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
THE LOWRY MURPHEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 18065
  Room/suite
City or town
TAMPA
State or province
FL
Country  
ZIP or foreign postal code
336798065
A Employer identification number

59-2824550
B Telephone number (see instructions)

8138320582
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)$7,004,641J 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... 179,641 179,641  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
387,385
b Gross sales price for all assets on line 6a 1,429,655
7 Capital gain net income (from Part IV, line 2)... 387,503
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 567,026 567,144  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,700 3,700    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
66,505 66,505    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,103 6,103    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,308 76,308   0
25 Contributions, gifts, grants paid....... 274,033 274,033
26 Total expenses and disbursements. Add lines 24 and 25 ................ 350,341 76,308   274,033
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 216,685
b Net investment income (if negative, enter -0-) 490,836
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 125,253 259,084 259,084
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 101,783 251,889 254,296
b Investments—corporate stock (attach schedule)....... 4,200,990 Click to see attachment
List of Attached Documents:
// Content
4,156,608 		5,991,291
c Investments—corporate bonds (attach schedule)....... 518,885 Click to see attachment
List of Attached Documents:
// Content
497,316 		499,970
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,946,911 5,164,897 7,004,641
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........ 3,612,455 3,612,455
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,334,456 1,552,442
29 Total net assets or fund balances (see instructions)..... 4,946,911 5,164,897
30 Total liabilities and net assets/fund balances (see instructions). 4,946,911 5,164,897
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
4,946,911
2
Enter amount from Part I, line 27a .....................
2
216,685
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,301
4
Add lines 1, 2, and 3 ..........................
4
5,164,897
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,164,897
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 ACCENTURE PLC IRELAND SHS CLASS A P 2024-05-29 2025-05-20
b ALCON AG ORD SHS (SWITZERLAND) P 2020-05-05 2025-01-22
c AMERICAN EXPRESS COMPANY P 2015-12-10 2025-04-04
d CAPITAL ONE FINL CORP P 2024-03-27 2025-12-18
e EDISON INTERNATIONAL P 2020-11-10 2025-10-28
INTEL CORP P 2022-03-29 2025-08-08
JPMORGAN CHASE & COMPANY P 2012-09-11 2025-07-01
MERCK & COMPANY INCORP P 2013-05-31 2025-05-02
MONSTER BEVERAGE CORP NEW P 2020-03-10 2025-05-20
NORTHROP GRUMMAN CORP P 2020-11-24 2025-11-12
OTIS WORLDWIDE CORP P 2020-02-27 2025-05-20
PEPSICO INCORP P 2020-03-27 2025-05-30
S&P GLOBAL INCORP P 2018-11-20 2025-06-03
SEMPRA P 2013-05-23 2025-10-20
STARBUCKS CORP P 2024-08-13 2025-11-24
TAIWAN SEMICONDUCTOR MFG LIMITED P 2024-06-03 2025-04-10
THERMO FISHER SCIENTIFIC INCORP P 2015-12-10 2025-05-15
UNION PAC CORP P 2023-08-21 2025-09-11
US BANCORP DEL COM NEW P 2013-07-16 2025-07-01
VISA INCORP COM CLASS A P   2025-12-02
WORKDAY INCORP CLASS A P 2021-03-03 2025-09-16
ZOETIS INCORP CLASS A P 2022-02-28 2025-07-10
ACCENTURE PLC IRELAND SHS CLASS A P 2024-05-29 2025-09-12
ALCON AG ORD SHS (SWITZERLAND) P 2020-04-27 2025-01-22
AMERICAN EXPRESS COMPANY P 2019-10-15 2025-12-18
CHEVRON CORP NEW P 2011-11-10 2025-12-18
EDISON INTERNATIONAL P 2023-09-27 2025-10-28
INTEL CORP P 2022-03-30 2025-08-08
JPMORGAN CHASE & COMPANY P 2012-09-11 2025-12-18
MERCK & COMPANY INCORP P 2023-07-16 2025-05-02
MONSTER BEVERAGE CORP NEW P 2020-04-14 2025-05-20
NOVO-NORDISK A S ADR (DENMARK) P 2024-12-23 2025-07-31
PALO ALTO NETWORKS INCORP P 2016-12-05 2025-05-20
PROGRESSIVE CORP P 2016-11-04 2025-07-15
S&P GLOBAL INCORP P 2018-11-20 2025-10-29
SEMPRA P 2013-05-31 2025-10-20
STARBUCKS CORP P 2024-08-13 2025-12-01
TAIWAN SEMICONDUCTOR MFG LIMITED P 2024-06-18 2025-12-18
THERMO FISHER SCIENTIFIC INCORP P 2019-08-13 2025-05-15
UNION PAC CORP P 2023-08-30 2025-09-11
US BANCORP DEL COM NEW P 2015-12-10 2025-07-01
VISA INCORP COM CLASS A P   2025-12-03
WORKDAY INCORP CLASS A P 2021-03-09 2025-09-16
ACCENTURE PLC IRELAND SHS CLASS A P 2024-05-29 2025-09-15
ALCON AG ORD SHS (SWITZERLAND) P 2020-05-05 2025-01-28
AMERICAN TOWER CORP NEW REIT P 2013-07-10 2025-05-20
CONOCOPHILLIPS P 2020-05-13 2025-02-03
