Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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 64193
  Room/suite
City or town
EAGAN
State or province
MN
Country  
ZIP or foreign postal code
55164
A Employer identification number

42-6291207
B Telephone number (see instructions)

8882657962
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$11,884,989J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 411,094 395,962  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -17,050
b Gross sales price for all assets on line 6a 5,314,078
7 Capital gain net income (from Part IV, line 2)... 0
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
3,434 278  
12 Total. Add lines 1 through 11........ 397,478 396,240  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 94,826 85,343   9,483
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)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,452 6,730   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)....... Click to see attachment
List of Attached Documents:
// Content
1,200 1,200    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 113,128 93,273 0 11,133
25 Contributions, gifts, grants paid....... 494,000 494,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 607,128 93,273 0 505,133
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -209,650
b Net investment income (if negative, enter -0-) 302,967
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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 13,656 13,656
2 Savings and temporary cash investments......... 166,618 487,078 487,078
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 2,536,500 Click to see attachment
List of Attached Documents:
// Content
1,776,299 		4,340,255
c Investments—corporate bonds (attach schedule)....... 465,111    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,575,730 Click to see attachment
List of Attached Documents:
// Content
6,261,005 		7,034,748
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
6,869 		Click to see attachment
List of Attached Documents:
// Content
9,252 		Click to see attachment
List of Attached Documents:
// Content
9,252
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,760,382 8,547,290 11,884,989
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,760,382 8,547,290
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)..... 8,760,382 8,547,290
30 Total liabilities and net assets/fund balances (see instructions). 8,760,382 8,547,290
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
8,760,382
2
Enter amount from Part I, line 27a .....................
2
-209,650
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,550,732
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,442
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,547,290
Form 990-PF (2025)
Form 990-PF (2025)
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 240000. U S TREASURY NT 1.125% 1/15/25   2023-11-20 2025-01-15
b 1116.879 AMERICAN CENTURY REAL ESTATE Y   2023-11-21 2025-03-12
c 3500. ISHARES IBONDS DEC 2025 TERM CP ETF   2024-04-18 2025-03-12
d 14000. ISHARES IBONDS DEC 2025 TERM CP ETF   2024-01-04 2025-03-12
e 84.69 NUVEEN PREFERRED SECS & INC FD CL I   2013-07-23 2025-03-12
17193.629 NUVEEN PREFERRED SECS & INC FD CL I   2013-08-14 2025-03-12
19118.386 PGIM SHT DUR HIGH YLD INC CL R6   2016-04-19 2025-03-12
65.714 BARON EMERGING MARKETS INSTITUTIONAL   2024-09-24 2025-03-21
2822.041 BARON EMERGING MARKETS INSTITUTIONAL   2021-10-08 2025-03-21
3561.109 CAUSEWAY EMERGING MARKETS INSTL   2015-06-17 2025-03-21
366. SANDISK CORP   2018-09-27 2025-03-21
.6667 SANDISK CORP   2020-08-28 2025-03-24
11554.256 AMERICAN CENTURY SMALL CAP VALUE Y   2019-12-13 2025-05-02
11450.382 DODGE COX INCOME   2024-09-12 2025-05-02
174.673 GLENMEDE SMALL CAP EQUITY INSTL   2024-12-16 2025-05-02
5119.71 GLENMEDE SMALL CAP EQUITY INSTL   2015-01-07 2025-05-02
