Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$37,659,244J 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) 19,873,684
2 Check right arrow.............
3 Interest on savings and temporary cash investments 202,403 202,403  
4 Dividends and interest from securities... 628,279 628,279  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 408,824
b Gross sales price for all assets on line 6a 7,826,412
7 Capital gain net income (from Part IV, line 2)... 408,824
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
List of Attached Documents:
// Content
2,212 2,212  
12 Total. Add lines 1 through 11........ 21,115,402 1,241,718  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,083     150,083
14 Other employee salaries and wages...... 33,320     33,320
15 Pension plans, employee benefits....... 48,981     48,981
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12 0 0 12
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
85,943 80,763   5,180
17 Interest............... 1,372     0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
32,892 90    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
6,390   0
20 Occupancy.............. 555     555
21 Travel, conferences, and meetings....... 22,668     22,668
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
132,431 52,528   79,836
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 514,647 133,381 0 340,635
25 Contributions, gifts, grants paid....... 7,771,002 7,767,612
26 Total expenses and disbursements. Add lines 24 and 25 8,285,649 133,381 0 8,108,247
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,829,753
b Net investment income (if negative, enter -0-) 1,108,337
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 416,691 3,930,760 3,930,760
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
79,855 		81,212
b Investments—corporate stock (attach schedule)....... 6,402,612 Click to see attachment
List of Attached Documents:
// Content
16,195,490 		18,379,724
c Investments—corporate bonds (attach schedule)....... 6,849,048 Click to see attachment
List of Attached Documents:
// Content
6,476,504 		6,218,544
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,149,651 Click to see attachment
List of Attached Documents:
// Content
5,907,319 		8,900,906
14 Land, buildings, and equipment: basis right arrow853,488
Less: accumulated depreciation (attach schedule) right arrow30,980 765,000 Click to see attachment
List of Attached Documents:
// Content
822,508 		143,598
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,500 		Click to see attachment
List of Attached Documents:
// Content
4,500 		Click to see attachment
List of Attached Documents:
// Content
4,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,587,502 33,416,936 37,659,244
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
961 		Click to see attachment
List of Attached Documents:
// Content
642
23 Total liabilities (add lines 17 through 22)......... 961 642
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 20,586,541 33,416,294
29 Total net assets or fund balances (see instructions)..... 20,586,541 33,416,294
30 Total liabilities and net assets/fund balances (see instructions). 20,587,502 33,416,936
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
20,586,541
2
Enter amount from Part I, line 27a .....................
2
12,829,753
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
33,416,294
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,416,294
Form 990-PF (2023)
Form 990-PF (2023)
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 ACCESS VENTURE PARTNERS FUND II LP P 2006-12-04 2023-12-29
d LIBERTY HARBOR SPV II, LTD. P 2014-01-01 2023-07-02
e WHITEHALL PARALLEL GLOBAL RE LP 2007 P 2007-06-18 2023-08-24
DIST IN EXCESS OF BASIS -GLOBAL LONG SHORT      
DIST IN EXCESS OF BASIS - KKR PRINCIPAL OPP      
(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 7,821,284   7,123,699 697,585
b       -180,000
c 1,664   1,664  
d 14   89,152 -89,138
e 3,450   70,536 -67,086
      1,555
      45,908
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       697,585
b        
c        
d       -89,138
e       -67,086
       
       
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 2 408,824
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
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 right arrow 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) 1 15,406
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 15,406
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 15,406
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 22,900
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 22,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,494
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,494 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWY
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
Trudi Holthouse Dir, Treas
40.0 		103,000 26,529 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Tyler Holthouse Dir, VP
5.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Alaceia McMurry Dir
1.0 		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, Pres
10.0 		6,250 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Tayla Trujillo Dir, Sec
40.0 		40,833 1,501 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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
Sage Mountain Advisors Investment Mgmt 53,387
945 east paces ferry rd
ATLANTA,GA30326
Foundation Source administrative 58,275
55 WALLS DRIVE 3RD FL
FAIRFIELD,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
18,737,999
b
Average of monthly cash balances.......................
1b
4,391,775
c
Fair market value of all other assets (see instructions)................
1c
8,904,799
d
Total (add lines 1a, b, and c).........................
1d
32,034,573
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
32,034,573
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
480,519
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,554,054
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,577,703
Part X
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 IX, line 6..................
1
1,577,703
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,406
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,406
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,562,297
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,562,297
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,562,297
Part XI
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
8,108,247
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
67,288
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 XII, line 4. .......
4
8,175,535
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,562,297
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 4,621,355
b From 2019...... 3,056,662
c From 2020...... 1,792,539
d From 2021...... 2,253,902
e From 2022...... 2,318,022
f Total of lines 3a through e ........ 14,042,480
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 8,175,535
a Applied to 2022, 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 2023 distributable amount..... 1,562,297
e Remaining amount distributed out of corpus 6,613,238
5 Excess distributions carryover applied to 2023.    
(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 20,655,718
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		4,621,355
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		16,034,363
10 Analysis of line 9:
a Excess from 2019.... 3,056,662
b Excess from 2020.... 1,792,539
c Excess from 2021.... 2,253,902
d Excess from 2022.... 2,318,022
e Excess from 2023.... 6,613,238
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 NARTONA COUNTY NON-PROFITS
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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
CASPER,WY82601 		N/A PC 12-24 Club Operating Support 30,000

