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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
LT Murray Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

51-0163345
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,364,391J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 89 89  
4 Dividends and interest from securities... 202,809 202,809  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 163,325
b Gross sales price for all assets on line 6a 2,517,817
7 Capital gain net income (from Part IV, line 2)... 163,325
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)....... Click to see attachment 32,328 32,328  
12 Total. Add lines 1 through 11........ 398,551 398,551  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 4,733 0 0 4,733
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 64,141 64,141    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,060 1,672    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,000     6,000
21 Travel, conferences, and meetings....... 2,131     2,131
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,033 1,579   24,454
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 108,098 67,392 0 37,318
25 Contributions, gifts, grants paid....... 409,475 409,475
26 Total expenses and disbursements. Add lines 24 and 25 517,573 67,392 0 446,793
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -119,022
b Net investment income (if negative, enter -0-) 331,159
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 120,555 63,644 63,644
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) 1,452,591 Click to see attachment1,056,053 1,140,011
b Investments—corporate stock (attach schedule)....... 4,521,223 Click to see attachment4,745,288 6,342,677
c Investments—corporate bonds (attach schedule)....... 876,687 Click to see attachment1,061,347 1,168,751
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 658,341 Click to see attachment589,043 649,308
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,629,397 7,515,375 9,364,391
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,629,397 7,515,375
29 Total net assets or fund balances (see instructions)..... 7,629,397 7,515,375
30 Total liabilities and net assets/fund balances (see instructions). 7,629,397 7,515,375
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,629,397
2
Enter amount from Part I, line 27a .....................
2
-119,022
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,000
4
Add lines 1, 2, and 3 ..........................
4
7,515,375
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,515,375
Form 990-PF (2020)
Form 990-PF (2020)
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 Publicly-traded Securities      
b
c
d
e
(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 2,517,817   2,354,492 163,325
b
c
d
e
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       163,325
b
c
d
e
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 2 163,325
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,603
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 4,603
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,603
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,429
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 7,429
8 Enter any penalty for underpayment of estimated tax. Check here 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 2,826
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,826 RefundedBullet 11  
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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletWA
    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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Anita BarbeyClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Anne M BarbeyClick to see attachment Dir, Pres
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Amy ButsonClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Gary Coover JrClick to see attachment Dir, Pres
    2.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kelsey HayfordClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Helena B LanktonClick to see attachment Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Elizabeth MiranteClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Bailey MurrayClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    LT Toby Murray IIIClick to see attachment Dir, Executive Dir
    20.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Laura WeselmannClick to see attachment Sec
    2.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    Ferguson Wellman Capital Management Inc Investment Mgmt 60,057
    888 S W Fifth Ave Suite 1200
    Portland,OR972042026
    Total number of others receiving over $50,000 for professional services.............bullet  
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    7,931,700
    b
    Average of monthly cash balances.......................
    1b
    137,454
    c
    Fair market value of all other assets (see instructions)................
    1c
    649,308
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,718,462
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,718,462
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    130,777
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,587,685
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    429,384
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    429,384
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,603
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,603
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    424,781
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,000
    5
    Add lines 3 and 4............................
    5
    429,781
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    429,781
    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
    446,793
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    446,793
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    446,793
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 429,781
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 27,514
    b From 2016...... 6,752
    c From 2017......  
    d From 2018...... 47,404
    e From 2019...... 46,826
    fTotal of lines 3a through e........ 128,496
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 446,793