1258.093 GOLDMAN SACHS M C VALUE CL INST   2010-07-12 2025-05-02
415. ISHARES 20 YEAR TREASURY BOND ETF   2025-03-12 2025-05-02
715. ISHARES 20 YEAR TREASURY BOND ETF   2023-05-04 2025-05-02
62092.974 WESTERN ASSET INCOME IS   2024-12-23 2025-05-02
1595.611 NEUBERGER BERMAN GENESIS INSTL FD   2010-08-05 2025-05-02
5581.308 T ROWE PRICE MID CAP VALUE FUND   2019-11-19 2025-05-02
18839.588 NUVEEN SHORT TERM BOND FUND I   2016-04-15 2025-05-02
22013.062 NUVEEN CORE PLUS BOND FUND I   2017-03-03 2025-05-02
4801.671 VANGUARD STRATEGIC EQUITY   2019-11-19 2025-05-02
250000. U S TREASURY NT 0.00001% 5/31/25   2024-02-20 2025-05-31
6750. VIATRIS INC COM   2018-08-15 2025-06-02
3250. VIATRIS INC COM   2021-10-08 2025-06-02
1. CARDINAL HEALTH INC   2025-01-01 2025-07-16
1270.748 BARON EMERGING MARKETS INSTITUTIONAL   2024-02-05 2025-07-21
2371.171 CAUSEWAY EMERGING MARKETS INSTL   2015-06-17 2025-07-21
1900. CENTENE CORP COM   2023-04-04 2025-07-21
3650. PFIZER INC   2021-04-07 2025-07-21
150. SHELL PLC SPON A D R   2024-09-12 2025-07-21
1500. SHELL PLC SPON A D R   2024-04-18 2025-07-21
2402. ISHARES CORE U.S. AGGREGATE BOND ETF   2025-03-12 2025-08-13
15767.635 PGIM TOTAL RETURN BOND CL R6   2025-03-12 2025-08-13
4771.346 AMERICAN CENTURY EQUITY INCOME I   2013-05-15 2025-08-25
3002.229 AMERICAN CENTURY SMALL CAP VALUE Y   2019-12-13 2025-08-25
250. AMGEN INC   2024-04-18 2025-08-25
2350. BRISTOL MYERS SQUIBB CO   2020-07-10 2025-08-25
275. CARDINAL HEALTH INC   2016-12-07 2025-08-25
1150. ISHARES US REGIONAL BANKS ETF   2023-04-04 2025-08-25
500. MERCK CO INC   2024-09-12 2025-08-25
250. MERCK CO INC   2021-04-07 2025-08-25
415.942 NEUBERGER BERMAN GENESIS INSTL FD   2010-08-05 2025-08-25
375. T ROWE PRICE GROUP INC   2022-01-28 2025-08-25
8278.146 PGIM TOTAL RETURN BOND CL R6   2025-03-12 2025-08-25
1861.002 ROWE T PRICE MID CAP GROWTH FD INC   2010-07-12 2025-08-25
200. SCHLUMBERGER LTD   2024-09-12 2025-08-25
2350. SCHLUMBERGER LTD   2024-04-18 2025-08-25
365. VALERO ENERGY CORP COM   2023-11-03 2025-08-25
1150. LYONDELLBASELL INDUSTRIES N V SHS A   2015-01-07 2025-08-25
8436. SCHWAB U S TIPS ETF   2025-08-13 2025-12-11
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 240,000   240,000  
b 29,497   25,373 4,124
c 87,727   87,240 487
d 350,907   346,546 4,361
e 1,324   568 756
268,736   290,786 -22,050
160,786   172,457 -11,671
1,043   1,055 -12
44,786   43,798 988
40,169   45,326 -5,157
19,861   12,832 7,029
35   17 18
110,343   98,490 11,853
143,588   150,000 -6,412
5,415   6,494 -1,079
158,711   139,232 19,479
44,184   37,151 7,033
36,363   37,443 -1,080
62,650   74,183 -11,533
308,602   310,707 -2,105
95,992   83,431 12,561
165,151   149,383 15,768
191,033   194,438 -3,405
200,979   235,000 -34,021
163,353   154,286 9,067
250,000   250,000  
58,320   107,781 -49,461
28,080   42,139 -14,059
1,308     1,308
22,797   17,066 5,731
30,778   28,407 2,371
52,038   123,763 -71,725
89,034   131,972 -42,938
10,590   10,058 532
105,899   106,518 -619
238,531   236,419 2,112
190,631   188,424 2,207
43,228   41,448 1,780
32,094   24,301 7,793
72,051   65,839 6,212
110,781   136,270 -25,489
40,345   19,360 20,985
60,877   37,135 23,742
42,678   57,339 -14,661
21,339   18,894 2,445
27,144   16,251 10,893
40,309   53,057 -12,748
99,917   98,924 993
191,404   106,197 85,207
7,147   7,980 -833
83,981   115,080 -31,099
53,856   46,921 6,935
65,297   81,053 -15,756
225,071   226,296 -1,225
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
      87,318
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        
b       4,124
c       487
d       4,361
e       756
      -22,050
      -11,671
      -12
      988
      -5,157
      7,029
      18
      11,853
      -6,412
      -1,079
      19,479
      7,033
      -1,080
      -11,533
      -2,105
      12,561
      15,768
      -3,405
      -34,021
      9,067
       