5150 TOURISM DEVELOPMENT INC

139 W 2ND ST STE 1B
CASPER,WY82601 		N/A PC Fly Casper Alliance Scholarship Fund for Aviation Students at Casper College 10,000

CAMP HOPE INC

3920 W 45TH ST
CASPER,WY82604 		N/A PC 2023 Camp support 10,000

CASPER ARTISTS GUILD INC

321 W MIDWEST AVE
CASPER,WY82601 		N/A PC Emergency Operational Funding 5,000

CASPER BOXING CLUB

PO BOX 832
CASPER,WY82602 		N/A PC Casper Boxing Club 50,000

CASPER CHILDRENS CHORALE INCORPORATED

PO BOX 1622
CASPER,WY82602 		N/A PC 2023 Spring Trip Transportation 10,000

CASPER CHILDRENS CHORALE INCORPORATED

PO BOX 1622
CASPER,WY82602 		N/A PC Casper Children's Chorale Spring Trip 10,000

CASPER CIVIC CHORALE INC

PO BOX 50953
CASPER,WY82605 		N/A PC program support for the upcoming concert season 500

CASPER DOWNTOWN DEVELOPMENT AUTHORITY

139 W 2ND ST STE 3C
CASPER,WY82601 		N/A GOV General & Unrestricted 5,000

CASPER FAMILY CONNECTIONS

500 S WOLCOTT ST STE 102
CASPER,WY82601 		N/A PC operating support 50,000

CASPER FAMILY YMCA

1611 CASPER MOUNTAIN RD
CASPER,WY82601 		N/A PC Capital improvements fund 50,000

CASPER FAMILY YMCA

1611 CASPER MOUNTAIN RD
CASPER,WY82601 		N/A PC Facilities fund 50,000

CASPER LEGION BASEBALL CLUB INC

PO BOX 3554
CASPER,WY82602 		N/A PC 2023 Casper Baseball Club Sponsorship 2,500

CASPER ROTARY CLUB FOUNDATION INC

PO BOX 496
CASPER,WY82602 		N/A PC Charitable Event 3,000

CENTRAL WYOMING CHAPTER OF THE AMERICAN PETROLEUM

PO BOX 261
CASPER,WY82602 		N/A PC Charitable Event 5,000

CENTRAL WYOMING HOSPICE PROGRAM

319 S WILSON ST
CASPER,WY82601 		N/A PC Central Wyoming Hospice Grief Center 25,000

CENTRAL WYOMING JUNIOR LIVESTOCK SALE INC

PO BOX 771
CASPER,WY82602 		N/A PC General & Unrestricted 117,596

CENTRAL WYOMING SENIOR SERVICES INC

1831 E 4TH ST
CASPER,WY82601 		N/A PC Charitable Event 3,000

CENTRAL WYOMING SENIOR SERVICES INC

1831 E 4TH ST
CASPER,WY82601 		N/A PC GENERAL OPERATING fund 25,000

CHILD DEVELOPMENT CENTER OF NATRONA COUNTY

2020 E 12TH ST
CASPER,WY82601 		N/A PC Charitable Event 60,500

CHILD DEVELOPMENT CENTER OF NATRONA COUNTY

2020 E 12TH ST
CASPER,WY82601 		N/A PC Charitable Event 25,000

CHILDRENS ADVOCACY PROJECT INC

350 N ASH ST
CASPER,WY82601 		N/A PC General & Unrestricted 3,000

CITY OF CASPER WYOMING

200 NORTH DAVID ST
CASPER,WY82601 		N/A GOV Charitable Event 5,000

CITY OF CASPER WYOMING

200 NORTH DAVID ST
CASPER,WY82601 		N/A GOV Charitable Event 10,000

CITY OF CASPER WYOMING

