MERRION FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MERRION FAMILY FOUNDATION (EIN 26-3374889)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349102956
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T13:55:45-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263374889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrion Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MERR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T GREG MERRION | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,801,533 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,997 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,997 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $877,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $870,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $370,931 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $23,571 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,571 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,667 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $23,609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $694,118 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $694,118 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $743,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $717,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $126,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $347,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,508 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,234,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,352,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,861,934 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $832,167 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $844,608 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $877,091 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,132,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,259,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,801,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,132,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,259,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,132,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,259,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,132,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,259,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,132,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $126,966 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,259,341 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,259,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $877,504 | GrossSalesPriceAmt |
| Cost Or Other Basis | $582,917 | CostOrOtherBasisAmt |
| Gain Or Loss | $294,587 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $294,587 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,587 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $633,368 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,184,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102414 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $221,180 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,497,260 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040235 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $221,165 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,963,888 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,238 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,444,609 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042802 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $172,210 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,822,819 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045048 | DistributionYr5Rt |
| Total Distribution | 0.275054 | TotalDistributionRt |
| Average Distribution | 0.055011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,049,680 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $332,799 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $336,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $717,727 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,474 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,474 | SubtotalAmt |
| Tax Based On Investment Income | $3,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,221 | AppliedToEsTaxAmt |
