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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
HARRY & VIRGINIA MURRAY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

42-6291207
B Telephone number (see instructions)

(319) 753-8761
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$10,504,735J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 363,963 363,712  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 199,222
b Gross sales price for all assets on line 6a 2,860,503
7 Capital gain net income (from Part IV, line 2)... 199,222
8 Net short-term capital gain......... 0
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
328 190  
12 Total. Add lines 1 through 11........ 563,513 563,124  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 92,501 83,251   9,250
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,650 0 0 1,650
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,988 1,988   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,235 9,235   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 105,374 94,474 0 10,900
25 Contributions, gifts, grants paid....... 444,000 444,000
26 Total expenses and disbursements. Add lines 24 and 25 549,374 94,474 0 454,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,139
b Net investment income (if negative, enter -0-) 468,650
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............   9,554 9,554
2 Savings and temporary cash investments......... 437,624 166,618 166,618
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 2,296,338 Click to see attachment
List of Attached Documents:
// Content
2,536,500 		3,844,396
c Investments—corporate bonds (attach schedule)....... 470,672 Click to see attachment
List of Attached Documents:
// Content
465,111 		485,667
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).......... 5,536,425 Click to see attachment
List of Attached Documents:
// Content
5,575,730 		5,991,631
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
8,337 		Click to see attachment
List of Attached Documents:
// Content
6,869 		Click to see attachment
List of Attached Documents:
// Content
6,869
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,749,396 8,760,382 10,504,735
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 8,749,396 8,760,382
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,749,396 8,760,382
30 Total liabilities and net assets/fund balances (see instructions). 8,749,396 8,760,382
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
8,749,396
2
Enter amount from Part I, line 27a .....................
2
14,139
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
946
4
Add lines 1, 2, and 3 ..........................
4
8,764,481
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,099
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,760,382
Form 990-PF (2024)
Form 990-PF (2024)
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 135. THE CIGNA GROUP   2018-03-19 2024-01-04
b 1500. ISHARES US REGIONAL BANKS ETF   2022-11-28 2024-01-04
c 150. MARATHON PETROLEUM CORP   2020-01-30 2024-01-04
d 150. PRUDENTIAL FINL INC   2023-04-04 2024-01-04
e 500. SCHWAB CHARLES CORP NEW COM   2022-05-03 2024-01-04
750. WESTERN DIGITAL CORP COM   2017-12-27 2024-01-04
50. ABBVIE INC   2019-07-10 2024-02-02
250. QUADRATIC INTRST RT VOL INFL H ETF   2022-01-07 2024-02-02
175. MARATHON PETROLEUM CORP   2020-01-30 2024-02-02
350. SCHWAB CHARLES CORP NEW COM   2020-07-10 2024-02-02
5445.793 MATTHEWS ASIA GROWTH FUND IS   2014-11-04 2024-02-05
4424.309 OBERWEIS INTERNATIONAL OPPS INSTL   2015-03-03 2024-02-05
1503.006 NUVEEN SHORT TERM BOND FUND I   2019-10-17 2024-02-05
250000. U S TREASURY NT 0.125% 2/15/24   2023-06-01 2024-02-15
50. ABBVIE INC   2019-07-10 2024-02-20
200. CITIGROUP INC   2022-01-07 2024-02-20
300. ISHARES INTERNATIONAL SELECT ETF   2023-05-04 2024-02-20
100. ISHARES INTERNATIONAL SELECT ETF   2016-08-01 2024-02-20
25. APPLE COMPUTER INC   2014-04-15 2024-04-18
10. BROADCOM INC   2018-08-15 2024-04-18
75. CARDINAL HEALTH INC.   2016-12-07 2024-04-18
150. CITIGROUP INC   2020-07-10 2024-04-18
15. FACEBOOK INC A   2018-08-15 2024-04-18
7807.888 FEDERATED HERMES INSTL HI YLD BD IS   2014-12-04 2024-04-18
2418.798 MONDRIAN INTERNATIONAL VALUE EQUITY   2019-10-17 2024-04-18
1100. ISHARES INTERNATIONAL SELECT ETF   2016-08-01 2024-04-18
1100. QUADRATIC INTRST RT VOL INFL H ETF   2022-01-07 2024-04-18