200 NORTH DAVID ST
CASPER,WY82601 		N/A GOV Platte River Revival 3,000

CLIMB

1709 CAREY AVE
CHEYENNE,WY82001 		N/A PC General & Unrestricted 10,000

COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY

PO BOX 2510
CASPER,WY82602 		N/A PC Charitable Event 5,000

COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY

PO BOX 2510
CASPER,WY82602 		N/A PC Every Child Endowment Campaign 50,000

COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY

PO BOX 2510
CASPER,WY82602 		N/A PC CASA Classic Golf Tournament 1,000

COWBOY JOE CLUB INC

1000 E UNIVERSITY AVE
LARAMIE,WY82071 		N/A PC Charitable Event 100,000

COWBOY JOE CLUB INC

1000 E UNIVERSITY AVE
LARAMIE,WY82071 		N/A PC General & Unrestricted 18,900

HOPE FOR HAITI CHILDRENS CENTER INCORPORATED

PO BOX 23270
NASHVILLE,TN37202 		N/A PC Danita's Children 10,000

I-REACH 2

PO BOX 1060
EVANSVILLE,WY82636 		N/A PC Charitable Event 5,000

JAE FOUNDATION

1881 POLE LINE RD E
TWIN FALLS,ID83301 		N/A PC General & Unrestricted 25,000

JASONS FRIENDS FOUNDATION INC

340 W B ST STE 101
CASPER,WY82601 		N/A PC general & unrestricted 20,000

JRS HUNT FOR LIFE

2911 GARDEN CREEK RD
CASPER,WY82601 		N/A PC program support 2,000

KIWANIS CLUB OF CASPER FOUNDATION

PO BOX 272
CASPER,WY82602 		N/A PC Charitable Event 2,500

LIFT WYOMING

6405 BOOT HILL RD
CASPER,WY82604 		N/A PC LIFT Wyoming 10,000

LUTHER CLASSICAL COLLEGE

2300 S HICKORY ST
CASPER,WY82604 		N/A PC Student Housing Initiative 15,000

MAKE-A-WISH FOUNDATION OF WYOMING

236 W 1ST ST
CASPER,WY82601 		N/A PC operating support 15,000

MAKE-A-WISH FOUNDATION OF WYOMING

236 W 1ST ST
CASPER,WY82601 		N/A PC Make-A-Wish Wyoming's Stories of Light Gala sponsorship 8,000

Manor Heights Elementary

3201 EAST 15TH ST
Casper,WY82609 		N/A GOV Manor Heights Inclusive Playground Project 2,000

MERCER FAMILY RESOURCE CENTER INC

535 W YELLOWSTONE HWY
CASPER,WY82601 		N/A PC General & Unrestricted 10,000

MERCER FAMILY RESOURCE CENTER INC

535 W YELLOWSTONE HWY
CASPER,WY82601 		N/A PC Mercer Family Resource Center - Dancing with the Stars of Casper 5,000

MERCER FAMILY RESOURCE CENTER INC

535 W YELLOWSTONE HWY
CASPER,WY82601 		N/A PC Charitable Event 500

MISS VOLUNTEER AMERICA FOUNDATION

4117 HILLSBORO PIKE STE 103-301
NASHVILLE,TN37215 		N/A PC Miss Wyoming Volunteer Scholarship Fund 3,000

MOTHER SETON HOUSING INC

PO BOX 1557
CASPER,WY82602 		N/A PC Seton House - 3rd Annual Golf Tournament at 3 Crowns 900