| Total Payments And Credits | $7,121 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,647 | OverpaymentAmt |
| Applied To ES Tax | $3,647 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Anne M Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Brittany KM Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Hannah J Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Molly J Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Ryan G Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Samantha C Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Sara L Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| T Greg Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Tori G Merrion | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,038,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,489 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $815,871 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,141,807 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,141,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,049,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,474 | TotalTaxAmt |
| Distributable Before Adj | $299,010 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $299,010 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $299,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $717,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $717,727 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,474 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $714,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $299,010 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $77,422 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $717,727 | QualifyingDistributionsAmt |
| Applied To Current Year | $299,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $418,717 | RemainingDistriFromCorpusAmt |
| Total Corpus | $496,139 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $496,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $77,422 | ExcessFromYear1Amt |
| Excess From Current Year | $418,717 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 CORNERS AMATEUR RACING | |||||||
| 100 MOTORCROSS RD | AZTEC | NM | 87410 | N/A | PC | General & Unrestricted | $1,500 |
| ACCION NEW MEXICO | |||||||
| 2000 ZEARING AVE NW | ALBUQUERQUE | NM | 87104 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN NATIONAL RED CROSS - NORTHWEST NEW MEXICO | |||||||
| 2100 CORTLAND DR | FARMINGTON | NM | 87499 | N/A | PC | Charitable Event | $500 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60614 | N/A | PC | Runners At Play Race -Christina Gregory Fund | $1,000 |
| ARC OF SAN JUAN COUNTY INC | |||||||
| 200 W BROADWAY | FARMINGTON | NM | 87401 | N/A | PC | Changing Seasons, Changing Lives Gold Sponsor | $1,000 |
| AZTEC BOYS AND GIRLS CLUB INC | |||||||
| PO BOX 488 | AZTEC | NM | 87410 | N/A | PC | Annual Golf Tournament Silver Sponsor | $250 |
| BIG BROTHERS & BIG SISTERS OF SAN JUAN COUNTY INC | |||||||
| 308 N LOCKE AVE | FARMINGTON | NM | 87401 | N/A | PC | Discovery Festival Silver Sponsor | $5,000 |
| BOYS & GIRLS CLUB OF FARMINGTON | |||||||
| 1925 POSITIVE WAY | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS & GIRLS CLUB OF FARMINGTON | |||||||
| 1925 POSITIVE WAY | FARMINGTON | NM | 87401 | N/A | PC | Benefit Golf Tournament Corporate Sponsor | $1,500 |
| CALIENTE CHOIR INC | |||||||
| PO BOX 613 | BLANCO | NM | 87412 | N/A | PC | High Note Sponsorship | $1,000 |
| CARE CITIZENS ALLIANCE FOR RESPONSIBLE ENERGY | |||||||
| PO BOX 52103 | ALBUQUERQUE | NM | 87181 | N/A | PC | General & Unrestricted | $1,000 |
| CATHOLIC DIOCESE OF PUEBLO FOUNDATION INC | |||||||
| 101 N GREENWOOD ST | PUEBLO | CO | 81003 | N/A | PC | Sending young men to seminary | $500 |
| CATHOLIC PEOPLES FOUNDATION | |||||||
| 711 S PUERCO DR | GALLUP | NM | 87301 | N/A | PC | Bishop's Classic Birdie Sponsor | $1,500 |
| CHILDHAVEN INC | |||||||
| 807 W APACHE ST | FARMINGTON | NM | 87401 | N/A | PC | More the Merrier Walk & Roll Fund | $2,500 |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1310 L ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| DENVER HOMELESS MINISTRY | |||||||
| 5115 E 11TH AVE STE 11 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $200 |
| DENVER HOMELESS MINISTRY | |||||||
| 5115 E 11TH AVE STE 11 | DENVER | CO | 80203 | N/A | PC | Charitable Event | $424 |
| DISABLED SPORTS USA - ADAPTIVE SPORTS ASSOCIATION | |||||||