450. MAGNA INTL INC-CL A   2019-05-20 2024-04-18
300. MARATHON PETROLEUM CORP   2020-01-30 2024-04-18
25. MCKESSON HBOC INC COM   2016-12-07 2024-04-18
2442.004 PGIM SHT DUR HIGH YLD INC CL R6   2015-05-21 2024-04-18
75. QUALCOMM INC   2021-10-08 2024-04-18
375. VALERO ENERGY CORP   2024-01-04 2024-04-18
500. WESTERN DIGITAL CORP COM   2017-12-27 2024-04-18
250. ISHARES US REGIONAL BANKS ETF   2023-04-04 2024-05-17
20. MCKESSON HBOC INC COM   2016-12-07 2024-05-17
5228.759 NUVEEN PREFERRED SECS & INC FD CL I   2017-10-30 2024-05-17
50. QUALCOMM INC   2021-10-08 2024-05-17
100. VALERO ENERGY CORP   2024-01-04 2024-05-17
50. ALPHABET INC CL A   2022-11-28 2024-06-05
311.462 AMERICAN CENTURY REAL ESTATE CLASS I   2023-11-21 2024-06-05
3516.999 ANGEL OAK MULTI STRATEGY INCOME   2021-01-27 2024-06-05
150. BANK OF AMERICA CORP   2023-09-08 2024-06-05
1366.121 BARON EMERGING MARKETS INSTITUTIONAL   2021-10-08 2024-06-05
10. BROADCOM INC   2018-08-15 2024-06-05
1776.199 CAUSEWAY EMERGING MARKETS INSTL   2021-10-08 2024-06-05
6904.488 DOUBLELINE TOTAL RET BD I   2016-04-14 2024-06-05
15. FACEBOOK INC A   2018-08-15 2024-06-05
1700. ISHARES INTERNATIONAL SELECT ETF   2016-08-01 2024-06-05
100. ISHARES US REGIONAL BANKS ETF   2023-04-04 2024-06-05
10. MCKESSON HBOC INC COM   2016-12-07 2024-06-05
5882.354 NUVEEN PREFERRED SECS & INC FD CL I   2019-11-19 2024-06-05
2406.739 PGIM SHT DUR HIGH YLD INC CL R6   2015-05-21 2024-06-05
75. QUALCOMM INC   2021-10-08 2024-06-05
75. SCHWAB CHARLES CORP NEW COM   2023-04-04 2024-06-05
200. WESTERN DIGITAL CORP COM   2022-01-07 2024-06-05
8159.269 NUVEEN PREFERRED SECS & INC FD CL I   2018-02-22 2024-06-27
50. AMGEN INC   2024-04-18 2024-09-12
100. BROADCOM INC   2018-08-15 2024-09-12
300. CARDINAL HEALTH INC.   2016-12-07 2024-09-12
1870.324 CREDIT SUISSE COMMODITY RETURN   2024-05-17 2024-09-12
15261.635 DOUBLELINE TOTAL RET BD I   2016-12-08 2024-09-12
100. INTERNATIONAL BUSINESS MACHS CORP   2018-10-18 2024-09-12
365. INVESCO S P 500 EQUAL WEIGHT ETF   2024-06-27 2024-09-12
20. MCKESSON HBOC INC COM   2016-12-07 2024-09-12
1000. SCHWAB U S TIPS ETF   2024-05-17 2024-09-12
2000. ISHARES IBONDS DEC 2024 TERM CP ETF   2024-01-04 2024-12-19
11800. ISHARES IBONDS DEC 2024 TERM CP ETF   2023-05-04 2024-12-19
4767.58 EATON VANCE GLOBAL MACRO FD CL I   2024-09-12 2024-12-23
11583.735 EATON VANCE GLOBAL MACRO FD CL I   2016-04-14 2024-12-23
9919.255 LOOMIS SAYLES STRATEGIC ALPHA N   2022-01-07 2024-12-23
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 41,262   22,404 18,858
b 62,097   75,593 -13,496
c 23,312   8,121 15,191
d 15,446   12,323 3,123
e 33,620   34,569 -949
37,535   61,711 -24,176
8,493   3,566 4,927
5,007   5,793 -786
29,200   9,474 19,726
22,077   17,621 4,456
115,070   120,001 -4,931
37,208   47,857 -10,649
15,000   15,586 -586
250,000   250,000  
8,838   3,566 5,272
11,093   13,129 -2,036
8,267   8,302 -35
2,756   2,935 -179
4,175   463 3,712
12,656   2,053 10,603
7,961   5,280 2,681
8,752   8,362 390
7,532   2,673 4,859
67,148   71,078 -3,930
35,000   34,952 48
29,909   32,290 -2,381
20,280   25,363 -5,083
21,377   20,657 720
58,363   14,796 43,567
12,974   3,536 9,438
20,000   23,053 -3,053
12,084   9,527 2,557
60,733   50,749 9,984
34,347   39,612 -5,265
10,851   8,593 2,258
11,288   2,829 8,459
80,000   91,836 -11,836
9,720   6,352 3,368
16,566   13,101 3,465
8,738   4,806 3,932
7,500   7,086 414
30,000   36,542 -6,542
5,979   4,234 1,745
20,000   25,669 -5,669
14,035   2,053 11,982
20,000   26,519 -6,519
60,000   74,983 -14,983
7,346   2,673 4,673
50,021   49,902 119
4,057   3,437 620
5,790   1,414 4,376
90,000   102,401 -12,401
20,000   22,205 -2,205
15,901   9,527 6,374
5,589   3,762 1,827
15,379   13,219 2,160
125,000   141,349 -16,349
16,451   13,168 3,283
16,415   2,053 14,362
33,931   21,120 12,811
41,072   45,000 -3,928
138,881   158,293 -19,412
21,159   12,510 8,649
63,012   59,844 3,168
10,187   2,829 7,358
53,349   51,901 1,448
50,311   49,880 431
296,835   290,918 5,917
40,238   40,000 238
97,767   102,368 -4,601
94,431   99,910 -5,479
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
      113,132
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       18,858
b       -13,496
c       15,191
d       3,123
e       -949
      -24,176
      4,927
      -786
      19,726
      4,456
      -4,931
      -10,649
      -586
       