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 429,781
    e Remaining amount distributed out of corpus 17,012
    5 Excess distributions carryover applied to 2020.    
    (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 5 145,508
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		27,514
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		117,994
    10 Analysis of line 9:
    a Excess from 2016.... 6,752
    b Excess from 2017....  
    c Excess from 2018.... 47,404
    d Excess from 2019.... 46,826
    e Excess from 2020.... 17,012
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    NONE
    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 or email address 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 (2020)
    Form 990-PF (2020)
    Page 11
    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
    A PLACE CALLED HOME
    2830 S CENTRAL AVE
    LOS ANGELES,CA90011     		N/A PC General & Unrestricted 250
    ALLIANCE FOR GLOBAL JUSTICE
    225 E 26TH ST STE 1
    TUCSON,AZ85713     		N/A PC Movement for Black Lives 5,000
    AMARA
    5907 MARTIN LUTHER KING JR WAY S
    SEATTLE,WA98118     		N/A PC Community Engagement Project 7,500
    ANNIE WRIGHT SCHOOLS
    827 N TACOMA AVE
    TACOMA,WA98403     		N/A PC New Pool Fund 33,333
    ASIA PACIFIC CULTURAL CENTER
    4851 S TACOMA WAY
    TACOMA,WA98409     		N/A PC General & Unrestricted 2,500
    BIG BROTHERS BIG SISTERS OF PUGET SOUND
    1600 S GRAHAM ST
    SEATTLE,WA98108     		N/A PC Tacoma Chapter 7,500
    CAUSE FOR SB PAWS
    6405 N AZALEA AVE
    SAN BERNARDINO,CA92407     		N/A PC General & Unrestricted 625
    CENTER FOR DIALOG & RESOLUTION
    717 TACOMA AVE S
    TACOMA,WA98402     		N/A PC General & Unrestricted 6,000
    CENTER FOR DIALOG & RESOLUTION
    717 TACOMA AVE S
    TACOMA,WA98402     		N/A PC 25th Year Anniversary Gala 2,500
    COMMUNITIES IN SCHOOLS OF LAKEWOOD WA
    10828 GRAVELLY LAKE DR SW
    LAKEWOOD,WA98499     		N/A PC General & Unrestricted 5,000
    COMMUNITY HEALTH CARE
    1148 BROADWAY STE 100
    TACOMA,WA98402     		N/A PC General & Unrestricted 2,500
    DEGREES OF CHANGE
    PO BOX 1573
    TACOMA,WA98401     		N/A PC General & Unrestricted 15,000
    EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY
    3318 92ND S ST
    LAKEWOOD,WA98499     		N/A PC General & Unrestricted 10,000
    FOUNDATION FOR TACOMA STUDENTS
    919 S 9TH ST
    TACOMA,WA98405     		N/A PC Graduate Tacoma 10,000
    FRIENDS OF LAKEWOLD
    PO BOX 39780
    LAKEWOOD,WA98496     		N/A PC General & Unrestricted 10,000
    FUSION-FRIENDS UNITED TO SHELTER THE INDIGENT OPPR
    PO BOX 23934
    FEDERAL WAY,WA98093     		N/A PC General & Unrestricted 7,500
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE STE 1100
    TACOMA,WA98402     		N/A PC MELANIE DRESSEL PARK - PARKS ON THE FOSS PROJECT 15,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE STE 1100
    TACOMA,WA98402     		N/A PC Pierce County Philanthropic Response to COVID 19 Fund 50,000
    HELEN B MURRAY ONCOLOGY FOUNDATION
    4230 BRIDGEPORT WAY W STE B
    UNIVERSITY PLACE,WA98466     		N/A PC General & Unrestricted 15,500
    ISSAQUAH FOOD & CLOTHING BANK
    179 1ST AVE SE
    ISSAQUAH,WA98027     		N/A PC General & Unrestricted 2,500
    JUDY DWORIN PERFORMANCE PROJECT INC
    75 CHARTER OAK AVE - STE 206
    HARTFORD,CT06106     		N/A PC General & Unrestricted 2,100
    LA CASA DE LAS MADRES
    1269 HOWARD ST
    SAN FRANCISCO,CA94103     		N/A PC General & Unrestricted 10,000
    METRO AQUATICS BOOSTERS
    6817 27TH ST W
    UNIVERSITY PL,WA98466     		N/A PC General & Unrestricted 2,500
    NORTHWEST OUTWARD BOUND SCHOOL
    1411 SW MORRISON ST STE 250
    PORTLAND,OR97205     		N/A PC PIERCE COUNTY SCHOLARSHIPS FUND 10,000
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421     		N/A PC General & Unrestricted 5,000
    PACIFIC PUBLIC MEDIA
    930 BROADWAY
    TACOMA,WA98402     		N/A PC KNKX STATION FUND 7,500
    PEDIATRIC INTERIM CARE CENTER INC
    328 4TH AVE S
    KENT,WA98032     		N/A PC General & Unrestricted 5,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 2,500
    SYMPHONY TACOMA
    901 BROADWAY STE 600
    TACOMA,WA98402     		N/A PC General & Unrestricted 10,000
    TACOMA HOUSING DEVELOPMENT GROUP
    902 S L ST RM/STE 2A
    TACOMA,WA98405     		N/A SO I General & Unrestricted 2,500
    TACOMA OPERA ASSOCIATION
    47 ST HELENS AVE
    TACOMA,WA98402     		N/A PC General & Unrestricted 2,500
    TACOMA URBAN LEAGUE
    2550 YAKIMA AVE UNIT A
    TACOMA,WA98405     		N/A PC General & Unrestricted 2,500
    THE GUARDSMEN
    PO BOX 29250
    SAN FRANCISCO,CA94129     		N/A PC General & Unrestricted 2,500
    TRINTY PRESBYTERIAN CHURCH
    1615 6TH AVE
    TACOMA,WA98405     		N/A PC General & Unrestricted 5,000
    UNITED WAY OF PIERCE COUNTY
    1501 PACIFIC AVE
    TACOMA,WA98402     		N/A PC Center for Strong Families Program 10,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    1900 COMMERCE ST
    TACOMA,WA98402     		N/A PC Milgard Building 41,667
    WISHING WELL FOUNDATION
    16524 89TH AVE E
    PUYALLUP,WA98375     		N/A PC General & Unrestricted 5,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF PIERCE AND KIT
    4717 S 19TH ST STE 201
    TACOMA,WA98405     		N/A PC General & Unrestricted 25,000
    YWCA PIERCE COUNTY
    405 BROADWAY
    TACOMA,WA98402     		N/A PC Women's Housing Project 50,000
    Total .................................bullet 3a 409,475
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 89  
    4 Dividends and interest from securities....     14 202,809  
    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 ............     		    18 163,325  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 31,837  
    bCLASS ACTION LAWSUIT PROCEEDS     01 491  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   398,551  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    398,551
    (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 (2020)
    Form 990-PF (2020)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 CompensationExplanation
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Person Name Explanation
    Anne M Barbey *Resigned from the foundation in 2020

