BETA

MERRICK FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MERRICK FAMILY FOUNDATION (EIN 75-2851383)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202413199349103561
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T13:06:21-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 N PEARL ST STE 2000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752012493ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752851383EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRICK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERRBusinessNameControlTxt
Phone2147509407PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13625 GREENBRIER DRAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICHOLAS A MERRICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2147509407PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN COLLINS IIIPreparerPersonNm
PTINP00855492PTIN
Phone2149991400PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,056,353FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$401,984ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$17,006DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,006DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,442NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,442GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,442CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$92,054OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$92,054OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$539,486TotalRevAndExpnssAmt
Total Net Invst Incm$137,502TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$34,972OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,972OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,972TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,972TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$578,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$578,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$618,472TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,972TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$578,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,986ExcessRevenueOverExpensesAmt
Net Investment Income$102,530NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$165,673CashBOYAmt
Cash EOY$116,639CashEOYAmt
Cash EOYFMV$116,639CashEOYFMVAmt
Other Investments BOY$642,847OtherInvestmentsBOYAmt
Other Investments EOY$939,714OtherInvestmentsEOYAmt
Other Investments EOYFMV$939,714OtherInvestmentsEOYFMVAmt
Total Assets BOY$808,520TotalAssetsBOYAmt
Total Assets EOY$1,056,353TotalAssetsEOYAmt
Total Assets EOYFMV$1,056,353TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$808,520RetainedEarningBOYAmt
Retained Earning EOY$1,056,353RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$808,520TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,056,353TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$808,520TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,056,353TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$808,520TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,986ExcessRevenueOverExpensesAmt
Other Increases$326,819OtherIncreasesAmt
Subtotal$1,056,353SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,056,353TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMEMBRESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2023-01-01AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$28,442GrossSalesPriceAmt
Gain Or Loss$28,442GainOrLossAmt
Gains Minus Excess Or Losses$28,442GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$28,442CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,425InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,425SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,425TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,363EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,863TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,438OverpaymentAmt
Applied To ES Tax$1,438AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNICHOLAS A MERRICKIndividualWithBooksNm
Phone2146928116PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13625 GREENBRIER DRAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255106ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NICHOLAS A MERRICK
3625 GREENBRIERDALLASTX75225PRESIDENT1.00$0$0$0
LESLIE T MERRICK
3625 GREENBRIERDALLASTX75225SECRETARY1.00$0$0$0
JUDITH L MERRICK
3625 GREENBRIERDALLASTX75225DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$293,710AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$270,431AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$462,523FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,026,664TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,026,664AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,011,264NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,563MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,563MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,425TaxBasedOnInvestmentIncomeAmt
Total Tax$1,425TotalTaxAmt
Distributable Before Adj$49,138DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,138DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,138DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$578,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$578,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,138DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$274,089ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$333,336ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$416,967ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$396,975ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$332,796ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,754,163TotalExcessDistributionCyovAmt
