MERRICK FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MERRICK FAMILY FOUNDATION (EIN 75-2851383)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201623169349100852
- 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 Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T11:53:07-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Ross Avenue Suite 1800 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752012997 | 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 | 752851383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRICK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICHOLAS A MERRICK | InCareOfNm |
| Business Name Control | MERR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 GREENBRIER DR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS A MERRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2146928116 | PhoneNum |
| Signature | 2016-11-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN COLLINS III | PreparerPersonNm |
| PTIN | P00855492 | PTIN |
| Phone | 2149991400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,461,619 | 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 | $1,031,458 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52,935 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,935 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,184,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,273,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,184,310 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,963 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,963 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,284,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,253,208 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,616 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $624,932 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $624,932 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $635,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $624,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,649,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,245,592 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $548,202 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $648,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $648,729 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $612,686 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $612,686 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $612,686 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $265,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,453 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,204 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $813,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,366,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,461,619 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $813,259 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,366,868 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $813,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,366,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $813,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,366,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $813,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,649,118 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,462,377 | SubtotalAmt |
| Other Decreases | $1,095,509 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,366,868 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MOBILEYE | D | $1,060,619 | $69,470 | $991,149 | $991,149 |
| Q2 HOLDINGS INC. | D | $195,940 | $19,221 | $176,719 | $176,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,184,310 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $438,195 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $662,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.661251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $390,771 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $951,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.410889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $304,206 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $759,122 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.400734 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $319,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $966,988 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.330252 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $735,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,200,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.612257 | DistributionYr5Rt |
| Total Distribution | 2.415383 | TotalDistributionRt |
| Average Distribution | 0.483077 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,763,106 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $851,716 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,456 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $864,172 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $624,932 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,912 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,912 | SubtotalAmt |
| Tax Based On Investment Income | $24,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,250 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,250 | TotalPaymentsAndCreditsAmt |
| Tax Due | $11,662 | TaxDueAmt |
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 | TX | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS A MERRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2146928116 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 GREENBRIER | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255106 | 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 |
| Relying Current Ntc Dsstr Asst | Yes (X) | RelyingCurrentNtcDsstrAsstInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS A MERRICK | ||||||||
| 3625 GREENBRIER | DALLAS | TX | 75225 | PRESIDENT | 0 | $0 | $0 | $0 |
| LESLIE T MERRICK | ||||||||
| 3625 GREENBRIER | DALLAS | TX | 75225 | SECRETARY | 0 | $0 | $0 | $0 |
| JUDITH L MERRICK | ||||||||
| 3625 GREENBRIER | DALLAS | TX | 75225 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $130,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $846,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $812,890 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,789,955 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,789,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,763,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,912 | TotalTaxAmt |
| Distributable Before Adj | $63,243 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,243 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,243 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $624,932 | 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 | $624,932 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $624,932 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $676,539 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $279,885 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $270,224 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $348,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $414,171 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,989,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $624,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $63,243 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $561,689 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,551,231 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $676,539 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,874,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $279,885 | ExcessFromYear4Amt |