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC - 4.500% - 05/14/20 46,728 50,243
    AMERICAN TOWER CORP - 4.500% - 52,035 56,533
    AMGEN INC - 6.400% - 02/01/203 50,952 74,944
    BURLINGTON NORTHERN SANTA FE - 50,019 51,922
    FEDEX CORP - 4.000% - 01/15/20 52,688 55,227
    GEORGIA PWR CO - 4.300% - 03/1 54,229 63,497
    HOME DEPOT INC - 3.300% - 04/1 67,608 70,598
    HONEYWELL INTL INC - 3.350% - 78,052 81,681
    INTEL CORP - 2.700% - 12/15/20 74,969 78,548
    JPMORGAN CHASE & CO - 3.300% - 72,015 78,345
    LOCKHEED MARTIN CORP - 4.850% 76,190 98,757
    LOWE'S COMPANIES INC - 3.875% 52,088 54,294
    MONDELEZ INTL INC - 4.000% - 0 77,218 82,006
    MORGAN STANLEY - 4.000% - 07/2 105,284 113,978
    STARBUCKS CORP - 2.550% - 11/1 67,825 70,159
    VERIZON - 3.875% - 02/08/2029 83,447 88,019

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 85,213 124,294
    ALIBABA GROUP HOLDING LTD 10,983 13,964
    ALLSTATE CORP 19,565 29,681
    ALPHABET INC CL A 53,355 122,685
    AMAZON COM 68,442 94,451
    AMERIPRISE FINANCIAL INC 19,078 31,093
    AMETEK INC 31,688 38,701
    AMGEN INC 35,209 54,031
    ANALOG DEVICES INC 87,959 125,571
    AON PLC CL A 8,280 9,507
    APPLE INC 76,045 169,578
    AT&T, INC 50,436 44,578
    AVERY DENNISON CORP 55,343 82,208
    BEST BUY INC 56,833 50,893
    BHP BILLITON LIMITED 12,581 20,255
    BLACKROCK INC 16,972 39,685
    BOSTON PPTYS INC 35,537 32,140
    BROADCOM INC 60,968 96,327
    CACI INTL INC 9,325 16,206
    CANADIAN PACIFIC RAILWAY LTD 19,564 20,801
    CARRIER GLOBAL 14,921 35,834
    CELANESE CORPORATION 22,865 27,287
    CHECK POINT SOFTWARE TECHNOLOG 4,290 9,968
    CHEVRON CORP 84,499 79,383
    CHUBB LIMITED 7,464 9,235
    CISCO SYSTEMS INC 21,134 31,325
    CREDIT SUISSE GROUP ADR 26,452 38,272
    DANA HOLDING CP 23,544 23,619
    DBS GROUP HLDGS SPON ADR 14,459 19,773
    DELL TECHNOLOGIES INC CLASS C 14,233 19,055
    DIGITAL RLTY TR INC 31,655 40,458
    EAST WEST BANCORP, INC 14,081 19,777
    EATON CORP PLC 25,657 46,855
    ELECTRONIC ARTS 19,883 31,592
    EMERSON ELECTRIC CO 17,913 19,289
    ENTERGY CORP 56,559 69,888
    FACEBOOK INC 37,299 55,998
    FERGUSON PLC SPON ADR 26,197 33,908
    FORTIVE CORPORATION 18,026 20,538
    GALLAGHER ARTHUR J & CO 10,916 30,928
    HARDING LOEVNER INSTITUTIONAL 124,660 189,578
    HOME DEPOT INC 94,881 130,154
    HONEYWELL INTL 81,060 135,065
    HOYA CORP SPONS ADR 13,466 31,922
    ING GROUP N V SPONSORED ADR 19,566 18,880
    INTERCONTINENTAL HOTELS GROUP 10,912 14,001