ELI LILLY & COMPANY P 2023-03-01 2025-01-08
INTEL CORP P 2023-03-30 2025-08-08
MARSH & MCLENNAN COMPANIES INCORP P 2013-04-03 2025-05-20
MERCK & COMPANY INCORP P 2015-05-20 2025-05-02
MONSTER BEVERAGE CORP NEW P 2020-04-14 2025-09-19
NOVO-NORDISK A S ADR (DENMARK) P 2025-01-08 2025-07-31
PALO ALTO NETWORKS INCORP P 2016-12-05 2025-12-18
PROGRESSIVE CORP P 2016-11-04 2025-07-23
SALESFORCE INCORP P 2019-11-13 2025-06-09
SEMPRA P 2015-12-10 2025-10-20
STARBUCKS CORP P 2024-08-13 2025-12-09
TARGET CORP P 2023-09-05 2025-04-04
TRAVELERS COMPANIES INCORP P 2010-07-22 2025-12-18
UNION PAC CORP P 2023-08-30 2025-09-12
US BANCORP DEL COM NEW P 2023-03-21 2025-07-01
VISA INCORP COM CLASS A P   2025-12-18
WORKDAY INCORP CLASS A P 2021-03-25 2025-09-16
ACCENTURE PLC IRELAND SHS CLASS A P 2024-06-03 2025-09-16
ALCON AG ORD SHS (SWITZERLAND) P 2020-05-05 2025-02-12
AMERICAN TOWER CORP NEW REIT P 2013-07-11 2025-05-20
CONOCOPHILLIPS P 2020-05-13 2025-02-18
ELI LILLY & COMPANY P 2023-03-01 2025-07-21
INTERCONTINENTAL EXCHANGE INCORP P 2023-10-19 2025-01-07
MARSH & MCLENNAN COMPANIES INCORP P 2013-05-23 2025-05-20
MERCK & COMPANY INCORP P 2015-12-10 2025-05-02
MONSTER BEVERAGE CORP NEW P 2020-04-14 2025-11-07
NOVO-NORDISK A S ADR (DENMARK) P 2025-02-21 2025-07-31
PARKER-HANNIFIN CORP P 2024-07-17 2025-12-18
ROYCE SMALL-CAP SPECIAL P   2025-08-20
SALESFORCE INCORP P 2019-11-20 2025-06-09
SEMPRA P 2020-03-18 2025-11-12
STARBUCKS CORP P 2024-09-27 2025-12-09
TARGET CORP P 2023-09-05 2025-05-06
UBER TECHNOLOGIES INCORP P 2019-06-04 2025-03-04
UNION PAC CORP P 2023-09-13 2025-09-12
US TREASURY NOTES INFLATION PROTECT P 2015-12-17 2025-07-15
WILLIAMS COMPANIES INCORP P 2024-01-09 2025-02-03
WORKDAY INCORP CLASS A P 2021-03-25 2025-09-17
ACCENTURE PLC IRELAND SHS CLASS A P 2024-06-06 2025-09-16
ALCON AG ORD SHS (SWITZERLAND) P 2020-07-06 2025-02-12
APPLE INC NTS ISIN US P 2020-01-17 2025-05-13
CONOCOPHILLIPS P 2020-05-13 2025-02-21
ELI LILLY & COMPANY P 2023-03-06 2025-07-21
INTERCONTINENTAL EXCHANGE INCORP P 2023-10-19 2025-01-15
MARSH & MCLENNAN COMPANIES INCORP P 2013-05-31 2025-05-20
META PLATFORMS INCORP CLASS A P 2013-06-06 2025-02-11
MOTOROLA SOLUTIONS INCORP COM NEW P 2015-12-10 2025-12-18
NOVO-NORDISK A S ADR (DENMARK) P 2025-02-21 2025-08-01
PAYPAL HLDGS INCORP P 2021-12-14 2025-01-21
RTX CORP P 2020-02-28 2025-03-06
SALESFORCE INCORP P 2019-11-20 2025-07-08
SEMPRA P 2020-03-18 2025-12-08
STARBUCKS CORP P 2024-09-27 2025-12-10
TARGET CORP P 2023-09-07 2025-05-06
UBER TECHNOLOGIES INCORP P 2019-06-04 2025-03-27
UNION PAC CORP P 2024-01-17 2025-09-12
VENTURE GLOBAL INCORP COM CLASS A P 2025-02-03 2025-04-04
WILLIAMS COMPANIES INCORP P 2024-01-09 2025-06-16
WORKDAY INCORP CLASS A P 2021-10-04 2025-09-17
ACCENTURE PLC IRELAND SHS CLASS A P 2024-06-06 2025-09-25
ALCON AG ORD SHS (SWITZERLAND) P 2020-08-19 2025-02-12
APPLE INCORP P 2019-07-30 2025-05-20
DODGE & COX INCOME I P   2025-03-12
ELI LILLY & COMPANY P 2024-02-14 2025-07-21
INTERCONTINENTAL EXCHANGE INCORP P 2024-01-05 2025-01-15
MARTIN MARIETTA MATLS INCORP P 2014-02-07 2025-05-20
META PLATFORMS INCORP CLASS A P 2013-06-06 2025-05-20
NETFLIX INCORP P 2021-10-20 2025-01-16
NOVO-NORDISK A S ADR (DENMARK) P 2025-02-27 2025-08-01
PAYPAL HLDGS INCORP P 2021-12-16 2025-01-21
RTX CORP P 2020-03-02 2025-03-06
SALESFORCE INCORP P 2019-11-25 2025-07-08
SEMPRA P 2020-03-25 2025-12-08
STARBUCKS CORP P 2024-08-13 2025-11-20
TARGET CORP P 2023-09-12 2025-05-06
UBER TECHNOLOGIES INCORP P 2019-06-27 2025-03-27
UNITEDHEALTH GROUP INCORP P 2013-04-18 2025-07-30
VENTURE GLOBAL INCORP COM CLASS A P 2025-02-03 2025-04-07
WILLIAMS COMPANIES INCORP P 2024-01-09 2025-12-18
WORKDAY INCORP CLASS A P 2023-12-13 2025-09-17
ACCENTURE PLC IRELAND SHS CLASS A P 2024-06-24 2025-09-25
ALCON AG ORD SHS (SWITZERLAND) P 2020-08-19 2025-02-26
APPLE INCORP P 2019-07-30 2025-10-14
EATON CORP PLC SHS (IRELAND) P 2021-07-01 2025-06-18
EQUINIX INCORP REIT P 2018-02-13 2025-04-07
INTUIT P 2023-05-25 2025-06-11
MARTIN MARIETTA MATLS INCORP P 2014-02-07 2025-12-18
META PLATFORMS INCORP CLASS A P 2013-06-06 2025-12-18
NETFLIX INCORP P 2021-10-27 2025-01-16
NOVO-NORDISK A S ADR (DENMARK) P 2025-02-27 2025-08-06
PAYPAL HLDGS INCORP P 2022-01-05 2025-07-17
RTX CORP P 2020-03-03 2025-03-06
SALESFORCE INCORP P 2019-11-25 2025-07-17
SEMPRA P 2020-03-25 2025-12-09
STARBUCKS CORP P 2024-08-13 2025-11-20
TARGET CORP P 2023-09-14 2025-05-06
UNION PAC CORP P 2024-10-29 2025-09-12
UNITEDHEALTH GROUP INCORP P 2013-04-18 2025-08-04
VENTURE GLOBAL INCORP COM CLASS A P 2025-02-18 2025-04-07
WORKDAY INCORP CLASS A P 2024-12-16 2025-09-17
ZOETIS INCORP CLASS A P 2016-03-15 2025-05-20
ACCENTURE PLC IRELAND SHS CLASS A P 2024-06-25 2025-09-25
