Form990-PF
Click to see attachment

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
The McMurry 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

83-0323982
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$28,463,174J 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 4,124 4,124  
4 Dividends and interest from securities... 429,836 429,836  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,900,448
b Gross sales price for all assets on line 6a 7,720,090
7 Capital gain net income (from Part IV, line 2)... 1,835,985
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 -12,813 6,135  
12 Total. Add lines 1 through 11........ 2,321,595 2,276,080  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 89,786     89,786
14 Other employee salaries and wages...... 64,932     64,932
15 Pension plans, employee benefits....... 29,571     29,571
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 81,318 81,318    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,389 389    
19 Depreciation (attach schedule) and depletion...     0
20 Occupancy.............. 495     495
21 Travel, conferences, and meetings....... 354     354
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 198,947 142,203   56,724
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 470,792 223,910 0 241,862
25 Contributions, gifts, grants paid....... 2,885,467 2,885,467
26 Total expenses and disbursements. Add lines 24 and 25 3,356,259 223,910 0 3,127,329
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,034,664
b Net investment income (if negative, enter -0-) 2,052,170
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......... 1,200,232 808,434 808,434
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)      
b Investments—corporate stock (attach schedule)....... 11,552,814 Click to see attachment9,099,918 11,713,102
c Investments—corporate bonds (attach schedule)....... 7,550,606 Click to see attachment6,832,231 7,350,392
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,335,498 Click to see attachment5,855,713 8,398,041
14 Land, buildings, and equipment: basis bullet789,590
Less: accumulated depreciation (attach schedule) bullet24,590 765,000 Click to see attachment765,000 180,000
15 Other assets (describe bullet) Click to see attachment4,500 Click to see attachment13,205 Click to see attachment13,205
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,408,650 23,374,501 28,463,174
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)   Click to see attachment515
23 Total liabilities (add lines 17 through 22)......... 0 515
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 24,408,650 23,373,986
29 Total net assets or fund balances (see instructions)..... 24,408,650 23,373,986
30 Total liabilities and net assets/fund balances (see instructions). 24,408,650 23,374,501
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
24,408,650
2
Enter amount from Part I, line 27a .....................
2
-1,034,664
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
23,373,986
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
23,373,986
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 Passthrough K1 Capital Gain/(Loss)      
c DISTRIBUTIONS IN EXCESS OF BASIS      
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 7,720,090   7,849,973 -129,883
b       1,831,185
c       134,683
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       -129,883
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 1,835,985
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 28,525
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 28,525
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 28,525
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 23,823
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 23,823
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 4,702
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletWY
    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 addressbulletwww.mcmurryfoundation.org
    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
    Tayla Davis Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Trudi Holthouse Dir, Sec
    40.0     		61,144 8,182 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Tyler Holthouse Dir, VP
    5.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Susan McMurry Dir, Pres
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Scott Neu Dir, Treas
    10.0     		28,642 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
    LEANN PORTZ ASSISTANT DIRECTOR
    40.0     		64,932 8,981  
    441 LANDMARK DRIVE
    CASPER,WY82609
    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
    Goldman Sachs Investment Mgmt 81,318
    4900 Sears Tower
    Chicago,IL60606
    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
    17,823,072
    b
    Average of monthly cash balances.......................
    1b
    1,471,325
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,387,120
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,681,517
    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
    27,681,517
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    415,223
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    27,266,294
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,363,315
    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
    1,363,315
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    28,525
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,525
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,334,790
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,334,790
    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
    1,334,790
    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
    3,127,329
    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
    3,127,329
    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
    3,127,329
    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 1,334,790
    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...... 4,122,408
    b From 2016...... 4,598,392
    c From 2017...... 7,270,191
    d From 2018...... 4,621,355
    e From 2019...... 3,056,662
    fTotal of lines 3a through e........ 23,669,008
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,127,329
    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..... 1,334,790
    e Remaining amount distributed out of corpus 1,792,539
    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 25,461,547
    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) ...     		4,122,408
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		21,339,139
    10 Analysis of line 9:
    a Excess from 2016.... 4,598,392
    b Excess from 2017.... 7,270,191
    c Excess from 2018.... 4,621,355
    d Excess from 2019.... 3,056,662
    e Excess from 2020.... 1,792,539
    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).)
