MERRION FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MERRION FAMILY FOUNDATION (EIN 26-3374889)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201943199349104869
Schema version
2018v3.1
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)
Return2019-11-15T17:34:12-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263374889EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Merrion Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMERRBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonT GREG MERRIONPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520193195000056FederalOriginalSubmissionId
Federal Original Submission Id2019-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54CCAE8F7BC02385263C2CCCA723B6609AD4C170AtSubmissionCreationDeviceId
At Submission Filing Device Id0C5E5A4654C1C37B4810F575F1A1D05F0CA21AEDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,408,853FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,932InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,932InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$101,210DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,210DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$535,492NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,547,865GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$535,492CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,138,634TotalRevAndExpnssAmt
Total Net Invst Incm$638,634TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$23,982OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,982OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,477TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$30,329OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,678OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,651OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,788TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,660TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,651TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$533,134ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$533,134ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$593,922TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,660TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$556,785TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$544,712ExcessRevenueOverExpensesAmt
Net Investment Income$607,974NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,630SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,287SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,287SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$11USGovernmentObligationsBOYAmt
Corporate Stock BOY$4,127,695CorporateStockBOYAmt
Corporate Stock EOY$4,796,185CorporateStockEOYAmt
Corporate Stock EOYFMV$4,688,511CorporateStockEOYFMVAmt
Other Investments BOY$878,847OtherInvestmentsBOYAmt
Other Investments EOY$760,423OtherInvestmentsEOYAmt
Other Investments EOYFMV$717,055OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,015,183TotalAssetsBOYAmt
Total Assets EOY$5,559,895TotalAssetsEOYAmt
Total Assets EOYFMV$5,408,853TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,015,183RetainedEarningBOYAmt
Retained Earning EOY$5,559,895RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,015,183TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,559,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,015,183TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,559,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,015,183TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$544,712ExcessRevenueOverExpensesAmt
Subtotal$5,559,895SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,559,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$1,547,865$1,035,278$512,587$512,587
DISTRIB IN EXCESS OF BASIS-SJC OFFSHORE$22,905
FieldValueIRS element (for citing)
Capital Gain Net Income$535,492CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$551,526AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,751,641NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.09589DistributionYr1Rt
Adjusted Qlfy Distri Yr2$672,644AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,391,463NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.124761DistributionYr2Rt
Adjusted Qlfy Distri Yr3$714,253AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,049,680NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.118065DistributionYr3Rt
