2025-11-17T10:28:30-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 263374889 Merrion Family Foundation % Foundation Source MERR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 0 PRESIDENT 8008391754 2025-11-13 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 10811960 X 0 X 5315 5315 182919 182919 1060265 5805644 1119175 818 818 1249317 1308227 0 70693 70693 9872 572 46341 9986 36355 126906 81251 36355 604590 604590 731496 81251 640945 517821 1226976 0 204732 387289 387289 6893295 6780770 8073759 1389610 1837899 2350912 8487637 9005958 10811960 0 0 X 8487637 9005958 8487637 9005958 8487637 9005958 8487637 517821 500 9005958 9005958 Publicly-traded Securities 5805644 4777837 1027807 1027807 Passthrough K1 Capital Gain/(Loss) 91368 1119175 17055 17055 17055 7948 0 10100 18048 X 0 993 993 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true false false false false false false false false false false false false false false false false false false Brittany KM Bleichrodt Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 0.0 0 0 0 Samantha M Higgins Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 0.0 0 0 0 Anne M Merrion Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 0.0 0 0 0 Hannah J Merrion Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 0.0 0 0 0 Molly J Merrion Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 0.0 0 0 0 Ryan G Merrion Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 0.0 0 0 0 Sara L Merrion Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 0.0 0 0 0 T Greg Merrion Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 0.0 0 0 0 Tori M Walsh Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 0.0 0 0 0 Morgan Stanley 3033 EAST 1ST AVENUE SUITE 820 DENVER CO 80206 Investment Mgmt 62813 8330773 216103 2350912 10897788 0 10897788 163467 10734321 536716 536716 17055 17055 519661 500 520161 520161 640945 0 0 0 0 640945 520161 166820 143113 34172 448495 410109 1202709 640945 520161 120784 1323493 0 166820 1156673 143113 34172 448495 410109 120784 NONE X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 6731 ACADEMY RD NE ALBUQUERQUE NM 87109 N/A PC Walk to End Alzheimer's - 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Shiprock High School 250 DRUG FREE SAN JUAN COUNTY INC 444 FARMINGTON NM 87499 N/A PC Project Graduation: for the following six schools: Farmington High School, Piedra Vista High School, Aztec High School, Bloomfield High School, Kirtland High School and San Juan College High School 1500 ECONOMIC COUNCIL HELPING OTHERS INC 1921 E MURRAY DR FARMINGTON NM 87401 N/A PC General & Unrestricted 3000 FAMILY CRISIS CENTER 208 E APACHE ST FARMINGTON NM 87401 N/A PC General & Unrestricted 1000 FARMINGTON HEALING ROOMS 4108 BECKLAND DR FARMINGTON NM 87402 N/A PC General & Unrestricted 200 FARMINGTON HIGH SCHOOL 2200 NORTH SUNSET AVE FARMINGTON NM 