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MERRICK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MERRICK FOUNDATION (EIN 46-0957284)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-06
IRS object ID
202230969349102053
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-06T15:35:50-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN853890541PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CMMS AN ATLAS NAVIGATORS FIRMBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 S FILLMORE ST STE 600AddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460957284EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRICK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERRBusinessNameControlTxt
Phone8063505515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 S POLK STREETAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSIE MERRICKPersonNm
Person TitleVP/SEC/DIRECTORPersonTitleTxt
Signature2022-03-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastMERRICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D MITCHELLPreparerPersonNm
PTINP00005725PTIN
Phone8063736661PhoneNum
Preparation2022-03-29PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,186FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$500,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,175AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,175AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$2,350TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,175TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$520,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$520,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$522,850TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,175TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$521,675TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,850ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,036CashBOYAmt
Cash EOY$18,186CashEOYAmt
Cash EOYFMV$18,186CashEOYFMVAmt
Total Assets BOY$41,036TotalAssetsBOYAmt
Total Assets EOY$18,186TotalAssetsEOYAmt
Total Assets EOYFMV$18,186TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$41,036RetainedEarningBOYAmt
Retained Earning EOY$18,186RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$41,036TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,186TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,036TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,186TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$41,036TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,850ExcessRevenueOverExpensesAmt
Subtotal$18,186SubtotalAmt
Tot Net Ast Or Fund Balances EOY$18,186TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAL REIDIndividualWithBooksNm
Phone8063505515PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11005 S POLK STREETAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARTH MERRICK
1005 S POLK STREETAMARILLOTX79101PRES/TREAS/D2.00$0$0$0
SUSIE MERRICK
1005 S POLK STREETAMARILLOTX79101VP/SEC/DIREC2.00$0$0$0
TEEL MERRICK
1005 S POLK STREETAMARILLOTX79101DIRECTOR1.00$0$0$0
NOELLE KILGORE
1005 S POLK STREETAMARILLOTX79101DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/A - ORGANIZATION IS A GRANT MAKING ENTITY ONLY.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,373AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,373TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$31,373AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$471CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,902NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,545MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,545MinimumInvestmentReturnAmt
Distributable Before Adj$1,545DistributableBeforeAdjAmt
Distributable Before Ded$1,545DistributableBeforeDedAmt
Distributable As Adjusted$1,545DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$521,675ExpensesAndContributionsAmt
Qualifying Distributions$521,675QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,545DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,290,765ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$640,244ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$554,608ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$337,788ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$446,233ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,269,638TotalExcessDistributionCyovAmt
Qualifying Distributions$521,675QualifyingDistributionsAmt
Applied To Current Year$1,545AppliedToCurrentYearAmt
Remaining Distri From Corpus$520,130RemainingDistriFromCorpusAmt
