2024-11-08T11:15:11-08:00 2023-12-31 Evelyn H Moses CPA 3602 Bryn Mawr Dr Dallas TX 75225 990PF 2023-01-01 742457886 Merrymac McKinley Foundation Inc MERR 2149229033 1020 E Levee 180 Dallas TX 75207 Mark C McKinley Pres/Treas 2024-11-08 true true Evelyn H Moses P01400635 2143612323 X 2023 2024-10-15 13:58:12Z X 3497075 X X 102762 102762 -54509 168828 9 16 48262 102778 7065 2983 4083 10333 10333 857 857 428 114 314 18683 14287 4397 119750 119750 138433 14287 124147 -90171 88491 676764 551295 551295 1748833 1806382 2984331 -21873 -40943 2770 2392 2392 2428367 2338196 3497075 0 X 2428367 2338196 2428367 2338196 2428367 2338196 2428367 -90171 2338196 2338196 publicly traded securities P 2001-01-01 2023-12-31 160884 223337 -62453 -62453 long-term capital gain dist. P 2001-01-01 2023-12-31 4814 4814 4814 Class action proceeds P 2001-01-01 2023-12-31 3130 3130 3130 -54509 1230 1230 1230 385 848 1233 3 3 false false false false false false false true true NY TX true false false false false true N/A Mark McKinley 2149229033 1020 E Levee Suite 180 Dallas TX 75207 false false false false false false false false false true 2022 true false false false false false false false false false false false false Mark C McKinley 1020 E Levee Suite 180 Dallas TX 75207 Pres./Dir. 10.00 0 Karla K McKinley 1020 E Levee Suite 180 Dallas TX 75207 Sr.VP/Dir. 5.00 0 John K McKinley Jr 1020 E Levee Suite 180 Dallas TX 75207 Director 1.00 0 John K McKinley III 1020 E Levee Suite 180 Dallas TX 75207 VP 1.00 0 Mark C McKinley II 1020 E Levee Suite 180 Dallas TX 75207 Treasurer 1.00 0 Madison M Isner 1020 E Levee Suite 180 Dallas TX 75207 Secretary 1.00 0 NONE NONE 2812817 649527 2380 3464724 0 3464724 51971 3412753 170638 170638 1230 1230 169408 169408 169408 124147 124147 169408 168862 124147 124147 0 44715 169408 Mark McKinley 1020 E Levee Suite 180 Dallas TX 75207 2149229033 vsmith@mk-resources.com None None None Alabama Marines Foundation P O Box 2624 Tuscaloosa AL 35406 N/A PC Towards 2023 Tuscaloosa Gauntlet 2000 Baylor Scott White Foundation 3600 Gaston Avenue Dallas TX 75246 N/A PC Benefiting Breast Cancer Research 5000 Boys Girls Clubs of Central Wyoming 1701 E K St Casper WY 82601 N/A PC Local youth development programs in the Bighorn area of Wyoming 5000 Brother Bill's Helping Hand 3909 N Westmoreland Rd Dallas TX 75212 N/A PC Towards community assistance with food and other aids such as education 3000 Buffalo Senior Center P O Box 941 Buffalo WY 82834 N/A PC Support for the food pantry 3000 Dallas Contemporary 161 Glass Street Dallas TX 75207 N/A PC General operating support for public art museum 10000 Food Bank of the Rockies 10700 E 45th Avenue Denver CO 80239 N/A PC Support for Wyominig Food Pantries in Buffalo and Evansville 6000 George W Bush Presidential Center 2943 SMU Boulevard Dallas TX 75205 N/A PC George W. Bush Presidential Center's programs and impact centers 25000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 75205 N/A PC General operating support 11000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 75205 N/A PC Support for the day school 10000 Highland Park United Methodist Chur 3300 Mockingbird Lane Dallas TX 75205 N/A PC General operating support 5000 Jubliee Park Community Center 917 Bank Street Dallas TX 75223 N/A PC Community Renewal Program for Jubilee Park 7500 People's Fellowship Assembly of God P O Box 913 Forney TX 75126 N/A PC Youth Summer Camp 1000 Salesmanship Club Charitable