BETA

MERRICK FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MERRICK FAMILY FOUNDATION (EIN 75-2851383)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201743189349101229
Schema version
2016v3.1
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)
Return2017-11-14T12:30:06-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 Ross Avenue Suite 1800AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752012997ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752851383EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRICK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% NICHOLAS A MERRICKInCareOfNm
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
Phone2146928116PhoneNum
Signature2017-11-14SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.188.32IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id75797020173185000005FederalOriginalSubmissionId
Federal Original Submission Id2017-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE68168C432C98CEF2E4C366A2F719C395E29ECFFAtSubmissionCreationDeviceId
At Submission Filing Device IdE68168C432C98CEF2E4C366A2F719C395E29ECFFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,216,333FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$108,927ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$97,310InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$97,310InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,017NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,017GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,017CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$99,690OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$99,690OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$345,944TotalRevAndExpnssAmt
Total Net Invst Incm$237,017TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,657OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,657OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$19,662TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$26,319TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,657TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$554,419ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$554,419ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$580,738TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,657TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$554,419TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$234,794ExcessRevenueOverExpensesAmt
Net Investment Income$230,360NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$648,729SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$154,595SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$154,595SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$461,772OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$612,686OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$461,772OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$461,772OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$105,453OtherInvestmentsBOYAmt
Other Investments EOY$599,966OtherInvestmentsEOYAmt
Other Investments EOYFMV$599,966OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,366,868TotalAssetsBOYAmt
Total Assets EOY$1,216,333TotalAssetsEOYAmt
Total Assets EOYFMV$1,216,333TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Additional Paid In Capital BOY$1,366,868AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$1,216,333AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$1,366,868TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,216,333TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,366,868TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,216,333TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,366,868TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$234,794ExcessRevenueOverExpensesAmt
Other Increases$85,285OtherIncreasesAmt
Subtotal$1,217,359SubtotalAmt
Other Decreases$1,026OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,216,333TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$40,017CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$624,932AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,763,106NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.354449DistributionYr1Rt
Adjusted Qlfy Distri Yr2$438,195AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$662,676NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.661251DistributionYr2Rt
Adjusted Qlfy Distri Yr3$390,771AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$951,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.410889DistributionYr3Rt
Adjusted Qlfy Distri Yr4$304,206AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$759,122NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.400734DistributionYr4Rt
Adjusted Qlfy Distri Yr5$319,350AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$966,988NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.330252DistributionYr5Rt
Total Distribution2.157575TotalDistributionRt
Average Distribution0.431515AverageDistributionRt
Net Vl Noncharitable Assets$1,401,327NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$604,694AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,304NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$606,998AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$554,419QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,607InvestmentIncomeExciseTaxAmt
Subtotal$4,607SubtotalAmt
Tax Based On Investment Income$4,607TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$3,000AppliedToEsTaxAmt
Total Payments And Credits$6,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$58EsPenaltyAmt
Overpayment$1,335OverpaymentAmt
Applied To ES Tax$1,335AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
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 StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NICHOLAS A MERRICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2146928116PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13625 GREENBRIERAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255106ZIPCd
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 PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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

