,918,309
7 Capital gain net income (from Part IV, line 2)... 216,109
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 899 0  
12 Total. Add lines 1 through 11........ 340,370 339,471  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,722 3,931   11,792
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,500 1,250   1,250
c Other professional fees (attach schedule).... 43,020 43,020   0
17 Interest............... 888 888   0
18 Taxes (attach schedule) (see instructions) 8,657 2,990   5,667
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,197 1,197   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,984 53,276   18,709
25 Contributions, gifts, grants paid........ 220,000 220,000
26 Total expenses and disbursements. Add lines 24 and 25 291,984 53,276   238,709
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,386
b Net investment income (if negative, enter -0-) 286,195
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 296,471 320,002 320,002
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 896,941 Click to see attachment893,229 875,769
b Investments—corporate stock (attach schedule)........ 3,464,550 Click to see attachment3,434,617 4,305,335
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment0 Click to see attachment4,412
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,657,962 4,647,848 5,505,518
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 3,612,455 3,612,455
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,045,507 1,035,393
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,657,962 4,647,848
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,657,962 4,647,848
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,657,962
2 Enter amount from Part I, line 27a..................... 2 48,386
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,706,348
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 58,500
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,647,848
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUB. TRADED SEC. MERRILL LYNCH #02416 (LT)      
b PUB. TRADED SEC. MERRILL LYNCH #02417 (ST)      
c PUB. TRADED SEC. MERRILL LYNCH #02417 (LT)      
d PUB. TRADED SEC. MERRILL LYNCH #02417 (ST)      
e PUB. TRADED SEC. MERRILL LYNCH #02418 (ST)      
PUB. TRADED SEC. MERRILL LYNCH #02418 (LT)      
PUB. TRADED SEC. MERRILL LYNCH #02421 (ST)      
PUB. TRADED SEC. MERRILL LYNCH #02421 (LT)      
PUB. TRADED SEC. WELLS FARGO #9361 (ST)      
PUB. TRADED SEC. WELLS FARGO #9361 (LT)      
PUB. TRADED SEC. WELLS FARGO #9361 (LT)      
PUB. TRADED SEC. WELLS FARGO #9361 (LT)      
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 98,788   92,575 6,213
b 1,090,395   1,044,437 45,958
c 280,312   211,296 69,016
d 26,714   26,256 458
e 962,938   881,898 81,040
20,171   17,695 2,476
76,495   78,855 -2,360
113,827   110,808 3,019
15,565   13,865 1,700
2,488   2,375 113
212,008   203,532 8,476
18,608   18,608 0
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       6,213
b       45,958
c       69,016
d       458
e       81,040
      2,476
      -2,360
      3,019
      1,700
      113
      8,476
      0
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 216,109
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 294,759 4,811,113 0.061266
2011 120,506 4,818,155 0.025011
2010 124,184 4,584,711 0.027087
2009 139,684 4,204,732 0.033221
2008 92,600 4,793,092 0.019319
2 Total of line 1, column (d) ...................... 2 0.165904
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.033181
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,125,421
5 Multiply line 4 by line 3....................... 5 170,067
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,862
7 Add lines 5 and 6......................... 7 172,929
8 Enter qualifying distributions from Part XII, line 4.............. 8 238,709
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,862
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 2,862
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,862
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 6,535
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,535
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,673
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet3,673 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHELEN BROWN Telephone no.bullet (813) 832-0582
    Located atbulletPO BOX 18065TAMPAFL ZIP+4bullet33679
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    DAVID R MURPHY DIRECTOR
    5.00
    0 0 0
    PO BOX 18065
    TAMPA,FL33679
    HELEN M BROWN PRESIDENT
    10.00
    15,722 0 0
    PO BOX 18065
    TAMPA,FL33679
    CAROLINE SNYDER SECRETARY/TREASURER
    5.00
    0 0 0
    PO BOX 18065
    TAMPA,FL33679
    MATHEW M HOLPSINGER DIRECTOR
    5.00
    0 0 0
    PO BOX 18065
    TAMPA,FL33679
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    256,271
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,862
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,862