87401 N/A GOV Enhance Education fund 25000 FARMINGTON MUSEUM FOUNDATION INC PO BOX 115 FARMINGTON NM 87499 N/A PC General & Unrestricted 100 FARMINGTON MUSEUM FOUNDATION INC PO BOX 115 FARMINGTON NM 87499 N/A PC Survival: The Exhibition - Adventure Guide sponsor 5000 FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS PO BOX 17408 DENVER CO 80217 N/A PC Northern Colorado University campus focus group, Student scholarships for SEEK conference, Salt Lake City, 2024, and Newman Center campus student dinners Fund 1200 FIRST PRESBYTERIAN CHURCH 865 N DUSTIN AVE FARMINGTON NM 87401 N/A PC 1974 Memorial fund 3000 FORT ATKINSON AREA SENIOR CITIZEN CENTER INC 307 ROBERT ST FORT ATKINSON WI 53538 N/A PC General & Unrestricted 500 FOUR CORNERS ECONOMIC DEVELOPMENT FOUNDATION 5101 COLLEGE BLVD FARMINGTON NM 87402 N/A PC General & Unrestricted 21500 FOUR CORNERS ECONOMIC DEVELOPMENT FOUNDATION 5101 COLLEGE BLVD FARMINGTON NM 87402 N/A PC Professional Women's Summit 5000 FOUR CORNERS ECONOMIC DEVELOPMENT FOUNDATION 5101 COLLEGE BLVD FARMINGTON NM 87402 N/A PC Viewpoint Videos fund 3500 FOUR CORNERS EQUINE RESCUE 22 RD 3334 AZTEC NM 87410 N/A PC General & Unrestricted 5000 FRIENDS OF HAUMERSONS POND N2192 CLEAR VIEW LN FORT ATKINSON WI 53538 N/A PC Bird food, etc. fund 350 FRIENDS OF ROSE LAKE 1026 MONROE ST FORT ATKINSON WI 53538 N/A PC General & Unrestricted 500 FRIENDS OF THE ORPHANS 20 N WACKER DR ST 4000 CHICAGO IL 60606 N/A PC General & Unrestricted 1800 GIRL SCOUTS OF NEW MEXICO TRAILS INC 4000 JEFFERSON PLZ NE ALBUQUERQUE NM 87109 N/A PC San Juan County, NM chapter 500 GOLDEN RETRIEVER RESCUE OF THE ROCKIES 15350 W 72ND AVE ARVADA CO 80007 N/A PC General & Unrestricted 250 GRACE PLACE FOR WOMEN INC 4801 N BUTLER AVE STE 3102 FARMINGTON NM 87401 N/A PC General & Unrestricted 10000 HOLY CROSS MINISTRIES 860 EAST 4500 S SALT LAKE CITY UT 84107 N/A PC General & Unrestricted 1250 HOPE THRU HOOVES 25550 HILLSIDE RD PUEBLO CO 81006 N/A PC General & Unrestricted 250 IGW CHILDRENS HOPE FOUNDATION INC 1503 SCHOFIELD LN FARMINGTON NM 87401 N/A PC General & Unrestricted 7500 INSPIRE HEART INC PO BOX 896 AZTEC NM 87410 N/A PC General & Unrestricted 2500 INSTITUTE FOR ENERGY RESEARCH 1155 15TH ST NW STE 525 WASHINGTON DC 20005 N/A PC General & Unrestricted 5000 ITS MY VERY OWN BAGS OF LOVE SAN JUAN CHAPTER 7320 TUSCANY WAY FARMINGTON NM 87402 N/A PC General & Unrestricted 3000 JEWISH VOICE MINISTRIES INTERNATIONAL PO BOX 31998 PHOENIX AZ 85046 N/A PC General & Unrestricted 5400 JEWS FOR JESUS 60 HAIGHT ST SAN FRANCISCO CA 94102 N/A PC General & Unrestricted 550 KIRTLAND YOUTH ASSOCIATION INC PO BOX 192 KIRTLAND NM 87417 N/A PC Kirtland Youth Programs 1000 KIWANIS CLUB OF FARMINGTON RIO DEL SOL FOUNDATION PO BOX 843 FARMINGTON NM 87499 N/A PC Dining with the Dead 600 KIWANIS CLUB OF FARMINGTON RIO DEL SOL FOUNDATION PO BOX 843 FARMINGTON