ALCON AG ORD SHS (SWITZERLAND) P 2022-05-12 2025-02-26
ASML HOLDING N V N Y REGISTRY (NL) P 2020-11-02 2025-07-24
EATON CORP PLC SHS (IRELAND) P 2021-08-18 2025-06-18
HALEON PLC SPON ADS (UNITED KINGDOM) P 2022-07-22 2025-12-18
INTUITIVE SURGICAL INCORP COM NEW P 2021-10-06 2025-03-07
MARVELL TECHNOLOGY INCORP P 2025-06-26 2025-11-11
MICROCHIP TECHNOLOGY INCORP P 2024-02-27 2025-07-15
NETFLIX INCORP P 2022-02-15 2025-02-11
NOVO-NORDISK A S ADR (DENMARK) P 2025-04-17 2025-08-06
PAYPAL HLDGS INCORP P 2022-01-11 2025-11-21
RTX CORP P 2020-03-03 2025-05-20
SALESFORCE INCORP P 2020-02-03 2025-07-17
SEMPRA P 2020-07-07 2025-12-09
STRYKER CORP P 2022-05-05 2025-05-20
TARGET CORP P 2023-09-14 2025-05-14
UNION PAC CORP P 2023-07-26 2025-08-11
UNITEDHEALTH GROUP INCORP P 2013-10-21 2025-08-04
VERALTO CORP COM SHS P 2023-11-28 2025-07-28
WORKDAY INCORP CLASS A P 2024-12-17 2025-09-17
ZOETIS INCORP CLASS A P 2016-03-15 2025-06-09
ACCENTURE PLC IRELAND SHS CLASS A P 2024-07-15 2025-09-25
ALCON AG ORD SHS (SWITZERLAND) P 2022-05-12 2025-03-06
ASML HOLDINGS N V N Y REGISTRY (NL) P 2020-11-02 2025-05-20
EDISON INTERNATIONAL P 2020-04-16 2025-06-16
HOME DEPOT INCORP P 2010-07-22 2025-05-20
INTUITIVE SURGICAL INCORP COM NEW P 2021-10-06 2025-05-20
MARVELL TECHNOLOGY INCORP P 2025-06-26 2025-12-19
MICROCHIP TECHNOLOGY INCORP P 2024-02-28 2025-07-15
NETFLIX INCORP P 2022-02-15 2025-05-20
NVIDIA CORP P 2019-10-02 2025-05-20
PAYPAL HLDGS INCORP P 2022-02-02 2025-11-21
RTX CORP P 2020-03-24 2025-05-20
SALESFORCE INCORP P 2020-02-03 2025-08-08
SEMPRA P 2020-07-07 2025-12-17
STRYKER CORP P 2022-05-05 2025-07-24
TARGET CORP P 2023-09-20 2025-05-14
UNION PAC CORP P 2023-07-26 2025-08-19
UNITEDHEALTH GROUP INCORP P 2016-02-02 2025-08-04
VISA INC NTS ISIN US P 2020-12-16 2025-12-15
WORKDAY INCORP CLASS A P 2021-01-06 2025-08-11
ZOETIS INCORP CLASS A P 2016-03-15 2025-06-10
ADOBE INCORP P 2015-08-25 2025-03-21
ALCON AG ORD SHS (SWITZERLAND) P 2022-05-12 2025-03-12
BANK AMERICA CORP P 2020-04-13 2025-12-18
EDISON INTERNATIONAL P 2020-03-04 2025-06-16
ICON PLC SHS (IRELAND) P 2024-12-06 2025-04-17
INVESCO DEVELOPING MARKE P   2025-03-12
MARVELL TECHNOLOGY INCORP P 2025-06-26 2025-12-31
MICROSOFT CORP P 2011-07-14 2025-05-20
NETFLIX INCORP P 2022-02-15 2025-06-10
NVIDIA CORP P 2019-10-02 2025-12-18
PAYPAL HLDGS INCORP P 2022-02-02 2025-12-18
RTX CORP P 2020-04-13 2025-05-20
SALESFORCE INCORP P 2020-02-06 2025-08-25
SHERWIN WILLIAMS COMPANY P 2022-04-29 2025-05-20
STRYKER CORP P 2022-05-06 2025-07-24
TARGET CORP P 2023-10-25 2025-05-14
UNION PAC CORP P 2023-07-31 2025-08-19
US BANCORP DEL COM NEW P 2011-07-19 2025-07-01
VISA INCORP COM CLASS A P   2025-01-07
WORKDAY INCORP CLASS A P 2021-01-06 2025-08-12
ZOETIS INCORP CLASS A P 2016-03-15 2025-06-16
ADOBE INCORP P 2015-08-25 2025-04-28
ALCON AG ORD SHS (SWITZERLAND) P 2022-09-19 2025-03-12
BECTON DICKINSON & COMPANY P 2022-05-16 2025-12-18
EDISON INTERNATIONAL P 2020-03-18 2025-06-16
ICON PLC SHS (IRELAND) P 2024-12-06 2025-04-22
JOHNSON & JOHNSON P 2010-07-22 2025-05-20
MARVELL TECHNOLOGY INCORP P 2025-06-27 2025-12-31
MICROSOFT CORP P 2013-04-03 2025-05-20
NORTHROP GRUMMAN CORP P 2020-01-02 2025-05-20
ORACLE CORP P 2018-06-21 2025-03-27
PAYPAL HLDGS INCORP P 2022-02-02 2025-12-22
RTX CORP P 2020-04-13 2025-06-09
SALESFORCE INCORP P 2020-05-29 2025-08-25
STARBUCKS CORP P 2025-05-14 2025-12-10
TAIWAN SEMICONDUCTOR MFG LIMITED P 2024-05-15 2025-04-08
TARGET CORP P 2023-10-25 2025-05-20
UNION PAC CORP P 2023-07-31 2025-09-05
US BANCORP DEL COM NEW P 2011-07-20 2025-07-01
VISA INCORP COM CLASS A P   2025-02-14
WORKDAY INCORP CLASS A P 2021-01-06 2025-09-10
ZOETIS INCORP CLASS A P 2016-03-15 2025-06-26
ADOBE INCORP P 2022-12-20 2025-04-28
ALPHABET INCORP CAP STK CLASS A P 2022-10-05 2025-05-20
BERKSHIRE HATHAWAY INCORP CLASS B P 2019-03-27 2025-05-20
EDISON INTERNATIONAL P 2020-04-16 2025-10-27
INTEL CORP P 2022-02-17 2025-07-15
JPMORGAN CHASE & COMPANY P 2010-07-22 2025-01-02
MCKESSON CORP P 2023-03-28 2025-02-18
MICROSOFT CORP P 2013-05-23 2025-12-03
NORTHROP GRUMMAN CORP P 2020-01-03 2025-05-20
ORACLE CORP P 2018-06-26 2025-03-27
PAYPAL HLDGS INCORP P 2022-02-02 2025-12-29
RTX CORP P 2020-04-13 2025-06-18
SCHWAB CHARLES CORP P 2023-04-11 2025-05-20
STARBUCKS CORP P 2024-08-13 2025-11-04
TAIWAN SEMICONDUCTOR MFG LIMITED P 2024-05-17 2025-04-08
TARGET CORP P 2023-12-07 2025-05-20
UNION PAC CORP P 2023-08-03 2025-09-05
US BANCORP DEL COM NEW P 2011-09-14 2025-07-01
VISA INCORP COM CLASS A P   2025-05-20
WORKDAY INCORP CLASS A P 2021-01-26 2025-09-11
ZOETIS INCORP CLASS A P 2016-03-15 2025-07-01
ADOBE INCORP P 2023-07-19 2025-04-28
AMAZON COM INCORP P   2025-05-20