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    253,409
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    253,409
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    253,409
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 253,409
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 1,635
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 238,709
    a Applied to 2012, but not more than line 2a 1,635
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 237,074
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    16,335
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ABLE BROWN MINISTRIES
    2921 N 29TH STREET
    TAMPA,FL33605
    NONE PUBLIC HEALTH 2,500
    AMERICAN ENTERPRISE INSTITUTE
    1150 SEVENTEENTH STREET NW
    WASHINGTON,DC20036
    NONE PUBLIC EDUCATION 2,500
    ART FOR AUTISM
    500 N WILLOW STE 101
    TAMPA,FL33606
    NONE PUBLIC EDUCATION 1,000
    BEST BUDDIES
    2415 S HIMES AVE
    TAMPA,FL33629
    NONE PUBLIC EDUCATION 1,000
    BETHUNE COOKMAN COLLEGE
    640 DR MARY MCLEOD BETHUNE BLVD
    DAYTONA BEACH,FL32114
    NONE PUBLIC EDUCATION 1,000
    CAMELOT COMMUNITY CARE
    5463 WEST WATERS AVENUE SUITE 850
    TAMPA,FL33634
    NONE PUBLIC HEALTH 2,500
    CARD UNIVERSITY OF SOUTH FLORIDA
    13301 BRUCE B DOWNS BLVDMHC 2113A
    TAMPA,FL33612
    NONE PUBLIC EDUCATION 1,000
    FIRST PRESBYTERIAN CHURCH
    412 E ZACK ST
    TAMPA,FL33602
    NONE PUBLIC RELIGIOUS 2,500
    FRAMEWORKS OF TAMPA BAY
    402 EAST OAK AVENUE
    TAMPA,FL33602
    NONE PUBLIC EDUCATION 6,000
    GIRL SCOUTS OF WEST CENTRAL FLORIDA
    4610 EISENHOWER BLVD
    TAMPA,FL33609
    NONE PUBLIC EDUCATION 1,000
    GOLD SHIELD FOUNDATION
    PO BOX 271791
    TAMPA,FL33688
    NONE PUBLIC HEALTH 1,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE
    WASHINGTON,DC20002
    NONE PUBLIC EDUCATION 2,000
    JAMES MADISON INSTITUTE
    100 N DUVAL STREET
    TALLAHASSEE,FL32301
    NONE PUBLIC EDUCATION 1,000
    JESUIT HIGH SCHOOL
    4701 N HIMES AVE
    TAMPA,FL33614
    NONE PUBLIC EDUCATION 3,000
    LOWRY PARK ZOO
    1101 WEST SLIGH AVENUE
    TAMPA,FL33604
    NONE PUBLIC EDUCATION 75,000
    MARY LEE'S HOUSE
    2806 N ARMENIA AVE
    TAMPA,FL33607
    NONE PUBLIC HEALTH 5,000
    MEALS ON WHEELS
    500 W HILLSBOROUGH AVE
    TAMPA,FL33603
    NONE PUBLIC HEALTH 2,000
    MOFFITT CANCER CENTER FOUNDATION
    12902 MAGNOLIA DRIVE
    TAMPA,FL33612
    NONE PUBLIC HEALTH 5,000
    SALESIAN SISTERS
    659 BELMONT AVE
    NORTH HALDEDON,NJ07508
    NONE PUBLIC HEALTH 3,000
    SOUTH TAMPA YOUNG LIFE
    3501 W SAN JOSE STREET
    TAMPA,FL33629
    NONE PUBLIC EDUCATION 1,500
    ST ANDREWS EPISCOPAL CHURCH
    99 ACADEMY ST
    CANTON,NC28716
    NONE PUBLIC RELIGIOUS 1,000
    ST JOHNS EPISCOPAL CHURCH
    902 S ORLEANS AVE
    TAMPA,FL33606
    NONE PUBLIC RELIGIOUS 5,000
    ST JOHNS EPISCOPAL SCHOOL
    902 S ORLEANS AVE
    TAMPA,FL33606
    NONE PUBLIC EDUCATION 2,000
    ST JOSEPHS HOSPITAL FOUNDATION SUITE 15
    3001 W DR MARTIN LUTHER KING JR
    BLVD
    TAMPA,FL33607
    NONE PUBLIC HEALTH 2,000
    ST LAWRENCE CATHOLIC CHURCH
    5225 N HIMES AVE
    TAMPA,FL33614
    NONE PUBLIC RELIGIOUS 1,000
    ST PETER CLAVER SCHOOL
    1401 N GOVERNOR STREET
    TAMPA,FL33602
    NONE PUBLIC EDUCATION 1,000
    TAMPA BAY HISTORY CENTER
    801 OLD WATER STREET
    TAMPA,FL33602
    NONE PUBLIC EDUCATION 25,000
    TAMPA THEATRE
    711 N FRANKLIN STREET
    TAMPA,FL33602
    NONE PUBLIC EDUCATION 1,000
    THE CHILDRENS HOME INC
    10909 MEMORIAL HWY
    TAMPA,FL33615
    NONE PUBLIC HEALTH 1,000
    TURNERS SYNDROME SOCIETY
    11250 W ROAD SUITE G
    HOUSTON,TX77065
    NONE PUBLIC HEALTH 1,000
    UNIVERSITY OF TAMPA
    401 W KENNEDY BLVD
    TAMPA,FL33606
    NONE PUBLIC EDUCATION 10,000
    WAKE FOREST UNIVERSITY
    1834 WAKE FOREST ROAD
    WINSTONSALEM,NC27106
    NONE PUBLIC EDUCATION 2,000
    YOUNG LIFE AFRICA
    3501 W SAN JOSE STREET
    TAMPA,FL33629
    NONE PUBLIC EDUCATION 2,000
    CHILDRENS CANCER CENTER
    4901 W CYPRESS ST
    TAMPA,FL33607
    NONE PUBLIC HEALTH 5,000
    CHURCH OF THE GOOD SHEPARD
    103 E LIBERTY STREET
    YORK,SC29745
    NONE PUBLIC RELIGION 2,000
    CHURCH OF THE TRANSFIGURATION
    72 CHARLES STREET
    SALUDA,NC28773
    NONE PUBLIC RELIGION 2,000
    EASTER SEALS
    2401 E HENRY AVE
    TAMPA,FL33610
    NONE PUBLIC COMMUNITY 2,000
    EL BUEN PASTOR
    4637 TIM ROAD
    WINSTONSALEM,NC27106
    NONE PUBLIC COMMUNITY 2,000
    QUANTUM LEAP FARMS
    10401 WOODSTOCK ROAD
    ODESSA,FL33556
    NONE PUBLIC COMMUNITY 2,000
    LADY PANTHERS BASKETBALL
    2415 S HIMES AVE
    TAMPA,FL33629
    NONE PUBLIC EDUCATION 2,500
    PLANT ACADEMIC FOUNDATION
    2415 S HIMES AVE
    TAMPA,FL33629
    NONE PUBLIC EDUCATION 1,000
    UNIVERSITY OF TAMPA PSYCHIATRY CENTER
    3515 E FLETCHER AVE MDC14
    TAMPA,FL33613
    NONE PUBLIC EDUCATION 1,000
    ROTC GOLF
    401 W KENNEDY BLVD
    TAMPA,FL33606
    NONE PUBLIC EDUCATION 500