Adjusted Qlfy Distri Yr4$633,368AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,184,400NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.102414DistributionYr4Rt
Adjusted Qlfy Distri Yr5$221,180AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,497,260NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040235DistributionYr5Rt
Total Distribution0.481365TotalDistributionRt
Average Distribution0.096273AverageDistributionRt
Net Vl Noncharitable Assets$5,946,114NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$572,450AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,080NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$578,530AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$556,785QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,159InvestmentIncomeExciseTaxAmt
Subtotal$12,159SubtotalAmt
Tax Based On Investment Income$12,159TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,358EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,849ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$12,207TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$48OverpaymentAmt
Applied To ES Tax$48AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Anne M Merrion
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Brittany KM Bleichrodt
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Hannah J Merrion
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Molly J Merrion
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Ryan G Merrion
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Samantha C Merrion
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Sara L Merrion
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
T Greg Merrion
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Tori G Merrion
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,319,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$129,937AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$587,497FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,036,664TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,036,664AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90,550CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,946,114NetVlNoncharitableAssetsAmt
Minimum Investment Return$297,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$297,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,159TaxBasedOnInvestmentIncomeAmt
Total Tax$12,159TotalTaxAmt
Distributable Before Adj$285,147DistributableBeforeAdjAmt
Distributable Before Ded$285,147DistributableBeforeDedAmt
Distributable As Adjusted$285,147DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$556,785ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$556,785QualifyingDistributionsAmt
Adjusted Qualifying Distri$556,785AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$285,147DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr4$77,422ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$418,717ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$411,001ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$270,982ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,178,122TotalExcessDistributionCyovAmt
Qualifying Distributions$556,785QualifyingDistributionsAmt
Applied To Current Year$285,147AppliedToCurrentYearAmt
Remaining Distri From Corpus$271,638RemainingDistriFromCorpusAmt
Total Corpus$1,449,760TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,449,760ExcessDistriCyovToNextYrAmt
Excess From Year4$77,422ExcessFromYear4Amt
Excess From Year3$418,717ExcessFromYear3Amt
Excess From Year2$411,001ExcessFromYear2Amt
Excess From Year1$270,982ExcessFromYear1Amt
Excess From Current Year$271,638ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGrant application to Pamela GarciaRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1610 Reilly AvenueAddressLine1Txt
CityFarmingtonCityNm
State AbbreviationNMStateAbbreviationCd
ZIP87401ZIPCd
FieldValueIRS element (for citing)
Recipient Email Addresspgarcia@merrion.bzRecipientEmailAddressTxt
Form And Info And MaterialsGrant application to Pamela Garcia ONLINE APPLICATION AT pgarcia@merrion.bzFormAndInfoAndMaterialsTxt
Submission DeadlinesGrant application to Pamela Garcia ONLINE APPLICATION AT pgarcia@merrion.bzSubmissionDeadlinesTxt
Restrictions On AwardsGrant application to Pamela Garcia ONLINE APPLICATION AT pgarcia@merrion.bzRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AZTEC BOYS AND GIRLS CLUB INC
PO BOX 488AZTECNM87410N/APCCharitable Event$250
BIG BROTHERS-BIG SISTERS OF CENTRAL NEW MEXICO - S
308 N LOCKE AVEFARMINGTONNM87401N/APCCharitable Event$1,000