BROADCOM INCORP P 2024-07-31 2025-09-19
EDISON INTERNATIONAL P 2020-07-06 2025-10-27
INTEL CORP P 2022-02-17 2025-08-08
JPMORGAN CHASE & COMPANY P 2012-01-13 2025-01-02
MCKESSON CORP P 2023-03-28 2025-07-28
MICROSOFT CORP P 2013-05-31 2025-12-18
NORTHROP GRUMMAN CORP P 2020-01-03 2025-06-09
OREILLY AUTOMOTIVE INCORP P 2024-09-05 2025-07-02
PAYPAL HLDGS INCORP P 2022-08-16 2025-12-29
RTX CORP P 2020-04-13 2025-12-18
SEMPRA P 2010-07-22 2025-05-20
STARBUCKS CORP P 2024-08-13 2025-11-05
TAIWAN SEMICONDUCTOR MFG LIMITED P 2024-05-17 2025-04-09
TESLA INCORP P 2022-11-21 2025-12-16
UNION PAC CORP P 2023-08-03 2025-09-08
US BANCORP DEL COM NEW P 2013-04-03 2025-07-01
VISA INCORP COM CLASS A P   2025-06-16
WORKDAY INCORP CLASS A P 2021-01-26 2025-09-12
ZOETIS INCORP CLASS A P 2016-03-15 2025-07-07
AIR PRODUCTS & CHEMICALS INCORP P 2010-07-22 2025-09-19
AMAZON COM INCORP P 2010-07-22 2025-05-20
BROADCOM INCORP P 2024-07-31 2025-12-18
EDISON INTERNATIONAL P 2020-07-06 2025-10-28
INTEL CORP P 2022-03-23 2025-08-08
JPMORGAN CHASE & COMPANY P 2012-01-13 2025-02-21
MCKESSON CORP P 2023-06-12 2025-12-18
MICROSOFT CORP P 2023-07-16 2025-12-18
NORTHROP GRUMMAN CORP P 2020-04-22 2025-06-09
OTIS WORLDWIDE CORP P 2019-07-25 2025-05-20
PAYPAL HLDGS INCORP P 2022-08-16 2025-12-31
S&P GLOBAL INCORP P 2018-11-15 2025-05-20
SEMPRA P 2013-04-03 2025-05-20
STARBUCKS CORP P 2024-08-13 2025-11-10
TAIWAN SEMICONDUCTOR MFG LIMITED P 2024-05-22 2025-04-09
THERMO FISHER SCIENTIFIC INCORP P 2015-12-10 2025-02-06
UNION PAC CORP P 2023-08-03 2025-09-10
US BANCORP DEL COM NEW P 2013-05-23 2025-07-01
VISA INCORP COM CLASS A P   2025-07-15
WORKDAY INCORP CLASS A P 2021-02-26 2025-09-12
ZOETIS INCORP CLASS A P 2020-04-06 2025-07-07
AIR PRODUCTS & CHEMICALS INCORP P 2010-07-22 2025-12-18
AMAZON COM INCORP P 2010-07-22 2025-12-18
CAPITAL ONE FINL CORP P 2024-03-27 2025-04-04
EDISON INTERNATIONAL P 2020-09-03 2025-10-28
INTEL CORP P 2022-03-25 2025-08-08
JPMORGAN CHASE & COMPANY P 2012-01-13 2025-05-20
MERCK & COMPANY INCORP P 2013-04-03 2025-05-02
MONSTER BEVERAGE CORP NEW P 2020-03-05 2025-05-20
NORTHROP GRUMMAN CORP P 2020-04-22 2025-11-12
OTIS WORLDWIDE CORP P 2020-02-26 2025-05-20
PAYPAL HLDGS INCORP P 2022-01-05 2025-11-14
S&P GLOBAL INCORP P 2018-11-15 2025-06-03
SEMPRA P 2013-04-03 2025-09-19
STARBUCKS CORP P 2024-08-13 2025-11-12
TAIWAN SEMICONDUCTOR MFG LIMITED P 2024-05-22 2025-04-10
THERMO FISHER SCIENTIFIC INCORP P 2015-12-10 2025-02-07
UNION PAC CORP P 2023-08-21 2025-09-10
US BANCORP DEL COM NEW P 2013-05-31 2025-07-01
VISA INCORP COM CLASS A P   2025-07-17
WORKDAY INCORP CLASS A P 2021-03-03 2025-09-12
ZOETIS INCORP CLASS A P 2020-04-06 2025-07-10
(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 1,592   1,470 122
b 2,133   1,241 892
c 4,697   1,404 3,293
d 1,697   999 698
e 3,367   3,768 -401
1,090   2,850 -1,760
4,343   592 3,751
1,252   678 574
2,510   1,290 1,220
7,844   4,350 3,494
835   598 237
9,218   8,508 710
968   334 634
924   395 529
1,253   1,421 -168
1,512   1,542 -30
802   270 532
432   449 -17
2,075   1,685 390
2,312     2,312
661   715 -54
1,593   1,935 -342
2,416   2,939 -523
89   53 36
1,876   588 1,288
3,686   2,630 1,056
1,403   1,637 -234
693   1,817 -1,124
4,715   592 4,123
1,669   924 745
1,192   599 593
2,164   3,983 -1,819
4,839   538 4,301
3,626   468 3,158
2,365   881 1,484
924   415 509
1,280   1,421 -141
2,006   1,270 736
401   275 126
863   891 -28
3,459   3,251 208
1,655     1,655
1,102   1,227 -125
1,428   1,764 -336
911   517 394
2,575   895 1,680
6,401   2,602 3,799
1,557   630 927
1,882   3,059 -1,177
6,924   1,118 5,806
3,338   2,309 1,029
2,631   1,292 1,339
1,923   3,413 -1,490
1,849   215 1,634
3,698   468 3,230
1,636   979 657
6,469   3,252 3,217
991   1,137 -146
1,888   2,524 -636
2,916   491 2,425
1,288   1,336 -48
1,614   1,310 304
2,418     2,418
441   493 -52
1,185   1,414 -229
529   310 219
4,935   1,784 3,151
2,424   1,001 1,423
13,771   5,665 8,106
2,198   1,644 554
1,154   203 951
7,511   4,573 2,938
1,399   630 769
2,885   5,294 -2,409
4,347   2,811 1,536
75,941   113,018 -37,077
1,090   658 432
6,020   3,189 2,831
1,073   1,269 -196
94   126 -32
1,487   842 645
1,717   1,699 18
33,851   36,803 -2,952
5,897   3,642 2,255
706   739 -33
474   585 -111
882   592 290
50,000   50,000  
4,930   2,002 2,928
3,825   1,593 2,232
4,426   3,288 1,138
923   162 761
10,771   343 10,428
1,863   347 1,516
4,086   7,499 -3,413
2,699   5,598 -2,899
1,658   920 738
1,916   1,151 765
3,100   1,717 1,383
2,651   3,124 -473
1,874   2,488 -614
374   211 163
429   472 -43
2,559   7,289 -4,730
11,530   6,763 4,767
1,177   1,245 -68
1,872   2,341 -469
1,676   1,145 531
14,546   3,638 10,908