    SHRINERS HOSPITAL
    2900 N ROCKY POINT DRIVE
    TAMPA,FL33607
    NONE PUBLIC HEALTH 2,500
    AUTISM SOCIETY
    4340 EAST-WEST HIGHWAY SUITE 350
    BETHESDA,MD20814
    NONE PUBLIC HEALTH 1,000
    ST FRANCIS THE EPISCOPAL CHURCH
    10033 RIVER ROAD
    POTOMAC,MD20854
    NONE PUBLIC RELIGION 1,000
    UNIVERSITY OF TAMPA MUSIC PROGRAM
    3515 E FLETCHER AVE
    TAMPA,FL33613
    NONE PUBLIC EDUCATION 1,000
    UNIVERSITY OF TAMPA ROTC
    3515 E FLETCHER AVE
    TAMPA,FL33613
    NONE PUBLIC EDUCATION 10,000
    AUBURN
    23 SAMFORD HALL
    AUBURN,AL36849
    NONE PUBLIC EDUCATION 1,000
    YOUNG LIFE CAPERNAUM
    PO BOX 520
    COLORADO SPRINGS,CO80901
    NONE PUBLIC COMMUNITY 10,000
    Total .................................bullet 3a 220,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 61  
    4 Dividends and interest from securities....     14 123,301  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 216,109  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aNONDIVIDEND DISTRIBUTIONS     14 899  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 340,370 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13340,370
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,500 1,250   1,250

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH #02416 - 1000 SHARES,BANK OF AMERICA CORP 19,580 15,570
    MERRILL LYNCH #02416 - 1000 SHARES,CAMAC ENERGY INC 3,280 1,480
    MERRILL LYNCH #02416 - 1000 SHARES,CAMAC ENERGY INC 3,019 1,480
    MERRILL LYNCH #02416 - 1000 SHARES,CAMAC ENERGY INC 2,830 1,480
    MERRILL LYNCH #02416 - 100 SHARES,CITIGROUP INC COM NEW 11,445 5,211
    MERRILL LYNCH #02416 - 100 SHARES,CITIGROUP INC COM NEW 3,955 5,211
    MERRILL LYNCH #02416 - 100 SHARES,CITIGROUP INC COM NEW 3,630 5,211
    MERRILL LYNCH #02416 - 100 SHARES,CITIGROUP INC COM NEW 4,130 5,211
    MERRILL LYNCH #02416 - 100 SHARES,CITIGROUP INC COM NEW 4,080 5,211
    MERRILL LYNCH #02416 - 100 SHARES,CITIGROUP INC COM NEW 4,030 5,211
    MERRILL LYNCH #02416 - 1000 SHARES,CISCO SYSTEMS INC 25,240 22,430
    MERRILL LYNCH #02416 - 1000 SHARES,CISCO SYSTEMS INC 24,400 22,430
    MERRILL LYNCH #02416 - 200 SHARES,GOLDMAN SACHS GROUP INC 36,226 35,452
    MERRILL LYNCH #02416 - 1000 SHARES,OCH-ZIFF CAPTL MANGMT GR 14,570 14,800
    MERRILL LYNCH #02417 - 500 SHARES,ALASKA AIR GROUP INC COM 30,825 36,685
    MERRILL LYNCH #02417 - 322 SHARES,ASBURY AUTOMOTIVE GROUP 17,139 17,304
    MERRILL LYNCH #02417 - 358 SHARES,ASBURY AUTOMOTIVE GROUP 18,859 19,239
    MERRILL LYNCH #02417 - 725 SHARES,AVAGO TECHNOLOGIES LTD 30,546 38,337
    MERRILL LYNCH #02417 - 175 SHARES,ACT AVIS PLC SHS 27,585 29,400
    MERRILL LYNCH #02417 - 100 SHARES,ANADARKO PETE CORP 7,717 7,932
    MERRILL LYNCH #02417 - 125 SHARES,ANADARKO PETE CORP 9,369 9,915
    MERRILL LYNCH #02417 - 75 SHARES,ANADARKO PETE CORP 6,666 5,949
    MERRILL LYNCH #02417 - 30 SHARES,APPLE INC 5,793 16,831
    MERRILL LYNCH #02417 - 50 SHARES,APPLE INC 15,178 28,051
    MERRILL LYNCH #02417 - 475 SHARES,AUTOMATIC DATA PROC 34,273 38,380
    MERRILL LYNCH #02417 - 325 SHARES,CIGNA CORP 24,667 28,431
    MERRILL LYNCH #02417 - 15 SHARES,CIGNA CORP 1,175 1,312
    MERRILL LYNCH #02417 - 325 SHARES,DRIL QUIP 32,834 35,727
    MERRILL LYNCH #02417 - 250 SHARES,DISCOVER FINL SVCS 10,014 13,988
    MERRILL LYNCH #02417 - 20 SHARES,DISCOVER FINL SVCS 1,009 1,119
    MERRILL LYNCH #02417 - 375 SHARES,DISCOVER FINL SVCS 19,490 20,981
    MERRILL LYNCH #02417 - 530 SHARES,DU PONT E I DE NEMOURS 29,189 34,434
    MERRILL LYNCH #02417 - 300 SHARES,EXXON MOBIL CORP 25,038 30,360
    MERRILL LYNCH #02417 - 400 SHARES,GILEAD SCIENCES INC COM 16,080 30,040
    MERRILL LYNCH #02417 - 450 SHARES,HALLIBURTON COMPANY 22,656 22,838
    MERRILL LYNCH #02417 - 425 SHARES,HONEYWELL INTL INC DEL 25,687 38,832
    MERRILL LYNCH #02417 - 475 SHARES,HCA HOLDINGS INC SHS 22,370 22,662
    MERRILL LYNCH #02417 - 275 SHARES,HELMERICH PAYNE INC 21,841 23,122
    MERRILL LYNCH #02417 - 2000 SHARES,HUNTNGTN BANCSHS INC MD 17,060 19,300
    MERRILL LYNCH #02417 - 590 SHARES,INTEL CORP 13,368 15,313
    MERRILL LYNCH #02417 - 825 SHARES,INTEL CORP 19,820 21,413
    MERRILL LYNCH #02417 - 307 SHARES,JOHNSON AND JOHNSON COM 19,571 28,118
    MERRILL LYNCH #02417 - 335 SHARES,KRAFT FOODS GROUP INC SHS 17,921 18,060
    MERRILL LYNCH #02417 - 200 SHARES,LAS VEGAS SANDS CORP 9,440 15,774
    MERRILL LYNCH #02417 - 35 SHARES,LAS VEGAS SANDS CORP 1,994 2,760
    MERRILL LYNCH #02417 - 375 SHARES,LEAR CORP SHS 29,483 30,364
    MERRILL LYNCH #02417 - 825 SHARES,LEVEL 3 COMMUNICATNS INC COM NEW 25,311 27,365
    MERRILL LYNCH #02417 - 150 SHARES,LEVEL 3 COMMUNICATNS INC COM NEW 4,508 4,976
    MERRILL LYNCH #02417 - 225 SHARES,MCDONALDS CORP COM 20,814 21,832
    MERRILL LYNCH #02417 - 1835 SHARES,MICRON TECHNOLOGY INC 24,884 39,911
    MERRILL LYNCH #02417 - 90 SHARES,MICRON TECHNOLOGY INC 1,263 1,958
    MERRILL LYNCH #02417 - 300 SHARES,MOOG INC CLA 15,151 20,382