| 125 E 32ND ST | DURANGO | CO | 81301 | N/A | PC | Dave Spencer Ski Classic Gold Sponsor | $2,500 |
| DONT METH WITH US FOUNDATION INC | |||||||
| 4429 BELLA VISTA CIR | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $1,000 |
| FARMINGTON HIGH SCHOOL | |||||||
| 2200 N SUNSET AVE | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $25,000 |
| FARMINGTON MUSEUM FOUNDATION INC | |||||||
| PO BOX 115 | FARMINGTON | NM | 87499 | N/A | PC | Energy Week Fund | $250 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| PO BOX 18710 | GOLDEN | CO | 80402 | N/A | PC | #44605 Fund | $3,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 865 N DUSTIN AVE | FARMINGTON | NM | 87401 | N/A | PC | Musical Concert Fund | $500 |
| FOUNDATION FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 2001 N DUSTIN AVE | FARMINGTON | NM | 87401 | N/A | PC | Charitable Event | $1,000 |
| FOUR CORNERS CONFERENCE FOR PROF DEVEL INC | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | PC | General & Unrestricted | $1,000 |
| FOUR CORNERS FOUNDATION INC | |||||||
| PO BOX 5160 | FARMINGTON | NM | 87499 | N/A | PC | A Path Home Fund | $50,000 |
| FOUR CORNERS FOUNDATION INC | |||||||
| PO BOX 5160 | FARMINGTON | NM | 87499 | N/A | PC | Ladies Charity Golf Classic | $2,500 |
| GIRL SCOUTS OF NEW MEXICO TRAILS INC | |||||||
| 4000 JEFFERSON PLZ NE | ALBUQUERQUE | NM | 87109 | N/A | PC | Transportation to/from Camp Rancho del Chaparral | $2,200 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 324 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $10,000 |
| INSTITUTE FOR ENERGY RESEARCH | |||||||
| 1155 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| JLC UNITED INC | |||||||
| 3285 GILLESPIE RD | BINGHAMTON | NY | 13903 | N/A | PC | General & Unrestricted | $1,000 |
| KUTE INC | |||||||
| PO BOX 737 | IGNACIO | CO | 81137 | N/A | PC | General & Unrestricted | $10,000 |
| LEADERSHIP NEW MEXICO | |||||||
| 320 GOLD AVE SW STE 300 | ALBUQUERQUE | NM | 87102 | N/A | PC | Farmington Session Sponsorship | $944 |
| LIFEGUARD | |||||||
| PO BOX 2095 | DURANGO | CO | 81302 | N/A | PC | Southwest Catholic Youth Conference Gold Sponsor | $2,500 |
| MOUNTAIN STATES LEGAL FOUNDATION | |||||||
| 2596 S LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | PC | General & Unrestricted | $5,000 |
| NAVAJO MINISTRIES INCORPORATED | |||||||
| PO BOX 1230 | FARMINGTON | NM | 87499 | N/A | PC | Charitable Event | $2,000 |
| NEW MEXICO INSTITUTE OF MINING & TECHNOLOGY | |||||||
| 801 LEROY PL | SOCORRO | NM | 87801 | N/A | PC | President's Golf Tournament Hole Sponsor | $400 |
| NEW MEXICO STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 3590 | LAS CRUCES | NM | 88003 | N/A | PC | Domenici Public Policy Conference | $2,500 |
| NEW MEXICO STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 3590 | LAS CRUCES | NM | 88003 | N/A | PC | STEM Transportation Fund | $5,000 |
| PEACHS NEET FEET | |||||||
| 3105 MUNICIPAL DR | FARMINGTON | NM | 87401 | N/A | PC | A Literary Affair Annual Gala | $1,000 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | Festival of Trees Sponsor Farmington, NM Fund | $10,000 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | Farmington Community Health Center Campaign | $100,000 |
| REBOUND NEW MEXICO | |||||||
| PO BOX 95735 | ALBUQUERQUE | NM | 87199 | N/A | PC | General & Unrestricted | $10,000 |
| REGIONAL ANIMAL SHELTER FOUNDATION INC | |||||||
| PO BOX 1242 | FARMINGTON | NM | 87499 | N/A | PC | "Ales for Tails" 5 Paw Sponsor Fund | $5,000 |
| RIGHT TO LIFE COMMITTEE OF NEW MEXICO EDUCATIONAL | |||||||
| 2413 WYOMING BLVD NE STE A | ALBUQUERQUE | NM | 87112 | N/A | PC | San Juan County Right to Life Banquet Fund | $1,000 |
| RIO GRANDE FOUNDATION INC | |||||||
| PO BOX 40336 | ALBUQUERQUE | NM | 87196 | N/A | PC | General & Unrestricted | $5,000 |
| RIVER REACH FOUNDATION INC | |||||||
| PO BOX 2056 | FARMINGTON | NM | 87499 | N/A | PC | Riverfest 2015 | $500 |
| SACRED HEART CATHOLIC SCHOOL | |||||||
| 404 N ALLEN AVE | FARMINGTON | NM | 87401 | N/A | PC | Charitable Event | $3,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | School of Energy Building Fund | $200,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | FACE Your Future Program | $100,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | Merrion Honors Program | $25,000 |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | |||||||