MOTHER SETON HOUSING INC

PO BOX 1557
CASPER,WY82602 		N/A PC Charitable Event 10,000

NATIONAL HISTORIC TRAILS CENTER FOUNDATION INC

1501 N POPLAR ST
CASPER,WY82601 		N/A PC Charitable Event 3,000

NATRONA COUNTY 4-H COUNCIL

2011 FAIRGROUNDS RD
CASPER,WY82604 		N/A PC Charitable Event 4,700

NATRONA COUNTY 4-H COUNCIL

2011 FAIRGROUNDS RD
CASPER,WY82604 		N/A PC Kids Fest 4,000

NATRONA COUNTY HIGH SCHOOL

930 ELM ST
CASPER,WY82601 		N/A GOV General & Unrestricted 3,390

NATRONA COUNTY MEALS ON WHEELS

1760 E 12TH ST
CASPER,WY82601 		N/A PC Operating Support fund 10,000

NATRONA COUNTY ROADS BRIDGES & PARKS

POST OFC DRAWER 848
MILLS,WY82644 		N/A GOV General & Unrestricted 35,000

NATRONA COUNTY SCHOOL DISTRICT NO 1

970 N GLENN ROAD
CASPER,WY82601 		N/A GOV Centennial WEB Leaders-Disney Leadership Development Trip fund 5,000

OLIVIA CALDWELL FOUNDATION INC

419 S WASHINGTON ST STE 102
CASPER,WY82601 		N/A PC Butterfly Ball fund 1,000

OUR CAMP INC

PO BOX 51353
CASPER,WY82605 		N/A PC 2023 sponsorship fund 2,000

PROUD TO HOST THE BEST INC

139 W 2ND ST STE 1B
CASPER,WY82601 		N/A PC 2023-2024 Tournament Cycle 35,000

RAISING READERS IN WYOMING

PO BOX 21856
CHEYENNE,WY82003 		N/A PC Raising Readers in Wyoming/ Natrona County 2,500

SAINT ANTHONY TRI-PARISH SCHOOL FOUNDATION

1145 W 20TH ST
CASPER,WY82604 		N/A PC Archangel Breakfast fund 10,000

SCIENCE ZONE

222 E COLLINS DR
CASPER,WY82601 		N/A PC Science Zone's Trick or Treat Trail 5,000

SCOTTSBLUFF COMMUNITY SCHOOLS FOUNDATION INC

1722 FIRST AVE
SCOTTSBLUFF,NE69361 		N/A PC gift cards fund for Christmas for Lincoln Heights Elementary employees 10,000

SCOTTSBLUFF COMMUNITY SCHOOLS FOUNDATION INC

1722 FIRST AVE
SCOTTSBLUFF,NE69361 		N/A PC gift cards fund for Christmas for Lincoln Heights Elementary employees 10,000

SPECIAL OLYMPICS WYOMING INC

239 WEST 1ST ST
CASPER,WY82601 		N/A PC Special Olympics Wyoming Programming Support 15,000

THE CARING CENTER INC

PO BOX 2346
CASPER,WY82602 		N/A PC True Care Baby & Me Parenting Program 10,000

THISTLE FARMS INC

5122 CHARLOTTE AVE
NASHVILLE,TN37209 		N/A PC General & Unrestricted 1,016

TROOPERS DRUM AND BUGLE CORPS INC

1801 E E ST
CASPER,WY82601 		N/A PC Food Truck Improvements fund 10,000

TWO FLY FOUNDATION INC

PO BOX 50338
CASPER,WY82605 		N/A PC the 2-day fishing tournament fund 15,000

UNACCOMPANIED STUDENTS INITIATIVE

PO BOX 22103
CHEYENNE,WY82003 		N/A PC Charitable Event 5,000

UNITED WAY OF NATRONA COUNTY INC

PO BOX 2046
CASPER,WY82601 		N/A PC United Way of Natrona County Platte Society Event 3,500

UNIVERSITY OF WYOMING

C/O MANAGER OF ACCOUNTING
LARAMIE,WY82071 		N/A GOV UW Casper Student Veteran Support Services - Suicide Awareness & Recreational Therapy 5,000

UNIVERSITY OF WYOMING

C/O MANAGER OF ACCOUNTING
LARAMIE,WY82071 		N/A GOV General & Unrestricted 505,000

WOMENS SELF-HELP CENTER INC

PO BOX 126
EVANSVILLE,WY82636 		N/A PC Charitable Event 1,500

WYO COMPLEX

441 LANDMARK DR STE 100
CASPER,WY82609 		N/A PC WYO Sports Ranch 2,000,000

WYO COMPLEX

441 LANDMARK DR STE 100
CASPER,WY82609 		N/A PC Marketing fund for WYO Sports Ranch 25,000

WYO COMPLEX

441 LANDMARK DR STE 100
CASPER,WY82609 		N/A PC General & Unrestricted 4,000,000

WYOMING BREAST CANCER INITIATIVE FOUNDATION

PO BOX 2541
CHEYENNE,WY82003 		N/A PC Program support for Free Breast Screenings and Breast Diagnostic Exams to WY Residents 10,000