Qualifying Distributions$578,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,138AppliedToCurrentYearAmt
Remaining Distri From Corpus$529,362RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,283,525TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$274,089ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,009,436ExcessDistriCyovToNextYrAmt
Excess From Year4$333,336ExcessFromYear4Amt
Excess From Year3$416,967ExcessFromYear3Amt
Excess From Year2$396,975ExcessFromYear2Amt
Excess From Year1$332,796ExcessFromYear1Amt
Excess From Current Year$529,362ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNICHOLAS A MERRICKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACT FOUNDATION
PO BOX 225225DALLASTX75222PCGENERAL SUPPORT$20,000
CATHOLIC CHARITIES - DALLAS
1421 MOCKINGBIRD LANEDALLASTX75247PCGENERAL SUPPORT$45,000
CISTERCIAN PREPARATORY SCHOOL
3660 CISTERCIAN ROADIRVINGTX75039PCEDUCATIONAL SUPPORT$115,000
COUNCIL FOR LIFE
4516 LOVERS LN PMB 103DALLASTX75225PCUNRESTRICTED GRANT$12,000
CROSSWORLD
10000 N OAK TRAFFICWAYKANSAS CITYMO64165PCGENERAL SUPPORT$1,000
EQUEST WOMEN'S AUXILIARY
811 PEMBERTON HILL RD BUILDING 4DALLASTX75217PCGENERAL SUPPORT$3,000
EQUIPNET
PO BOX 860ALAMOCA94507PCGENERAL SUPPORT$1,500
FOOD FOR THE HUNGRY
1224 E WASHINGTON STREETPHOENIXAZ85034PCGENERAL SUPPORT$10,000
GREY NUNS OF THE SACRED HEART
14500 BUSTLETON AVENUEPHILADELPHIAPA19116PCGENERAL SUPPORT$4,000
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163PCEDUCATIONAL SUPPORT$20,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI492421205PCGENERAL SUPPORT$1,000
JH RANCH
402 OFFICE PARK DRIVE STE 310BIRMINGHAMAL35223PCGENERAL SUPPORT$10,000
KIDS ACROSS AMERICA
2036 TIMBERLAKE RDBRANSONMO65616PCGENERAL SUPPORT$5,000
MERCY STREET DALLAS
3801 HOLYSTONE STDALLASTX75212PCGENERAL SUPPORT$5,000
NORTH GEORGIA CHRISTIAN CAMP
531 CHRISTIAN CAMP LANECLARKSVILLEGA30523PCGENERAL SUPPORT$1,500
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075PCGENERAL SUPPORT$35,000
OLV CHARITIES
780 RIDGE ROADLACKAWANNANY14218PCGENERAL SUPPORT$15,000
ONE HUNDRED SHARES - DALLAS INC
3700 POTOMAC AVENUEDALLASTX75205PCGENERAL SUPPORT$1,000
PARK CITIES PRESBYTERIAN CHURCH
4124 OAK LAWNDALLASTX75219PCGENERAL SUPPORT$20,000
PRAGER UNIVERSTIY FOUNDATION
15021 VENTURA BLVD 552SHERMANCA91403PCGENERAL SUPPORT$1,000
SETON LASALLE CATHOLIC HIGH SCHOOL
1000 MCNEILLY RDMOUNT LEBANONPA15226PCGENERAL SUPPORT$100,000
SOUTH FRANKLIN COUNTY VOLUNTEER FIRE DEPARTMENT
264 FM 3357SCROGGINSTX75480PCGENERAL SUPPORT$1,000
ST RITA CATHOLIC COMMUNITY
12521 INWOOD RDDALLASTX75244PCUNRESTRICTED GRANT$18,000
THE NETWORK
PO BOX 13873ARLINGTONVA22219PCGENERAL SUPPORT$20,000
THE SWEETHEART BALL
5500 CARUTH HAVEN LANEDALLASTX75225PCEDUCATIONAL SUPPORT$5,000
THRIVE WOMEN'S CLINIC
12959 JUPITER ROAD SUITE 260DALLASTX75238PCGENERAL SUPPORT$5,500
UNION GOSPEL MISSION
4815 CASS STDALLASTX75235PCGENERAL SUPPORT$5,000
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063PCGENERAL SUPPORT$2,000
YOUNGLIFE
PO BOX 520COLORADO SPRINGSCO80901PCCHRISTIAN YOUTH PROGRAM$10,000
THE BROTHERS OF THE CHRISTIAN SCHOOLS
444-A ROUTE 35 SOUTHEATONTOWNNJ07724PCGENERAL SUPPORT$2,000
CASA DEL LAGO
PO BOX 540324DALLASTX75354PCGENERAL SUPPORT$1,000
HHM HEALTH
5750 PINELAND DRIVEDALLASTX75231PCGENERAL SUPPORT$1,000
THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION
PO BOX 400173CHARLOTTESVILLEVA22904PCEDUCATIONAL SUPPORT$10,000
MOMS FOR AMERICA
893 S MAIN STREET BOX 228ENGLEWOODOH45322PCGENERAL SUPPORT$1,000
SEARCH MINISTRIES
1300 SOUTH UNIVERSITY DRIVE SUITEFORT WORTHTX76107PCGENERAL SUPPORT$25,000210
SONS OF THE FLAG
PO BOX 803487DALLASTX75380PCGENERAL SUPPORT$3,000
VIRGINIA ATHLETICS FOUNDATION
PO BOX 400833CHARLOTTESVILLEVA22904PCGENERAL SUPPORT$25,000
UVA FUND
PO BOX 400314CHARLOTTESVILLEVA22904PCGENERAL SUPPORT$5,000
JUVENILE DIABETICS RESEARCH FOUNDATION
200 VESEY STREET 28TH FLOORNEW YORKNY10281PCGENERAL SUPPORT$2,000
INTERNATIONAL JUSTICE MISSION
PO BOX 2227ARLINGTONVA22202PCGENERAL SUPPORT$10,000
FELLOWSHIP FOR PERFORMING ARTS
630 NINTH AVENUE SUITE 1409NEW YORKNY10036PCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$578,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,006ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$92,054ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,442ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$137,502ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,502TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonNICHOLAS A MERRICKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13625 GREENBRIERAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Total Contributions$401,984TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSTATEMENT OF CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferencePART VII-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationNAME AND ADDRESS OF CONTROLLED ENTITY:MEMBRES, LLC8111 DOUGLAS AVE, SUITE 900DALLAS, TX 75225EMPLOYER IDENTIFICATION NUMBER (EIN): 35-2422196IS THE CONTROLLED ENTITY AN EXCESS BUSINESS HOLDING? NOMediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MEMBRES, LLCFMV$525,464$525,464
JPMORGAN - KKRFMV$414,250$414,250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$92,054RevenueAndExpensesPerBooksAmt
Net Investment Income$92,054NetInvestmentIncomeAmt
Adjusted Net Income$92,054AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$326,819Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMEMBRES LLC PORTFOLIO DEDUCTCategoryTxt
Amt$34,972Amt
Net Investment Income$34,972NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PAYMENTCategoryTxt
Amt$5,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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