      5,272
      -2,036
      -35
      -179
      3,712
      10,603
      2,681
      390
      4,859
      -3,930
      48
      -2,381
      -5,083
      720
      43,567
      9,438
      -3,053
      2,557
      9,984
      -5,265
      2,258
      8,459
      -11,836
      3,368
      3,465
      3,932
      414
      -6,542
      1,745
      -5,669
      11,982
      -6,519
      -14,983
      4,673
      119
      620
      4,376
      -12,401
      -2,205
      6,374
      1,827
      2,160
      -16,349
      3,283
      14,362
      12,811
      -3,928
      -19,412
      8,649
      3,168
      7,358
      1,448
      431
      5,917
      238
      -4,601
      -5,479
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 199,222
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 6,514
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 0
3 Add lines 1 and 2........................... 3 6,514
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,514
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,308
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,308
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,206
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
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:
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 arrowIA
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 2024 or the taxable year beginning in 2024? 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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowUS BANK NA, EP-IA-1338 Telephone no.right arrow (319) 753-8761

Located atright arrow201 JEFFERSON STBURLINGTONIA ZIP+4right arrow526015250
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
US BANK N A TRUSTEE
1 		92,501    
PO BOX 0634
MILWAUKEE,WI532010624
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 (2024)
Form 990-PF (2024)
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
10,189,392
b
Average of monthly cash balances.......................
1b
183,672
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,373,064
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,373,064
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
155,596
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,217,468
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
510,873
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
510,873
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,514
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,514
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
504,359
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
504,359
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
504,359
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
454,900
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
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 XII, line 4. .......
4
454,900
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 504,359
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 443,580
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 454,900
a Applied to 2023, but not more than line 2a 443,580
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 11,320
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		493,039
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
U S BANK N A
201 JEFFERSON ST
BURLINGTON,IA526015260
(319) 753-8761
bThe form in which applications should be submitted and information and materials they should include:
SEND WRITTEN REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
EXEMPT ORGANIZATIONS AS DEFINED IN INTERNAL REVENUE CODE SECTION 501 (C) (3) WHICH OPERATE OR HAVE SUBSTANTIAL CONTACTS WITHIN DES MOINES COUNTY, IA
Form 990-PF (2024)
Form 990-PF (2024)
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