53,637   62,009 -8,372
765   755 10
738   628 110
5,626   1,124 4,502
12,783   458 12,325
2,561   1,881 680
240   448 -208
1,350   2,869 -1,519
2,168   1,229 939
821   487 334
2,657   1,733 924
587   656 -69
937   1,229 -292
1,497   893 604
2,633   594 2,039
1,817   5,574 -3,757
2,070   1,214 856
1,177   1,384 -207
1,638   2,156 -518
564   362 202
6,180   1,299 4,881
671   300 371
5,211   3,044 2,167
2,288   1,243 1,045
3,130   562 2,568
3,331   114 3,217
2,561   1,999 562
683   1,345 -662
2,573   6,663 -4,090
638   371 267
2,589   1,623 966
883   578 305
670   758 -88
375   498 -123
2,146   2,332 -186
720   178 542
1,258   3,054 -1,796
1,177   1,380 -203
2,453   609 1,844
1,872   2,463 -591
3,665   2,685 980
2,171   1,096 1,075
2,350   1,172 1,178
2,570   1,962 608
2,578   1,660 918
1,350   1,197 153
6,606   7,515 -909
2,022   811 1,211
2,048   2,619 -571
898   2,847 -1,949
2,057   1,112 945
1,295   923 372
4,859   3,264 1,595
3,899   2,413 1,486
1,053   1,368 -315
2,196   2,372 -176
7,203   2,043 5,160
2,572   1,842 730
2,354   2,791 -437
1,652   406 1,246
936   1,269 -333
2,771   2,066 705
2,980   1,461 1,519
724   894 -170
7,552   565 6,987
1,665   996 669
2,131   1,996 135
367   410 -43
2,377   811 1,566
2,014   64 1,950
599   1,320 -721
4,113   1,389 2,724
1,201   923 278
3,037   2,077 960
398   241 157
1,820   2,296 -476
2,230   2,372 -142
480   227 253
50,000   50,000  
3,229   3,323 -94
1,661   406 1,255
774   154 620
89   69 20
2,982   1,323 1,659
483   688 -205
698   1,076 -378
256,331   242,714 13,617
428   399 29
3,199   188 3,011
1,198   406 792
6,134   150 5,984
2,086   4,621 -2,535
2,057   932 1,125
1,733   1,305 428
1,797   1,398 399
1,593   956 637
479   551 -72
1,115   1,161 -46
231   125 106
6,258     6,258
1,702   1,772 -70
1,153   284 869
5,885   1,229 4,656
2,136   1,594 542
2,917   3,774 -857
4,102   4,139 -37
2,722   4,305 -1,583
3,067   1,141 1,926
855   777 78
8,226   514 7,712
475   353 122
2,193   649 1,544
1,082   2,376 -1,294
2,780   1,243 1,537
743   519 224
663   695 -32
2,944   3,099 -155
1,965   2,203 -238
2,203   2,322 -119
1,153   652 501
5,313     5,313
1,587   1,551 36
2,032   528 1,504
2,575   2,364 211
2,861   1,707 1,154
8,134   3,197 4,937
1,707   1,788 -81
3,567   7,445 -3,878
3,623   588 3,035
5,962   3,545 2,417
2,401   172 2,229
2,849   2,238 611
11,694   3,573 8,121
119   264 -145
3,383   1,429 1,954
3,563   2,076 1,487
633   750 -117
2,208   2,285 -77
1,965   2,705 -740
220   230 -10
3,459   1,767 1,692
1,829     1,829
1,357   1,408 -51
2,376   609 1,767
736   1,062 -326
6,122     6,122
1,724   789 935
5,405   5,322 83
594   1,441 -847
7,247   1,072 6,175
10,585   5,318 5,267
2,434   176 2,258
5,395   4,103 1,292
6,257   5,283 974
1,544   2,642 -1,098
1,794   621 1,173
785   252 533
1,626   1,875 -249
1,460   1,523 -63
5,283   1,876 3,407
1,088   1,152 -64
2,306   1,678 628
3,211     3,211
896   938 -42
1,577   406 1,171
1,742   392 1,350
25,508   752 24,756
2,638   1,263 1,375
281   280 1
2,972   7,289 -4,317
5,301   715 4,586
1,621   789 832
4,868   362 4,506
981   678 303
1,473   1,074 399
234   407 -173
3,641   1,277 2,364
3,142   1,603 1,539
423   469 -46
1,460   1,559 -99
5,749   1,351 4,398
856   922 -66
692   526 166
8,692     8,692
1,120   1,238 -118
789   621 168
2,228   588 1,640
12,024   319 11,705
4,519   4,280 239
1,403   1,320 83
1,288   3,353 -2,065
2,658   357 2,301
2,086   1,081 1,005
1,569   843 726
6,163   3,729 2,434
1,130   845 285
635   1,904 -1,269
1,077   384 693
829   401 428
1,762   1,875 -113
756   779 -23
2,854   675 2,179
642   673 -31
692   534 158
3,149     3,149
448   477 -29
2,389   1,862 527
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       122
b       892
c       3,293
d       698
e       -401
      -1,760
      3,751
      574
      1,220
      3,494
      237
      710
      634
      529
      -168
      -30
      532
      -17
      390
      2,312
      -54
      -342
      -523
      36
      1,288
      1,056
      -234
      -1,124
      4,123
      745
      593
      -1,819
      4,301
      3,158
      1,484
      509
      -141
      736
      126
      -28
      208
      1,655
      -125
      -336
      394
      1,680
      3,799
      927
      -1,177
      5,806
      1,029
      1,339
      -1,490
      1,634
      3,230
      657
      3,217
      -146
      -636
      2,425
      -48
      304
      2,418
      -52
      -229
      219
      3,151
      1,423
      8,106
      554
      951
      2,938
      769
      -2,409
      1,536
      -37,077
      432
      2,831
      -196
      -32
      645
      18
      -2,952
      2,255
      -33
      -111
      290
       