    Susan McMurry
    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 e-mail address of the person to whom applications should be addressed:
    GRANT APPS TO TRUDI HOLTHOUSE
    441 Landmark Dr
    Casper,WY82609
    (307) 261-9953
    bThe form in which applications should be submitted and information and materials they should include:
    HTTPS://FSREQUESTS.COM/MCMURRYFOUNDATION
    cAny submission deadlines:
    HTTPS://FSREQUESTS.COM/MCMURRYFOUNDATION
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION PRIMARILY SUPPORTS NATRONA COUNTY NON-PROFITS
    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
    12-24 CLUB INC
    500 S WOLCOTT ST STE 200
    CASPER,WY82601     		N/A PC 2020 general operating support 60,000
    BOYS & GIRLS CLUBS OF CENTRAL WYOMING
    1701 E K ST
    CASPER,WY82601     		N/A PC General & Unrestricted 10,000
    BOYS & GIRLS CLUBS OF CENTRAL WYOMING
    1701 E K ST
    CASPER,WY82601     		N/A PC Forward Together for Our Kids campaign 175,000
    BOYS & GIRLS CLUBS OF CENTRAL WYOMING
    1701 E K ST
    CASPER,WY82601     		N/A PC the Susie McMurry Technology center expansion fund 50,000
    CAMP HOPE INC
    3920 W 45TH ST
    CASPER,WY82604     		N/A PC Camp Hope sponsorship 7,000
    CASPER AREA EDUCATION FOUNDATION
    970 N GLENN RD
    CASPER,WY82601     		N/A SO III FI Natrona County High Schools - 2020 Virtual Graduation fund 10,000
    CASPER BOXING CLUB
    PO BOX 832
    CASPER,WY82602     		N/A PC program support 50,000
    CASPER FAMILY CONNECTIONS
    500 S WOLCOTT ST STE 102
    CASPER,WY82601     		N/A PC operating support 25,000
    CASPER FAMILY YMCA
    1611 CASPER MOUNTAIN RD
    CASPER,WY82601     		N/A PC General & Unrestricted 666,667
    CASPER FAMILY YMCA
    1611 CASPER MOUNTAIN RD
    CASPER,WY82601     		N/A PC NERD YMCA of Natrona County - Strong Communities Campaign 125,000
    CASPER ROTARY CLUB FOUNDATION INC
    PO BOX 496
    CASPER,WY82602     		N/A PC Charitable Event 3,500
    CASPER ROTARY CLUB FOUNDATION INC
    PO BOX 496
    CASPER,WY82602     		N/A PC the 2020 Duck Derby fund 3,000
    CATHOLIC CHURCH EXTENSION SOCIETY OF US OF AMER
    150 S WACKER DR
    CHICAGO,IL60606     		N/A PC Seminarian Education fund for Wyoming 5,000
    CENTRAL WYOMING HOSPICE PROGRAM
    319 S WILSON ST
    CASPER,WY82601     		N/A PC Charitable Event 5,000
    CENTRAL WYOMING RESCUE MISSION
    PO BOX 2030
    CASPER,WY82602     		N/A PC operating support 30,000
    CENTRAL WYOMING RESCUE MISSION
    PO BOX 2030
    CASPER,WY82602     		N/A PC Project Transformation Phase II 50,000
    CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
    2020 E 12TH ST
    CASPER,WY82601     		N/A PC General & Unrestricted 10,000
    CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
    2020 E 12TH ST
    CASPER,WY82601     		N/A PC Charitable Event 20,000
    CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
    2020 E 12TH ST
    CASPER,WY82601     		N/A PC Give Us Hope, Raising Difference Makers Endowment campaign 250,000
    CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
    2020 E 12TH ST
    CASPER,WY82601     		N/A PC Program support 5,000
    CHILDRENS ADVOCACY PROJECT INC
    350 N ASH ST
    CASPER,WY82601     		N/A PC program support 30,000
