BETA

MERRICK FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MERRICK FAMILY FOUNDATION (EIN 75-2851383)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202503179349103310
Schema version
2024v5.2
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)
Return2025-11-13T15:58:56-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN MILNERPreparerPersonNm
PTINP01463321PTIN
Phone2149991400PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,232,356FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$161,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$161,377DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$420,681NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$532,424GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$420,681CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$28,350OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$28,350OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$810,408TotalRevAndExpnssAmt
Total Net Invst Incm$610,408TotalNetInvstIncmAmt
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$20,648OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,648OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$774TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,422TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,648TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$555,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$555,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$576,922TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,648TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$555,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$233,486ExcessRevenueOverExpensesAmt
Net Investment Income$589,760NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$116,639CashBOYAmt
Cash EOY$409,931CashEOYAmt
Cash EOYFMV$409,931CashEOYFMVAmt
Other Investments BOY$939,714OtherInvestmentsBOYAmt
Other Investments EOY$822,425OtherInvestmentsEOYAmt
Other Investments EOYFMV$822,425OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,056,353TotalAssetsBOYAmt
Total Assets EOY$1,232,356TotalAssetsEOYAmt
Total Assets EOYFMV$1,232,356TotalAssetsEOYFMVAmt
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$1,056,353RetainedEarningBOYAmt
Retained Earning EOY$1,232,356RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,056,353TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,232,356TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,056,353TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,232,356TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,056,353TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$233,486ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,289,839SubtotalAmt
Other Decreases$57,483OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,232,356TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JPM #4009P2024-01-012024-12-31$532,424$107,145$425,279$425,279
MEMBRESP2024-01-012024-12-31$4,598-$4,598-$4,598
FieldValueIRS element (for citing)
Capital Gain Net Income$420,681CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,198InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,198SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,198TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,438EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,438TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,240OverpaymentAmt
Applied To ES Tax$8,240AppliedToESTaxAmt
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (2 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
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$194,710AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$395,816AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$757,955FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,348,481TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,348,481AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,227CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,328,254NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,413MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,413MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,198TaxBasedOnInvestmentIncomeAmt
Total Tax$8,198TotalTaxAmt
Distributable Before Adj$58,215DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$58,215DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$58,215DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$555,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$555,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,215DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$333,336ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$416,967ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$396,975ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$332,796ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$529,362ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,009,436TotalExcessDistributionCyovAmt
Qualifying Distributions$555,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$58,215AppliedToCurrentYearAmt
Remaining Distri From Corpus$497,285RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,506,721TotalCorpusAmt
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$333,336ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,173,385ExcessDistriCyovToNextYrAmt
Excess From Year4$416,967ExcessFromYear4Amt
Excess From Year3$396,975ExcessFromYear3Amt
Excess From Year2$332,796ExcessFromYear2Amt
Excess From Year1$529,362ExcessFromYear1Amt
Excess From Current Year$497,285ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACT FOUNDATION
PO BOX 225225DALLASTX75222PCGENERAL SUPPORT$15,000
BEHIND EVERY DOOR MINISTRIES
1007 HUTCHINS RDDALLASTX75203PCGENERAL SUPPORT$2,500
CATHOLIC CHARITIES - DALLAS
1421 MOCKINGBIRD LANEDALLASTX75247PCGENERAL SUPPORT$40,000
CISTERCIAN PREPARATORY SCHOOL
3660 CISTERCIAN ROADIRVINGTX75039PCEDUCATIONAL SUPPORT$15,000
CONSERVATIVE ROUNDTABLE OF TEXAS
3953 MAPLE AVENUE SUITE 105DALLASTX75219NCTHE EDUCATION OF BUSINESS AND CIVIC LEADERS ABOUT THE ECONOMIC, POLITICAL AND PUBLIC POLICY OPPORTUNITIES AND CHALLENGES FACING THE STATE OF TEXAS.$5,000
COUNCIL FOR LIFE
4516 LOVERS LN PMB 103DALLASTX75225PCUNRESTRICTED GRANT$15,000
CROSSWORLD
10000 N OAK TRAFFICWAYKANSAS CITYMO64165PCGENERAL SUPPORT$1,000
EQUIPNET
PO BOX 860ALAMOCA94507PCGENERAL SUPPORT$1,500
GLOBAL HORIZIONSFUTURE HOPE
3300 UNIVERSITY AVE SEMINNEAPOLISMN55414PCGENERAL SUPPORT$20,000
GREY NUNS OF THE SACRED HEART
14500 BUSTLETON AVENUEPHILADELPHIAPA19116PCGENERAL SUPPORT$5,000
HUMAN TRAFFICKING INSTITUTE
8035 EAST RL THORNTON FWYDALLASTX75228PCGENERAL SUPPORT$5,000
IF GATHERING
PO BOX 515782DALLASTX75251PCGENERAL SUPPORT$1,000
IMPACT INVESTING CHARITABLE FOUNDATION
8208 MELROSE DRLENEXAKS66214PCGENERAL SUPPORT$50,000
JH RANCH
402 OFFICE PARK DRIVE STE 310BIRMINGHAMAL35223PCGENERAL SUPPORT$20,000
MERCY STREET DALLAS
3801 HOLYSTONE STDALLASTX75212PCGENERAL SUPPORT$5,000
NORTH GEORGIA CHRISTIAN CAMP
531 CHRISTIAN CAMP LANECLARKSVILLEGA30523PCGENERAL SUPPORT$1,200
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075PCGENERAL SUPPORT$35,000
ONE HUNDRED SHARES - DALLAS INC
3700 POTOMAC AVENUEDALLASTX75205PCGENERAL SUPPORT$1,000
OUR LADY OF VICTORY
780 RIDGE RDLACKAWANNANY14218PCGENERAL SUPPORT$40,000
PARK CITIES PRESBYTERIAN CHURCH
4124 OAK LAWNDALLASTX75219PCGENERAL SUPPORT$20,500
PRAGER UNIVERSTIY FOUNDATION
15021 VENTURA BLVD 552SHERMANCA91403PCGENERAL SUPPORT$2,500
PROVIDENCE CHRISTIAN SCHOOL
5002 W LOVERS LNDALLASTX75209PCGENERAL SUPPORT$5,000
SALVATION ARMY OF NORTH TEXAS
PO BOX 36006DALLASTX75235PCGENERAL SUPPORT$5,000
SEARCH MINISTRIES
1300 SOUTH UNIVERSITY DRIVE SUITEFORT WORTHTX76107PCGENERAL SUPPORT$25,000210
SETON LASALLE CATHOLIC HIGH SCHOOL
1000 MCNEILLY RDMOUNT LEBANONPA15226PCGENERAL SUPPORT$100,000
SISTERS OF MERCY
8403 COLESVILLE ROAD SUITE 400SILVER SPRINGMD20910PCGENERAL SUPPORT$3,000
ST RITA CATHOLIC COMMUNITY
12521 INWOOD RDDALLASTX75244PCUNRESTRICTED GRANT$18,000
THE BROTHERS OF THE CHRISTIAN SCHOOLS
444-A ROUTE 35 SOUTHEATONTOWNNJ07724PCGENERAL SUPPORT$8,000
THE COLSON CENTER
PO BOX 62160COLORADO SPRINGSCO80962PCGENERAL SUPPORT$5,000
THE NETWORK
PO BOX 13873ARLINGTONVA22219PCGENERAL SUPPORT$35,000
THE SALVATION ARMY WOMEN'S AUXILLARY
PO BOX 36026DALLASTX75235PCGENERAL SUPPORT$1,000
THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION
PO BOX 400173CHARLOTTESVILLEVA22904PCEDUCATIONAL SUPPORT$10,000
THRIVE WOMEN'S CLINIC
12959 JUPITER ROAD SUITE 260DALLASTX75238PCGENERAL SUPPORT$6,500
UNIVERSITY OF AUSTIN
522 CONGRESS AVE STE 300AUSTINTX78701PCGENERAL SUPPORT$10,000
UVA FUND
PO BOX 400314CHARLOTTESVILLEVA22904PCGENERAL SUPPORT$6,000
WEST DALLAS COMMUNITY SCHOOL
2300 CANADA DRDALLASTX75212PCGENERAL SUPPORT$3,800
WOODALL ROGERS PARK FOUNDATION
1909 WOODALL ROGERS FWY STE 403DALLASTX75201PCGENERAL SUPPORT$1,000
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063PCGENERAL SUPPORT$2,000
YOUNGLIFE
PO BOX 520COLORADO SPRINGSCO80901PCCHRISTIAN YOUTH PROGRAM$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$555,500TotalGrantOrContriPdDurYrAmt
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$161,377ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,350ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$420,681ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$610,408ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$610,408TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (1)TrnsfrOfCashToNonchrtblEOInd
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