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 GREENBRIERDALLASTX75225PRESIDENT1.0$0$0$0
LESLIE T MERRICK
3625 GREENBRIERDALLASTX75225SECRETARY1.0$0$0$0
JUDITH L MERRICK
3625 GREENBRIERDALLASTX75225DIRECTOR1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,998AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$582,319AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$829,350FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,422,667TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,422,667AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,340CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,401,327NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,066MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,066MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,607TaxBasedOnInvestmentIncomeAmt
Total Tax$4,607TotalTaxAmt
Distributable Before Adj$65,459DistributableBeforeAdjAmt
Distributable Before Ded$65,459DistributableBeforeDedAmt
Distributable As Adjusted$65,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$554,419ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$554,419QualifyingDistributionsAmt
Adjusted Qualifying Distri$554,419AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,459DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$279,885ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$270,224ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$348,723ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$414,171ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$561,689ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,874,692TotalExcessDistributionCyovAmt
Qualifying Distributions$554,419QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$65,459AppliedToCurrentYearAmt
Remaining Distri From Corpus$488,960RemainingDistriFromCorpusAmt
Total Corpus$2,363,652TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$279,885ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,083,767ExcessDistriCyovToNextYrAmt
Excess From Year4$270,224ExcessFromYear4Amt
Excess From Year3$348,723ExcessFromYear3Amt
Excess From Year2$414,171ExcessFromYear2Amt
Excess From Year1$561,689ExcessFromYear1Amt
Excess From Current Year$488,960ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
PARK CITIES PRESBYTERIAN CHURCH
4124 OAK LAWNDALLASTX75219PCSUPPORT OF CHURCH$49,000
THE HOCKADAY SCHOOL
11600 WELCH ROADDALLASTX752292999PCEDUCATIONAL SUPPORT$20,000
DALLAS THEOLOGICAL SEMINARY
PO BOX 612626DALLASTX752612626PCGENERAL EDUCATION PROGRAM$10,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901PCCHRISTIAN YOUTH PROGRAM$31,000
CISTERCIAN PREPARATORY SCHOOL
3660 CISTERCIAN ROADIRVINGTX75039PCEDUCATIONAL SUPPORT$65,000
UNIVERSITY OF VIRGINIA FUND
PO BOX 400228CHARLOTTESVILLEVA22904PCUNRESTRICTED GRANT$55,000
COUNCIL FOR LIFE
4516 LOVERS LN PMB 103DALLASTX75225PCUNRESTRICTED GRANT$12,500
ST RITA CATHOLIC COMMUNITY
12521 INWOOD RDDALLASTX75244PCUNRESTRICTED GRANT$18,000
THEOLOGICAL HORIZONS
1841 UNIVERSITY CIRCLECHARLOTTESVILLEVA22903PCGENERAL SUPPORT$5,500
SPINAL MUSCULAR ATROPHY RESEARCH TEAM
36 DENSMORE STREETBUFFALONY14220PCGENERAL SUPPORT$5,000
CIRCLE TEN BSA
8605 HARRY HINES BOULEVARDDALLASTX75235PCGENERAL SUPPORT$3,000
WORLD VISION
34834 WEYERHAEUSER WAY SOUTHFEDERAL WAYWA98001PCGENERAL SUPPORT$1,680
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC20037PCGENERAL SUPPORT$19,150
FOOD FOR THE HUNGRY
1224 E WASHINGTON STREETPHOENIXAZ85034PCGENERAL SUPPORT$50,000
DALLAS SYMPHONY ORCHESTRA LEAGUE
2301 FLORA STREETDALLASTX75201PCGENERAL SUPPORT JUNIOR SYMPHONY BALL$320
FAMILY LEGACY
5005 W ROYAL LN STE 252IRVINGTX75063PCGENERAL SUPPORT$28,644
FOCUS ON THE FAMILY
8655 EXPLORE DRCOLORADO SPRINGSCO80920PCGENERAL SUPPORT$1,000
JH RANCH
402 OFFICE PARK DRIVE STE 310BIRMINGHAMAL35223PCGENERAL SUPPORT$10,000
KIDS ACROSS AMERICA
2036 TIMBERLAKE RDBRANSONMO65616PCGENERAL SUPPORT$2,000
RONALD MCDONALD HOUSE
4707 BENGAL STDALLASTX75235PCGENERAL SUPPORT$1,000
THE AMERICAN CONSERVATIVE
910 17TH STREET NW STE 410WASHINGTONDC20006PCGENERAL SUPPORT$1,000
ACT FOUNDATION
500 ACT DriveIowa CityIA52243PCGENERAL SUPPORT$20,000
Behind Every Door Ministries
2824 Swiss AvenueDALLASTX75204PCGENERAL SUPPORT$2,500
Camp John Marc Foundation
2929 Carlisle StreetDALLASTX75204PCGENERAL SUPPORT$390Suite 355
Christian Brothers
444-A ROUTE 35 SOUTHEATONTOWNNJ07724PCGENERAL SUPPORT$1,000
East-West Ministries
2001 W Plano ParkwayPLANOTX75075PCGENERAL SUPPORT$1,000Suite 3000
Exodus International
PO Box 540119ORLANDOFL32854PCGENERAL SUPPORT$1,000
Grey Nuns
14500 Bustleton AvenuePHILADELPHIAPA19116PCGENERAL SUPPORT$2,000
Hopewell Fund
1201 CONNECTICUT AVE NWWASHINGTONDC20036PCGENERAL SUPPORT$8,000STE 300
Insight for Living
PO BOX 1050FRISCOTX75034PCGENERAL SUPPORT$1,000
Inter Varsity Christian
PO BOX 1006DOWNERS GROVEIL60515PCGENERAL SUPPORT$2,500
Jesuit
12345 INWOOD ROADDALLASTX75244PCGENERAL SUPPORT$10,000
Kappa Kappa Gamma Foundations
530 E Town StCOLUMBUSOH43215PCGENERAL SUPPORT$2,600
KRTC
3625 GREENBRIERDALLASTX75225PCGENERAL SUPPORT$1,000
Life Savers Foundation
561 W CAMPBELL RDRICHARDSONTX75080PCGENERAL SUPPORT$1,000STE 101
New Friends New Life
PO Box 192378DALLASTX75219PCGENERAL SUPPORT$1,000
One Hundred Stores
3700 Potomac AveDALLASTX75205PCGENERAL SUPPORT$1,035
Redeemer Seminary
6060 N Central ExpyDALLASTX75206PCGENERAL SUPPORT$2,500Suite 700
Rescue Freedom
PO Box 77KIRKLANDWA98083PCGENERAL SUPPORT$10,000
Texas Hope Literacy
PO Box 905 2121 Airport FreewayHURSTTX76053PCGENERAL SUPPORT$500SUITE 480
The Colson Center
44180 Riverside Pkwy Ste 202LansdowneVA20176PCGENERAL SUPPORT$5,000
University of Texas
PO BOX 7458AUSTINTX78713PCGENERAL SUPPORT$60,000
Uplift Education
1825 MARKET CENTER BLVDDALLASTX75207PCGENERAL SUPPORT$250SUITE 500
CHILDREN'S MEDICAL CENTER
1935 MEDICAL DISTRICT DRDALLASTX75235PCWomens Auxiliary Family Night$350
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA02138PCHBS FUND FOR LEADERSHIP AND INNOVATION$25,000
EDIFY
8825 AERO DRIVESAN DIEGOCA92123PCGENERAL SUPPORT$6,000SUITE 220
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$554,419TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,310ExclusionAmt
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 VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$99,690ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,017ExclusionAmt
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$237,017ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$237,017TotalIncomeProducingActyAmt