    CITY OF CASPER - NATRONA COUNTY HEALTH DEPARTMENT
    475 S SPRUCE ST
    CASPER,WY82601     		N/A GOV COVID-19 Natrona County Response Relief Fund 25,000
    CITY OF CASPER WYOMING
    200 N DAVID ST
    CASPER,WY82601     		N/A GOV Charitable Event 3,000
    CITY OF CASPER WYOMING
    200 N DAVID ST
    CASPER,WY82601     		N/A GOV 2020 Fireworks Show fund 10,000
    COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY
    535 W YELLOWSTONE HWY STE 203
    CASPER,WY82601     		N/A PC General & Unrestricted 10,000
    COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY
    535 W YELLOWSTONE HWY STE 203
    CASPER,WY82601     		N/A PC Charitable Event 5,000
    COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY
    535 W YELLOWSTONE HWY STE 203
    CASPER,WY82601     		N/A PC Advocate Recruitment Call to Action project 3,500
    COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY
    535 W YELLOWSTONE HWY STE 203
    CASPER,WY82601     		N/A PC Every Child Endowment Campaign 50,000
    COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY
    535 W YELLOWSTONE HWY STE 203
    CASPER,WY82601     		N/A PC operating support 30,000
    COWBOY JOE CLUB INC
    1000 E UNIVERSITY AVE
    LARAMIE,WY82071     		N/A PC General & Unrestricted 6,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    232 E 2ND ST STE 204
    CASPER,WY82601     		N/A PC The Heart of Wyoming's 43rd Build fund in Natrona County 5,000
    HOPE FOR HAITI CHILDRENS CENTER INCORPORATED
    PO BOX 23270
    NASHVILLE,TN37202     		N/A PC General & Unrestricted 8,000
    I-REACH 2
    PO BOX 1060
    EVANSVILLE,WY82636     		N/A PC Annual Giving Campaign 1,000
    IRIS HOUSE INC
    239 E H ST
    CASPER,WY82601     		N/A PC Charitable Event 500
    JASONS FRIENDS FOUNDATION INC
    340 W B ST STE 101
    CASPER,WY82601     		N/A PC program support 50,000
    JOSHUAS STOREHOUSE & DISTRIBUTION CENTER
    334 S WOLCOTT ST
    CASPER,WY82601     		N/A PC emergency operational fund 20,000
    JRS HUNT FOR LIFE
    2911 GARDEN CREEK RD
    CASPER,WY82601     		N/A PC Program support 1,000
    KELLY WALSH HIGH SCHOOL
    3500 E 12TH ST
    CASPER,WY82609     		N/A GOV Kelly Walsh Cheer Team fund 5,000
    KIWANIS CLUB OF CASPER FOUNDATION
    PO BOX 272
    CASPER,WY82602     		N/A PC Charitable Event 1,000
    LIFT WYOMING
    6405 BOOT HILL RD
    CASPER,WY82604     		N/A PC operating support 5,000
    LIONS OF WYOMING FOUNDATION INC
    224 TALON CT
    CHEYENNE,WY82009     		N/A PC Allen H. Stewart Lions Camp Sidewalk Repairs fund 8,250
    LITERACY LEADERSHIP INC
    4600 E 53RD ST
    DAVENPORT,IA52807     		N/A PC We Read program 166,666
    MAKE-A-WISH FOUNDATION OF WYOMING
    236 W 1ST ST
    CASPER,WY82601     		N/A PC Champions of Hope program 8,000
    MAKE-A-WISH FOUNDATION OF WYOMING
    236 W 1ST ST
    CASPER,WY82601     		N/A PC Operations support 5,000
    MERCER FAMILY RESOURCE CENTER INC
    535 W YELLOWSTONE HWY
    CASPER,WY82601     		N/A PC General & Unrestricted 7,500
    MERCER FAMILY RESOURCE CENTER INC
    535 W YELLOWSTONE HWY
    CASPER,WY82601     		N/A PC Charitable Event 500
    MERCER FAMILY RESOURCE CENTER INC
    535 W YELLOWSTONE HWY
    CASPER,WY82601     		N/A PC Charitable Event 10,000