NM 87499 N/A PC Kiwanis OUTBACK Book Fair for McCormick Elementary school 540 LADIES CHARITY GOLF CLASSIC 5775 COUNTRY CLUB DR FARMINGTON NM 87402 N/A PC Ladies Charity Golf Classic - 2024 10000 LEADERSHIP NEW MEXICO PO BOX 35696 ALBUQUERQUE NM 87176 N/A PC Core Session Sponsor Farmington, NM 2500 LEGACY ACADEMY 1975 LEGACY CIR ELIZABETH CO 80107 N/A PC Homeschool Enrichment Program 500 LIFEGUARD PO BOX 2095 DURANGO CO 81302 N/A PC Charitable Event 1000 LITTLE SISTERS OF THE POOR OF NEW MEXICO 1900 MARK AVE GALLUP NM 87301 N/A PC General & Unrestricted 1650 MARQUETTE UNIVERSITY 1250 W WISCONSIN AVE PO BOX 1881 MILWAUKEE WI 53201 N/A PC General & Unrestricted 1000 MASADA HOUSE INC 610 N DUSTIN AVE FARMINGTON NM 87401 N/A PC General & Unrestricted 5000 MODERN CATHOLIC PILGRIM 4227 ARGUELLO ST SAN DIEGO CA 92103 N/A PC General & Unrestricted 500 MONASTERY OF OUR LADY OF THE DESERT PO BOX 556 BLANCO NM 87412 N/A PC General & Unrestricted 300 MONTESSORI SCHOOL WASHINGTON PARK 2695 S JERSEY ST DENVER CO 80222 N/A PC General & Unrestricted 1000 MOUNTAIN STATES LEGAL FOUNDATION 2596 S LEWIS WAY LAKEWOOD CO 80227 N/A PC General & Unrestricted 5000 MOUNTAIN TRAILS FOUNDATION INC PO BOX 754 PARK CITY UT 84060 N/A PC General & Unrestricted 3000 NATIONAL ABILITY CENTER 1000 ABILITY WAY PARK CITY UT 84060 N/A PC General & Unrestricted 1000 NATIONAL KIDNEY FOUNDATION INC 360 E CORONADO RD STE 180 PHOENIX AZ 85004 N/A PC Charitable Event 5000 NATIONAL KIDNEY FOUNDATION INC 360 E CORONADO RD STE 180 PHOENIX AZ 85004 N/A PC Charitable Event 20000 NATIVITY PREP ACADEMY OF SAN DIEGO 4463 COLLEGE AVE SAN DIEGO CA 92115 N/A PC General & Unrestricted 2000 NAVAJO UNITED METHODIST CENTER 1200 W APACHE ST BLDG 17 FARMINGTON NM 87401 N/A PC New Beginnings House of Hope 15000 NEW MEXICO AMIGOS FOUNDATION 2904 RODEO PARK DR E STE 200 SANTA FE NM 87505 N/A PC District 1, Sandel fund 1000 NEW MEXICO FAMILY ACTION FOUNDATION 11819 CANYONLANDS PL SE ALBUQUERQUE NM 87123 N/A PC General & Unrestricted 10000 NEW MEXICO INSTITUTE OF MINING & TECHNOLOGY 801 LEROY PL SOCORRO NM 87801 N/A PC NMT President's Golf Tournament 1500 NEW MEXICO STATE UNIVERSITY PO BOX 30001 LAS CRUCES NM 88003 N/A GOV San Juan County 4-H Rodeo - Chute Sponsor 500 NEW YORK ROAD RUNNERS CLUB 156 W 56TH ST NEW YORK NY 10019 N/A PC Charitable Event 1000 NORTHEAST ELEMENTARY 1400 E 23RD FARMINGTON NM 87401 N/A GOV Science Fair Club 1100 NORTHWEST NEW MEXICO ARTS COUNCIL PO BOX 2235 FARMINGTON NM 87499 N/A PC Fine Arts Tent at Riverfest 2024 500 NORTHWEST NEW MEXICO SENIORS INC 208 N WALL AVE FARMINGTON NM 87401 N/A PC General & Unrestricted 500 OPERATION SECOND CHANCE INC 22708 BIRCHCREST LN CLARKSBURG MD 20871 N/A PC Four Corners Warriors Adventure 1000 PARK CITY PERFORMANCES PO BOX 3119 PARK CITY UT 84060 N/A PC General & Unrestricted 2500 PEOPLE ASSISTING THE HOMELESS INC 520 