    ISHARES MSCI EAFE SMALL CAP IN 39,490 46,478
    ISHARES MSCI-JAPAN 24,045 27,024
    ISHARES RUSSELL 2000 209,225 319,577
    JBS S.A. ADR 14,728 16,030
    JOHNSON & JOHNSON 77,310 88,920
    JOHNSON CONTROLS INTERNATIONAL 38,058 47,056
    JP MORGAN CHASE 107,786 157,567
    JPMORGAN U.S. SMALL COMPANY FU 179,213 236,999
    KINDER MORGAN INC 38,279 24,743
    KINGFISHER PLC 28,147 31,826
    KONINKLIJKE PHILIPS ELECTRONIC 10,000 10,834
    LEGGETT PLATT INC 51,030 56,704
    LEGRAND INC 24,113 30,564
    LOCKHEED MARTIN CORP 14,040 14,199
    MASCO CORP 46,603 45,592
    MASTERCARD INC 21,847 21,416
    MATTHEWS PACIFIC TIGER FUND I 120,720 133,826
    MCCORMICK & CO 8,548 15,296
    MCDONALD'S CORP 25,940 27,895
    MEDTRONIC PLC 44,944 55,056
    MERCK & CO INC 72,765 95,706
    METLIFE INC 13,824 14,555
    MICROSOFT CORP 56,945 232,429
    MONDELEZ INTERNATIONAL INC 10,612 14,618
    MORGAN STANLEY 74,583 109,648
    MOTOROLA SOLUTIONS INC 19,831 20,407
    NEXTERA ENERGY, INC 29,170 43,204
    NICE SYSTEMS LTD 9,274 17,012
    NIKE INC-CL B 18,925 31,123
    NOVO NORDISK A S 10,520 15,367
    NUANCE COMMUNICATIONS, INC 16,825 33,068
    NXP SEMICONDUCTORS 18,549 31,802
    ORIX CORP ADS 13,860 13,919
    PARKER HANNIFIN CP 22,491 31,327
    PETROLEO BRASILEIRO 9,841 9,770
    PHILIP MORRIS INTL 74,494 74,511
    PROCTER GAMBLE CO 74,793 100,181
    PROGRESSIVE CORP OHIO 16,966 24,720
    QUALCOMM INC 44,217 54,842
    RECRUIT HOLDINGS CO 9,692 10,092
    ROCHE HOLDING LTD ADR 16,531 23,674
    ROCKWELL AUTOMATION INC 26,042 26,335
    RWE AKTIENGESELLSCHAF 15,401 22,069
    S&P GLOBAL INC COM 21,640 29,586
    SCHLUMBERGER LTD 29,640 27,724
    SHIN-ETSU CHEMICAL C 16,368 26,388
    SONY CORP ADR 16,182 46,506
    STRYKER CORPORATION 15,097 19,603
    TENCENT HOLDINGS LIMITED 14,547 17,973
    TFI INTERNATIONAL 10,098 10,832
    THERMO FISHER SCIENTIFIC INC 30,564 72,196
    TJX COMPANIES INC 38,885 39,608
    TORONTO DOMINION 14,730 15,233
    TOTAL FINA ELF S.A 19,817 15,088
    TRUIST FINANCIAL CORPORATION 94,279 94,518
    UNILEVER PLC AMER 16,250 16,297
    UNION PACIFIC 56,541 70,795
    UNITEDHEALTH GROUP INC 23,527 42,082
    VERIZON COMMUNICATIONS 73,721 75,788
    VERSUS CAPITAL MULTI MNGR REAL 326,497 332,747
    VERSUS CAPITAL REAL ASSETS FUN 319,010 321,633
    VISA INC 51,529 78,743
    VOYA FINANCIAL INC 40,128 40,579
    WAL-MART STORES INC 26,366 28,830
    WALT DISNEY HOLDINGS CO 26,216 36,236
    ZOETIS INC 13,471 26,480

