MERRICK FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MERRICK FAMILY FOUNDATION (EIN 75-2851383)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349101672
- Schema version
- 2014v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:55:10-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK MERRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2147509407 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK T NASH | PreparerPersonNm |
| PTIN | P00396721 | PTIN |
| Phone | 2149991400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $915,565 | 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 | $162,742 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,428 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,428 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $510,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $510,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $510,475 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,508 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $686,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $523,411 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $67,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,944 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,500 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $77,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,944 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,944 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $455,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,903 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $548,202 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $548,202 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $614,197 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $265,057 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $367,363 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $648,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $915,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $648,100 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $813,259 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $648,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $813,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $648,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $648,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,959 | ExcessRevenueOverExpensesAmt |
| Subtotal | $814,059 | SubtotalAmt |
| Other Decreases | $800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $813,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $510,475 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $390,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $951,038 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.410889 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $304,206 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $759,122 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.400734 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $319,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $966,988 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.330252 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $735,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,200,588 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.612257 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $278,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,162,630 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.239292 | DistributionYr5Rt |
| Total Distribution | 1.993424 | TotalDistributionRt |
| Average Distribution | 0.398685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $662,676 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $264,199 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $268,754 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $442,750 | 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 | $4,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,555 | SubtotalAmt |
| Tax Based On Investment Income | $4,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,805 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,805 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,250 | OverpaymentAmt |
| Applied To ES Tax | $5,250 | 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 | 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 | $6,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $421,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $244,995 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $672,768 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $672,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $662,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,134 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,555 | TotalTaxAmt |
| Distributable Before Adj | $28,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,750 | 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 | $442,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $438,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $222,135 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $676,539 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $279,885 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $270,224 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $348,723 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,797,506 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $28,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $414,171 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,211,677 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $222,135 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,989,542 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $676,539 | ExcessFromYear4Amt |
| Excess From Year3 | $279,885 | ExcessFromYear3Amt |
| Excess From Year2 | $270,224 | ExcessFromYear2Amt |
| Excess From Year1 | $348,723 | ExcessFromYear1Amt |