    MIMIS HOUSE
    309 N MCKINLEY ST
    CASPER,WY82601     		N/A PC operating/mortgage support 25,000
    MIMIS HOUSE
    309 N MCKINLEY ST
    CASPER,WY82601     		N/A PC operations/salary support 10,000
    MIMIS HOUSE
    309 N MCKINLEY ST
    CASPER,WY82601     		N/A PC Program support (youth homeless life-skills project) 5,000
    MOTHER SETON HOUSING INC
    PO BOX 1557
    CASPER,WY82602     		N/A PC Charitable Event 5,000
    NATRONA COUNTY HIGH SCHOOL
    930 ELM ST
    CASPER,WY82601     		N/A GOV Charitable Event 250
    NATRONA COUNTY MEALS ON WHEELS
    1760 E 12TH ST
    CASPER,WY82601     		N/A PC General & Unrestricted 10,000
    NATRONA COUNTY MEALS ON WHEELS
    1760 E 12TH ST
    CASPER,WY82601     		N/A PC Charitable Event 2,500
    NATRONA COUNTY SCHOOL DISTRICT NO 1
    970 N GLENN RD
    CASPER,WY82601     		N/A GOV General & Unrestricted (see attached General Explanation) 3,160
    NATRONA COUNTY SCHOOL DISTRICT NO 1
    970 N GLENN RD
    CASPER,WY82601     		N/A GOV Centennial Cheer program 10,000
    NATRONA COUNTY SCHOOL DISTRICT NO 1
    970 N GLENN RD
    CASPER,WY82601     		N/A GOV Heavy Equipment Training and Certifications fund 10,000
    NICOLAYSEN ART MUSEUM
    400 E COLLINS DR
    CASPER,WY82601     		N/A PC Charitable Event 10,000
    NICOLAYSEN ART MUSEUM
    400 E COLLINS DR
    CASPER,WY82601     		N/A PC NIC Fest Mural Project 5,000
    NICOLAYSEN ART MUSEUM
    400 E COLLINS DR
    CASPER,WY82601     		N/A PC Operating Support for Organizational Excellence 25,000
    OILFIELD HELPING HANDS INC
    PO BOX 720235
    HOUSTON,TX77272     		N/A PC Charitable Event 5,000
    OLIVIA CALDWELL FOUNDATION INC
    400 E 1ST ST STE 203
    CASPER,WY82601     		N/A PC Charitable Event 3,000
    OLIVIA CALDWELL FOUNDATION INC
    400 E 1ST ST STE 203
    CASPER,WY82601     		N/A PC Charitable Event 1,750
    OLIVIA CALDWELL FOUNDATION INC
    400 E 1ST ST STE 203
    CASPER,WY82601     		N/A PC Social Work Program 20,000
    RAISING READERS IN WYOMING
    PO BOX 21856
    CHEYENNE,WY82003     		N/A PC Natrona County programs 5,000
    ROOSEVELT HIGH SCHOOL
    140 E K ST
    CASPER,WY82601     		N/A GOV General & Unrestricted (see attached General Explanation) 40
    SAINT ANTHONY TRI-PARISH SCHOOL
    1145 W 20TH ST
    CASPER,WY82604     		N/A PC Charitable Event 15,000
    SAINT ANTHONY TRI-PARISH SCHOOL FOUNDATION
    1145 W 20TH ST
    CASPER,WY82604     		N/A PC St. Anthony Tri-Parish Catholic School 2020 Partners in education sponsorship 10,000
    SCIENCE ZONE
    111 W MIDW AVE
    CASPER,WY82601     		N/A PC the Trick or Treat Trail fund 5,000
    SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC
    5221 VISTA WAY
    CASPER,WY82601     		N/A PC Charitable Event 1,000
    SPECIAL OLYMPICS WYOMING INC
    239 W 1ST ST
    CASPER,WY82601     		N/A PC Charitable Event 5,000
    ST PATRICK'S CATHOLIC CHURCH
    PO BOX 51010
    CASPER,WY82605     		N/A PC General & Unrestricted 10,000
    ST PATRICK'S CATHOLIC CHURCH
    PO BOX 51010
    CASPER,WY82605     		N/A PC City Wide Mass fund 4,000
    ST PATRICK'S CATHOLIC CHURCH
    PO BOX 51010
    CASPER,WY82605     		N/A PC Tri Parish Vacation Bible School 5,000
    THE CARING CENTER INC
    PO BOX 2346