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    US Government Securities - End of Year Book Value:

    1,056,053
    US Government Securities - End of Year Fair Market Value:

    1,140,011
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CAIS MILLENNIUM INTL LTD CL D   253,906 361,006
    MORRISON STREET DEBT OPP FD II   108,490 98,905
    MORRISON STREET DEBT OPP FD LP   226,647 189,397

    TY 2020 LegalFeesSchedule
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Document Review/Drafting 2,220     2,220
    General Consultations 2,513     2,513


    TY 2020 OtherExpensesSchedule
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 24,104     24,104
    Bank Charges 796 796    
    K-1 Exp MORRISON STREET DEBT O 783 783    
    Office Supplies 315     315
    State or Local Filing Fees 35     35


    TY 2020 OtherIncomeSchedule2
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss MORRISON STREET DEBT OPP FD II LP 9,862 9,862  
    K-1 Inc/Loss MORRISON STREET DEBT OPP FD LP 21,975 21,975  
    Class Action Lawsuit Proceeds 491 491  


    TY 2020 OtherIncreasesSchedule
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Description Amount
    RETURNED GRANTS 5,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 64,141 64,141    


    TY 2020 TaxesSchedule
    Name:
    LT Murray Family Foundation
    EIN:
    51-0163345
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 2,300      
    990-PF Extension for 2019 1,088      
    Foreign Tax Paid 1,672 1,672