| Excess From Current Year | $414,171 | 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 (44 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 | $87,600 | |
| THE HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 752292999 | N/A | PC | EDUCATIONAL SUPPORT | $30,000 | |
| 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 | $25,000 | |
| 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 | $21,000 | |
| YMCA OF METROPOLITAN DALLAS | ||||||||
| 601 N AKARD ST | DALLAS | TX | 75201 | N/A | PC | PERSONAL DEVELOPMENT | $200 | |
| UNIVERSITY OF VIRGINIA FUND | ||||||||
| PO BOX 400228 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | UNRESTRICTED GRANT | $50,000 | |
| 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 | $10,000 | |
| 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 | |
| FOCUS LEARNING ACADMEY & TRIPLE A ACADEMY | ||||||||
| 2524 WEST LEDBETTER DRIVE | DALLAS | TX | 75237 | N/A | PC | EDUCATIONAL SUPPORT | $8,000 | |
| INSIGHT FOR LIVING | ||||||||
| PO BOX 5000 | FRISCO | TX | 75034 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| ADVOCATES FOR COMMUNITY TRANSFORMATION | ||||||||
| PO BOX 225225 | DALLAS | TX | 752225225 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| DIOCESE OF DALLAS | ||||||||
| 3725 BLACKBURN ST | DALLAS | TX | 75219 | N/A | PC | GENERAL SUPPORT | $10,000 | PO BOX 190507 |
| GREY NUNS OF THE SACRED HEART | ||||||||
| 1750 QUARRY ROAD | YARDLEY | PA | 19067 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| IGLESIA BAUTISTA PALACIO DEL REY | ||||||||
| 5429 REIGER AVENUE | DALLAS | TX | 75214 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| REDEEMER SEMINARY | ||||||||
| 6060 N CENTRAL EXPRESSWAY | DALLAS | TX | 75206 | N/A | PC | GENERAL SUPPORT | $7,200 | SUITE 700 |
| REFORMED UNIVERSITY FELLOWSHIP | ||||||||
| 1700 NORTH BROWN ROAD | LAWRENCEVILLE | GA | 30043 | N/A | PC | GENERAL SUPPORT | $1,000 | SUITE 104 |
| THEOLOGICAL HORIZONS | ||||||||
| 1841 UNIVERSITY CIRCLE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| VITAE FOUNDATION | ||||||||
| 1731 SOUTHRIDGE DRIVE SUITE D | JEFFERSON CITY | MO | 65109 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WOMEN'S AUXILIARY TO CHILDREN'S MEDICAL CENTER | ||||||||
| 2777 N STEMMONS FRWY | DALLAS | TX | 75207 | N/A | PC | GENERAL SUPPORT | $300 | SUITE 700 |
| SPINAL MUSCULAR ATROPHY RESEARCH TEAM | ||||||||
| 36 DENSMORE STREET | BUFFALO | NY | 14220 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SOUTH FRANKLIN COUNTY VOLUNTEER FIRE DEPARTMENT | ||||||||
| 264 FM 3357 | SCROGGINS | TX | 75480 | N/A | PC | GENERAL SUPPORT | $500 | |
| CIRCLE TEN BSA | ||||||||
| 8605 HARRY HINES BOULEVARD | DALLAS | TX | 75235 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| WORLD VISION | ||||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 98001 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| HERITAGE SCHOOL OF DALLAS | ||||||||
| 6125 LUTHER LANE 322 | DALLAS | TX | 75225 | N/A | PC | GENERAL SUPPORT | $25,500 | |
| CENTER FOR CHRISTIAN STUDY | ||||||||
| 128 CHANCELLOR STREET | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BEHIND EVERY DOOR MINISTRIES | ||||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE BIBLE LITERACY PROJECT | ||||||||
| 122 W 14TH STREET | FRONT ROYAL | VA | 22630 | N/A | PC | GENERAL SUPPORT | $10,000 | PMB 332 |
| EAST WEST MINISTRIES | ||||||||
| 2001 W PLANO PARKWAY 3000 | PLANO | TX | 75075 | N/A | PC | GENERAL SUPPORT | $250 | |
| IGLESIA BAUTISTA JUNIUS HEIGHTS | ||||||||
| 5429 REIGER AVE | DALLAS | TX | 75214 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| INTERNATIONAL JUSTICE MISSION | ||||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MERCY STREET | ||||||||
| 3801 HOLYSTONE STREET | DALLAS | TX | 75212 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| OUR LADY VICTORY | ||||||||
| 3220 HEMPHILL STREET | FORT WORTH | TX | 76110 | N/A | PC | GENERAL SUPPORT | $7,000 | |
| THRIVE WOMEN'S CLINIC | ||||||||
| 12959 JUPITER ROAD | DALLAS | TX | 75238 | N/A | PC | GENERAL SUPPORT | $5,000 | STE 260 |
| TROOP 82 | ||||||||
| PO BOX 12596 | DALLAS | TX | 75225 | N/A | PC | GENERAL SUPPORT | $100 | |
| TWIN OAKS CHURCH | ||||||||
| 1301 SOUTH MAIN STREET | KELLER | TX | 76248 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WATERMARK COMMUNITY CHURCH | ||||||||
| 7540 LYNDON B JOHNSON FWY | DALLAS | TX | 75251 | N/A | PC | GENERAL SUPPORT | $100 | |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| ACWORTH UNITED METHODIST CHURCH | ||||||||
| 4340 COLLINS CIRCLE | ACWORTH | GA | 30101 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| PROVIDENCE CHRISTIAN SCHOOL | ||||||||
| 5002 W LOVERS LANE | DALLAS | TX | 75209 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FOOD FOR THE HUNGRY | ||||||||
| 1224 E WASHINGTON STREET | PHOENIX | AZ | 85034 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $442,750 | 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 | $3,428 | 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 | $9,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $510,475 | 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 | $523,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $523,411 | 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 | $162,742 | 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 | $152,742 | FairMarketValueAmt |
| Received | 2014-12-23 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MEMBRES, LLC | FMV | $109,651 | $182,664 |
| SHARP HUMOR, LP | FMV | $2,664 | $35,675 |
| JPM SECURITIES | FMV | $152,742 | $149,024 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE PORTION OF CONTRIBUTIONS | Desc |
| Amt | $800 | 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 | $9,508 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,508 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SHARP HUMOR PORTFOLIO DEDUCT | $518 | $518 |
| MEMBRES LLC PORTFOLIO DEDUCT | $67,426 | $67,426 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $9,500 | Amt |
Comments