WYOMING FOOD FOR THOUGHT PROJECT

PO BOX 942
CASPER,WY82602 		N/A PC Summer Food Bags fund 7,500

WYOMING FOUNDATION FOR CANCER CARE

441 LANDMARK DR STE 330
CASPER,WY82609 		N/A PC Executive Directory Salary fund 60,000

WYOMING FOUNDATION FOR CANCER CARE

441 LANDMARK DR STE 330
CASPER,WY82609 		N/A PC 2023 Grand Masquerade Ball Annual Sponsor 2,500

WYOMING FOUNDATION FOR CANCER CARE

441 LANDMARK DR STE 330
CASPER,WY82609 		N/A PC 2023 Tata Trot Annual Sponsor 2,500

WYOMING LODGING AND RESTAURANT ASSOCIATION EDUCATI

PO BOX 1003
CHEYENNE,WY82003 		N/A PC Wyoming ProStart 10,000

WYOMING RESCUE MISSION

PO BOX 2030
CASPER,WY82602 		N/A PC Homeless Mental Health Initiative 10,000

WYOMING RESCUE MISSION

PO BOX 2030
CASPER,WY82602 		N/A PC Annual May Campaign 30,000

WYOMING SYMPHONY ORCHESTRA

225 SOUTH DAVID ST SUITE 1B
CASPER,WY82601 		N/A PC Holiday Celebration 5,000
Total .................................right arrow 3a 7,771,002
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 202,403  
4 Dividends and interest from securities ....     14 628,279  
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 ............ 		    18 408,824  
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 2,212  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,241,718  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,241,718
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
The McMurry Foundation
 
Employer identification number

83-0323982
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
The McMurry Foundation
  		Employer identification number
83-0323982
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Estate of Susan Kay McMurry
441 Landmark Drive
 
Casper, WY82609

$ 14,168,908


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Pay It Forward Trust
441 Landmark Drive
 
Casper, WY82609

$ 5,703,105


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
The McMurry Foundation
  		Employer identification number

83-0323982
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
The McMurry Foundation
  		Employer identification number

83-0323982
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
The McMurry Foundation
EIN:
83-0323982
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Return Preparation/Review 12     12

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

TY 2023 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
JEEP WRANGLER 2023 2023-06-26 63,898   SL 5 6,390   0  
ELKHORN CREEK   765,000   L       0  
FURNITURE & FIXTUR   24,590 24,590 SL 7        

TY 2023 GeneralExplanationAttachment
Name:
The McMurry Foundation
EIN:
83-0323982
Identifier Return Reference Explanation
form 990-pf, parts I and XIV FORM 990-PF, PARTS I AND XIV: TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $7,771,002 Less amount counted as a qualifying distribution on Part XI, Line 2: $3,390 TOTAL Part I, Line 25, Column (d): $7,767,612
PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF clothing: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $3,390 TOTAL BOOK VALUE OF PROPERTY: $3,390 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $3,390 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $0 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Embroidered sweatshirts UNITS: 77 DATE OF DISTRIBUTION: 9/12/2023 GRANT RECIPIENT: Natrona County High School FMV OF PROPERTY: $2,695 BOOK VALUE OF PROPERTY: $2,695 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,695 DESCRIPTION OF PROPERTY: T-shirts UNITS: 77 DATE OF DISTRIBUTION: 10/11/2023 GRANT RECIPIENT: Natrona County High School FMV OF PROPERTY: $695 BOOK VALUE OF PROPERTY: $695 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $695