Total Corpus$3,789,768TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,290,765ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,499,003ExcessDistriCyovToNextYrAmt
Excess From Year4$640,244ExcessFromYear4Amt
Excess From Year3$554,608ExcessFromYear3Amt
Excess From Year2$337,788ExcessFromYear2Amt
Excess From Year1$446,233ExcessFromYear1Amt
Excess From Current Year$520,130ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARTH MERRICKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonNOELLE KILGORE EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11005 S POLK STREETAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79101ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8063505515RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD STATE THE USE OF THE REQUESTED GRANT AND INCLUDE A COPY OF THE ORGANIZATION'S TAX EXEMPTION LETTER AND TAX ID NUMBER.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR SUBMISSION OF GRANT REQUESTS.SubmissionDeadlinesTxt
Restrictions On AwardsGRANT RECIPIENTS WILL BE LIMITED TO 501(C)(3) ORGANIZATIONS. ORGANIZATIONS SUPPORTING THE HEALTH AND WELL-BEING OF DOMESTICATED ANIMALS LOCATED WITHIN THE UNITED STATES WILL BE GIVEN FOREMOST CONSIDERATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVO COMPANIES INC
5241 S WASHINGTON STAMARILLOTX79110NONEPCOPERATIONS$25,000
AMARILLO CHILDREN'S HOME
3400 S BOWIEAMARILLOTX79109NONEPCOPERATIONS$10,000
AMERICAN CENTER FOR LAW & JUSTICE
PO BOX 90555WASHINGTONDC20090NONEPCOPERATIONS$32,000
AMERICAN LEPROSY MISSIONS
ONE ALM WAYGREENVILLESC29601NONEPCOPERATIONS$5,000
ANOTHER CHANCE HOUSE
209 S JACKSON STAMARILLOTX79101NONEPCOPERATIONS$5,000
BETHESDA OUTREACH CENTER
1101 FRITCH HWYAMARILLOTX79108NONEPCOPERATIONS$10,000
CAPISTRANO VALLEY CHRISTIAN SCHOOL
32032 DEL OBISPO STSAN JUAN CAPISTRANOCA92675NONEPCOPERATIONS$10,000
CHRISTIANS UNITED FOR ISREAL
PO BOX 1307SAN ANTONIOTX78295NONEPCOPERATIONS$20,000
DOWNTOWN WOMEN'S CENTER
409 S MONROE STAMARILLOTX79101NONEPCOPERATIONS$50,000
EVELINE RIVERS PROJECT
314 SOUTH JEFFERSONAMARILLOTX79101NONEPCOPERATIONS$2,500
FAITH CITY MISSION
401 SE 2ND AVEAMARILLOTX79101NONEPCOPERATIONS$57,000
GLORY OF ZION INTERNATIONAL
7801 SOUTH I-35ECORINTHTX76208NONEPCOPERATIONS$5,000
GREATER AMARILLO YOUNG LIFE
PO BOX 9277AMARILLOTX79105NONEPCOPERATIONS$10,000
GUIDE DOGS FOR THE BLIND
PO BOX 151200SAN RAFAELCA94915NONEPCOPERATIONS$5,000
HEAL THE CITY
609 S CAROLINA STAMARILLOTX79106NONEPCOPERATIONS$25,000
HIGH PLAINS FOOD BANK
815 ROSS STAMARILLOTX79102NONEPCOPERATIONS$5,000
HOPE CHOICE
1501 S TAYLOR STAMARILLOTX79101NONEPCOPERATIONS$52,000
JOYCE MEYERS MINISTRIES
PO BOX 655FENTONMO63026NONEPCOPERATIONS$5,000
LOST BUT NOT FORGOTTEN
PO BOX 50292AMARILLOTX79159NONEPCOPERATIONS$5,000
MARILYN HICKEY MINISTRIES
6825 S GALENA STCENTENNIALCO80112NONEPCOPERATIONS$5,000
MILE HIGH EDUCATION SERVICES
200 RAMPART WAY 326DENVERCO80230NONEPCOPERATIONS$40,000
OPERATION SMILE
PO BOX 758588TOPEKAKS66675NONEPCOPERATIONS$10,000
PARC-PANHANDLE ADULT REBUILDING CTR
413 SW 6TH AVEAMARILLOTX79101NONEPCOPERATIONS$5,000
PAWS OF JACKSON HOLE
320 E BROADWAY AVE 2BJACKSONWY83001NONEPCOPERATIONS$4,000
PRESBYTERIAN HOME FOR CHILDREN
905 ASHLAND HWYTALLADEGAAL35160NONEPCOPERATIONS$10,000
REACHING SOULS INTERNATIONAL
12625 S PORTLAND AVEOKLAHOMA CITYOK73170NONEPCOPERATIONS$30,000
RELATIONAL WISDOM 360
4460 LAREDO PLACEBILLINGSMT59106NONEPCOPERATIONS$5,000
SALVATION ARMY
400 S HARRISON STAMARILLOTX79101NONEPCOPERATIONS$22,000
SAMARITAN'S PURSE INTL RELIEF
PO BOX 3000BOONENC28607NONEPCOPERATIONS$30,000
SHARING HOPE MINISTRY
2300 SW 7TH AVEAMARILLOTX79106NONEPCOPERATIONS$5,000
SPECIAL DELIVERY INFANT ADOPTION
1601 S MONROEAMARILLOTX79102NONEPCOPERATIONS$10,000
SPECIAL OLYMPICS - PANHANDLE
112 SW 8TH AVE 730AMARILLOTX79101NONEPCOPERATIONS$1,000
WT FELLOWSHIP OF CHRISTIAN ATHLETES
5111 CANYON DRIVEAMARILLOTX79110NONEPCOPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$520,500TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGARTH MERRICKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11005 S POLK STREETAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79101ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCMMS PLLCCategoryTxt
Amt$2,350Amt
Net Investment Income$1,175NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,175DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGARTH MERRICKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 S POLK STREETAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79101ZIPCd