BOY SCOUTS OF AMERICA
5841 OFC BLVD NEALBUQUERQUENM87109N/APCGeneral & Unrestricted$500
BOYS & GIRLS CLUB OF FARMINGTON
1925 POSITIVE WAYFARMINGTONNM87401N/APCGeneral & Unrestricted$5,000
BOYS & GIRLS CLUB OF FARMINGTON
1925 POSITIVE WAYFARMINGTONNM87401N/APCCharitable Event$5,000
BOYS & GIRLS CLUB OF FARMINGTON
1925 POSITIVE WAYFARMINGTONNM87401N/APCCharitable Event$1,500
CATHOLIC CHARITIES GALLUP INC
PO BOX 3146GALLUPNM87305N/APCSan Juan Catholic Charities in Farmington, New Mexico$5,000
CATHOLIC DIOCESE OF PUEBLO FOUNDATION INC
101 N GREENWOOD STPUEBLOCO81003N/APCGeneral & Unrestricted$2,000
CHILDHAVEN INC
807 W APACHE STFARMINGTONNM87401N/APCCharitable Event$1,000
COLORADO SCHOOL OF MINES
1500 ILLINOIS STGOLDENCO80401N/AGOVGeneral & Unrestricted$500
COMPETITIVE ENTERPRISE INSTITUTE
1310 L ST NW 7TH FLWASHINGTONDC20005N/APCGeneral & Unrestricted$5,000
DESERT VIEW INC
6100 E MAIN STFARMINGTONNM87402N/APCStrides Against Suicide: Love for Thad Fund$1,000
DIOCESE OF GALLUP
PO BOX 1338GALLUPNM87305N/APCGood Shepherd Priests' Retirement Fund$100,000
DISABLED SPORTS USA - ADAPTIVE SPORTS ASSOCIATION
125 E 32ND STDURANGOCO81301N/APCCharitable Event$1,000
DONT METH WITH US FOUNDATION INC
4429 BELLA VISTA CIRFARMINGTONNM87401N/APCGeneral & Unrestricted$1,000
DRUG FREE SAN JUAN COUNTY INC
PO BOX 444FARMINGTONNM87499N/APCProject Graduation - Local six schools$1,500
EPISCOPAL CHURCH IN NAVAJOLAND
PO BOX 720FARMINGTONNM87499N/APCHozho Center Fund$25,000
FAMILY CRISIS CENTER
208 E APACHE STFARMINGTONNM87401N/APCCharitable Event$1,000
FAMILY POLICY FOUNDATION
8655 EXPLORER DRCOLORADO SPGSCO80920N/APCGeneral & Unrestricted$5,000
FARMINGTON HIGH SCHOOL
2200 N SUNSET AVEFARMINGTONNM87401N/AGOVGeneral & Unrestricted$25,000
FARMINGTON MUSEUM FOUNDATION INC
PO BOX 115FARMINGTONNM87499N/APCFarmington Museum Performance Hall$25,000
FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
PO BOX 17408DENVERCO80217N/APCthe University of Pittsburgh ministry program$2,500
FOUNDATION FOR EDUCATIONAL EXCELLENCE INC
2001 N DUSTIN AVEFARMINGTONNM87401N/APCCharitable Event$1,000
FOUR CORNERS CONFERENCE FOR PROF DEVEL INC
PO BOX 6591FARMINGTONNM87499N/APCJuniper Fund$1,000
FOUR CORNERS FAST PITCH ASSOCIATION
PO BOX 3024FARMINGTONNM87499N/APCTBall Lil' Sting Fund$250
FOUR CORNERS FOUNDATION INC
PO BOX 5160FARMINGTONNM87499N/APCLadies Charity Golf Classic Sponsorship$2,500
FRIENDS OF MOSAIC ACADEMY INC
450 LLANO STAZTECNM87410N/APCCharitable Event$1,000
FRIENDS OF THE LIBRARY OF HAWAII
56-490 KAMEHAMEHA HWYKAHUKUHI96731N/APCGeneral & Unrestricted$500
GRACE PLACE FOR WOMEN INC
4801 N BUTLER AVE STE 3102FARMINGTONNM87401N/APCSteps 4 Life Fund$1,500
HABITAT FOR HUMANITY INTERNATIONAL INC
PO BOX 324FARMINGTONNM87499N/APCGeneral & Unrestricted$1,000
HOUSES WITH HOPE INC
PO BOX 47FARMINGTONNM87499N/APCTo directly address the poverty situation in San Juan County, New Mexico$5,000
IGW CHILDRENS HOPE FOUNDATION INC
PO BOX 1353FARMINGTONNM87499N/APCGeneral & Unrestricted$5,000
INSTITUTE FOR ENERGY RESEARCH
1155 15TH ST NW STE 900WASHINGTONDC20005N/APCGeneral & Unrestricted$5,000
ITS MY VERY OWN BAGS OF LOVE SAN JUAN CHAPTER
7320 TUSCANY WAYFARMINGTONNM87402N/APCBags of Love San Juan County, NM$3,500
LEADERSHIP NEW MEXICO
PO BOX 35696ALBUQUERQUENM87176N/APCCore Program Environment and Natural Resources Session$1,000
LEADERSHIP SAN JUAN INC
4601 COLLEGE BLVDFARMINGTONNM87402N/APCSponsorship of Student Lunches$500
LIFEGUARD
PO BOX 2095DURANGOCO81302N/APCCharitable Event$1,000
MOUNTAIN STATES LEGAL FOUNDATION
2596 S LEWIS WAYLAKEWOODCO80227N/APCGeneral & Unrestricted$5,000
NAVAJO MINISTRIES INCORPORATED
PO BOX 1230FARMINGTONNM87499N/APCGeneral & Unrestricted$10,000
NEW MEXICO INSTITUTE OF MINING & TECHNOLOGY
801 LEROY PLSOCORRONM87801N/APCCharitable Event$400
NORTHWEST NEW MEXICO ARTS COUNCIL
PO BOX 2235FARMINGTONNM87499N/APCMurals for alleys on the north and south side of Main Street$25,000
PASSION PLAY MINISTRIES INTERNATIONAL
514 CASTLEWOOD DREVERGREENCO80439N/APCGeneral & Unrestricted$1,000
PIEDRA VISTA HIGH
5700 COLLEGE BLVDFARMINGTONNM87402N/AGOVPolice Radios Fund$7,634
PRESBYTERIAN MEDICAL SERVICES
1422 PASEO DE PERALTASANTA FENM87501N/APCFestival of Trees 2018 Farmington, NM$10,000
REBOUND NEW MEXICO
PO BOX 95735ALBUQUERQUENM87199N/APCGeneral & Unrestricted$20,000
REGIONAL ANIMAL SHELTER FOUNDATION INC
PO BOX 1242FARMINGTONNM87499N/APCBest Friends Bark in the Park Sponsorship$500
RIGHT TO LIFE COMMITTEE OF NEW MEXICO EDUCATIONAL