    MERRILL LYNCH #02417 - 150 SHARES,MOOG INC CLA 7,555 10,191
    MERRILL LYNCH #02417 - 30 SHARES,MOOG INC CL A 1,685 2,038
    MERRILL LYNCH #02417 - 238 SHARES,NEXTERA ENERGY INC SHS 9,948 20,378
    MERRILL LYNCH #02417 - 250 SHARES,OCCIDENTAL PETE CORP CAL 22,343 23,775
    MERRILL LYNCH #02417 - 800 SHARES,PACKAGING CORP AMERICA 34,582 50,624
    MERRILL LYNCH #02417 - 475 SHARES,PRUDENTIAL FINANCIAL INC 33,837 43,805
    MERRILL LYNCH #02417 - 100 SHARES,REGENERON PHARMACTCLS 30,061 27,524
    MERRILL LYNCH #02417 - 1.485 SHARES,SWIFT TRANSPORTATION COMPANY INC 24,793 32,982
    MERRILL LYNCH #02417 - 5 SHARES,SWIFT TRANSPORTATION COMPANY INC 92 111
    MERRILL LYNCH #02417 - 115 SHARES,TJX COS INC NEW 5,949 7,329
    MERRILL LYNCH #02417 - 145 SHARES,T JX COS INC NEW 7,598 9,241
    MERRILL LYNCH #02417 - 250 SHARES,TEAM HEALTH HOLDINGS INC 11,944 11,388
    MERRILL LYNCH #02417 - 225 SHARES,TEAM HEALTH HOLDINGS INC 10,879 10,249
    MERRILL LYNCH #02417 - 300 SHARES,3M COMPANY 28,031 42,075
    MERRILL LYNCH #02417 - 900 SHARES,UBIQUITI NETWORKS INC 32,037 41,364
    MERRILL LYNCH #02417 - 525 SHARES,U S SILICA HLDGS INC 15,251 17,908
    MERRILL LYNCH #02417 - 250 SHARES,UNITED TECHS CORP 20,998 28,450
    MERRILL LYNCH #02417 - 250 SHARES,WHIRLPOOL CORP 27,936 39,215
    MERRILL LYNCH #02417 - 575 SHARES,WELLS FARGO & CO NEW DEL 20,036 26,105
    MERRILL LYNCH #02417 - 45 SHARES,WELLS FARGO & CO NEW DEL 1,950 2,043
    MERRILL LYNCH #02417 - 100 SHARES,SPDR GOLD TRUST 8,516 11,612
    MERRILL LYNCH #02418 - 550 SHARES,AUTOMATIC DATA PROC 31,972 44,439
    MERRILL LYNCH #02418 - 200 SHARES,AUTOMATIC DATA PROC 11,664 16,160
    MERRILL LYNCH #02418 - 1620 SHARES,CSX CORP 41,208 46,607
    MERRILL LYNCH #02418 - 300 SHARES,CHEVRON CORP 32,898 37,473
    MERRILL LYNCH #02418 - 100 SHARES,CHEVRON CORP 11,105 12,491
    MERRILL LYNCH #02418 - 695 SHARES,DU PONT E I DE NEMOURS 41,312 45,154
    MERRILL LYNCH #02418 - 350 SHARES,EXXON MOBIL CORP 31,182 35,420
    MERRILL LYNCH #02418 - 125 SHARES,EXXON MOBIL CORP 11,133 12,650
    MERRILL LYNCH #02418 - 600 SHARES,EMERSON ELEC CO 31,765 42,108
    MERRILL LYNCH #02418 - 200 SHARES,EMERSON ELEC CO 10,693 14,036
    MERRILL LYNCH #02418 - 875 SHARES,GLAXOSMITHKLLNE PLC 45,483 46,716
    MERRILL LYNCH #02418 - 750 SHARES,GENERAL MILLS 31,140 37,433
    MERRILL LYNCH #02418 - 300 SHARES,GENERAL MILLS 12,422 14,973
    MERRILL LYNCH #02418 - 580 SHARES,GENUINE PARTS CO 48,237 48,250
    MERRILL LYNCH #02418 - 500 SHARES,HOME DEPOT INC 31,500 41,170
    MERRILL LYNCH #02418 - 200 SHARES,HOME DEPOT INC 12,485 16,468
    MERRILL LYNCH #02418 - 112 SHARES,JOHNSON AND JOHNSON 7,971 10,258
    MERRILL LYNCH #02418 - 8 SHARES,JOHNSON AND JOHNSON 575 733
    MERRILL LYNCH #02418 - 330 SHARES,JOHNSON AND JOHNSON 23,360 30,225
    MERRILL LYNCH #02418 - 150 SHARES,JOHNSON AND JOHNSON 10,650 13,739
    MERRILL LYNCH #02418 - 1.33 SHARES,LINEAR TECHNOLOGY CORP 53,683 60,582
    MERRILL LYNCH #02418 - 350 SHARES,MCDONALDS CORP 31,659 33,961
    MERRILL LYNCH #02418 - 125 SHARES,MCDONALDS CORP 11,292 12,129
    MERRILL LYNCH #02418 - 430 SHARES,NORTHROP GRUMMAN CORP 41,018 49,282
    MERRILL LYNCH #02418 - 950 SHARES,PAYCHEX INC 31,583 43,254
    MERRILL LYNCH #02418 - 350 SHARES,PAYCHEX INC 11,584 15,936
    MERRILL LYNCH #02418 - 860 SHARES,PROCTER & GAMBLE CO 65,248 70,013
    MERRILL LYNCH #02418 - 545 SHARES,RAYTHEON CO DELAWARE NEW 41,313 49,432
    MERRILL LYNCH #02418 - 400 SHARES,UNITED TECHS CORP 32,668 45,520
    MERRILL LYNCH #02418 - 125 SHARES,UNITED TECHS CORP 10,428 14,225
    MERRILL LYNCH #02418 - 450 SHARES,WAL-MART STORES INC 31,095 35,411
    MERRILL LYNCH #02418 - 175 SHARES,WAL-MART STORES INC 12,102 13,771
    MERRILL LYNCH #02420 - 4800 SHARES,ISHARES MSCI EAFE 269,472 322,056
    MERRILL LYNCH #02420 - 1085 SHARES,ISHARES MSCI EMERGING 47,046 45,348
    WELLS FARGO #9361 - 196 SHARES,ADOBE SYSTEMS INC 7,051 11,736
    WELLS FARGO #9361 - 50 SHARES,AIR PRODUCTS & CHEMICALS 3,573 5,589
    WELLS FARGO #9361 - 5 SHARES,AIR PRODUCTS & CHEMICALS 421 559
    WELLS FARGO #9361 - 5 SHARES,AIR PRODUCTS & CHEMICALS 470 559
    WELLS FARGO #9361 - 5 SHARES,AIR PRODUCTS & CHEMICALS 474 559
    WELLS FARGO #9361 - 255 SHARES,AKAMAI TECH INC M 9,514 12,031
    WELLS FARGO #9361 - 205 SHARES,AL TRIA GROUP INC M 4,922 7,870
    WELLS FARGO #9361 - 36 SHARES,AMAZON COM INC 2,976 14,356
    WELLS FARGO #9361 - 24 SHARES,AMAZON COM INC 2,887 9,571
    WELLS FARGO #9361 - 160 SHARES,AMERICAN EXPRESS COMP M 8,514 14,517
    WELLS FARGO #9361 - 37 SHARES,AMERICAN TOWER CORP 2,760 2,953
    WELLS FARGO #9361 - 33 SHARES,AMERICAN TOWER CORP 2,560 2,634
    WELLS FARGO #9361 - 20 SHARES,AMERICAN TOWER CORP 1,438 1,596
    WELLS FARGO #9361 - 50 SHARES,AMGEN INC 2,668 5,704
    WELLS FARGO #9361 - 190 SHARES,ANHEUSER BUSCH INBEV M 11,499 20,227
    WELLS FARGO #9361 - 58 SHARES,APPLE INC 6,966 32,539
    WELLS FARGO #9361 - 120 SHARES,AT&TINC 3,066 4,219
    WELLS FARGO #9361 - 5 SHARES,AT&TINC 187 176