HYDRO PLANT RD FARMINGTON NM 87401 N/A PC Charitable Event 5000 PEOPLES HEALTH CLINIC INC 650 ROUND VALLEY DR PARK CITY UT 84060 N/A PC General & Unrestricted 2000 PRESBYTERIAN MEDICAL SERVICES 1422 PASEO DE PERALTA SANTA FE NM 87501 N/A PC Festival of Trees Sponsor 20000 RANCHO MILAGRO FOUNDATION 32905 N 140TH ST SCOTTSDALE AZ 85262 N/A PC General & Unrestricted 4000 REBOUND NEW MEXICO PO BOX 95735 ALBUQUERQUE NM 87199 N/A PC General & Unrestricted 10000 REGIONAL ANIMAL SHELTER FOUNDATION INC PO BOX 692 FARMINGTON NM 87499 N/A PC General & Unrestricted 750 RIGHT TO LIFE COMMITTEE OF NEW MEXICO EDUCATIONAL 2413 WYOMING BLVD NE STE A ALBUQUERQUE NM 87112 N/A PC Charitable Event 2500 RIO GRANDE FOUNDATION INC PO BOX 40336 ALBUQUERQUE NM 87196 N/A PC General & Unrestricted 2500 RIVER REACH FOUNDATION INC PO BOX 2056 FARMINGTON NM 87499 N/A PC Riverfest 2024 - Sponsorship - Music Stage at River Reach Terrace 3000 ROBINSON RANCH 1231 E ARDMORE RD PHOENIX AZ 85042 N/A PC General & Unrestricted 1500 ROMAN CATHOLIC BISHOP OF SALT LAKE CITY 27 C ST SALT LAKE CTY UT 84103 N/A PC 2024 Diocese of Salt Lake DDD fund 1750 RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTA 935 E S TEMPLE SALT LAKE CITY UT 84102 N/A PC General & Unrestricted 350 SACRED HEART CATHOLIC SCHOOL 404 N ALLEN AVE FARMINGTON NM 87401 N/A PC General & Unrestricted 2500 SACRED HEART CATHOLIC SCHOOL 404 N ALLEN AVE FARMINGTON NM 87401 N/A PC Night to Remember Dinner Sponsor 8000 SACRED HEART CATHOLIC SCHOOL 404 N ALLEN AVE FARMINGTON NM 87401 N/A PC Charitable Event 2000 SACRED HEART CATHOLIC CHURCH 414 N ALLEN AVE FARMINGTON NM 87401 N/A PC Good Shepherd Priests' Retirement Fund for 2024 50000 SACRED HEART CATHOLIC CHURCH 414 N ALLEN AVE FARMINGTON NM 87401 N/A PC Church Bulletin Sponsorship 2000 SACRED HEART CATHOLIC CHURCH 414 N ALLEN AVE FARMINGTON NM 87401 N/A PC General & Unrestricted 5000 SAINT CATHERINE OF SIENA CATHOLIC CHURCH 170 S UNIVERSITY ST SALT LAKE CTY UT 84102 N/A PC For new missionary funds and student outreach 1000 SAINT CATHERINE OF SIENA CATHOLIC CHURCH 170 S UNIVERSITY ST SALT LAKE CTY UT 84102 N/A PC to support Newman center activities & programs, student housing project needs on site, or needs for Cate's Cafe 2500 SAINT MEINRAD ARCH ABBEY 200 HILL DR ST MEINRAD IN 47577 N/A PC General & Unrestricted 500 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC General & Unrestricted 2000 SAN JUAN COLLEGE FOUNDATION 4601 COLLEGE BLVD FARMINGTON NM 87402 N/A SO III FI Dr. Dan Fine Scholarship Fund 2000 SAN JUAN COLLEGE FOUNDATION 4601 COLLEGE BLVD FARMINGTON NM 87402 N/A SO III FI Energy Museum Wing 50000 SAN JUAN COUNTY HISTORICAL SOCIETY PO BOX 1253 AZTEC NM 87410 N/A PC General & Unrestricted 250 SAN JUAN COUNTY LIFE SKILLS FOUNDATION PO BOX 360 KIRTLAND NM 87417 N/A PC The First Tee Program 25000 SAN JUAN MEDICAL FOUNDATION INC