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 PersonLESLIE T MERRICKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13625 GREENBRIERAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Total Contributions$108,927TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
118,000 SHS GREATVIEW ASEPTIC PACKAGING COMPANY, LTD. (GRVWF)$9,2052016-12-22
1450 SHS HRG Group Inc (HRG)$6,9072016-12-22
1350 SHS International GamE TECHNOLOGY PLC (IGT)$9,0412016-12-22
1400 SHS KB Financial Group, Inc (KB)$14,6042016-12-22
1900 SHS KT Corp (KT)$12,8882016-12-22
13,000 SHS Gazprom PAO (OGZPY)$14,7752016-12-22
11,200 SHS Sberbank Rossii PAO (SBRCY)$13,7102016-12-22
1436 SHS AMC Entertainment Holdings Inc (AMC)$16,3442016-12-26
110,500 SHS Intralot SA-Integrated LOTTERY SYSTEMS & SERVICES (IRLTF)$11,4532016-12-29

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MEMBRES, LLCFMV$364,980$364,980
SHARP HUMOR, LPFMV$2,598$2,598
MITTLEMANFMV$232,388$232,388

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMITTLEMAN: UNREALIZEDDesc
Amt$1,026Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMEMBRES LLC OTHER INCOME (PFIC)Desc
Revenue And Expenses Per Books$99,690RevenueAndExpensesPerBooksAmt
Net Investment Income$99,690NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
MEMBRES AND SHARP HUMOR: UNREALIZED ADJ$85,098
OTHER UNREALIZED$187

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MADISON TIMBERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$461,772BalanceDueAmt
Interest0InterestRt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
SHARP HUMOR PORTFOLIO DEDUCT$1,135$1,135
MEMBRES LLC PORTFOLIO DEDUCT$5,426$5,426
MITTLEMAN PORTFOLIO DEDUCT$96$96

Reasonable Cause Explanation ReasonableCauseExplanation

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$19,662Amt

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