| PO BOX 360 | KIRTLAND | NM | 87417 | N/A | PC | The First Tee 2015 Fund | $6,400 |
| SAN JUAN COUNTY PARTNERSHIP INC | |||||||
| 3535 E 30TH ST STE 239 | FARMINGTON | NM | 87402 | N/A | PC | San Juan County's Got Talent Fund | $1,000 |
| SAN JUAN COUNTY SCIENCE AND ENGINEERING FAIR INC | |||||||
| PO BOX 341 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $1,000 |
| SAN JUAN MEDICAL FOUNDATION INC | |||||||
| PO BOX 110 | FARMINGTON | NM | 87499 | N/A | PC | Annual Cancer Walkathon Fund | $7,500 |
| SAN JUAN MEDICAL FOUNDATION INC | |||||||
| PO BOX 110 | FARMINGTON | NM | 87499 | N/A | PC | Get Pinked Fund | $2,500 |
| SAN JUAN OPEN FOUNDATION | |||||||
| 5775 COUNTRY CLUB DR | FARMINGTON | NM | 87402 | N/A | PC | San Juan Open Sponsorship Fund | $1,000 |
| SAN JUAN ROTARY FOUNDATION INC | |||||||
| PO BOX 3102 | FARMINGTON | NM | 87499 | N/A | PC | 2015 Field of Honor Fund | $5,000 |
| SAN JUAN UNITED WAY | |||||||
| PO BOX 323 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $20,000 |
| SAN JUAN UNITED WAY | |||||||
| PO BOX 323 | FARMINGTON | NM | 87499 | N/A | PC | Joey Reddy Fund | $10,000 |
| SEXUAL ASSAULT SERVICES OF NORTHWEST NEW MEXICO IN | |||||||
| 622 W MAPLE ST STE H | FARMINGTON | NM | 87401 | N/A | PC | Charitable Event | $2,000 |
| SOCIETY OF PETROLEUM ENGINEERS SPE INC | |||||||
| 222 PALISADES CREEK DR | RICHARDSON | TX | 75080 | N/A | PC | 2015 SPE Oilman's Shootout Sponsorship Fund | $550 |
| SOUTHWEST DISTRICT KIWANIS FOUNDATION | |||||||
| PO BOX 843 | FARMINGTON | NM | 87499 | N/A | PC | Farmington Kiwanis Clothes for Children Fund | $1,000 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE | ALBUQUERQUE | NM | 87109 | N/A | PC | Four Corners Invitational | $1,000 |
| ST MARY'S CHURCH | |||||||
| 2100 E 20TH ST | FARMINGTON | NM | 87401 | N/A | PC | St. Mary's Youth Group | $500 |
| THE SAN JUAN SAFE COMMUNITIES INITIATIVE INC | |||||||
| PO BOX 3814 | FARMINGTON | NM | 87499 | N/A | PC | Punch's Boxing Club Program | $250 |
| THE SAN JUAN SAFE COMMUNITIES INITIATIVE INC | |||||||
| PO BOX 3814 | FARMINGTON | NM | 87499 | N/A | PC | UmattR Sponsorship Program | $2,000 |
| UNIVERSITY OF COLORADO FOUNDATION-DENVER CAMPUS | |||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | General & Unrestricted | $250 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PL | NASHVILLE | TN | 37240 | N/A | PC | General & Unrestricted | $250 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PL | NASHVILLE | TN | 37240 | N/A | PC | Vanderbilt School of Engineering | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $694,118 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,997 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,347 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $294,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $370,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $370,931 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Merrion Oil Gas | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o T Greg Merrion 610 Reilly Ave | AddressLine1Txt |
| City | Farmington | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAMBIAR SMALL CAP FUND - INSTI | $176,235 | $142,706 |
| HARBOR FDS INTL FD | $357,622 | $343,588 |
| IVESCO EUROPEAN GROWTH Y | $171,070 | $152,426 |
| LAZARD EMERGING MARKETS EQUITY | $34,142 | $26,696 |
| MFS VALUE I | $285,192 | $459,651 |
| MUNDER MIDCAP CORE GROWTH FUND | $280,430 | $281,585 |
| NATIONWIDE GENEVA SMALL CAP GR | $286,233 | $333,173 |
| OAKMARK FUND | $503,908 | $459,687 |
| PRINCIPAL MID CAP CL P | $379,960 | $352,060 |
| THORNBURG INTERNATIONAL GROWTH | $311,887 | $370,785 |
| TOUCHSTONE SANDS CAP SEL GR | $784,363 | $948,414 |
| VIRTUS EMERGING MARKETS OPPTS | $171,331 | $149,186 |
| WELLS FARGO PREMIER LARGE CO G | $609,852 | $841,977 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE REAL ESTATE INCOME | $266,714 | $265,013 |
| CARLYLE GMS FINANCE, INC | $270,981 | $246,065 |
| FRONTPOINT-SJC OFFSHORE CAPITA | $29,669 | $99,510 |
| SKYBRDGE MULTI-ADSR HF G ESCW | $277,244 | $266,503 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $23,584 | $23,584 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $23,571 | Amt |
| Net Investment Income | $23,571 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $1,900 |
| 990-PF Extension for 2014 | $767 |
Comments