PO BOX 110 FARMINGTON NM 87499 N/A PC Charitable Event 2500 SAN JUAN MEDICAL FOUNDATION INC PO BOX 110 FARMINGTON NM 87499 N/A PC Charitable Event 12500 SAN JUAN MEDICAL FOUNDATION INC PO BOX 110 FARMINGTON NM 87499 N/A PC Charitable Event 500 SAN JUAN OPEN FOUNDATION 5775 COUNTRY CLUB DR FARMINGTON NM 87402 N/A PC San Juan Open Golf Tournament - Presentation of Players Sponsor 2800 SAN JUAN ROTARY FOUNDATION INC PO BOX 2105 FARMINGTON NM 87499 N/A PC Healing Field 2024 Sponsorship 5000 SEXUAL ASSAULT SERVICES OF NORTHWEST NEW MEXICO IN 622 W MAPLE ST STE F FARMINGTON NM 87401 N/A PC SASSY Tortoise and Hare Run - SASSY Sponsor 2500 SPECIAL OLYMPICS NEW MEXICO INC 6600 PALOMAS AVE NE 207 ALBUQUERQUE NM 87109 N/A PC General Operations for Area 1, San Juan County, NM 1000 SPECIAL OLYMPICS NEW MEXICO INC 6600 PALOMAS AVE NE 207 ALBUQUERQUE NM 87109 N/A PC Trap Shoot - Bronze Sponsorship -Farmington, NM 1000 ST CECILIA CONGREGATION OF DOMINICAN SISTERS 801 DOMINICAN DR NASHVILLE TN 37228 N/A PC General & Unrestricted 1500 ST JOSEPH PARISH 1660 ENDL BLVD FORT ATKINSON WI 53538 N/A PC For special programs, and art and music enrichment through Sally Koehler 2000 ST JOSEPH PARISH 1660 ENDL BLVD FORT ATKINSON WI 53538 N/A PC For athletic program needs to be used by the school athletic director at Saint Josephs Catholic school 750 ST MARY'S CHURCH 2100 E 20TH ST FARMINGTON NM 87401 N/A PC St. Mary's Youth Group 3000 ST MARY'S CHURCH 2100 E 20TH ST FARMINGTON NM 87401 N/A PC General & Unrestricted 3000 ST MARY'S CHURCH 2100 E 20TH ST FARMINGTON NM 87401 N/A PC Church Bulletin 1800 ST PATRICK CATHOLIC CHURCH 301 N SPRUCE ST TELLURIDE CO 81435 N/A PC General & Unrestricted 7500 TELLURIDE MOUNTAIN CLUB PO BOX 1201 TELLURIDE CO 81435 N/A PC General & Unrestricted 250 THE SAN JUAN SAFE COMMUNITIES INITIATIVE INC PO BOX 3814 FARMINGTON NM 87499 N/A PC UmattR Sponsorship 2024 4000 TRINITY LUTHERAN CHURCH OF DOUGLAS COUNTY 4740 N HWY 83 FRANKTOWN CO 80116 N/A PC Teacher Christmas Bonuses fund 1000 WALLY D SPORTS SCHOLARSHIP FOUNDATION 729 E MAIN ST STE A FARMINGTON NM 87401 N/A PC General & Unrestricted 2500 WILDHORSE RANCH RESCUE INC 11811 S LINDSAY RD GILBERT AZ 85296 N/A PC General & Unrestricted 2000 WOMENS ECONOMIC SELF-SUFFICIENCY TEAM CORP 609 BROADWAY BLVD NE ALBUQUERQUE NM 87102 N/A PC Native Women Rising 5000 WORD OF LIFE CHRISTIAN CENTER PO BOX 202 FARMINGTON NM 87499 N/A PC Charitable Event 500 WYOMING STATE 4H FOUNDATION 1000 E UNIVERSITY AVE DEPARTMENT 3 LARAMIE WY 82071 N/A PC Hamsfork Hands 4H Club - Shooting Sports Division in Lincoln County, WY 2500 604590 14 5315 14 182919 18 1062265 K-1 Inc/Loss 14 721 CLASS ACTION LAWSUIT PROCEEDS 01 97 1249317 1249317 false false false false false false false false false false Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. 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