    WELLS FARGO #9361 - 5 SHARES,AT&TINC 183 176
    WELLS FARGO #9361 - 10 SHARES,AT&TINC 354 352
    WELLS FARGO #9361 - 175 SHARES,BANK NEW YORK MELLON M 4,893 6,115
    WELLS FARGO #9361 - 45 SHARES,BED BATH & BEYOND INC 1,723 3,614
    WELLS FARGO #9361 - 25 SHARES,BED BATH & BEYOND INC 1,594 2,008
    WELLS FARGO #9361 - 25 SHARES,BIOGEN IDEC INC 4,871 6,989
    WELLS FARGO #9361 - 20 SHARES,BIOGEN IDEC INC 4,793 5,591
    WELLS FARGO #9361 - 40 SHARES,BLACKROCK INC 6,049 12,659
    WELLS FARGO #9361 - 5 SHARES,BLACKROCK INC 1,354 1,582
    WELLS FARGO #9361 - 85 SHARES,BRISTOL MYERS SQUIBB 3,884 4,518
    WELLS FARGO #9361 - 70 SHARES,BROADCOM CORP 2,331 2,075
    WELLS FARGO #9361 - 30 SHARES,BROADCOM CORP 1,009 889
    WELLS FARGO #9361 - 140 SHARES,BROADCOM CORP 4,649 4,150
    WELLS FARGO #9361 - 5 SHARES,BROADCOM CORP 182 148
    WELLS FARGO #9361 - 45 SHARES,BROADCOM CORP 1,572 1,334
    WELLS FARGO #9361 - 15 SHARES,BROADCOM CORP 377 445
    WELLS FARGO #9361 - 210 SHARES,CAMERON INTERNATINL C M 11,180 12,501
    WELLS FARGO #9361 - 65 SHARES,CAPITAL ONE FINANCIAL 3,499 4,980
    WELLS FARGO #9361 - 20 SHARES,CAPITAL ONE FINANCIAL 1,080 1,532
    WELLS FARGO #9361 - 5 SHARES,CAPITAL ONE FINANCIAL 309 383
    WELLS FARGO #9361 - 15 SHARES,CATERPILLAR INC 1,237 1,362
    WELLS FARGO #9361 - 15 SHARES,CATERPILLAR INC 1,315 1,362
    WELLS FARGO #9361 - 35 SHARES,CATERPILLAR INC 3,037 3,178
    WELLS FARGO #9361 - 10 SHARES,CATERPILLAR INC 867 908
    WELLS FARGO #9361 - 20 SHARES,CATERPILLAR INC 1,633 1,816
    WELLS FARGO #9361 - 80 SHARES,CELGENE CORP 4,182 13,517
    WELLS FARGO #9361 - 25 SHARES,CELGENE CORP 1,310 4,224
    WELLS FARGO #9361 - 25 SHARES,CHECK POINT SOFTWARE 1,226 1,612
    WELLS FARGO #9361 - 25 SHARES,CHECK POINT SOFTWARE 1,233 1,612
    WELLS FARGO #9361 - 10 SHARES,CHECK POINT SOFTWARE 503 645
    WELLS FARGO #9361 - 22 SHARES,CHECK POINT SOFTWARE 1,124 1,419
    WELLS FARGO #9361 - 18 SHARES,CHECK POINT SOFTWARE 920 1,161
    WELLS FARGO #9361 - 120 SHARES,CHEVRON CORPORATION 13,096 14,989
    WELLS FARGO #9361 - 100 SHARES,CITIGROUP INC NEW 5,004 5,211
    WELLS FARGO #9361 - 30 SHARES,CITRIX SYSTEMS INC 1,896 1,898
    WELLS FARGO #9361 - 30 SHARES,CITRIX SYSTEMS INC 1,799 1,898
    WELLS FARGO #9361 - 5 SHARES,CITRIX SYSTEMS INC 342 316
    WELLS FARGO #9361 - 25 SHARES,CITRIX SYSTEMS INC 1,601 1,581
    WELLS FARGO #9361 - 70 SHARES,CITRIX SYSTEMS INC 4,540 4,428
    WELLS FARGO #9361 - 15 SHARES,CITRIX SYSTEMS INC 1,007 949
    WELLS FARGO #9361 - 25 SHARES,CME GROUP INC 1,516 1,962
    WELLS FARGO #9361 - 25 SHARES,CME GROUP INC 1,553 1,962
    WELLS FARGO #9361 - 25 SHARES,CME GROUP INC 1,498 1,962
    WELLS FARGO #9361 - 10 SHARES,CME GROUP INC 600 785
    WELLS FARGO #9361 - 220 SHARES,COCA-COLA COMPANY 5,954 9,088
    WELLS FARGO #9361 - 30 SHARES,COCA-COLA COMPANY 1,204 1,239
    WELLS FARGO #9361 - 20 SHARES,COCA-COLA COMPANY 809 826
    WELLS FARGO #9361 - 30 SHARES,COCA-COLA COMPANY 1,197 1,239
    WELLS FARGO #9361 - 90 SHARES,COMCASTCORPCLASPL 2,094 4,489
    WELLS FARGO #9361 - 195 SHARES,COMCASTCORPCLASPL 4,686 9,727
    WELLS FARGO #9361 - 25 SHARES,COMCASTCORPCLASPL 979 1,247
    WELLS FARGO #9361 - 50 SHARES,CONOCOPHILLIPS 2,054 3,533
    WELLS FARGO #9361 - 25 SHARES,CONOCOPHILLIPS 1,479 1,766
    WELLS FARGO #9361 - 5 SHARES,CONOCOPHILLIPS 313 353
    WELLS FARGO #9361 - 225 SHARES,CROWN HOLDINGS INC 8,148 10,028
    WELLS FARGO #9361 - 510 SHARES,CVSCAREMARKCORP 17,766 36,501
    WELLS FARGO #9361 - 230 SHARES,DISH NETWORK CORP 4,482 13,322
    WELLS FARGO #9361 - 20 SHARES,DISH NETWORK CORP 734 1,158
    WELLS FARGO #9361 - 10 SHARES,DISH NETWORK CORP 391 579
    WELLS FARGO #9361 - 10 SHARES,DISH NETWORK CORP 390 579
    WELLS FARGO #9361 - 30 SHARES,DISH NETWORK CORP 1,342 1,738
    WELLS FARGO #9361 - 45 SHARES,DISH NETWORK CORP 2,135 2,606
    WELLS FARGO #9361 - 186 SHARES,DISNEY WALT COMPANY 5,526 14,210
    WELLS FARGO #9361 - 40 SHARES,E M C CORP MASS 946 1,006
    WELLS FARGO #9361 - 180 SHARES,E M C CORP MASS 4,468 4,527
    WELLS FARGO #9361 - 80 SHARES,E M C CORP MASS 1,884 2,012
    WELLS FARGO #9361 - 10 SHARES,E M C CORP MASS 249 252
    WELLS FARGO #9361 - 40 SHARES,E M C CORP MASS 1,018 1,006
    WELLS FARGO #9361 - 60 SHARES,EATON CORP PLC 3,114 4,567
    WELLS FARGO #9361 - 55 SHARES,EATON CORP PLC 3,253 4,187
    WELLS FARGO #9361 - 10 SHARES,EATON CORP PLC 678 761
    WELLS FARGO #9361 - 170 SHARES,EBAYINC 3,564 9,327
    WELLS FARGO #9361 - 65 SHARES,EBAYINC 1,368 3,566
    WELLS FARGO #9361 - 20 SHARES,EBAYINC 1,083 1,097
    WELLS FARGO #9361 - 5 SHARES,EBAYINC 272 274
    WELLS FARGO #9361 - 30 SHARES,EBAYINC 1,695 1,646
    WELLS FARGO #9361 - 45 SHARES,EXPRESS SCRIPTS HLDG CO 2,122 3,161
    WELLS FARGO #9361 - 15 SHARES,EXPRESS SCRIPTS HLDG CO 780 1,054
    WELLS FARGO #9361 - 40 SHARES,EXPRESS SCRIPTS HLDG CO 2,300 2,810
    WELLS FARGO #9361 - 21.81481 SHARES,EXXON MOBIL CORP 1,567 2,208