    CASPER,WY82602     		N/A PC Charitable Event 2,000
    THE CARING CENTER INC
    PO BOX 2346
    CASPER,WY82602     		N/A PC Baby and Me Program 10,000
    THE CHILDREN'S ADVOCACY PROJECT INC
    350 N ASH
    CASPER,WY82601     		N/A PC operating support 30,000
    TROOPERS DRUM AND BUGLE CORPS INC
    1801 E E ST
    CASPER,WY82601     		N/A PC Seeds for the Future Campaign 10,000
    TWO FLY FOUNDATION INC
    2231 MIRACLE DR
    CASPER,WY82609     		N/A PC 2020 sponsorship 10,000
    UNITED WAY OF NATRONA COUNTY INC
    PO BOX 2046
    CASPER,WY82601     		N/A PC COVID-19 Community Relief Fund 10,000
    UNIVERSITY OF WYOMING - NATRONA COUNTY 4-H COUNCIL
    2011 FAIRGROUNDS RD
    CASPER,WY82604     		N/A PC 2020 Central Wyoming Junior Livestock Sale project 106,051
    UNIVERSITY OF WYOMING FOUNDATION
    222 S 22ND ST
    LARAMIE,WY82070     		N/A PC High Altitude Performance Center 6,000
    UNIVERSITY OF WYOMING FOUNDATION
    222 S 22ND ST
    LARAMIE,WY82070     		N/A PC The McMurry Foundation Fund in Mental Health and Integrated Care in Honor of Mary Burman 333,333
    VICTORY FOR VETERANS INC
    18627 BROOKHURST ST
    FOUNTAIN VLY,CA92708     		N/A PC Good Aviation and Veterans Museum Repairs fund 5,000
    VOLUNTEERS OF AMERICA INC
    1876 S SHERIDAN AVE
    SHERIDAN,WY82801     		N/A PC Camp POSTCARD Wyoming fund 5,000
    WEE FOLKS PLACE DAY TRAINING AND DEVELOPMENTAL CEN
    PO BOX 629
    HANNA,WY82327     		N/A PC Scholarship fund for preschool children 1,000
    WOMENS SELF-HELP CENTER INC
    PO BOX 126
    EVANSVILLE,WY82636     		N/A PC Charitable Event 300
    WYOMING ALL STATE MARCHING BAND
    3519 RANCH VIEW DR
    CHEYENNE,WY82001     		N/A PC Program Support 13,500
    WYOMING ARTS COUNCIL
    2320 CAPITOL AVE
    CHEYENNE,WY82002     		N/A GOV 2019 Governor's Arts Awards fund 1,000
    WYOMING BREAST CANCER INITIATIVE FOUNDATION
    PO BOX 2541
    CHEYENNE,WY82003     		N/A PC 2020-2021 Year Round Event sponsorship 10,000
    WYOMING BREAST CANCER INITIATIVE FOUNDATION
    PO BOX 2541
    CHEYENNE,WY82003     		N/A PC operational support 25,000
    WYOMING CARES
    PO BOX 2575
    CASPER,WY82602     		N/A PC Program Support 25,000
    WYOMING COMMUNITY FOUNDATION
    1472 N 5TH ST STE 201
    LARAMIE,WY82072     		N/A PC Wyoming Reads 2021 program 10,000
    WYOMING FOOD FOR THOUGHT PROJECT
    900 SAINT JOHN ST
    CASPER,WY82601     		N/A PC General & Unrestricted 10,000
    WYOMING FOUNDATION FOR CANCER CARE
    540 E YELLOWSTONE HYW
    CASPER,WY82601     		N/A PC Charitable Event 2,500
    WYOMING MEDICAL CENTER FOUNDATION
    1233 E 2ND ST
    CASPER,WY82601     		N/A SO I the Wyoming Donor Dash project 500
    WYOMING MEDICAL CENTER INC
    1233 E 2ND ST
    CASPER,WY82601     		N/A PC Safe Kids Day 2020 fund 2,500
    WYOMING SYMPHONY ORCHESTRA
    225 S DAVID ST
    CASPER,WY82601     		N/A PC Charitable Event 5,000
    WYOMING SYMPHONY ORCHESTRA
    225 S DAVID ST
    CASPER,WY82601     		N/A PC Charitable Event 5,000
    YOUTH CRISIS CENTER INC
    1656 E 12TH ST
    CASPER,WY82601     		N/A PC program support 1,000
    Total .................................bullet 3a 2,885,467
    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 4,124  
