MERRICK FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MERRICK FAMILY FOUNDATION (EIN 75-2851383)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201413169349101056
- Schema version
- 2013v3.1
- 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 Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T13:59:56-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Ross Avenue Suite 1800 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752012997 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICHOLAS A MERRICK | InCareOfNm |
| Business Name Control | MERR | BusinessNameControlTxt |
| Phone | 2146928116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 GREENBRIER | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752255106 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK MERRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2147509407 | PhoneNum |
| Signature | 2014-11-10 | 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 | 2147509407 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $891,989 | 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 | $116,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,871 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,871 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,814 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,460 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,460 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $411,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,146 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $18,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,465 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $500 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $393,523 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $393,523 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $393,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,642 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $275,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $275,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,903 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $378,862 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $614,197 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $858,086 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $654,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $648,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $891,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $654,742 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $648,100 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $654,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $648,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $654,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $648,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $654,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,642 | ExcessRevenueOverExpensesAmt |
| Subtotal | $648,100 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $648,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,814 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $759,122 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.400734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $319,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $966,988 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.330252 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $735,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,200,588 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.612257 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $278,208 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,162,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.239292 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $307,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,075,305 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.286012 | DistributionYr5Rt |
| Total Distribution | 1.868547 | TotalDistributionRt |
| Average Distribution | 0.373709 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $951,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $355,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,752 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $358,163 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $393,523 | 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 | $2,752 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,752 | SubtotalAmt |
| Tax Based On Investment Income | $2,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,057 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $9,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,557 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,805 | OverpaymentAmt |
| Applied To ES Tax | $9,805 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752255106 | ZIPCode |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $309,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $656,505 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $965,521 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $965,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $951,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,752 | TotalTaxAmt |
| Distributable Before Adj | $44,800 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,800 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,800 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $393,523 | 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 | $393,523 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,752 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $390,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $255,389 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $222,135 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $676,539 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $279,885 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $270,224 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,704,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $393,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $44,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $348,723 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,052,895 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $255,389 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,797,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $222,135 | ExcessFromYear4Amt |