TY 2023 InvestmentsCorpBondsSchedule
Name:
The McMurry Foundation
EIN:
83-0323982
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC NOTE CALL MAKE WHOL 71,852 62,981
AIR LEASE CORP SER A MTN - 2.8 47,202 42,883
ALTRIA GROUP INC - 4.400% - 02 21,941 18,832
AMERICAN TOWER CORP - 0.000% - 53,899 46,898
ARCH CAPITAL FINANCELLC NOTE - 39,601 33,953
ASTRAZENECA PLC NOTE CALL MAKE 65,733 60,785
AT&T, INC - 1.700% - 03/25/202 42,470 43,055
BANK OF AMERICA CORP - 2.015% 32,105 32,671
BANK OF AMERICA CORP NOTE - 3. 54,000 52,746
BAXTER INTL INC - 2.272% - 12/ 42,240 44,743
BERRY GLOBAL INC - 1.570% - 01 40,840 39,958
BIRMINGHAM ALA TAXABLE GO REF 93,554 94,759
BOEING CO - 4.875% - 05/01/202 44,785 39,803
BROADCOM INC - 3.500% - 01/15/ 51,522 51,816
BUFORD GA BRD ED REV TAXABLE R 94,614 96,341
CANADIAN IMPERIAL BANK - 1.250 83,999 86,167
CAPITAL ONE - 4.200% - 10/29/2 88,126 82,368
CARDINAL HEALTH INC - 3.410% - 49,595 43,210
CHICAGO ILL TRAN AUTH - 2.064% 28,943 29,180
CIGNA CORP NEW SER C NOTE - 3. 76,420 67,490
CITIGROUP INC NOTE CALL MAKE - 57,973 61,512
COLONY TEX LOC DEV CORP SALES 98,472 98,837
CONNECTICUT LT &PWR CO SER 202 44,982 41,715
CONNECTICUT ST HSG FIN AUTH HS 58,765 59,716
CONNECTICUT ST TAXABLE GO BDS 74,729 74,948
CONNECTICUT ST TAXABLE GO BDS 44,611 44,598
CONSTELLATION BRANDSINC NOTE - 49,484 43,368
CORPUS CHRISTI TEX UTIL SYS - 23,933 24,486
CROWLEY TEX INDPT SCH DIST TAX 99,989 99,491
CROWN CASTLE INTL CORP - 4.000 55,619 48,364
CSX CORP - 3.800% - 03/01/2028 31,995 28,414
CT ST HSG FIN AUTH - 1.850% - 45,252 45,465
CVS CAREMARK CORP NOTE - 4.300 37,486 36,415
DELL INTERNATIONAL - 5.850% - 64,264 55,518
DIGITAL RLTY TR LP - 4.450% - 80,291 68,384
DISCOVER FINL SVCS NOTE - 4.50 37,939 37,521
DOLLAR GEN CORP NOTE - 4.125% 55,018 51,943
DOMINION ENERGY INC SER B NOTE 54,402 48,046
DUKE ENERGY - 0.900% - 09/15/2 22,989 21,460
DUKE ENERGY CORP - 3.150% - 08 32,477 29,323
EBAY INC - 2.700% - 03/11/2030 26,604 28,502
ENERGY TRANSFER OPERATING LP - 34,884 35,300
ENTERGY CORP - 1.900% - 06/15/ 43,436 44,319
EQUITABLE HLDGS INC SER B NOTE 35,309 29,958
FAIRFAX CNTY VA WTR AUTH WTR R 63,158 63,566
FAYETTE CNTY KY SCH DIST FIN C 96,889 98,239
FIDELITY NATL INFORMATION SVCS 30,490 30,332
FISERV INC - 2.250% - 06/01/20 46,723 41,623
FISERV INC - 3.200% - 07/01/20 32,611 28,888
FOLSOM CALIF REDEV AGY SUCCESS 73,185 73,819
FOX CORP SER B - 4.709% - 01/2 56,696 51,741
GATX CORP NOTE - 4.700% - 04/0 70,225 72,455
GENERAL DYNAMICS - 3.500% - 04 44,618 43,864
GENERAL MTRS FINL COINC NOTE - 56,529 49,028
GLOBAL PAYMENTS INC NOTE - 2.6 50,987 49,419
HEWLETT PACKARD - 4.900% - 10/ 50,128 42,803
HOUSTON TEX ARPT SYS REV SUB L 62,425 63,794
HUNTINGTON BANCSHARES INC - 4. 56,066 56,263
INGERSOL RAND LUXEMBOURG - 3.8 32,182 32,941