    WELLS FARGO #9361 - 48.55555 SHARES,EXXON MOBIL CORP 3,173 4,914
    WELLS FARGO #9361 - 9.14814 SHARES,EXXON MOBIL CORP 480 926
    WELLS FARGO #9361 - 17.59259 SHARES,EXXON MOBIL CORP 1,041 1,780
    WELLS FARGO #9361 - 16.88891 SHARES,EXXON MOBIL CORP 1,137 1,709
    WELLS FARGO #9361 - 11 SHARES,EXXON MOBIL CORP 1,027 1,113
    WELLS FARGO #9361 - 85 SHARES,FACEBOOK INC 2,329 4,645
    WELLS FARGO #9361 - 55 SHARES,FACEBOOK INC 1,437 3,006
    WELLS FARGO #9361 - 80 SHARES,FACEBOOK INC 1,830 4,372
    WELLS FARGO #9361 - 720 SHARES,GENERAL ELECTRIC COMPANY 10,944 20,182
    WELLS FARGO #9361 - 30 SHARES,GENERAL ELECTRIC COMPANY 708 841
    WELLS FARGO #9361 - 165 SHARES,GENERAL ELECTRIC COMPANY 4,328 4,625
    WELLS FARGO #9361 - 18 SHARES,GOOGLE INC CL A 7,004 20,173
    WELLS FARGO #9361 - 4 SHARES,GOOGLE INC CL A 3,396 4,483
    WELLS FARGO #9361 - 21 SHARES,GRAINGER W W INC 5,291 5,364
    WELLS FARGO #9361 - 1 SHARES,GRAINGER W W INC 253 255
    WELLS FARGO #9361 - 3 SHARES,GRAINGER W W INC 761 766
    WELLS FARGO #9361 - 225 SHARES,HALLIBURTON COMPANY 7,846 11,419
    WELLS FARGO #9361 - 325 SHARES,HOME DEPOT INC 9,174 26,761
    WELLS FARGO #9361 - 6 SHARES,HOME DEPOT INC 479 494
    WELLS FARGO #9361 - 10 SHARES,HOME DEPOT INC 804 823
    WELLS FARGO #9361 - 165 SHARES,HONEYWELL INTERNATION 8,023 15,076
    WELLS FARGO #9361 - 75 SHARES,ILLINOIS TOOL WORKS INC 3,488 6,306
    WELLS FARGO #9361 - 25 SHARES,ILLINOIS TOOL WORKS INC 1,307 2,102
    WELLS FARGO #9361 - 15 SHARES,ILLINOIS TOOL WORKS INC 915 1,261
    WELLS FARGO #9361 - 5 SHARES,ILLINOIS TOOL WORKS INC 352 420
    WELLS FARGO #9361 - 5 SHARES,ILLINOIS TOOL WORKS INC 355 420
    WELLS FARGO #9361 - 22 SHARES,INTERNATIONAL BUSINESS MACHINE CORP 3,223 4,127
    WELLS FARGO #9361 - 23 SHARES,INTERNATIONAL BUSINESS MACHINE CORP 2,932 4,314
    WELLS FARGO #9361 - 5 SHARES,INTERNATIONAL BUSINESS MACHINE CORP 1,059 938
    WELLS FARGO #9361 - 5 SHARES,INTERNATIONAL BUSINESS MACHINE CORP 972 938
    WELLS FARGO #9361 - 250 SHARES,JOHNSON & JOHNSON 14,267 22,898
    WELLS FARGO #9361 - 80 SHARES,JOHNSON CONTROLS INC 2,700 4,104
    WELLS FARGO #9361 - 10 SHARES,JOHNSON CONTROLS INC 324 513
    WELLS FARGO #9361 - 400 SHARES,JPMORGAN CHASE & CO 13,751 23,392
    WELLS FARGO #9361 - 189 SHARES,JUNIPER NETWORK INC 4,301 4,266
    WELLS FARGO #9361 - 51 SHARES,JUNIPER NETWORK INC 1,398 1,151
    WELLS FARGO #9361 - 205 SHARES,JUNIPER NETWORK INC 3,740 4,627
    WELLS FARGO #9361 - 55 SHARES,JUNIPER NETWORK INC 985 1,241
    WELLS FARGO #9361 - 80 SHARES,KIMBERLY-CLARK CORP 5,029 8,357
    WELLS FARGO #9361 - 5 SHARES,KIMBERLY-CLARK CORP 488 522
    WELLS FARGO #9361 - 5 SHARES,KIMBERLY-CLARK CORP 512 522
    WELLS FARGO #9361 - 10 SHARES,KIMBERLY-CLARK CORP 999 1,045
    WELLS FARGO #9361 - 100 SHARES,LOEWS CORPORATION 3,683 4,824
    WELLS FARGO #9361 - 20 SHARES,LOEWS CORPORATION 877 965
    WELLS FARGO #9361 - 5 SHARES,LOEWS CORPORATION 230 241
    WELLS FARGO #9361 - 5 SHARES,LOEWS CORPORATION 231 241
    WELLS FARGO #9361 - 140 SHARES,MARSH AND MC LENNAN 3,228 6,770
    WELLS FARGO #9361 - 30 SHARES,MARSH AND MC LENNAN 1,118 1,451
    WELLS FARGO #9361 - 5 SHARES,MARSH AND MC LENNAN 203 242
    WELLS FARGO #9361 - 5 SHARES,MARSH AND MC LENNAN 202 242
    WELLS FARGO #9361 - 20 SHARES,MARSH AND MC LENNAN 835 967
    WELLS FARGO #9361 - 35 SHARES,MCDONALDS CORP 2,489 3,396
    WELLS FARGO #9361 - 75 SHARES,MERCK & CO INC NEW 2,630 3,754
    WELLS FARGO #9361 - 50 SHARES,MERCK & CO INC NEW 1,746 2,503
    WELLS FARGO #9361 - 25 SHARES,MERCK & CO INC NEW 892 1,251
    WELLS FARGO #9361 - 50 SHARES,MERCK & CO INC NEW 2,269 2,503
    WELLS FARGO #9361 - 15 SHARES,MERCK & CO INC NEW 712 751
    WELLS FARGO #9361 - 20 SHARES,MERCK & CO INC NEW 971 1,001
    WELLS FARGO #9361 - 70 SHARES,METLIFE INC 3,044 3,774
    WELLS FARGO #9361 - 25 SHARES,METLIFE INC 1,004 1,348
    WELLS FARGO #9361 - 15 SHARES,METLIFE INC 535 809
    WELLS FARGO #9361 - 5 SHARES,METLIFE INC 185 270
    WELLS FARGO #9361 - 5 SHARES,METLIFE INC 210 270
    WELLS FARGO #9361 - 5 SHARES,METLIFE INC 225 270
    WELLS FARGO #9361 - 490 SHARES,MICROSOFT CORP 6,619 18,331
    WELLS FARGO #9361 - 55 SHARES,MONSANTO CO NEW 3,110 6,410
    WELLS FARGO #9361 - 15 SHARES,MONSANTO CO NEW 716 1,748
    WELLS FARGO #9361 - 10 SHARES,MONSANTO CO NEW 1,040 1,166
    WELLS FARGO #9361 - 5 SHARES,MONSANTO CO NEW 509 583
    WELLS FARGO #9361 - 5 SHARES,MONSANTO CO NEW 514 583
    WELLS FARGO #9361 - 75 SHARES,MOTOROLA SOLUTIONS INC 2,885 5,063
    WELLS FARGO #9361 - 35 SHARES,MOTOROLA SOLUTIONS INC 1,599 2,363
    WELLS FARGO #9361 - 5 SHARES,MOTOROLA SOLUTIONS INC 313 338
    WELLS FARGO #9361 - 5 SHARES,MOTOROLA SOLUTIONS INC 287 338
    WELLS FARGO #9361 - 5 SHARES,MOTOROLA SOLUTIONS INC 294 338
    WELLS FARGO #9361 - 200 SHARES,NASDAQ OMX GROUP 3,681 7,960
    WELLS FARGO #9361 - 235 SHARES,NETAPP INC 9,655 9,668
    WELLS FARGO #9361 - 35 SHARES,NIKE INC CLASS B 1,423 2,752
    WELLS FARGO #9361 - 30 SHARES,NIKE INC CLASS B 1,198 2,359
