2025-10-10T09:14:57-07:00 2024-12-31 208257738 Cole & Company CPAs PC 2925 NW 156th St Edmond OK 73013 990PF 2024-01-01 736111622 THE MERRICK FOUNDATION MERR 4057555571 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 ROSS M COE Trustee 2025-10-10 true true R Brett Cole P00296047 4054184444 2024 2025-03-06 01:10:19Z X 12275861 X X 267966 267966 456385 1282114 456385 724351 724351 38000 38000 2049 2049 94418 31921 62497 23973 23973 676 676 2990 2990 162106 55894 106212 451000 451000 613106 55894 557212 111245 668457 21489 52380 52380 159075 199759 199759 7166270 7112036 7112036 4475593 4911686 4911686 11822427 12275861 12275861 0 X 11822427 12275861 11822427 12275861 11822427 12275861 11822427 111245 342306 12275978 117 12275861 BANCFIRST TRUST #0019 - L/T COVERED P 2010-12-31 2024-12-31 1101445 825729 275716 275716 Capital Gain Dividends 180669 456385 9292 9292 9292 10000 10000 X 109 599 599 false false false false false false false false true OK true false false false false true N/A FOUNDATION MANAGEMENT INC 4057555571 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 false false false false false false false false false false false false false false false false false false false false false false GERALD S BUCHANAN 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 VALDA M BUCHANAN 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Secretary 0.00 2000 ASHER COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 CHARLES R COE JR 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 CLAY COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 MERRICK FITZGERALD 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Vice President 0.00 2000 ROSS M COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 RYAN COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 WARD I COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 GWEN GAINES 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 MERRICK MCSWIGGAN 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 FRANK W MERRICK 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Vice President 0.00 1000 ROBERT MERRICK 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Treasurer 0.00 2000 JONATHAN MERRICK 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 President 0.00 2000 WARD S MERRICK III 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 JEFF MOEN 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 JESSIE NANCE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 MIKE CAWLEY 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 WILL MERRICK 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 2000 KATE MERRICK-SMITH 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 Trustee 0.00 1000 NONE FOUNDATION MANAGEMENT INC 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 MANAGEMENT SERVICES 62497 12012210 36934 0 12049144 0 12049144 180737 11868407 593420 593420 9292 9292 584128 584128 584128 557212 557212 584128 444410 557212 444410 0 112802 471326 FOUNDATION MANAGEMENT INC 1024 E BRITTON RD 200 OKLAHOMA CITY OK 731312001 4057555571 KBLAKLEY@FMIOKC.COM ONLINE GRANT APPLICATION AT: FMIOKC.COM/CLIENTS/MERRICK JULY 5 / OCTOBER 11 SEE ANNUAL REPORT AND GRANT APPLICATION AT FMIOKC.COM/CLIENTS/MERRICK CHRIST CHURCH EPISCOPAL 10901 S YALE TULSA OK 74137 NONE 501(C)(3) Discretionary Grant 4000 OMRF 825 NE 13TH ST OKLAHOMA CITY OK 73104 NONE 501(C)(3) Stephen M Prescott Endowment Fund for the Best and the Brightest 51000 UNIVERSITY OF OKLAHOMA FOUNDATION PO BOX 258856 OKLAHOMA CITY OK 73125 NONE 501(C)(3) OU Dodge Family College of Arts and Sciences Mental Health Support/Discretionary Grant 79000 TRANSFORMATION CHURCH PO BOX 1418 SEMINOLE OK 74818 NONE 501(C)(3) Discretionary Grant 2000 SOUTHEASTERN FOUNDATION INC 425 W UNIVERSITY BLVD DURANT OK 74701 NONE 501(C)(3) Discretionary Grant 4000 SOUTHERN OKLAHOMA AMBULANCE SERVICE 517 GRAND AVE ARDMORE OK 73401 NONE 501(C)(3) Discretionary Grant 3000 TRAVELIN TIGERS