GolfDa 106 E 10th Street Suite 200 Dallas TX 75203 N/A PC Benefiting Dallas chidren with after-school care and programs 5000 Shelton State Community College 9500 Old Greensboro Road Tuscaloosa AL 35405 N/A PC General operating support 1000 Sheridan Hawkes Junior Hockey Club P O Box 1 Sheridan WY 82801 N/A PC General operating support 250 Stillman College 3601 Stillman Blvd Tuscaloosa AL 35401 N/A PC General operating support 10000 The Arc of Harris County 9401 Southwest Freeway 12th Floor Houston TX 77074 N/A PC Supporting human rights of people with intellectual and developmental disabilities 1000 The Brinton Museum P O Box 460 Big Horn WY 82833 N/A PC General operating support for public art museum 2500 The Community Foundation for the CS P O Box 31358 Augusta GA 30903 N/A PC Central Savannah River Area community foundation Press On Fund 1000 The Family Place P O Box 7999 Dallas TX 75209 N/A PC Support for family violence services 2500 The University of Alabama Box 870101 Tuscaloosa AL 35487 N/A PC Towards the University ROTC Gift Fund 3000 119750 14 102762 18 -54509 MDB Capital Holdings LLC 901101 -7 Other income 14 16 -7 48269 48262 false false false false false false false false false false Accounting services 4865 2433 0 2433 Tax return preparation services 2200 550 0 1650 4000 shs Chevron Corp 77720 596640 640 shs Exxon Mobil Corp 38989 63987 2000 shs Honeywell Intl Inc. 196669 419420 500 shs JPMorgan Chase & Co 18025 85050 475 shs Phillip Morris Intl Inc. 12175 44688 50 shs Amazon Com Inc 88204 151940 2400 shs Alps Alerian MLP ETF 73959 102048 10000 shs Achieve Life Science 65888 41200 3911 shs American Well Corp 5085 5827 163 shs Anixa Biosciences Inc. 649 633 461 shs Biomerica 3421 1594 471 shs Clearpoint Neuro Inc. 7527 3198 5017 shs Columbia Div Inc Fd Cl Inst 135144 152560 4067 shs Cue Biopharma Inc 35898 10737 2882 shs Cytosorbents Corp 11523 3199 1954 shs Docgo Inc. 14520 10923 6000 shs Dynagas LNG Partners LP 45520 16800 1062 shs Hartford Schroders Intl 15392 17681 670 shs Heartbeam Inc. 350 shs Ishares Micro-Cap ETF 40680 40611 1415 shs Ishares Core MSCI Emerging Mkt 71985 71571 172 shs Ishares RS 2000 Growth 31958 43382 288 shs Ishares RS 2000 Value 32756 44735 949 shs Ishares Russell 1000 Growth 151089 287708 1237 shs Ishares Russell 1000 Value 138832 204414 1529 shs Ishares Tr Core MSCI EAF 90633 107565 2000 shs Knot Offshore Partner LP 29839 11520 2269 shs MDX Health SA ADR 8215 9058 4167 shs MDXHealth SA ADR 50000 16418 1361 shs Morgan Stanley Growth Portfolio 55606 52275 26 shs Neurospace Inc. 242 268 863 shs Oakmark INTL FD 18081 23100 5358 shs PIMCO Income Fd 56179 56905 796 shs PIMCO Short Term Fd 7593 7623 5000 shs SX5E Lirn Iss RBC 50000 46965 1000 shs Targa Resources 44907 86870 2663 shs T Rowe Price Floating Rate Fd 24493 24740 224 shs Vanguard 500 Index Fd 37413 100239 165 shs MDB Capital Holdings LLC 2085 1903 246 shs American New World Fd 17488 18336 40 Call Chevron exp 3-15-24 AT COST 7918 5280 20 Call Honeywell exp 3-15-24 AT COST 2165 14760 6 Call Exxon Mobil exp 3-15-24 AT COST 1210 168 5 Call JPMorgan Chase exp 4-19-24 AT COST 1087 7090 10 Call Targa Resources exp 3-15-24 AT COST 2226 1225 10 Call Amazon exp 4-19-24 AT COST 7267 12420 Art 2380 2380 2380 Dividends receivable 390 12 12 Bank service charges 64 64 Filing fees 250 250 Miscellaneous 114 114 MDB Capital Holdings LLC -7 Other income 16 16 Investment management fees 10333 10333 0 0 Foreign tax paid 857 857