    WELLS FARGO #9361 - 15 SHARES,NIKE INC CLASS B 947 1,180
    WELLS FARGO #9361 - 100 SHARES,NOBLE CORP PLC 3,188 3,747
    WELLS FARGO #9361 - 15 SHARES,NOBLE CORP PLC 541 562
    WELLS FARGO #9361 - 5 SHARES,NOBLE CORP PLC 203 187
    WELLS FARGO #9361 - 5 SHARES,NOBLE CORP PLC 197 187
    WELLS FARGO #9361 - 65 SHARES,NOVARTISAG 3,211 5,225
    WELLS FARGO #9361 - 5 SHARES,NOVARTISAG 369 402
    WELLS FARGO #9361 - 10 SHARES,NOVARTISAG 736 804
    WELLS FARGO #9361 - 100 SHARES,PEPSICO INCORPORATED 6,419 8,294
    WELLS FARGO #9361 - 30 SHARES,PEPSICO INCORPORATED 1,900 2,488
    WELLS FARGO #9361 - 5 SHARES,PEPSICO INCORPORATED 406 415
    WELLS FARGO #9361 - 15 SHARES,PEPSICO INCORPORATED 1,251 1,244
    WELLS FARGO #9361 - 160 SHARES,PFIZER INCORPORATED 2,363 4,901
    WELLS FARGO #9361 - 15 SHARES,PFIZER INCORPORATED 435 459
    WELLS FARGO #9361 - 5 SHARES,PFIZER INCORPORATED 145 153
    WELLS FARGO #9361 - 10 SHARES,PFIZER INCORPORATED 278 306
    WELLS FARGO #9361 - 170 SHARES,PHILIP MORRIS 9,667 14,812
    WELLS FARGO #9361 - 130 SHARES,PROGRESSIVE CORP OHIO 2,550 3,545
    WELLS FARGO #9361 - 25 SHARES,QUALCOMM INC 1,381 1,856
    WELLS FARGO #9361 - 15 SHARES,QUALCOMM INC 723 1,114
    WELLS FARGO #9361 - 30 SHARES,QUALCOMM INC 1,496 2,228
    WELLS FARGO #9361 - 20 SHARES,QUALCOMM INC 1,320 1,485
    WELLS FARGO #9361 - 10 SHARES,QUALCOMM INC 640 743
    WELLS FARGO #9361 - 25 SHARES,QUALCOMM INC 1,540 1,856
    WELLS FARGO #9361 - 115 SHARES,RED HAT INC 5,335 6,445
    WELLS FARGO #9361 - 255 SHARES,RIVERBED TECHNOLOGY INC 3,799 4,610
    WELLS FARGO #9361 - 85 SHARES,RIVERBED TECHNOLOGY INC 1,291 1,537
    WELLS FARGO #9361 - 35 SHARES,RIVERBED TECHNOLOGY INC 552 633
    WELLS FARGO #9361 - 60 SHARES,ROYAL DUTCH SHELL PLC 3,338 4,276
    WELLS FARGO #9361 - 20 SHARES,ROYAL DUTCH SHELL PLC 1,292 1,425
    WELLS FARGO #9361 - 5 SHARES,ROYAL DUTCH SHELL PLC 339 356
    WELLS FARGO #9361 - 5 SHARES,ROYAL DUTCH SHELL PLC 334 356
    WELLS FARGO #9361 - 139 SHARES,SCHLUMBERGER L TO 10,340 12,525
    WELLS FARGO #9361 - 11 SHARES,SCHLUMBERGER L TO 810 991
    WELLS FARGO #9361 - 10 SHARES,SCHLUMBERGER L TO 743 901
    WELLS FARGO #9361 - 20 SHARES,SCHLUMBERGER L TO 1,543 1,802
    WELLS FARGO #9361 - 46 SHARES,SCHWAB CHARLES CORP NEW 1,038 1,196
    WELLS FARGO #9361 - 306 SHARES,SCHWAB CHARLES CORP NEW 4,628 7,956
    WELLS FARGO #9361 - 80 SHARES,SEMPRA ENERGY 4,025 7,181
    WELLS FARGO #9361 - 25 SHARES,SEMPRA ENERGY 2,004 2,244
    WELLS FARGO #9361 - 5 SHARES,SEMPRA ENERGY 395 449
    WELLS FARGO #9361 - 5 SHARES,SEMPRA ENERGY 415 449
    WELLS FARGO #9361 - 200 SHARES,STATE STR CORP 9,562 14,678
    WELLS FARGO #9361 - 120 SHARES,SUNCOR ENERGY INC NEW 3,855 4,206
    WELLS FARGO #9361 - 25 SHARES,SUNCOR ENERGY INC NEW 742 876
    WELLS FARGO #9361 - 5 SHARES,SUNCOR ENERGY INC NEW 156 175
    WELLS FARGO #9361 - 10 SHARES,SUNCOR ENERGY INC NEW 309 351
    WELLS FARGO #9361 - 65 SHARES,TARGET CORP 3,116 4,113
    WELLS FARGO #9361 - 10 SHARES,TARGET CORP 679 633
    WELLS FARGO #9361 - 5 SHARES,TARGET CORP 345 316
    WELLS FARGO #9361 - 10 SHARES,TARGET CORP 724 633
    WELLS FARGO #9361 - 180 SHARES,TE CONNECTIVITY L TO 6,871 9,920
    WELLS FARGO #9361 - 80 SHARES,TEVA PHARMACEUTICAL 3,342 3,206
    WELLS FARGO #9361 - 30 SHARES,TEVA PHARMACEUTICAL 1,220 1,202
    WELLS FARGO #9361 - 5 SHARES,TEVA PHARMACEUTICAL 199 200
    WELLS FARGO #9361 - 5 SHARES,TEVA PHARMACEUTICAL 196 200
    WELLS FARGO #9361 - 5 SHARES,TEVA PHARMACEUTICAL 193 200
    WELLS FARGO #9361 - 180 SHARES,TEXAS INSTRUMENTS INC 4,557 7,904
    WELLS FARGO #9361 - 50 SHARES,THERMO FISHER SCIENTIFIC 2,512 5,568
    WELLS FARGO #9361 - 35 SHARES,THERMO FISHER SCIENTIFIC 1,505 3,897
    WELLS FARGO #9361 - 15 SHARES,THERMO FISHER SCIENTIFIC 737 1,670
    WELLS FARGO #9361 - 15 SHARES,THERMO FISHER SCIENTIFIC 1,317 1,670
    WELLS FARGO #9361 - 45 SHARES,TIME WARNER CABLE 2,476 6,098
    WELLS FARGO #9361 - 40 SHARES,TIME WARNER CABLE 2,347 5,420
    WELLS FARGO #9361 - 5 SHARES,TIME WARNER CABLE 482 678
    WELLS FARGO #9361 - 5 SHARES,TIME WARNER CABLE 485 678
    WELLS FARGO #9361 - 10 SHARES,TIME WARNER CABLE 1,148 1,355
    WELLS FARGO #9361 - 235 SHARES,TIME WARNER INC NEW 8,048 16,384
    WELLS FARGO #9361 - 80 SHARES,TRAVELERS COS INCITHE 3,931 7,243
    WELLS FARGO #9361 - 5 SHARES,TRAVELERS COS INCITHE 419 453
    WELLS FARGO #9361 - 5 SHARES,TRAVELERS COS INCITHE 424 453
    WELLS FARGO #9361 - 10 SHARES,TRAVELERS COS INCITHE 837 905
    WELLS FARGO #9361 - 400 SHARES,TWENTY-FIRST CENTY 5,189 13,840
    WELLS FARGO #9361 - 20 SHARES,TWENTY-FIRST CENTY 546 692
    WELLS FARGO #9361 - 15 SHARES,TWENTY-FIRST CENTY 438 519
    WELLS FARGO #9361 - 15 SHARES,TWENTY-FIRST CENTY 434 519
    WELLS FARGO #9361 - 15 SHARES,UNION PACIFIC CORP 858 2,520
    WELLS FARGO #9361 - 10 SHARES,UNION PACIFIC CORP 581 1,680
    WELLS FARGO #9361 - 26 SHARES,UNION PACIFIC CORP 1,497 4,368
    WELLS FARGO #9361 - 24 SHARES,UNION PACIFIC CORP 2,218 4,032