      -49,461
      -14,059
      1,308
      5,731
      2,371
      -71,725
      -42,938
      532
      -619
      2,112
      2,207
      1,780
      7,793
      6,212
      -25,489
      20,985
      23,742
      -14,661
      2,445
      10,893
      -12,748
      993
      85,207
      -833
      -31,099
      6,935
      -15,756
      -1,225
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -17,050
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 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 4,211
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 4,211
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 4,211
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,516
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 6,516
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,305
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,305 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
IA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofUS BANK NA Telephone no. (888) 265-7962

Located at60 LIVINGSTON AVESAINT PAULMN ZIP+455107
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		94,826    
PO BOX 64193
EAGAN,MN55164
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
10,803,116
b
Average of monthly cash balances.......................
1b
295,336
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,098,452
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
11,098,452
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
166,477
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,931,975
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
546,599
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
546,599
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,211
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,211
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
542,388
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
542,388
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
542,388
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, line 26, column (d) ..........
1a
505,133
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
505,133
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 542,388
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 493,039
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 505,133
a Applied to 2024, but not more than line 2a 493,039
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 2025 distributable amount..... 12,094
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		530,294
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   GENERAL OPERATING 20,000

BURLINGTON AREA DEVELOPMENT FND

610 N FOURTH ST
BURLNGTON,IA52601 		NONE   GENERAL OPERATING 20,000

ART CENTER OF BURLINGTON

301 JEFFERSON ST
BURLINGTON,IA52601 		NONE   GENERAL OPERATING 30,000

CAPITOL THEATER FOUNDATION

PO BOX 431
BURLINGTON,IA52601 		NONE   GENERAL OPERATING 43,000

DES MOINES COUNTY HISTORICAL SOCIETY

501 N 4TH ST
BURLINGTON,IA52601 		NONE   GENERAL OPERATING 30,000

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 25,000

HEART SONG INC

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

BURLINGTON AREA YMCA INC

2410 MOUNT PLEASANT ST
BURLINGTON,IA526012764 		NONE   GENERAL OPERATING 40,000

PARTNERS FOR CONSERVATION

PO BOX 714
BURLINGTON,IA52601 		NONE   GENERAL OPERATING 10,000

JUNIOR ACHIEVEMENT

7830 SE FOSTER RD
PORTLAND,OR97068 		NONE   GENERAL OPERATING 2,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING 10,000