      2,928
      2,232
      1,138
      761
      10,428
      1,516
      -3,413
      -2,899
      738
      765
      1,383
      -473
      -614
      163
      -43
      -4,730
      4,767
      -68
      -469
      531
      10,908
      -8,372
      10
      110
      4,502
      12,325
      680
      -208
      -1,519
      939
      334
      924
      -69
      -292
      604
      2,039
      -3,757
      856
      -207
      -518
      202
      4,881
      371
      2,167
      1,045
      2,568
      3,217
      562
      -662
      -4,090
      267
      966
      305
      -88
      -123
      -186
      542
      -1,796
      -203
      1,844
      -591
      980
      1,075
      1,178
      608
      918
      153
      -909
      1,211
      -571
      -1,949
      945
      372
      1,595
      1,486
      -315
      -176
      5,160
      730
      -437
      1,246
      -333
      705
      1,519
      -170
      6,987
      669
      135
      -43
      1,566
      1,950
      -721
      2,724
      278
      960
      157
      -476
      -142
      253
       
      -94
      1,255
      620
      20
      1,659
      -205
      -378
      13,617
      29
      3,011
      792
      5,984
      -2,535
      1,125
      428
      399
      637
      -72
      -46
      106
      6,258
      -70
      869
      4,656
      542
      -857
      -37
      -1,583
      1,926
      78
      7,712
      122
      1,544
      -1,294
      1,537
      224
      -32
      -155
      -238
      -119
      501
      5,313
      36
      1,504
      211
      1,154
      4,937
      -81
      -3,878
      3,035
      2,417
      2,229
      611
      8,121
      -145
      1,954
      1,487
      -117
      -77
      -740
      -10
      1,692
      1,829
      -51
      1,767
      -326
      6,122
      935
      83
      -847
      6,175
      5,267
      2,258
      1,292
      974
      -1,098
      1,173
      533
      -249
      -63
      3,407
      -64
      628
      3,211
      -42
      1,171
      1,350
      24,756
      1,375
      1
      -4,317
      4,586
      832
      4,506
      303
      399
      -173
      2,364
      1,539
      -46
      -99
      4,398
      -66
      166
      8,692
      -118
      168
      1,640
      11,705
      239
      83
      -2,065
      2,301
      1,005
      726
      2,434
      285
      -1,269
      693
      428
      -113
      -23
      2,179
      -31
      158
      3,149
      -29
      527
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 2 387,503
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 -22,630
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 6,823
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,823
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,823
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 351
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 2,326
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,326 Refunded 11  
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)
FL
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 ofHELEN BROWN Telephone no. (813) 832-0582