2413 WYOMING BLVD NE STE AALBUQUERQUENM87112N/APCAnnual Fundraiser$1,000
RIO GRANDE FOUNDATION INC
5500 BENSON CT NWALBUQUERQUENM87120N/APCGeneral & Unrestricted$2,500
RIVER REACH FOUNDATION INC
PO BOX 2056FARMINGTONNM87499N/APCCharitable Event$1,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
6 W 48TH ST 10TH FLNEW YORKNY10036N/APCFund for Shared Insight's Listen For Good Initiative$5,000
SACRED HEART CATHOLIC SCHOOL
404 N ALLEN AVEFARMINGTONNM87401N/APCNight to Remember 2018 Fund$6,800
SACRED HEART CATHOLIC SCHOOL
404 N ALLEN AVEFARMINGTONNM87401N/APCSacred Heart School Foundation Fund$2,000
SACRED HEART CATHOLIC SCHOOL
404 N ALLEN AVEFARMINGTONNM87401N/APCCharitable Event$3,000
SAN JUAN COLLEGE FOUNDATION
4601 COLLEGE BLVDFARMINGTONNM87402N/ASO III FIMaker's Space Fund$25,000
SAN JUAN COLLEGE FOUNDATION
4601 COLLEGE BLVDFARMINGTONNM87402N/ASO III FIFACE Program$80,000
SAN JUAN COLLEGE FOUNDATION
4601 COLLEGE BLVDFARMINGTONNM87402N/ASO III FIKSJE Public Radio Program$1,000
SAN JUAN COLLEGE FOUNDATION
4601 COLLEGE BLVDFARMINGTONNM87402N/ASO III FIMerrion Honors Program$25,000
SAN JUAN COUNTY LIFE SKILLS FOUNDATION
PO BOX 360KIRTLANDNM87417N/APCThe First Tee Program$10,000
SAN JUAN COUNTY PARTNERSHIP INC
3535 E 30TH ST STE 105FARMINGTONNM87402N/APCSan Juan County's Got Talent Fund$500
SAN JUAN COUNTY SHERIFFS OFFICE FOUNDATION INC
211 S OLIVER DRAZTECNM87410N/APCGeneral & Unrestricted$500
SAN JUAN MEDICAL FOUNDATION INC
PO BOX 110FARMINGTONNM87499N/APCCharitable Event$10,000
SAN JUAN OPEN FOUNDATION
5775 COUNTRY CLUB DRFARMINGTONNM87402N/APCCharitable Event$1,000
SAN JUAN ROTARY FOUNDATION INC
PO BOX 2105FARMINGTONNM87499N/APCThe Healing Field Fund$5,000
SAN JUAN UNITED WAY
PO BOX 323FARMINGTONNM87499N/APCRED CROSS, AZTEC BOYS & GIRLS FUND, BIG BROTHERS, BIG SISTERS, BLOOMFIELD B&G CLUB, FARMINGTON BOYS & GIRLS CLUB, BOY SCOUTS, CHILDHAVEN, DESERT VIEW, DNA PEOPLE'S LEGAL SERVICES, ECHO, FAMILY CRISIS CENTER, GIRL SCOUTS, KIRTLAND YOUTH ASSN, Navajo United Methodist Center, North West NM Seniors, P.A.T.H., Presbyterian Medical Services, Sexual Assault Services NW nm, General Fund$20,000
SOUTHWEST DISTRICT KIWANIS FOUNDATION
PO BOX 843FARMINGTONNM87499N/APCCharitable Event$400
SOUTHWEST DISTRICT KIWANIS FOUNDATION
PO BOX 843FARMINGTONNM87499N/APCClothes For Kids$1,000
THE SAN JUAN SAFE COMMUNITIES INITIATIVE INC
PO BOX 3814FARMINGTONNM87499N/APCUmattR Sponsorship 2018$2,000
THEATER ENSEMBLE ARTS INC
818 W ARRINGTON STFARMINGTONNM87401N/APCGeneral & Unrestricted$250
VANDERBILT UNIVERSITY
PMB 407727 2301 VANDERBILT PLNASHVILLETN37240N/APCGeneral & Unrestricted$1,000
VOLUNTEER INCENTIVE PROGRAM
4915 TAMPICO WAYFARMINGTONNM87402N/APCGeneral & Unrestricted$5,000
WREATHS ACROSS AMERICA
PO BOX 249COLUMBIA FALLSME04623N/APCFour Corners Blue Star Mothers Mexico Chapter supporting Greenlawn Cemetery (NMGLCF) in San Juan County, NM$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$533,134TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,932ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,210ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$535,492ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$638,634ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$638,634TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonMerrion Oil GasContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1T Greg Merrion 610 Reilly AveAddressLine1Txt
CityFarmingtonCityNm
State AbbreviationNMStateAbbreviationCd
ZIP87401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARK INNOVATION ETF$99,999$84,533
CLEARBRIDGE LARGE CAP GROWTH I$1,151,348$1,299,066
MFS VALUE I$271,135$329,255
NATIONWIDE GENEVA SMALL CAP GR$211,475$274,508
OAKMARK FUND ADVISOR CLASS$774,489$735,376
OAKMARK INTERNATIONAL ADVISOR$472,694$360,034
OPPENHEIMER DEVELOPING MARKETS$263,281$257,148
PRINCIPAL FDS, INC. MIDCAP FD$455,429$448,863
TCG BDC INC$322,750$208,940
THORNBURG INTERNATIONAL GROWTH$773,585$690,788

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKSTONE REAL ESTATE INCOME$306,872$299,549
FRONTPOINT-SJC OFFSHORE CAPITA$1,060
N HAVEN PRIV EQ ASIA V TEI FEE$39,747$34,727
SKYBRIDGE MULTI-ADSR HF SER G$310,896$294,718
TCG BDC, INC$102,908$87,001

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$23,626$23,626
PLACEMENT FEE, FUND FEES & EXP$6,678$6,678
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$23,982Amt
Net Investment Income$23,982NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$5,000
990-PF Extension for 2017$1,477

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