INTEL CORP NOTE - 5.125% - 02/ 28,010 29,072
JPMORGAN - 3.960% - 01/29/2027 43,711 40,063
JPMORGAN CHASE &CO - 1.045% - 54,361 53,731
KANSAS ST DEV FIN AUTH - 1.369 26,596 27,134
KEYSIGHT - 4.600% - 04/06/2027 34,647 29,910
KIMCO REALTY CORP NOTE CALL MA 69,688 61,768
KINDER MORGAN INC - 4.300% - 0 31,921 29,609
L3HARRIS TECHNOLOGIES INC - 3. 72,343 63,840
LANCASTER CALIF PWR AUTH - 0.8 28,414 28,961
LARIMER CNTY COLO SCH DIST NO 94,055 96,111
LAUDOUN CNTY VA ECONOMIC DEV - 29,534 29,222
MARYLAND ST DEPT TRANSN CONS T 101,341 99,712
MIAMI-DADE CNTY FLA SEAPORT RE 47,219 48,424
MINNESOTA ST HSG FIN - 2.868% 49,225 49,475
MITSUBISHI - 3.741% - 03/07/20 28,938 28,732
MITSUBISHI UFJ FINANCIAL GROUP 32,261 32,166
MORGAN STANLEY - 3.950% - 04/2 33,717 29,138
MORGAN STANLEY SER I - 2.188% 59,000 56,687
MPLX LP - 4.125% - 03/01/2027 39,059 34,275
MPLX LP 4.0% 03/15/2028 - 4.00 41,493 37,636
NEW HAMPSHIRE MUN BD BK TAXABL 47,317 48,582
NEW JERSEY ST TPK AUTH TPK REV 71,057 71,934
NEW YORK N Y CITY HSG DEV CORP 45,572 46,201
NEW YORK N Y CITY TRANSITIONAL 75,674 74,747
NEW YORK ST DORM AUTH - 0.581% 28,846 29,720
NEXTERA ENERGY - 1.900% - 06/1 33,797 30,189
NORTHROP GRUMMAN CORP - 2.930% 57,482 58,633
NXP B V / NXP FDG LLC / NXP US 59,454 59,325
ORACLE CORP - 2.950% - 05/15/2 30,763 29,122
PASCO CNTY FLA SCH BRD CTFS PA 46,954 47,317
PERKINELMER INC NOTE - 1.900% 82,445 84,934
PHILIP MORRIS INTL INC NOTE - 19,926 18,329
PHILIP MORRIS INTL INC NOTE - 64,176 65,084
PNC FIN SVCS - 2.550% - 01/22/ 68,830 71,821
PORT AUTH N Y &N J CONSOLIDATE 67,552 65,448
REALTY INCOME CORP - 4.875% - 64,054 55,062
ROYAL BANK OF CANADA - 4.650% 87,413 83,317
ROYALTY PHARMA PLC NOTE - 1.75 35,095 32,311
SABINE PASS LIQUEFACTION LLC - 32,522 31,565
SANTA MARIA CALIF JT UN HIGH - 33,460 34,231
SCHWAB CHARLES CORP NOTE CALL 94,884 87,116
SHIRE ACQUISITIONS - 3.200% - 62,531 54,845
SKYWORKS SOLUTIONS, INC - 1.80 45,335 46,372
SOMERSET CNTY N J IMPT AUTH RE 48,195 49,399
SOUTHERN CO - 3.250% - 07/01/2 43,480 38,602
SPECTRA ENERGY PARTNER - 3.500 73,130 73,314
SUMITOMO MITSUI FINANCIAL - 3. 60,847 52,413
SUMITOMO MITSUI FINANCIAL GROU 33,908 28,851
SYNCHRONY FINANCIAL - 4.500% - 50,679 43,961
T MOBILE USA - 3.750% - 04/15/ 55,652 48,549
TAMPA-HILLSBOROUGH CNTY FLA EX 71,938 73,547
TELEDYNE TECHNOLOGIES INC - 2. 31,236 28,074
TRANSCANADA PIPELINES - 4.100% 54,937 56,186
TRUIST FINL CORP SER H NOTE - 69,172 66,472
U.S. BANCORP - 1.450% - 05/12/ 94,891 90,427
UNITEDHEALTH GROUP INC - 3.875 97,666 87,002
VERIZON - 3.000% - 03/22/2027 48,389 42,811
VIRGINIA ST HSG DEV AUTH RENTA 94,873 97,396
VOYA FINL INC NOTE - 3.650% - 60,099 58,035
WELLS FARGO &CO - 3.196% - 06/ 63,443 57,356
WELLS FARGO &CO SER Q MTN - 2. 35,334 35,613
XILINX INC NOTE - 2.950% - 06/ 30,707 31,648