BURLINGTON CIVIC MUSIC

PO BOX 812
BURLNGTON,IA52601 		NONE PC GENERAL OPERATING 20,000

BURLINGTON AREA DEVELOPMENT FND

610 N FOURTH ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 20,000

HEART SONG INC

PO BOX 39
WEST BURLINGTON,IA52655 		NONE PC GENERAL OPERATING 50,000

BURLINGTON MUNICIPAL BAND FND

PO BOX 141
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 5,000

ART CENTER OF BURLINGTON

301 JEFFERSON ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 24,000

BURLINGTON AREA HOMELESS SHELTER

123 NORTH MARSHALL ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 29,000

CAPITOL THEATER FOUNDATION

211 N 3RD ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 43,000

BURLINGTON AREA YMCA INC

2410 MT PLEASANT ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 14,000

DES MOINES COUNTY HISTORICAL SOCIETY

501 N 4TH ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 29,000

SALVATION ARMY

216 COLUMBUS DR
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 10,000

HOPE HAVEN AREA DEVELOPMENT

828 NORTH 7TH STREET
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 5,000

PARTNERS FOR CONSERVATION

PO BOX 714
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 20,000

LEOPOLD LANDSCAPE ALLIANCE

13700 WASHINGTON RD
WEST BURLINGTON,IA52655 		NONE PC GENERAL OPERATING 5,000

SOUTHEASTERN COMMUNITY COLLEGE FDN

1500 W AGENCY ROAD
WEST BURLINGTON,IA526550180 		NONE PC GENERAL OPERATING 20,000

SOUTHEAST IOWA SYMPHONY ASSN

601 N MAIN ST
MT PLEASANT,IA52641 		NONE PC GENERAL OPERATING 10,000

UNITED WAY OF SOUTHEAST IOWA

218 N 3RD ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 35,000

FRIENDS OF THE BURL PUBLIC LIBRARY

210 COURT ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 10,000

PLAYERS WORKSHOP

PO BOX 793
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 5,000

TRINITY EVANGELICAL LUTHERAN CHURCH

3109 SUNNYSIDE AVE
BURLINGTON,IA526012341 		NONE PC GENERAL OPERATING 5,000

MISSISSIPPI VALLEY VETERANS MEMORIAL

PO BOX 1182
BURLINGTON,IA526011182 		NONE PC GENERAL OPERATING 10,000

BART HOWARD FOUNDATION INC

PO BOX 202
W BURLINGTON,IA526550202 		NONE PC GENERAL OPERATING 5,000

HOMESTEAD 1839

701 W AGENCY RD
W BURLINGTON,IA526551638 		NONE PC GENERAL OPERATING 5,000

TRANSITIONS DMC INC

515 S MAIN ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 25,000

MILESTONES AREA AGENCY ON AGING

509 JEFFERSON ST
BURLINGTON,IA52601 		NONE PC GENERAL OPERATING 10,000

BURLINGTON STEM FOUNDATION

16510 N PRAIRIE GROVE RD
WEST BURLINGTON,IA52655 		NONE PC GENERAL OPERATING 30,000
Total .................................right arrow 3a 444,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 363,963  
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 ............ 		    18 199,222  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 190  
bFEDERAL TAX REFUND     1 138  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   563,513  
13Total. Add line 12, columns (b), (d), and (e)..................
13
563,513
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,650     1,650

TY 2024 InvestmentsCorpBondsSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Name of Bond End of Year Book Value End of Year Fair Market Value
91282CBM2 U S TREASURY NT    
91282CDS7 U S TREASURY NT 229,134 239,724
912828ZT0 U S TREASURY NT 0 235,977 245,943

TY 2024 InvestmentsCorpStockSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Name of Stock End of Year Book Value End of Year Fair Market Value
744320102 PRUDENTIAL FINANCIAL    
N53745100 LYONDELLBASELL INDUS 81,053 85,411
958102105 WESTERN DIGITAL CORP 54,457 65,593
14040H105 CAPITAL ONE FINL COR 96,676 178,320
58155Q103 MCKESSON CORPORATION 14,143 56,991
14149Y108 CARDINAL HEALTH INC 19,360 32,524
037833100 APPLE INC 7,775 112,689
59156R108 METLIFE INC 54,948 98,256
17275R102 CISCO SYSTEMS INC 129,759 177,600
375558103 GILEAD SCIENCES INC 109,395 161,648
125523100 CIGNA CORP    
459200101 INTL BUSINESS MCHN C 75,779 131,898
30303M102 FACEBOOK INC A 53,932 187,363
595112103 MICRON TECHNOLOGY IN 70,741 92,576
02079K305 ALPHABET INC CL A 54,229 179,835
11135F101 BROADCOM INC 29,773 336,168
127097103 COTERRA ENERGY INC 130,101 191,550
559222401 MAGNA INTL INC CL    
56585A102 MARATHON PETROLEUM C 23,537 94,163
00287Y109 ABBVIE INC 49,004 106,620
808513105 SCHWAB CHARLES CORP 34,066 57,358
172967424 CITIGROUP INC 84,658 130,222
92556V106 VIATRIS INC 149,921 124,500
110122108 BRISTOL MYERS SQUIBB 136,270 132,916
717081103 PFIZER INC 131,972 96,835
58933Y105 MERCK AND CO INC 76,233 74,610
747525103 QUALCOMM INC COM 107,526 134,418
74144T108 T ROWE PRICE GROUP I 53,057 42,409
060505104 BANK OF AMERICA CORP 33,870 52,740
15135B101 CENTENE CORP COM 123,763 115,102
89832Q109 TRUIST FINANCIAL COR 108,133 169,182
91913Y100 VALERO ENERGY CORP C 95,752 91,943
031162100 AMGEN INC 65,839 65,160
68389X105 ORACLE CORPORATION 41,142 66,656
780259305 SHELL PLC SPON A D R 116,576 103,373
806857108 SCHLUMBERGER LTD COM 123,060 97,767