    4 Dividends and interest from securities....     14 429,836  
    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 ............     		525990 64,463 18 1,835,985  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -18,948 14 6,105  
    bCLASS ACTION LAWSUIT PROCEEDS     01 30  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 45,515 2,276,080  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,321,595
    (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

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    TY 2020 DepreciationSchedule
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    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
    FURNITURE & FIXTUR   24,590 24,590 SL 7     0  
    ELKHORN CREEK   765,000 0 L       0  
    PHONE SYSTEM 2012-06-19 3,118 3,118 SL 5     0  

    TY 2020 GeneralExplanationAttachment
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Identifier Return Reference Explanation
    Part I line 6a PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,835,985 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $64,463 ALLOCATED TO UBTI - ACQUISION INDEBTEDNESS NET GAIN/(LOSS): TOTAL PART I, LINE 6A: $1,900,448 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $7,720,090 BOOK BASIS: $7,849,973 NET GAIN/(LOSS): $(129,883) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $1,831,185 DISTRIBUTION IN EXCESS OF BASIS NET GAIN/(LOSS): $134,683
    IN-KIND GRANTS PART I LINE 25 AND PART XV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION METHOD FOR DETERMINING VALUE OF CLOTHING & TOILETRY: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $3,200 TOTAL BOOK VALUE OF PROPERTY: $3,200 TOTAL AMOUNT OF GRANTS: $3,200 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: CLOTHING & TOILETRY UNITS: 1 DATE OF DISTRIBUTION: 12/2/2020 GRANT RECIPIENT: ROOSEVELT HIGH SCHOOL FMV OF PROPERTY: $40 BOOK VALUE OF PROPERTY: $40 TOTAL AMOUNT OF GRANT: $40 DESCRIPTION OF PROPERTY: CLOTHING & TOILETRY UNITS: 1 DATE OF DISTRIBUTION: 12/24/2020 GRANT RECIPIENT: NATRONA COUNTY SCHOOL DISTRICT NO.1 FMV OF PROPERTY: $3,160 BOOK VALUE OF PROPERTY: $3,160 TOTAL AMOUNT OF GRANT: $3,160

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AIR LEASE CORP BOND - 3.875% - 63,294 65,326
    ALLY FINL INC - 4.625% - 05/19 37,039 36,892
    ALPHABET - 0.800% - 08/15/2027 39,864 39,977
    AMAZON COM - 3.300% - 12/05/20 101,576 102,305
    APPLE INC - 3.000% - 02/09/202 49,978 53,788
    ASTRAZENECA PLC NOTE CALL MAKE 109,555 109,425
    AT&T INC NOTE - 4.050% - 12/15 157,769 165,648
    BANK OF AMERICA CORP NOTE - 3. 75,000 82,613
    BANK OF MONTREAL MTN - 3.300% 99,794 108,461
    BAT CAP CORP - 3.222% - 08/15/ 69,600 81,197
    BIOGEN INC - 3.625% - 09/15/20 51,642 52,713
    BP CAP MKTS AMER - 3.224% - 04 49,997 54,089
    BROADCOM CORP/BROADCOM CAYMAN 91,460 92,071
    BURLINGTON NORTH SF - 3.750% - 76,354 82,214
    CAPITAL ONE FINANCIAL CO NOTE 74,952 77,294
    CBS CORP NEW NOTE - 3.700% - 0 77,537 82,236
    CITIGROUP INC NOTE - 2.900% - 74,872 76,621
    CONNECTICUT LT &PWR CO SER 202 44,982 45,511
    CROWN CASTLE INTL CORP - 5.250 54,206 54,713
    DISCOVER FINL SVCS NOTE - 4.50 99,840 115,533
    DOMINION ENERGY INC - 2.000% - 96,648 96,172
    DR PEPPER SNAPPLE GROUP INC - 50,006 53,811