Located atPO BOX 18065TAMPAFL ZIP+433679
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)
 
No
(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
 
 
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
 
 
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
HELEN BROWN PRESIDENT
5.00 		0 0 0
3202 FAIR OAKS AVE
TAMPA,FL33611
CAROLINE SNYDER SECRETARY/TR
5.00 		0 0 0
3308 SIERRA CIRCLE
TAMPA,FL33629
MATTHEW HOLTSINGER DIRECTOR
1.00 		0 0 0
3308 SIERRA CIRCLE
TAMPA,FL33629
KYLE HOLTSINGER DIRECTOR
1.00 		0 0 0
3308 SIERRA CIRCLE
TAMPA,FL33629
ANN LOWRY BROWN DIRECTOR
1.00 		0 0 0
3202 FAIR OAKS AVE
TAMPA,FL33611
ELIZABETH B BROWN DIRECTOR
1.00 		0 0 0
PO BOX 18065
TAMPA,FL33679
ALLISON A SNYDER DIRECTOR
1.00 		0 0 0
PO BOX 18065
TAMPA,FL33679
EMMALA P BROWN DIRECTOR
1.00 		0 0 0
PO BOX 18065
TAMPA,FL33679
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...................  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
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
6,618,548
b
Average of monthly cash balances.......................
1b
382,066
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,000,614
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
7,000,614
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
105,009
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,895,605
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
344,780
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
344,780
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,823
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,823
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
337,957
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
337,957
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
337,957
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
274,033
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
274,033
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 7 337,957
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 270,648
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 270,648
4Qualifying distributions for 2025 from Part
XI, line 4: $ 274,033
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 274,033
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025. 63,924 63,924
(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 5 206,724
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		206,724
10 Analysis of line 9:
a Excess from 2021 .... 206,724
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