TY 2024 InvestmentsOtherSchedule2
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
997004T14 LAND 2010 AGENCY ST AT COST 34,736 2,000
9970042K1 LAND AGENCY LUCAS S AT COST 1 23,500
87245P650 NUVEEN SHORT TERM BO AT COST 194,438 189,715
378690820 GLENMEDE SMALL CAP E AT COST 145,726 187,209
87245P684 NUVEEN CORE PLUS BON AT COST 235,000 199,879
03463K406 ANGEL OAK MULTI STRA AT COST 250,838 207,835
464288448 ISHARES INTERNATIONA AT COST 157,267 153,328
38141W398 GOLDMAN SACHS M C VA AT COST 37,151 45,971
74442J406 PGIM SHT DUR HIGH YL AT COST 172,457 160,212
14949P208 CAUSEWAY INTERNATL V AT COST 128,692 137,160
31420B300 FEDERATED HERMES INS      
577130776 MATTHEWS ASIA GROWTH      
670700400 NUVEEN PREFERRED SEC AT COST 291,354 268,332
464288778 ISHARES US REGIONAL AT COST 37,135 57,914
500767736 QUADRATIC INTRST RT      
779556109 T ROWE PRICE MID CAP      
258620103 DOUBLELINE TOTAL RET      
025076845 AMERICAN CENTURY SMA      
36381Y108 MONDRIAN INTERNATION AT COST 276,048 284,576
922038104 VANGUARD STRATEGIC E AT COST 154,286 173,532
06828M876 BARON EMERGING MARKE AT COST 269,000 343,862
90386K720 ULTIMUS MANAGE WESTW AT COST 192,849 290,778
63873P817 LOOMIS SAYLES STRATE      
277923728 EATON VANCE GLOBAL M      
641233200 NEUBERGER BERMAN GEN AT COST 187,163 277,949
025076209 AMERICAN CENTURY EQU AT COST 41,448 39,888
149498107 CAUSEWAY EMERGING MA AT COST 349,896 345,206
77957Y106 T ROWE PRICE MID CAP AT COST 149,383 178,155
025076878 AMERICAN CENTURY REA      
464287432 ISHARES 20 YEAR TREA AT COST 183,658 165,927
46434VBG4 ISHARES IBONDS DEC 2      
674375795 OBERWEIS INTERNATION      
861728400 STONE RIDGE HY REINS AT COST 366,350 366,736
CASH CASH      
02508F745 AMERICAN CENTURY SMA AT COST 210,000 298,614
02508F828 AMERICAN CENTURY REA AT COST 25,411 29,452
04314H568 ARTISAN HIGH INCOME AT COST 310,214 312,966
256210105 DODGE COX INCOME AT COST 150,000 141,756
46434VBD1 ISHARES IBONDS DEC 2 AT COST 433,786 438,375
52470V822 WESTERN ASSET INCOME AT COST 208,712 208,712
52471E258 CLEARBRIDGE INTERNAT AT COST 156,534 155,071
779556406 ROWE T PRICE MID CAP AT COST 106,197 186,175
921910501 VANGUARD INTERNATION AT COST 120,000 120,846

TY 2024 OtherAssetsSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 8,337 6,869 6,869


TY 2024 OtherDecreasesSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Description Amount
ROC ON CY SALES 213
PY RETURN OF CAPITAL ADJUSTMENT 1,251
ULTIMUS 2022 ROC ADJ 2,086
COST BASIS ADJ 549


TY 2024 OtherIncomeSchedule2
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 190 190  
FEDERAL TAX REFUND 138 0  


TY 2024 OtherIncreasesSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Description Amount
PY PURCHASE OF ACCRUED INTEREST 946


TY 2024 OtherProfessionalFeesSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 1,988 1,988    


TY 2024 TaxesSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,314 5,314   0
REAL ESTATE TAX ON NON-RENTAL 562 562   0
FOREIGN TAXES ON NONQUALIFIED 3,359 3,359   0