    DUKE ENERGY - 0.900% - 09/15/2 94,953 95,227
    EQUINIX INC - 5.375% - 05/15/2 54,665 54,500
    FIDELITY NATL INFORMATION - 3. 50,813 53,063
    FIFTH THIRD BANCORP - 3.650% - 149,721 163,072
    FLEXTRONICS INTL - 3.750% - 02 44,828 50,335
    GEN DYNAMICS CP - 3.375% - 05/ 50,315 53,463
    GENERAL DYNAMICS - 3.500% - 04 44,618 51,768
    GENERAL ELECTRIC CO - 2.700% - 51,945 52,118
    GENERAL MOTORS FINL CO - 3.200 49,960 50,538
    GILEAD SCIENCES, INC - 2.500% 48,134 52,593
    GLOBAL PAYMENTS INC NOTE - 2.6 74,981 80,316
    INGERSOLL-RAND GL HOLD - 2.900 74,511 75,237
    INTERNATIONAL BUSINESS MACHINE 98,515 105,141
    JPMORGAN CHASE - 2.972% - 01/1 99,558 102,724
    JPMORGAN CHASE FINL CO LLC - 0 499,999 516,549
    JPMORGAN CHASE FINL CO 1/11/21 359,999 455,147
    JPMORGAN CHASE FINL CO 7/13/21 350,000 390,879
    JPMORGAN CHASE FINL CO LLC MTN 349,999 388,919
    KIMCO REALTY CORP NOTE CALL MA 69,688 72,299
    KINDER MORGAN ENERGY - 4.150% 78,407 78,178
    LABORATORY CORP AMERHLDGS - 3. 101,796 108,840
    MORGAN STANLEY SER I - 2.188% 85,000 89,780
    NATIONAL RURAL UTIL COOP - 2.9 49,903 53,479
    NORFOLK SOUTHERN CORP - 3.850% 53,359 54,418
    NORTHROP GRUMMAN CORP - 2.930% 95,804 108,766
    NYIDIA CORP - 2.200% - 09/16/2 73,244 75,913
    OMNICOM GROUP INC - 3.625% - 0 77,561 78,224
    ORACLE CORP NOTE CALL - 1.900% 92,152 95,957
    PHILIP MORRIS INTL INC NOTE - 19,926 20,083
    PROCTER & GAMBLE - 2.800% - 03 39,899 44,566
    ROPER TECHNOLOGIES INC - 2.800 49,922 51,062
    ROPER TECHNOLOGIES INC - 3.125 61,718 62,731
    RYDER SYS RYDER SYS MTN BE CAL 74,798 79,454
    S&P GLOBAL INC - 4.000% - 06/1 128,990 142,323
    SCHWAB CHARLES CORP NOTE CALL 94,884 96,216
    SPECTRA ENERGY PARTNER - 3.500 73,130 82,701
    STARBUCKS CORP - 3.100% - 03/0 74,976 79,223
    SUNTRUST BKS INC - 2.700% - 01 99,044 102,360
    TOTAL CAPITAL - 2.700% - 01/25 121,796 131,054
    U.S. BANCORP - 1.450% - 05/12/ 94,891 98,591
    V F CORP - 2.050% - 04/23/2022 54,990 56,181
    VODAFONE GROUP PLC NOTE CALL M 36,297 36,232
    VOYA FINL INC NOTE - 3.650% - 150,248 171,559
    WELLS FARGO & CO - 0.000% - 02 75,000 75,064
    WELLS FARGO &CO - 3.196% - 06/ 63,443 66,538
    WELLS FARGO &CO MTN ZERO CPN - 399,999 458,319
    WPP FINANCE 2010 - 3.625% - 09 51,928 52,526
    XILINX INC NOTE - 2.950% - 06/ 95,959 107,556

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 16,092 18,504
    ADOBE SYSTEMS, INC 53,937 77,519
    ALIBABA GROUP HOLDING LTD 63,275 70,983
    ALPHABET INC CL A 72,678 101,653
    AMAZON COM 76,127 104,222
    AON PLC CL A 42,349 49,860
    ASTRAZENECA 27,414 24,095
    AUTOMATIC DATA PROCESSING INC 31,571 39,293
    BOSTON SCIENTIFIC 19,565 18,910
    BURLINGTON STORES, INC 31,647 44,987
    ELANCO ANIMAL HEALTH INCORPORA 23,707 29,443
    EPAM SYSTEMS INC 32,828 57,336
    FACEBOOK INC 55,571 81,675
    FORTINET INC 16,918 21,091
    GLOBAL PAYMENTS INC 27,199 35,329
    GOLDMAN SACHS SMALL CAP EQUITY 755,909 957,352
    INTUIT 38,117 53,179
    JOHCM INTL SELECT FUND CL I 1,095,593 1,436,449
    MASTERCARD INC 22,513 28,555
    MICROSOFT CORP 105,601 139,680
    MONSTER BEVERAGE CORP 34,307 47,812
    NEUROCRINE BIOSCIENCES, INC 24,700 24,442