    WELLS FARGO #9361 - 40 SHARES,UNITED PARCEL SERVICE-B 2,855 4,203
    WELLS FARGO #9361 - 20 SHARES,UNITED PARCEL SERVICE-B 1,492 2,102
    WELLS FARGO #9361 - 25 SHARES,UNITED PARCEL SERVICE-B 1,833 2,627
    WELLS FARGO #9361 - 15 SHARES,UNITED PARCEL SERVICE-B 1,248 1,576
    WELLS FARGO #9361 - 20 SHARES,UNITED PARCEL SERVICE-B 1,711 2,102
    WELLS FARGO #9361 - 35 SHARES,UNITED TECHNOLOGIES CORP 2,590 3,983
    WELLS FARGO #9361 - 50 SHARES,UNITED TECHNOLOGIES CORP 4,490 5,690
    WELLS FARGO #9361 - 5 SHARES,UNITED TECHNOLOGIES CORP 466 569
    WELLS FARGO #9361 - 5 SHARES,UNITED TECHNOLOGIES CORP 482 569
    WELLS FARGO #9361 - 10 SHARES,UNITED TECHNOLOGIES CORP 1,005 1,138
    WELLS FARGO #9361 - 60 SHARES,UNITEDHEAL TH GROUP 3,332 4,518
    WELLS FARGO #9361 - 40 SHARES,UNITEDHEAL TH GROUP 2,468 3,012
    WELLS FARGO #9361 - 45 SHARES,UNITEDHEAL TH GROUP 2,673 3,389
    WELLS FARGO #9361 - 30 SHARES,UNITEDHEAL TH GROUP 2,043 2,259
    WELLS FARGO #9361 - 425 SHARES,US BANCORP NEW 12,030 17,170
    WELLS FARGO #9361 - 90 SHARES,VERIZON COMMUNICATIONS 2,429 4,423
    WELLS FARGO #9361 - 65 SHARES,VISA INC CLASS A 4,496 14,474
    WELLS FARGO #9361 - 11 SHARES,VISA INC CLASS A 594 2,449
    WELLS FARGO #9361 - 14 SHARES,VISA INC CLASS A 1,049 3,118
    WELLS FARGO #9361 - 180 SHARES,VODAFONE GROUP PLC 5,256 7,076
    WELLS FARGO #9361 - 65 SHARES,VODAFONE GROUP PLC 2,141 2,555
    WELLS FARGO #9361 - 30 SHARES,WELLPOINT INC 1,571 2,772
    WELLS FARGO #9361 - 35 SHARES,WELLPOINT INC 2,389 3,234
    WELLS FARGO #9361 - 5 SHARES,WELLPOINT INC 387 462
    WELLS FARGO #9361 - 10 SHARES,WELLPOINT INC 854 924
    WELLS FARGO #9361 - 240 SHARES,WELLS FARGO COMPANY 6,558 10,896
    WELLS FARGO #9361 - 85 SHARES,WELLS FARGO COMPANY 3,111 3,859
    WELLS FARGO #9361 - 10 SHARES,WELLS FARGO COMPANY 401 454
    WELLS FARGO #9361 - 15 SHARES,WELLS FARGO COMPANY 618 681
    WELLS FARGO #9361 - 40 SHARES,WELLS FARGO COMPANY 1,734 1,816
    WELLS FARGO #9361 - 350 SHARES,XEROX CORP 3,768 4,260
    WELLS FARGO #9361 - 75 SHARES,XEROX CORP 764 913
    WELLS FARGO #9361 - 100 SHARES,XEROX CORP 853 1,217
    WELLS FARGO #9361 - 25 SHARES,XEROX CORP 223 304
    WELLS FARGO #9361 - 25 SHARES,XEROX CORP 224 304
    WELLS FARGO #9361 - 65 SHARES,XILINX INC 2,055 2,985
    WELLS FARGO #9361 - 70 SHARES,XILINX INC 2,524 3,214
    WELLS FARGO #9361 - 110 SHARES,YUM BRANDS INC 7,348 8,317
    WELLS FARGO #9361 - 45 SHARES,ZOETIS INC 1,346 1,471
    WELLS FARGO #9361 - 45 SHARES,ZOETIS INC 1,326 1,471
    WELLS FARGO #9361 - 40 SHARES,ZOETIS INC 1,171 1,308
    WELLS FARGO #9361 - 40 SHARES,ZOETIS INC 1,217 1,308
    WELLS FARGO #9361 - 40 SHARES,ZOETIS INC 1,294 1,308
    WELLS FARGO #9361 - 25000 SHARES,HEWLETT-PACKARD CO A NOTES 28,152 25,240
    WELLS FARGO #9361 - 10000 SHARES,EI DU PONT DE NEMOUR & C NOTES 10,016 10,299
    WELLS FARGO #9361 - 5000 SHARES,EI DU PONT DE NEMOUR & C NOTES 5,007 5,150
    WELLS FARGO #9361 - 25000 SHARES,JPMORGAN CHASE & CO 26,987 26,793
    WELLS FARGO #9361 - 25000 SHARES,CISCO SYSTEMS INC 29,372 27,504
    WELLS FARGO #9361 - 25000 SHARES,GOLDMAN SACHS GROUP INC 24,810 24,895
    WELLS FARGO #9361 - 25000 SHARES,COCA-COLA COITHE 25,875 25,639
    WELLS FARGO #9361 - 25000 SHARES,AT&T INC 25,637 25,133
    WELLS FARGO #9361 - 15000 SHARES,UNITED PARCEL SERVICE 15,849 17,091
    WELLS FARGO #9361 - 20000 SHARES,MCDONALD'S CORP 20,914 22,744
    WELLS FARGO #9361 - 10000 SHARES,PROCTER & GAMBLE CO 10,048 11,231
    WELLS FARGO #9361 - 25000 SHARES,US TREASURY 24,944 25,004
    WELLS FARGO #9361 - 22000 SHARES,FEDERAL NATL MTG ASSN 21,874 22,765
    WELLS FARGO #9361 - 30000 SHARES,US TREASURY 30,862 30,496
    WELLS FARGO #9361 - 5000 SHARES,US TREASURY 5,088 5,083
    WELLS FARGO #9361 - 12000 SHARES,US TREASURY 12,578 13,388
    WELLS FARGO #9361 - 2000 SHARES,US TREASURY 1,933 2,130
    WELLS FARGO #9361 - 25000 SHARES,US TREASURY 26,821 24,761

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    US Government Securities - End of Year Book Value:

    893,229
    US Government Securities - End of Year Fair Market Value:

    875,769
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 OtherAssetsSchedule
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ESTIMATED ACCRUED INTEREST   0 4,412


    TY 2013 OtherDecreasesSchedule
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    Description Amount
    CHECKS OUTSTANDING FOR GRANTS 58,500


    TY 2013 OtherExpensesSchedule
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 1,197 1,197   0


    TY 2013 OtherIncomeSchedule2
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NONDIVIDEND DISTRIBUTIONS 899   899


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERAGE FEES 43,020 43,020   0


    TY 2013 TaxesSchedule
    Name:
    THE LOWRY MURPHEY FAMILY FOUNDATION INC
    EIN: 59-2824550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 7,556 1,889   5,667
    FOREIGN TAXES 1,101 1,101   0