TY 2023 InvestmentsCorpStockSchedule
Name:
The McMurry Foundation
EIN:
83-0323982
Name of Stock End of Year Book Value End of Year Fair Market Value
CLIFFWATER CORPORATE LENDING F 631,690 629,322
FIDELITY INTERNATL INDEX INSTL 973,375 1,026,577
FIDELITY TOTAL MARKET INDEX FU 3,773,855 4,255,389
GOLDMAN SACHS SMALL CAP EQUITY 664,803 713,137
GOLUB CAPITAL BDC, INC 872,752 1,005,645
ISHARES EDGE MSCI INTL QUALITY 991,084 1,068,582
ISHARES TRUST MSCI EAFE INDEX 625,759 670,615
JANUS HENDERSON AAA CLO ETF 1,021,234 1,035,677
JPMORGAN US QUALITY FACTOR ETF 3,760,095 4,245,948
SPDR S&P 500 ETF TRUST 2,688,492 3,523,948
VANGUARD FTSE EMERGING MARKETS 192,351 204,884

TY 2023 InvestmentsGovtObligationsSch
Name:
The McMurry Foundation
EIN:
83-0323982
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


79,855
State & Local Government Securities - End of Year Fair Market Value:


81,212


TY 2023 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 III LP   370,942 1,960,403
ACCESS VENTURE PARTNERS IV LP   804,075 1,170,639
ARES SPECIAL OPPORTUNITIES ACC   428,158 949,533
BROAD ST RE CREDIT PTNRS II OF   30,000 68,732
CUSTODIA BANK, INC   249,998 249,998
GLOBAL LONG SHORT PARTNERS OFF   0 1,969
MN8 ENERGY LLC   1,239,063 1,441,661
GS CAPITAL PARTNERS VI PARALLE   90,725 31,407
KKR PRINCIPAL OPPORTUNITIES AC   0 563,217
MATISSE ABSOLUTE RETURN FUND L   1,579,721 124,509
MCAR 2008 OFFSHORE FUND LIMITE   16,477 5,574
SILVER POINT DISTRESSED OPP AC   275,187 758,669
VINTAGE R E PTNS II INTL OFFSH   566,928 721,671
VINTAGE VII OFFSHORE SCSP   256,045 852,924

TY 2023 LandEtcSchedule2
Name:
The McMurry Foundation
EIN:
83-0323982
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
JEEP WRANGLER 2023 63,898 6,390 57,508 57,508
ELKHORN CREEK 765,000   765,000 86,090
FURNITURE & FIXTUR 24,590 24,590    


TY 2023 LiquidationExplanationStmt
Name:
The McMurry Foundation
EIN:
83-0323982
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $7,771,002. This amount represents 25% or more of the Foundation's net assets of $23,515,528 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2023 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
COWBOY/COWGIRL BOOT SCULPTURE   4,500 4,500


TY 2023 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 58,275     58,275
Bank Charges 27 27    
Equipment/Furniture Purchase 469     469
Foundation Dues & Memberships 3,315     3,315
Indemnification Insurance 3,379     3,379
Insurance Premiums 4,167     4,167
K-1 Exp ACCESS VENTURE PARTNER 14,005 13,978    
K-1 Exp ACCESS VENTURE PARTNER 21,552 21,528    
K-1 Exp GS CAPITAL PARTNERS VI 1,706 1,690    
K-1 Exp MATISSE ABSOLUTE RETUR 15,294 15,294    
K-1 Exp WHITEHALL PARALLEL GLO 11 11    
VEHICLE REGISTRATION FEES 4,386     4,386
OFFICE EXPENSE 4,823     4,823
ADVERTISING EXPENSE 581     581
Postage/Delivery Service 246     246
State or Local Filing Fees 27     27
Website Hosting/Support 168     168


TY 2023 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 III LP 264 264  
K-1 Inc/Loss ACCESS VENTURE PARTNERS IV LP 607 607  
K-1 Inc/Loss GS CAPITAL PARTNERS VI PARALLEL, L.P 1,258 1,258  
K-1 Inc/Loss WHITEHALL PARALLEL GLOBAL RE LP 2007 83 83  


TY 2023 OtherLiabilitiesSchedule
Name:
The McMurry Foundation
EIN:
83-0323982
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL WITHHOLDING 961 642


TY 2023 OtherProfessionalFeesSchedule
Name:
The McMurry Foundation
EIN:
83-0323982
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 80,763 80,763    
Website Development 5,180     5,180


TY 2023 SubstantialContributorsSch
Name:
The McMurry Foundation
EIN:
83-0323982
Name Address
Estate of Susan Kay McMurry 441 Landmark Drive
Casper,WY82609
Pay It Forward Trust 441 Landmark Drive
Casper,WY82609


TY 2023 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 2023 22,900      
990-PF Excise Tax for 2022 4,502      
990-PF Extension for 2022 5,400      
Foreign Tax Paid 90 90