BETA

MERRICK FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MERRICK FAMILY FOUNDATION (EIN 75-2851383)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-08
IRS object ID
202203129349101035
Schema version
2021v4.2
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)
Return2022-11-08T10:21:04-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 N PEARL STREET SUITE 2000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNICHOLASPersonFirstNm
Person LastMERRICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN COLLINS IIIPreparerPersonNm
PTINP00855492PTIN
Phone2149991400PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,194,154FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$84,837ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,038DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,038DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$218,020NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$284,454GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$218,020CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$41,535OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$41,535OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$348,430TotalRevAndExpnssAmt
Total Net Invst Incm$263,593TotalNetInvstIncmAmt
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$69,992OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$69,992OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$69,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$69,992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$456,530ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$456,530ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$526,522TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$69,992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$456,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$178,092ExcessRevenueOverExpensesAmt
Net Investment Income$193,601NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,642CashBOYAmt
Cash EOY$80,919CashEOYAmt
Cash EOYFMV$80,919CashEOYFMVAmt
Other Investments BOY$1,042,004OtherInvestmentsBOYAmt
Other Investments EOY$1,113,235OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,113,235OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,071,646TotalAssetsBOYAmt
Total Assets EOY$1,194,154TotalAssetsEOYAmt
Total Assets EOYFMV$1,194,154TotalAssetsEOYFMVAmt
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$1,071,646AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$1,194,154AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$18,166RetainedEarningBOYAmt
Retained Earning EOY-$196,258RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,071,646TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,194,154TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,071,646TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,194,154TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,071,646TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$178,092ExcessRevenueOverExpensesAmt
Other Increases$300,600OtherIncreasesAmt
Subtotal$1,194,154SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,194,154TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
MEMBRESP2020-01-012021-12-31$83,038$83,038$83,038
JPM - RENASANT CORP 1,891 SHSD2008-03-122021-03-19$84,837$50,546$50,546$34,291
JPM - KKR & CO INC 1,500 SHSP2020-01-012021-12-07$116,579$84,436$84,436$32,143
FieldValueIRS element (for citing)
Capital Gain Net Income$218,020CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,691InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,691SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,691TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,598EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,598TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,907OverpaymentAmt
Applied To ES Tax$2,907AppliedToESTaxAmt
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$406,836AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$747,130FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,263,874TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,263,874AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,958CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,244,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,246MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,246MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,691TaxBasedOnInvestmentIncomeAmt
Total Tax$2,691TotalTaxAmt
Distributable Before Adj$59,555DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,555DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,555DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$456,530ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$456,530QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,555DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$488,960ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$287,102ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$274,089ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$333,336ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$416,967ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,800,454TotalExcessDistributionCyovAmt
Qualifying Distributions$456,530QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,555AppliedToCurrentYearAmt
Remaining Distri From Corpus$396,975RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,197,429TotalCorpusAmt
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$488,960ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,708,469ExcessDistriCyovToNextYrAmt