| Excess From Year3 | $676,539 | ExcessFromYear3Amt |
| Excess From Year2 | $279,885 | ExcessFromYear2Amt |
| Excess From Year1 | $270,224 | ExcessFromYear1Amt |
| Excess From Current Year | $348,723 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| PARK CITIES PRESBYTERIAN CHURCH | ||||||||
| 4124 OAK LAWN | DALLAS | TX | 75219 | N/A | PC | SUPPORT OF CHURCH | $95,000 | |
| THE HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 752292999 | N/A | PC | EDUCATIONAL SUPPORT | $10,000 | |
| DALLAS THEOLOGICAL SEMINARY | ||||||||
| PO BOX 612626 | DALLAS | TX | 752612626 | N/A | PC | GENERAL EDUCATION PROGRAM | $10,000 | |
| DALLAS PREGNANCY RESOURCE CENTER | ||||||||
| 12959 JUPITER ROAD SUITE 260 | DALLAS | TX | 75238 | N/A | PC | PREGNANCY RESOURCE CENTER | $2,500 | |
| 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 | $10,000 | SUITE 400 |
| CISTERCIAN PREPARATORY SCHOOL | ||||||||
| 3660 CISTERCIAN ROAD | IRVING | TX | 75039 | N/A | PC | EDUCATIONAL SUPPORT | $10,500 | |
| GLOBAL HORIZONS INC | ||||||||
| PO BOX 120494 | ST PAUL | MN | 55112 | N/A | PC | CHRISTIAN RELIEF AND DEVELOPMENT | $25,000 | |
| WEST DALLAS COMMUNITY SCHOOL | ||||||||
| 2300 CANADA DRIVE | DALLAS | TX | 75212 | N/A | PC | EDUCATIONAL INSTITUTION | $200 | |
| 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 | $2,500 | |
| 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 | $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 | |
| WILLIAMS FAMILY FOUNDATION | ||||||||
| 1600 VICEROY DRIVE | DALLAS | TX | 75235 | N/A | PF | GENERAL SUPPORT | $200 | SUITE 150 |
| FOCUS LEARNING ACADMEY & TRIPLE A ACADEMY | ||||||||
| 2524 WEST LEDBETTER DRIVE | DALLAS | TX | 75237 | N/A | PC | EDUCATIONAL SUPPORT | $7,000 | |
| PRESTON HOLLOW PRESBYTERIAN SCHOOL | ||||||||
| 9800 PRESTON ROAD | DALLAS | TX | 75230 | N/A | PC | EDUCATIONAL SUPPORT | $5,000 | |
| 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 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CARRY THE LOAD | ||||||||
| 1301 CUSTER RD STE 352-3018 | PLANO | TX | 75075 | N/A | PC | GENERAL SUPPORT | $250 | |
| CHRISTIAN UNION | ||||||||
| 240 NASSAU STREET | PRINCETON | NJ | 08542 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CROSSWORLD USA | ||||||||
| 10000 N OAK TRAFFICWAY | KANSAS CITY | MO | 64155 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| DIOCESE OF DALLAS | ||||||||
| 3725 BLACKBURN ST | DALLAS | TX | 75219 | N/A | PC | GENERAL SUPPORT | $5,000 | PO BOX 190507 |
| EDIFY | ||||||||
| 10590 W OCEAN AIR DRIVE | SAN DIEGO | CA | 92130 | N/A | PC | GENERAL SUPPORT | $3,000 | SUITE 300 |
| FAMILY LEGACY MISSION | ||||||||
| 5005 WEST ROYAL LANE | IRVING | TX | 75063 | N/A | PC | GENERAL SUPPORT | $623 | SUITE 252 |
| GREY NUNS OF THE SACRED HEART | ||||||||
| 1750 QUARRY ROAD | YARDLEY | PA | 19067 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| GIAL | ||||||||
| 7500 W CAMP WISDOM ROAD | DALLAS | TX | 75236 | N/A | PC | GENERAL SUPPORT | $250 | |
| HOPE FOR THE HEART | ||||||||
| 2001 W PLANO PARKWAY | PLANO | TX | 75075 | N/A | PC | GENERAL SUPPORT | $1,000 | SUITE 1000 |
| JONATHAN'S PLACE | ||||||||
| PO BOX 140085 | DALLAS | TX | 75214 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| KIDS ACROSS AMERICA | ||||||||
| PO BOX 930 | BRANSON | MO | 656150930 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| IGLESIA BAUTISTA PALACIO DEL REY | ||||||||
| 5429 REIGER AVENUE | DALLAS | TX | 75214 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| REDEEMER SEMINARY | ||||||||
| 6060 N CENTRAL EXPRESSWAY | DALLAS | TX | 75206 | N/A | PC | GENERAL SUPPORT | $5,000 | SUITE 700 |
| REFORMED UNIVERSITY FELLOWSHIP | ||||||||
| 1700 NORTH BROWN ROAD | LAWRENCEVILLE | GA | 30043 | N/A | PC | GENERAL SUPPORT | $2,500 | SUITE 104 |
| SETON-LA SALLE CATHOLIC HIGH SCHOOL | ||||||||
| 1000 MCNEILLY ROAD | PITTSBURGH | PA | 15226 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| THEOLOGICAL HORIZONS | ||||||||
| 1841 UNIVERSITY CIRCLE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL SUPPORT | $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 |
| SIXTY FEET INC | ||||||||
| 2451 CUMBERLAND PARKWAY | ATLANTA | GA | 30339 | N/A | PC | GENERAL SUPPORT | $1,500 | SUITE 3526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $393,523 | 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 | $1,872 | 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 | 14 | ExclusionCd |
| Exclusion | $10,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281,814 | 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 | $294,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,146 | 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 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $116,900 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MEMBRES, LLC | FMV | $530,673 | $598,201 |
| SHARP HUMOR, LP | FMV | $83,524 | $259,885 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BARCLAYS INVESTMENT MGMT FEES | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
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 | $10,460 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,460 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SHARP HUMOR PORTFOLIO DEDUCT | $335 | $335 |
| MEMBRES LLC PORTFOLIO DEDUCT | $18,130 | $18,130 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $5,200 | Amt |
Comments