YOUNG LIFE AFRICA

420 N CASCADE AVE
COLORADO SPRINGS,CO80903 		    STAFF SALARY 12,000

ST JOHN'S SCHOOL

1002 S ROME AVE
TAMPA,FL33606 		    CLASSROOM NAMING 25,000

ST JOHN'S CHURCH

906 S ORLEANS AVE
TAMPA,FL33606 		    SACRED SPACES 50,000

LIFEPATH HOSPICE

310 W AZEELE ST
TAMPA,FL33609 		    SPRING SOIREE AND HOMERUNS 15,000

UNIVERSITY OF TAMPA

401 W KENNEDY BLVD
TAMPA,FL33606 		    EDUCATION 800

ZOO TAMPA

1101 W SLIGH AVE
TAMPA,FL33604 		    KARAMU GALA 12,500

FLORIDA WILDLIFE CORRIDOR

2606 FAIRFIELD AVE S
BLDG 7
ST PETERSBURG,FL33712 		    ENVIRONMENTAL 15,000

BECKY WALKER SCHOLARSHIP FUND

3916 W CORONA ST
TAMPA,FL33629 		    SCIENCE SCHOLARSHIP 5,000

TAMPA BAY HISTORY CENTER

801 WATER ST
TAMPA,FL33602 		    GALA SPONSORSHIP 25,000

YOUNG LIFE SOUTHWIND

18115 SE 95TH STREET RD
OCKLAWAHA,FL32179 		    COMMUNITY 15,000

CUP INC

3408 S DALE MABRY
TAMPA,FL33629 		    TABLE SPONSOR 5,000

ST JOSEPH'S CHILDREN'S HOSPITAL

3001 W DR MARTIN LUTHER
TAMPA,FL33607 		    COMMUNITY 20,000

YOUNG LIFE CAPERNAUM

1123 HANCHETT AVE
SAN JOSE,CA95126 		    COMMUNITY 10,000

YOUNG LIFE SOUTH TAMPA

3501 W SAN JOSE ST
TAMPA,FL33629 		    GOLF TOURNAMENT 1,000

MARY LEE'S HOUSE

2806 N ARMENIA AVE
TAMPA,FL33607 		    GALA SPONSOR 5,000

WEDU - WHEN THE RIGHTEOUS TRIUMPH

1300 N BLVD
TAMPA,FL33607 		    COMMUNITY 10,000

NEW CANAAN YMCA

564 SOUTH AVE
NEW CANAAN,CT06840 		    COMMUNITY 4,400

FIRST PRESBYTERIAN CHURCH

3302 W HORATIO ST
TAMPA,FL33609 		    RELIGIOUS 13,333

SPECIAL OPERATIONS FUND

901 N STUART STREET
ARLINGTON,VA22203 		    DOUG TUTTLE MEMORY 5,000

HENRY B PLANT MUSEUM

401 W KENNEDY BLVD
TAMPA,FL33606 		    EDUCATION 5,000

VOICES AGAINST SEXUAL ASSAULT

200 FRANDORSON CIR 200
APOLLO BEACH,FL33572 		    COMMUNITY 5,000

FRAMEWORKS

402 E OAK AVE
TAMPA,FL33602 		    COMMUNITY 5,000

SALESIAN YOUTH CENTER

302 W GLADYS ST
TAMPA,FL33602 		    COMMUNITY 5,000

SAMFORD UNIVERSITY

800 LAKESHORE DR
HOMEWOOD,AL35229 		    EDUCATION 5,000
Total ................................. 3a 274,033
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 ....     14 179,641  
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 ............ 		    18 301,451 85,934
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   481,092 85,934
13Total. Add line 12, columns (b), (d), and (e)..................
13
567,026
(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:
THE LOWRY MURPHEY FAMILY FOUNDATION
EIN:
59-2824550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 3,700 3,700    

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TY 2025 GainLossSaleOtherAssetsSch
Name:
THE LOWRY MURPHEY FAMILY FOUNDATION
EIN:
59-2824550
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PAYPAL HLDGS INCORP 2024-05 PURCHASE 2025-12   878 996     -118  

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE LOWRY MURPHEY FAMILY FOUNDATION
EIN:
59-2824550
Name of Bond End of Year Book Value End of Year Fair Market Value
RAYMOND JAMES 497,306 499,961
SCHWAB INVESTING 10 9

TY 2025 InvestmentsCorpStockSchedule
Name:
THE LOWRY MURPHEY FAMILY FOUNDATION
EIN:
59-2824550
Name of Stock End of Year Book Value End of Year Fair Market Value
RAYMOND JAMES 1,295,844 2,442,208
SCHWAB INVESTING 2,860,764 3,549,083

TY 2025 OtherIncreasesSchedule
Name:
THE LOWRY MURPHEY FAMILY FOUNDATION
EIN:
59-2824550
Description Amount
TIMING DIFFERENCES 1,301


TY 2025 OtherProfessionalFeesSchedule
Name:
THE LOWRY MURPHEY FAMILY FOUNDATION
EIN:
59-2824550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SCHWAB INVESTING ADVISOR FEES 28,094 28,094    
RAYMOND JAMES ADVISOR FEES 38,076 38,076    
SCHWAB OPERATING ADVISOR FEES 335 335    


TY 2025 TaxesSchedule
Name:
THE LOWRY MURPHEY FAMILY FOUNDATION
EIN:
59-2824550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 EXCISE TAX 6,103 6,103