IMAGINE THE POSSIBILITIES INC

1710 E MAPLE ST
MAQUOKETA,IA520609214 		NONE   GENERAL OPERATING 5,000

SOUTHEASTERN COMMUNITY COLLEGE FDN

1500 W AGENCY ROAD
WEST BURLINGTON,IA526550180 		NONE   GENERAL OPERATING 50,000

TRINITY EVANGELICAL LUTHERAN CHURCH

115 S CENTRAL AVENUE
BURLINGTON,IA52601 		NONE   GENERAL OPERATING 5,000

ASPEN GROVE CEMETERY ASSOCIATION

2043 SUNNYSIDE AVE
BURLINGTON,IA52601 		NONE   GENERAL OPERATING 10,000

FRIENDS OF THE BURL PUBLIC LIBRARY

210 COURT ST
BURLINGTON,IA52601 		NONE   GENERAL OPERATING 24,000

MILESTONES AREA AGENCY ON AGING

935 E 53RD ST
DAVENPORT,IA528072633 		NONE   GENERAL OPERATING 10,000

BURLINGTON AREA HOMELESS SHELTER

123 N MARSHALL ST
BURLINGTON,IA526014242 		NONE   GENERAL OPERATING 25,000

PLAYERS WORKSHOP

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

SOUTHEAST IOWA SYMPHONY ASSN

PO BOX 271
MT PLEASANT,IA526410271 		NONE   GENERAL OPERATING 10,000

BART HOWARD FOUNDATION INC

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

LEOPOLD LANDSCAPE ALLIANCE

13700 WASHINGTON RD
W BURLINGTON,IA526558658 		NONE   GENERAL OPERATING 5,000

HOMESTEAD 1839

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

TRANSITIONS DMC INC

515 S MAIN ST
BURLINGTON,IA526015543 		NONE   GENERAL OPERATING 25,000

BURLINGTON STEM FOUNDATION

16510 N PRAIRIE GROVE RD
WEST BURLINGTON,IA52655 		NONE   GENERAL OPERATING 30,000
Total ................................. 3a 494,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 411,094  
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 -17,050  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 278  
bOTHER INCOME     1 3,156  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   397,478  
13Total. Add line 12, columns (b), (d), and (e)..................
13
397,478
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 2025 InvestmentsCorpBondsSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Name of Bond End of Year Book Value End of Year Fair Market Value
91282CDS7 U S TREASURY NT    
912828ZT0 U S TREASURY NT 0    

TY 2025 InvestmentsCorpStockSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Name of Stock End of Year Book Value End of Year Fair Market Value
N53745100 LYONDELLBASELL INDUS    
958102105 WESTERN DIGITAL CORP 41,609 189,497
14040H105 CAPITAL ONE FINL COR 96,676 242,360
58155Q103 MCKESSON CORPORATION 14,143 82,029
14149Y108 CARDINAL HEALTH INC    
037833100 APPLE INC COM 7,775 122,337
59156R108 METLIFE INC 54,948 94,728
17275R102 CISCO SYSTEMS INC 129,759 231,090
375558103 GILEAD SCIENCES INC 109,395 214,795
459200101 INTL BUSINESS MACHIN 75,779 177,726
30303M102 META PLATFORMS INC 53,932 211,229
595112103 MICRON TECHNOLOGY IN 70,741 313,951
02079K305 ALPHABET INC CL A 54,229 297,350
11135F101 BROADCOM INC 29,773 501,845
127097103 COTERRA ENERGY INC 130,101 197,400
56585A102 MARATHON PETROLEUM C 23,537 109,775
00287Y109 ABBVIE INC 49,004 137,094
808513105 SCHWAB CHARLES CORP 34,066 77,430
172967424 CITIGROUP INC 84,658 215,877
92556V106 VIATRIS INC    
110122108 BRISTOL MYERS SQUIBB    
717081103 PFIZER INC    
58933Y105 MERCK AND CO INC    
747525103 QUALCOMM INC COM 107,526 149,669
74144T108 T ROWE PRICE GROUP I    
060505104 BANK OF AMERICA CORP 33,870 66,000
15135B101 CENTENE CORP COM    
89832Q109 TRUIST FINANCIAL COR 108,133 191,919
91913Y100 VALERO ENERGY CORP C 48,831 62,674
031162100 AMGEN INC    
68389X105 ORACLE CORPORATION 41,142 77,964
780259305 SHELL PLC SPON A D R    
806857108 SCHLUMBERGER LTD COM    
023135106 AMAZON.COM INC 56,684 57,243
03027X100 AMERICAN TOWER CORP 22,640 18,786
26142V105 DRAFTKINGS INC NEW 45,517 33,426
29444U700 EQUINIX INC 20,413 19,920
532457108 ELI LILLY CO 27,933 42,987
67066G104 NVIDIA CORP COM 56,748 58,375
679295105 OKTA INC 39,007 36,577
88339J105 TRADE DESK INC THE C 28,346 20,385
90353T100 UBER TECHNOLOGIES IN 33,879 29,007
92537N108 VERTIV HOLDINGS CO 45,505 58,810