    PAYPAL HOLDINGS, INC 49,803 96,725
    SIRIUS XM RADIO 42,334 46,813
    SPDR S&P 500 ETF TRUST 5,420,081 6,981,086
    STRYKER CORPORATION 13,390 16,173
    TENCENT HOLDINGS LIMITED 58,116 76,850
    UNITEDHEALTH GROUP INC 33,465 40,328
    VANGUARD FTSE EMERGING MARKETS 748,145 906,991
    VISA INC 40,530 51,839
    ZOETIS INC 26,436 33,928

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACCESS VENTURE PARTNERS FUND I   27,155 151,824
    ACCESS VENTURE PARTNERS III LP   663,034 1,827,509
    ACCESS VENTURE PARTNERS IV LP   477,495 618,874
    ARES SPECIAL OPPORTUNITIES ACC   446,515 571,005
    BROAD ST RE CREDIT PTNRS II OF     90,571
    GLOBAL LONG SHORT PARTNERS OFF     19,756
    GOLDMAN SACHS RENEWABLE POWER   784,167 973,500
    GS CAPITAL PARTNERS VI PARALLE   161,225 163,647
    GS MEZZANINE PARTNERS V, LP     16,756
    KKR PRINCIPAL OPPORTUNITIES AC     1,326,986
    LIBERTY HARBOR SPV II, LTD.   89,152 350
    MATISSE ABSOLUTE RETURN FUND L   1,563,954 681,517
    MCAR 2008 OFFSHORE FUND LIMITE   25,622 10,263
    SILVER POINT DISTRESSED OPP AC   647,006 800,003
    VINTAGE R E PTNS II INTL OFFSH   128,669 182,363
    VINTAGE VII OFFSHORE SCSP   659,211 957,392
    WHITEHALL PARALLEL GLOBAL RE L   182,508 5,725

    TY 2020 LandEtcSchedule2
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & FIXTUR 24,590 24,590   12,000
    ELKHORN CREEK 765,000 0 765,000 168,000
    PHONE SYSTEM       0


    TY 2020 OtherAssetsSchedule
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BOYS&GIRLS CLUB PLAYHSE ITEMS   8,705 8,705
    COWBOY/COWGIRL BOOT SCULPTURE   4,500 4,500


    TY 2020 OtherExpensesSchedule
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 46,962     46,962
    Bank Charges 34 34    
    Computers/Electronic Devices 897     897
    Equipment/Furniture Purchase 2,308     2,308
    Indemnification Insurance 3,074     3,074
    K-1 EXP ACCESS VENTURE II 1,504 1,504    
    K-1 EXP ACCESS VENTURE III 20,621 20,621    
    K-1 EXP ACCESS VENTURE IV 26,179 26,179    
    K-1 Exp GS CAPITAL PARTNERS VI 259 259    
    K-1 Exp MATISSE ABSOLUTE RETUR 92,403 92,385    
    K-1 Exp WHITEHALL PARALLEL GLO 1,223 1,221    
    CREDIT CARD ANNUAL FEES 1,195     1,195
    WEBSITE HOSTING/SUPPORT 144     144
    Postage/Delivery Service 148     148
    Property insurance 1,844     1,844
    State or Local Filing Fees 27     27
    ADVERTISING EXPENSE 125     125


    TY 2020 OtherIncomeSchedule2
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss ACCESS VENTURE PARTNERS FUND II LP 29 29  
    K-1 Inc/Loss ACCESS VENTURE PARTNERS III LP 1,243 1,243  
    K-1 Inc/Loss ACCESS VENTURE PARTNERS IV LP 109 109  
    K-1 Inc/Loss GS CAPITAL PARTNERS VI PARALLEL, L.P. 392 390  
    K-1 Inc/Loss MATISSE ABSOLUTE RETURN FUND LP -14,707 4,234  
    K-1 Inc/Loss WHITEHALL PARALLEL GLOBAL RE LP 2007 91 100  
    Class Action Lawsuit Proceeds 30 30  


    TY 2020 OtherLiabilitiesSchedule
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL WITHHOLDING   515


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 81,318 81,318    


    TY 2020 TaxesSchedule
    Name:
    The McMurry Foundation
    EIN:
    83-0323982
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 5,000      
    Foreign Tax Paid 389 389