| Excess From Year3 | $270,224 | ExcessFromYear3Amt |
| Excess From Year2 | $348,723 | ExcessFromYear2Amt |
| Excess From Year1 | $414,171 | ExcessFromYear1Amt |
| Excess From Current Year | $561,689 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICHOLAS A MERRICK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PARK CITIES PRESBYTERIAN CHURCH | ||||||||
| 4124 OAK LAWN | DALLAS | TX | 75219 | N/A | PC | SUPPORT OF CHURCH | $53,000 | |
| THE HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 752292999 | N/A | PC | EDUCATIONAL SUPPORT | $20,000 | |
| DALLAS THEOLOGICAL SEMINARY | ||||||||
| PO BOX 612626 | DALLAS | TX | 752612626 | N/A | PC | GENERAL EDUCATION PROGRAM | $10,000 | |
| YOUNG LIFE | ||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PC | CHRISTIAN YOUTH PROGRAM | $25,500 | |
| CATHOLIC CHARITIES USA | ||||||||
| 2050 BALLENGER AVENUE | ALEXANDRIA | VA | 22314 | N/A | PC | CHRISTIAN RELIEF AND DEVELOPMENT | $20,000 | SUITE 400 |
| CISTERCIAN PREPARATORY SCHOOL | ||||||||
| 3660 CISTERCIAN ROAD | IRVING | TX | 75039 | N/A | PC | EDUCATIONAL SUPPORT | $10,000 | |
| UNIVERSITY OF VIRGINIA FUND | ||||||||
| PO BOX 400228 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | UNRESTRICTED GRANT | $52,500 | |
| HEROIC MEDIA | ||||||||
| 11615 ANGUS ROAD | AUSTIN | TX | 78759 | N/A | PC | UNRESTRICTED GRANT | $2,500 | SUITE 102 |
| COUNCIL FOR LIFE | ||||||||
| 4516 LOVERS LN PMB 103 | DALLAS | TX | 75225 | N/A | PC | UNRESTRICTED GRANT | $11,000 | |
| ONE HUNDRED SHARES | ||||||||
| 3700 POTOMAC AVE | DALLAS | TX | 75205 | N/A | PC | UNRESTRICTED GRANT | $1,000 | |
| ST RITA CATHOLIC COMMUNITY | ||||||||
| 12521 INWOOD RD | DALLAS | TX | 75244 | N/A | PC | UNRESTRICTED GRANT | $18,000 | |
| DIOCESE OF DALLAS | ||||||||
| 3725 BLACKBURN ST | DALLAS | TX | 75219 | N/A | PC | BISHOP'S ANNUAL APPEAL | $10,000 | PO BOX 190507 |
| THEOLOGICAL HORIZONS | ||||||||
| 1841 UNIVERSITY CIRCLE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| SPINAL MUSCULAR ATROPHY RESEARCH TEAM | ||||||||
| 36 DENSMORE STREET | BUFFALO | NY | 14220 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CIRCLE TEN BSA | ||||||||
| 8605 HARRY HINES BOULEVARD | DALLAS | TX | 75235 | N/A | PC | 2015 FRIENDS OF SCOUTING CAMPAIGN | $3,000 | |
| WORLD VISION | ||||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 98001 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| INTERNATIONAL JUSTICE MISSION | ||||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THRIVE WOMEN'S CLINIC | ||||||||
| 12959 JUPITER ROAD | DALLAS | TX | 75238 | N/A | PC | GENERAL SUPPORT | $5,000 | STE 260 |
| FOOD FOR THE HUNGRY | ||||||||
| 1224 E WASHINGTON STREET | PHOENIX | AZ | 85034 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| DALLAS SYMPHONY ORCHESTRA LEAGUE | ||||||||
| 2301 FLORA STREET | DALLAS | TX | 75201 | N/A | PC | GENERAL SUPPORT | $462 | |
| FAMILY LEGACY | ||||||||
| 5005 W ROYAL LN STE 252 | IRVING | TX | 75063 | N/A | PC | GENERAL SUPPORT | $28,745 | |
| FOCUS ON THE FAMILY | ||||||||
| 8655 EXPLORE DR | COLORADO SPRINGS | CO | 80920 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HARVARD UNIVERSITY | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | HBS FUND FOR LEADERSHIP AND INNOVATION | $50,000 | |
| THE HEIDI GROUP | ||||||||
| 109 SOUTH HARRIS STREET | ROUND ROCK | TX | 78664 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HEART OF GOLD FOUNDATION | ||||||||
| 8595 MILMICHAEL CT | DUBLIN | OH | 43017 | N/A | PC | GENERAL SUPPORT | $225 | |
| JH RANCH | ||||||||
| 402 OFFICE PARK DRIVE STE 310 | BIRMINGHAM | AL | 35223 | N/A | PC | GENERAL SUPPORT | $13,000 | |
| KIDS ACROSS AMERICA | ||||||||
| 2036 TIMBERLAKE RD | BRANSON | MO | 65616 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| MAD FOR PLAID | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| RANSOM FELLOWSHIP | ||||||||
| 5245 132ND CT | SAVAGE | MN | 55378 | N/A | PC | GENERAL SUPPORT | $500 | |
| RECONCILIATION OUTREACH | ||||||||
| 1421 N PEAK ST | DALLAS | TX | 75204 | N/A | PC | GENERAL SUPPORT | $500 | |
| REDEEMER CITY TO CITY | ||||||||
| 1166 AVENUE OF THE AMERICAS STE 16 | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $12,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 4707 BENGAL ST | DALLAS | TX | 75235 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SENTON-LA SALLE CATHOLIC HIGH SCHOOL | ||||||||
| 1000 MCNELLY RD | PITTSBURGH | PA | 15234 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| TEXAS RIGHT TO LIFE | ||||||||
| CENTRE PKWY 200 | HOUSTON | TX | 77036 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE AMERICAN CONSERVATIVE | ||||||||
| 910 17TH STREET NW STE 410 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HARVEST AMERICA | ||||||||
| 8615 FREEPORT PARKWAY STE 210 | IRVING | TX | 75063 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FELLOWSHIP FOR PERFORMING ARTS | ||||||||
| 1674 BROADWAY 404 | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $624,932 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,935 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,963 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,184,310 | 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 | $1,253,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,253,208 | 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 | NICHOLAS A MERRICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 GREENBRIER | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,031,458 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES CONTRIBUTED FROM JPMORGAN ACCOUNT #4004 | NoncashPropertyDesc |
| Fair Market Value | $1,031,458 | FairMarketValueAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MEMBRES, LLC | FMV | $103,300 | $178,507 |
| SHARP HUMOR, LP | FMV | $2,153 | $21,697 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS DIFFERENCE ON SECURITIES SOLD | Desc |
| Amt | $1,095,509 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBRES LLC OTHER INCOME (PFIC) | Desc |
| Revenue And Expenses Per Books | $15,963 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,963 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON TIMBER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $612,686 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SHARP HUMOR PORTFOLIO DEDUCT | $677 | $677 |
| MEMBRES LLC PORTFOLIO DEDUCT | $6,939 | $6,939 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE MERRICK FAMILY FOUNDATION INVESTS IN MADISON TIMBER PROPERTIES, LLC (EIN: 46-0820297). THIS INVESTMENT WAS NEW IN 2015, AND WAS OMITTED IN THE CALCULATION OF THE FOUNDATION'S MINIMUM INVESTMENT RETURN AT EXTENSION. THE OMISSION CAUSED THE MERRICK FOUNDATION TO UNDERESTIMATE ITS TAX LIABILITY. THE OMISSION OF THE MADISON TIMBER PROPERTIES, LLC CAUSED THE MERRICK FAMILY FOUNDATION TO UNDERESTIMATE ITS TAX LIABILITY. THE OMISSION WAS INADVERTANT AND THE TAXPAYER MADE A GOOD FAITH EFFORT TO PAY ITS TAX LIABILITY FOR THE 2015 TAX YEAR. WE RESPECTFULLY REQUEST A WAIVER OF THE PENALTIES FOR THE REASONS LISTED ABOVE. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $3,000 | Amt |
Comments