TY 2025 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 9,500
9970042K1 LAND AGENCY LUCAS S AT COST 1 56,750
87245P650 NUVEEN SHORT TERM BO      
378690820 GLENMEDE SMALL CAP E      
87245P684 NUVEEN CORE PLUS BON      
03463K406 ANGEL OAK MULTI STRA AT COST 375,991 337,773
464288448 ISHARES INTERNATIONA AT COST 157,267 220,920
38141W398 GOLDMAN SACHS M C VA      
74442J406 PGIM SHT DUR HIGH YL      
14949P208 CAUSEWAY INTERNATL V AT COST 145,573 190,707
670700400 NUVEEN PREFERRED SEC      
464288778 ISHARES US REGIONAL      
36381Y108 MONDRIAN INTERNATION AT COST 276,048 351,011
922038104 VANGUARD STRATEGIC E      
06828M876 BARON EMERGING MARKE AT COST 214,424 366,266
90386K720 ULTIMUS MANAGE WESTW AT COST 192,849 292,760
641233200 NEUBERGER BERMAN GEN AT COST 87,481 120,508
025076209 AMERICAN CENTURY EQU      
149498107 CAUSEWAY EMERGING MA AT COST 285,462 382,225
77957Y106 T ROWE PRICE MID CAP      
464287432 ISHARES 20 YEAR TREA AT COST 109,475 103,285
861728400 STONE RIDGE HY REINS AT COST 448,644 446,728
02508F745 AMERICAN CENTURY SMA AT COST 87,208 123,115
02508F828 AMERICAN CENTURY REA      
04314H568 ARTISAN HIGH INCOME AT COST 436,903 444,310
256210105 DODGE COX INCOME      
46434VBD1 ISHARES IBONDS DEC 2      
52470V822 WESTERN ASSET INCOME      
52471E258 CLEARBRIDGE INTERNAT AT COST 156,534 177,861
779556406 ROWE T PRICE MID CAP      
921910501 VANGUARD INTERNATION AT COST 120,000 135,623
464287226 ISHARES CORE U.S. AG AT COST 1,003,259 1,022,372
46432F842 ISHARES CORE MSCI EA AT COST 386,773 411,248
56064L298 NYLI CBRE GLOBAL INF AT COST 225,984 227,521
72201F490 PIMCO INCOME FUND IN AT COST 225,579 225,990
74440B884 PGIM TOTAL RETURN BO AT COST 716,222 730,871
92206C664 VANGUARD RUSSELL 200 AT COST 156,944 192,472
922908629 VANGUARD MID CAP ETF AT COST 417,648 464,932

TY 2025 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 6,869 9,252 9,252


TY 2025 OtherDecreasesSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Description Amount
ROC ON CY SALES 3,410
ROUNDING 32


TY 2025 OtherExpensesSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 1,200 1,200   0


TY 2025 OtherIncomeSchedule2
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EASEMENT INCOME 3,156 0  
OTHER INCOME 278 278  


TY 2025 TaxesSchedule
Name:
HARRY & VIRGINIA MURRAY FOUNDATION
EIN:
42-6291207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,490 3,490   0
REAL ESTATE TAX ON NON-RENTAL 643 643   0
FEDERAL TAX PAYMENT - PRIOR YE 2,206 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,516 0   0
FOREIGN TAXES ON NONQUALIFIED 2,597 2,597   0