Excess From Year4$287,102ExcessFromYear4Amt
Excess From Year3$274,089ExcessFromYear3Amt
Excess From Year2$333,336ExcessFromYear2Amt
Excess From Year1$416,967ExcessFromYear1Amt
Excess From Current Year$396,975ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACT FOUNDATION
PO BOX 225225DALLASTX75222PCGENERAL SUPPORT$20,000
CATHOLIC CHARITIES - DALLAS
1421 MOCKINGBIRD LANEDALLASTX75247PCGENERAL SUPPORT$30,000
CISTERCIAN PREPARATORY SCHOOL
3660 CISTERCIAN ROADIRVINGTX75039PCEDUCATIONAL SUPPORT$15,000
COUNCIL FOR LIFE
4516 LOVERS LN PMB 103DALLASTX75225PCUNRESTRICTED GRANT$10,000
FAMILY LEGACY
5005 WEST ROYAL LANE SUITE 252IRVINGTX75063PCGENERAL SUPPORT$5,000
FOOD FOR THE HUNGRY
1224 E WASHINGTON STREETPHOENIXAZ85034PCGENERAL SUPPORT$20,000
GREY NUNS OF THE SACRED HEART
14500 BUSTLETON AVENUEPHILEDELPHIAPA19116PCGENERAL SUPPORT$2,000
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163PCEDUCATIONAL SUPPORT$20,000
JH RANCH
402 OFFICE PARK DRIVE STE 310BIRMINGHAMAL35223PCGENERAL SUPPORT$10,000
MERCY STREET DALLAS
3801 HOLYSTONE STDALLASTX75212PCGENERAL SUPPORT$5,000
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075PCGENERAL SUPPORT$20,000
OLV CHARITIES
780 RIDGE ROADLACKAWANNANY14218PCGENERAL SUPPORT$2,000
OURCALLING
PO BOX 140428DALLASTX75214PCGENERAL SUPPORT$10,000
PARK CITIES PRESBYTERIAN CHURCH
4124 OAK LAWNDALLASTX75219PCGENERAL SUPPORT$20,000
PROVIDENCE CHRISTIAN SCHOOL OF TEXAS
5002 LOVERS LANEDALLASTX75209PCGENERAL SUPPORT$5,000
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$10,000
VIRGINIA ATHLETICS FOUNDATION
PO BOX 400833CHARLOTTESVILLEVA22903PCGENERAL SUPPORT$25,000
WEST DALLAS COMMUNITY SCHOOL
2300 CANADA DRDALLASTX75212PCEDUCATIONAL SUPPORT$2,500
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063PCGENERAL SUPPORT$1,680
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901PCCHRISTIAN YOUTH PROGRAM$10,000
CIRCLE TEN COUNCIL- BOY SCOUTS OF AMERICA
8605 HARRY HINES BLVDDALLASTX75235PCGENERAL SUPPORT$2,000
AFRICA FREEDOM MISSION
PO BOX 23884COLUMBIASC29224PCGENERAL SUPPORT$1,000
BARNABAS AID
80 ABBEYVILLE ROADLANCASTERPA17603PCGENERAL SUPPORT$1,000
BIRDS EYE VIEW PROJECT
12700 PARK CTRL DR STEDALLASTX75251PCGENERAL SUPPORT$250
CHRISTIAN BROTHERS
444-A ROUTE 35 SOUTHEATONTOWNNJ07724PCGENERAL SUPPORT$2,000
CHRISTIAN UNION
19 VANDEVENTER AVENUEPRINCETONNJ08542PCGENERAL SUPPORT$2,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129PCGENERAL SUPPORT$500
FELLOWSHIP OF PERFORMING ARTS
630 9TH AVE SUITE 1409NEW YORKNY10036PCGENERAL SUPPORT$1,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI492421205PCGENERAL SUPPORT$1,000
HIGHLAND PARK MEN'S BASKETBALL BOOSTER CLUB
2800 HANOVER STDALLASTX75225PCGENERAL SUPPORT$2,000
INTERNATIONAL JUSTICE MISSION
PO BOX 96961WASHINGTONDC20090PCGENERAL SUPPORT$5,000
I AM SECOND
2001 W PLANO PKWY STE 2600PLANOTX75075PCGENERAL SUPPORT$1,500
KOREAN CHRISTIAN PRAYER MINISTRIES
3430 LAND RDALPHARETTAGA30004PCGENERAL SUPPORT$2,500
KIDS ACROSS AMERICA
2036 TIMBERLAKE RDBRANSONMO65616PCGENERAL SUPPORT$500
MCINTIRE SCHOOL OF COMMERCE - UVA
PO BOX 400173CHARLOTTESVILLEVA22904PCGENERAL SUPPORT$10,000
PRAGER UNIVERSTIY FOUNDATION
15021 VENTURA BLVD 552SHERMANCA91403PCGENERAL SUPPORT$1,000
SEARCH MINISTRIES
4330 W VICKERY BLVD SUITE 150FORT WORTHTX76107PCGENERAL SUPPORT$15,000
SOUTHWESTERN DIABETIC FOUNDATION
10687 FM678WHITESBOROTX76273PCGENERAL SUPPORT$1,000
STUDENT MOBILIZATION
950 CARSON COVE SUITE 112CONWAYAR72034PCGENERAL SUPPORT$100
SETON LASALLE CATHOLIC HIGH SCHOOL
1000 MCNEILLY RDMOUNT LEBANONPA15226PCGENERAL SUPPORT$100,000
THRIVE WOMEN'S CLINIC
12959 JUPITER ROAD SUITE 260DALLASTX75238PCGENERAL SUPPORT$2,500
HUMAN TRAFFICKING INSTITUTE
712 H STREET NE SUITE 1651WASHINGTONDC20002PCGENERAL SUPPORT$5,000
THE COLSON CENTER
PO BOX 62160COLORADO SPRINGSCO80962PCGENERAL SUPPORT$2,500
TEXAS 4000 FOR CANCER
1111 W 24TH ST STE 200AUSTINTX78705PCGENERAL SUPPORT$500
THOMAS MORE SOCIETY
309 W WASHINGTON STREET SUITE 1250CHICAGOIL60606PCGENERAL SUPPORT$2,500
UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION
PO BOX 400314CHARLOTTESVILLEVA22904PCGENERAL SUPPORT$31,000
WORLD MOVERS
3759 S 74TH STREETTACOMAWA98409PCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$456,530TotalGrantOrContriPdDurYrAmt
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$4,038ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,535ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$218,020ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$263,593ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$263,593TotalIncomeProducingActyAmt

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$84,837TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,891 SHARES OF RENASANT CORP (TICKER: RNST)NoncashPropertyDesc
Fair Market Value$84,837FairMarketValueAmt
Received2021-03-19ReceivedDt

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, LLC5956 SHERRY LANE, STE 1350DALLAS, 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$703,485$703,485
JPMORGAN - KKRFMV$409,750$409,750

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$41,535RevenueAndExpensesPerBooksAmt
Net Investment Income$41,535NetInvestmentIncomeAmt
Adjusted Net Income$41,535AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$300,600Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMEMBRES LLC PORTFOLIO DEDUCTCategoryTxt
Amt$69,992Amt
Net Investment Income$69,992NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.