FUND INC 130 D ST NW ARDMORE OK 73401 NONE 501(C)(3) Discretionary Grant 1000 CHRISTIAN COMMUNITY FOUNDATION 4515 POPLAR AVE STE 324 MEMPHIS TN 38117 NONE 501(C)(3) Discretionary Grant 4000 CROSS AND CROWN MISSION INC 1008 N MCKINLEY OKLAHOMA CITY OK 73106 NONE 501(C)(3) Discretionary Grant 750 INFANT CRISIS SERVICES 4224 N LINCOLN BLVD OKLAHOMA CITY OK 73105 NONE 501(C)(3) Discretionary Grant 750 THE HOMELESS ALLIANCE INC 1724 NW 4TH ST OKLAHOMA CITY OK 73106 NONE 501(C)(3) Discretionary Grant 750 SPERO PROJECT 906 NW 6TH ST OKLAHOMA CITY OK 73106 NONE 501(C)(3) Discretionary Grant 1000 VINE COMMUNITY CHURCH 6608 WESTERN PMB 179 OKLAHOMA CITY OK 73116 NONE 501(C)(3) Discretionary Grant 2000 CENTENARY COLLEGE 2911 CENTENARY BLVD SHREVEPORT LA 71104 NONE 501(C)(3) Discretionary Grant 1000 KIDS ACROSS AMERICA 2036 TIMBERLAKE BRANSON MO 65616 NONE 501(C)(3) Discretionary Grant 1000 BECAUSE BASEBALL 2311 18TH ST ARLINGTON VA 22201 NONE 501(C)(3) Discretionary Grant 1000 GUTS CHURCH 9120 E BROKEN ARROW EXPY TULSA OK 74145 NONE 501(C)(3) Discretionary Grant 4000 WINGS SPECIAL NEEDS COMMUNITY PO BOX 2095 EDMOND OK 73083 NONE 501(C)(3) Discretionary Grant 2000 NICHOLS HILLS PARKS INC 6407 AVONDALE DR OKLAHOMA CITY OK 73116 NONE 501(C)(3) Discretionary Grant 1000 OSU FOUNDATION 400 S MONROE STILLWATER OK 74076 NONE 501(C)(3) World Mental Health Day 2024 75000 THE DRAGONFLY HOME PO BOX 94613 OKLAHOMA CITY OK 73143 NONE 501(C)(3) Discretionary Grant 2000 GRACE CENTER OF SOUTHERN OK INC 11 A ST NW ARDMORE OK 73401 NONE 501(C)(3) Day Center Case Management 5000 FAMILY SHELTER OF SOUTHERN OKLAHOMA PO BOX 1408 ARDMORE OK 73402 NONE 501(C)(3) Shelter and advocacy program 10000 CHARLES B GODDARD CENTER FOR THE VI 401 1ST SW ARDMORE OK 73401 NONE 501(C)(3) Goddard Center capital campaign remodel and renovation 75000 BECAUSE WE CARE PHILANTHROPY INC 1024 E BRITTON RD STE 200 OKLAHOMA CITY OK 73131 NONE 501(C)(3) Discretionary Grant 3000 REGIONAL FOOD BANK OF OKLAHOMA PO BOX 270968 OKLAHOMA CITY OK 73137 NONE 501(C)(3) Discretionary Grant 750 REMERGE PO BOX 2845 OKLAHOMA CITY OK 73101 NONE 501(C)(3) Discretionary Grant 2000 CASADY SCHOOL PO BOX 20390 OKLAHOMA CITY OK 73156 NONE 501(C)(3) Discretionary Grant 2500 COMMUNITY YOUTH SERVICES 15 MONROE ST ARDMORE OK 73401 NONE 501(C)(3) Discretionary Grant 4000 APOSTOLIC NETWORK OF GLOBAL AWAKENI 1451 CLARK ST MECHANICSBURG PA 17055 NONE 501(C)(3) Discretionary Grant 4000 LIGHTHOUSE BEHAVIORAL WELLNESS CENT PO BOX 189 ARDMORE OK 73402 NONE 501(C)(3) Ardmore Bridges Initiative 10000 POSSIBILITIES INC 4301 N CLASSEN STE C OKLAHOMA CITY OK 73118 NONE 501(C)(3) DISCRETIONARY GRANTS 9000 ELIJAH LIST MINISTRIES INC 525 2ND AVE STE 626 ALBANY OR 97321 NONE 501(C)(3) Discretionary Grant 1000 FAITHWORKS OF THE INNER CITY INC PO BOX 95106 OKLAHOMA CITY OK 73143 NONE 501(C)(3) Discretionary Grant 2000 WARRIORS REST FOUNDATION 755 W COVELL RD STE 200 EDMOND OK 73003 NONE 501(C)(3) Discretionary Grant 1000 MID-AMERICA CHRISTIAN UNIVERSITY 3500 SW 119TH ST OKLAHOMA CITY OK 73170 NONE 501(C)(3) Scraper Counseling Center "Do Greater" Outreach 75000 MERCY SHIPS PO BOX 1930 GARDEN VALLEY TX 75771 NONE 501(C)(3) Discretionary Grant 1000 MAGDALENE HOUSE OKC PO BOX 57676 OKLAHOMA CITY OK 73157 NONE 501(C)(3) Discretionary Grant 500 AMERICAN LEBANESE SYRIAN ASSOCIATED 501 ST JUDE PL MEMPHIS TN 38105 NONE 501(C)(3) Discretionary Grant 4000 FEED MY STARVING CHILDREN 401 93RD AVE NW COON RAPIDS MN 55433 NONE 501(C)(3) Discretionary Grant 1000 451000 14 267966 18 456385 724351 724351 false false false false false false false false false false ACCOUNTING FEES 2049 0 0 2049 HUMPHREYS FUND I LLC FMV 2598449 2598449 OTHER INVESTMENTS FMV 2313237 2313237 NONDEDUCTIBLE EXPENSES 117 BANK CHARGES 107 107 INSURANCE 1480 1480 TRAINING 1403 1403 NONDIVIDEND DISTRIBUTIONS 3427 INVESTMENT FEES 31921 31921 0 0 MANAGEMENT FEES 62497 0 0 62497 FEDERAL EXCISE TAXES 16949 16949 FOREIGN TAXES 7024 7024