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1a(1)LineNumberTxt
Involved$5,000InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1CONSERVATIVE ROUNDTABLE OF TEXASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmON DECEMBER 29, 2024, THE MERRICK FAMILY FOUNDATION PROVIDED $5,000 TO THE CONSERVATIVE ROUNDTABLE OF TEXAS, A 501(C)(4) SOCIAL WELFARE ORGANIZATION. THE PURPOSE OF THE GRANT WAS FOR THE EDUCATION OF BUSINESS AND CIVIC LEADERS ABOUT THE ECONOMIC, POLITICAL AND PUBLIC POLICY OPPORTUNITIES AND CHALLENGES FACING THE STATE OF TEXAS.TransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
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$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONSERVATIVE ROUNDTABLE OF TEXASBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13953 MAPLE AVENUE SUITE 105AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75219ZIPCd
FieldValueIRS element (for citing)
Grant2024-12-29GrantDt
Grant$5,000GrantAmt
Purpose Of GrantTHE CONSERVATIVE ROUNDTABLE OF TEXAS IS A 501(C)(4) SOCIAL WELFARE ORGANIZATION DEDICATED TO THE PURPOSE OF EDUCATING BUSINESS AND CIVIC LEADERS ABOUT THE ECONOMIC, POLITICAL AND PUBLIC POLICY OPPORTUNITIES AND CHALLENGES FACING THE STATE OF TEXAS AND ADVANCE MAINSTREAM CONSERVATIVE SOLUTIONS FOR THE LONE STAR STATE. IN OCTOBER 2025, THE CONSERVATIVE ROUNDTABLE OF TEXAS USED THE GRANT FUNDS FOR THE PURPOSE OF CONVENING A DISCUSSION ABOUT THE FUTURE OF FORTH WORTH, TX AND ITS IMPORTANT ROLE OF THE STATE'S PROPSPERITY.PurposeOfGrantTxt
Expended By Grantee$5,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee11/06/2025DatesOfReportsByGranteeTxt
Verification2025-10-14VerificationDt

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

FieldValueIRS element (for citing)
Category Or ItemMEMBRES, LLCCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$822,425BookValueAmt
EOYFMV$822,425EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$57,483Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$28,350RevenueAndExpensesPerBooksAmt
Net Investment Income$28,350NetInvestmentIncomeAmt
Adjusted Net Income$28,350AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMEMBRES LLC PORTFOLIO DEDUCTCategoryTxt
Amt$20,648Amt
Net Investment Income$20,648NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PAYMENTCategoryTxt
Amt$774Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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