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Nonprofit · EIN 51-0478343

MCMURTRY FAMILY FOUNDATION

Tax-exempt · VENICE, FL 34285

Financials

$901K$1.8M2023$1.2M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of MCMURTRY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,245,572$1,851,722-$606,150$10,460,258$0$10,460,258
December 31, 2023990-PF$901,106$1,818,419-$917,313$11,065,850$0$11,065,850
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$509,010
Interest
$699
Net gain from sales of assets
$735,863

Expenses

Grants and similar amounts paid
$1,759,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,760,729
Excise tax on investment income
$16,296

Balance sheet and other

Total assets, start of year
$11,065,850
Total assets, end of year
$10,460,258
Total liabilities, end of year
$0
Net assets, end of year
$10,460,258
Fair market value of assets
$16,697,043
Qualifying distributions
$1,760,729
Net investment income
$1,245,572

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ANN K MCMURTRY
620 SAND HILL ROAD 323F, PALO ALTO, CA 94304
TRUSTEE1$0
CATHRYN MCMURTRY
620 SAND HILL ROAD 418E, PALO ALTO, CA 94304
TRUSTEE1$0
JOHN MCMURTRY
650 COTTON STREET, MENLO PARK, CA 94025
TRUSTEE1$0
JILL CHOATE
2390 SE MEADOW COURT, GRESHAM, OR 97080
TRUSTEE1$0
ROBERT GOLDMAN
100 LARKSPUR LANDING CIRCLE SUITE, 112, LARKSPUR, CA 94939
TRUSTEE1$0
MICHAEL HARTLEY
DKE INC 101 WEST VENICE AVENUE, VENICE, FL 34285
TRUSTEE1$0
MICHAEL TILLMAN
HAILE VILLAGE CTR 5346 SW 91ST, TERRACE, GAINESVILLE, FL 32608
TRUSTEE1$0
TRACY HOM
50 CALIFORNIA STREET SUITE 3550, SAN FRANCISCO, CA 94111
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
ANN K MCMURTRY
620 SAND HILL ROAD 323F, PALO ALTO, CA 94304
TRUSTEE1$0
CATHRYN MCMURTRY
620 SAND HILL ROAD 418E, PALO ALTO, CA 94304
TRUSTEE1$0
JOHN MCMURTRY
650 COTTON STREET, MENLO PARK, CA 94025
TRUSTEE1$0
JILL CHOATE
2390 SE MEADOW COURT, GRESHAM, OR 97080
TRUSTEE1$0
ROBERT GOLDMAN
100 LARKSPUR LANDING CIRCLE SUITE, 112, LARKSPUR, CA 94939
TRUSTEE1$0
MICHAEL HARTLEY
DKE INC 101 WEST VENICE AVENUE, VENICE, FL 34285
TRUSTEE1$0
MICHAEL TILLMAN
HAILE VILLAGE CTR 5346 SW 91ST, TERRACE, GAINESVILLE, FL 32608
TRUSTEE1$0
TRACY HOM
50 CALIFORNIA STREET SUITE 3550, SAN FRANCISCO, CA 94111
TRUSTEE1$0

Address and contacts

Address (IRS master file)
100 W VENICE AVE STE G, VENICE, FL 34285-1928
In care of
% MICHAEL T HARTLEY
Signed the 990-PF
ANN K MCMURTRY, TRUSTEE
Phone
(941) 485-8220
Return prepared by
REALIZE CPA LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
51-0478343
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,460,258
Income (IRS master file)
$2,030,678

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,245,572$1,851,722$10,460,258XML
990-PFDecember 2023$901,106$1,818,419$11,065,850XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0478343).

Questions about MCMURTRY FAMILY FOUNDATION

What is the EIN of MCMURTRY FAMILY FOUNDATION?
The employer identification number (EIN) of MCMURTRY FAMILY FOUNDATION is 51-0478343.
Is MCMURTRY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to MCMURTRY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCMURTRY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MCMURTRY FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MCMURTRY FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MCMURTRY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does MCMURTRY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,245,572, expenses of $1,851,722 and total assets of $10,460,258 at year end.

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