Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
MERRIFIELD WOODIS IRRV TRUST XXX-XX-XXXX
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 477   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH033020477
A Employer identification number

02-6077231
B Telephone number (see instructions)

(603) 229-5990
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,498,160
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 54,647 54,647  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,182
b Gross sales price for all assets on line 6a 483,815
7 Capital gain net income (from Part IV, line 2)... 34,182
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 88,829 88,829  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,276 25,276    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 725 725 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 13,148 497   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 76 76    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,225 26,574 0 0
25 Contributions, gifts, grants paid........ 122,069 122,069
26 Total expenses and disbursements. Add lines 24 and 25 161,294 26,574 0 122,069
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -72,465
b Net investment income (if negative, enter -0-) 62,255
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 40,881 48,615 48,615
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 533,737 Click to see attachment505,822 504,200
b Investments—corporate stock (attach schedule)........ 1,260,471 Click to see attachment1,218,214 1,490,013
c Investments—corporate bonds (attach schedule)........ 464,348 Click to see attachment454,317 455,332
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,299,437 2,226,968 2,498,160
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 2,299,437 2,226,968
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 2,299,437 2,226,968
31 Total liabilities and net assets/fund balances (see instructions).. 2,299,437 2,226,968
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,299,437
2 Enter amount from Part I, line 27a..................... 2 -72,465
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,226,972
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,226,968
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 86. ALLEGION PLC   2013-11-13 2014-01-21
b 170. THERMO ELECTRON CORPORATION   2013-11-13 2014-02-04
c 5000. BERKSHIRE HATHAWAY 5.40% 5/15/2018 DTD 11/15/2008   2013-06-21 2014-02-19
d 5000. FNMA 5.375% 06/12/2017 DTD 06/08/07   2011-08-15 2014-02-19
e 1686.098 FIDELITY SPARTAN HIGH INCOME   2013-07-29 2014-02-19
5000. JPMORGAN CHASE & CO 6% 01/15/2018 DTD 12/20/07   2011-04-11 2014-02-19
5000. WACHOVIA CORP 5.750% 02/01/2018 DTD 01/31/08   2013-06-21 2014-02-19
130. COMCAST CORP SPECIAL CL A   2013-11-13 2014-02-20
70. DAVITA INC   2013-11-13 2014-02-20
50. DAVITA INC   2013-11-13 2014-02-24
50000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2012-08-08 2014-03-14
260. GENERAL MTRS CO COM   2013-11-13 2014-04-11
230. INTL GAME TECHNOLOGY   2013-11-13 2014-04-23
310. INTL GAME TECHNOLOGY   2013-11-13 2014-04-24
290. INTL GAME TECHNOLOGY   2013-11-13 2014-04-30
20. ABBOTT LABS CO   2013-11-13 2014-05-05
10. ABBVIE INC   2013-11-13 2014-05-05
10. AETNA U S HEALTHCARE INC   2013-11-13 2014-05-05
10. AGILENT TECHNOLOGIES INC COM   2013-11-13 2014-05-05
116.682 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-23 2014-05-05
10. AMERICAN INTL GROUP INC COM NEW   2013-11-13 2014-05-05
10. AMERIPRISE FINANCIAL INC   2013-11-13 2014-05-05
40. APPLIED MATERIALS   2013-11-13 2014-05-05
10. BLACKROCK INC CL A   2013-11-13 2014-05-05
10. BOEING CO   2013-11-13 2014-05-05
10. CIT GROUP INC COM NEW   2013-11-13 2014-05-05
10. CVS CORP   2013-11-13 2014-05-05
10. CAMERON INTERNATIONAL CORP   2013-11-13 2014-05-05
20. CENTURYTEL INC COM   2013-11-13 2014-05-05
20. CITIGROUP INC.   2013-11-13 2014-05-05
10. COLGATE PALMOLIVE CO   2008-11-20 2014-05-05
10. DANAHER CORP   2011-04-21 2014-05-05
10. DEVON ENERGY CORPORATIOIN NE COM   2013-11-13 2014-05-05
10. E I DUPONT DE NEMOURS INC   2013-11-13 2014-05-05
10. ELECTRONIC ARTS COM   2013-11-13 2014-05-05
10. EXXON MOBIL CORP COM   2007-04-20 2014-05-05
10. FIDELITY NATL INFORMATION SV   2013-11-13 2014-05-05
10. GENUINE PARTS CO   2013-11-13 2014-05-05
11.401 HARBOR INTERNATIONAL FUND   2013-06-21 2014-05-05
20.436 HARBOR INTERNATIONAL FUND   2010-11-23 2014-05-05
12.053 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229   2013-06-21 2014-05-05
20. INTERNATIONAL PAPER CO   2013-08-16 2014-05-05
20. KOHL'S CORP   2013-11-13 2014-05-05
10. MARSH & MCLENNAN CORP   2013-11-13 2014-05-05
30. MICROSOFT CORPORATION   2013-11-13 2014-05-05
10. NATIONAL-OILWELL INC   2013-11-13 2014-05-05
10. NORTHEAST UTILITIES CORP   2013-11-13 2014-05-05
10. OCCIDENTAL PETROLEUM CO   2013-11-13 2014-05-05
20. ORACLE CORPORATION   2013-05-20 2014-05-05
10. PRAXAIR INCORPORATED COMMON   2013-11-13 2014-05-05
10. SMUCKER J M CO NEW   2013-11-13 2014-05-05
30. STAPLES INC   2013-11-13 2014-05-05
20. TJX COMPANIES INC.   2013-11-13 2014-05-05
20. TEXAS INSTRUMENTS   2013-11-13 2014-05-05
20. TIME WARNER INC   2013-11-13 2014-05-05
10. UNITEDHEALTH GROUP INC COM   2013-11-13 2014-05-05
10. WISCONSIN ENERGY CORP   2013-11-13 2014-05-05
10. INGERSOLL-RAND PLC SHS   2013-11-13 2014-05-05
10. SEAGATE TECHNOLOGY PLC SHS   2014-02-03 2014-05-05
230. INTL GAME TECHNOLOGY   2013-11-13 2014-05-06
130. ELECTRONIC ARTS COM   2013-11-13 2014-05-07
190. ELECTRONIC ARTS COM   2013-11-13 2014-05-08
5000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2013-06-21 2014-05-20
20000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2009-10-27 2014-05-20
5000. U S TREASURY NOTE 1.875% 09/30/2017 DTD 09/30/10   2013-11-13 2014-05-20
15000. U S TREASURY NOTE 1.875% 09/30/2017 DTD 09/30/10   2012-10-25 2014-05-20
65. NOW INC   2013-11-13 2014-06-09
40. TIME INC   2013-11-13 2014-06-16
210. CAPITAL ONE FINANCIAL CORP   2011-01-24 2014-06-18
680. STAPLES INC   2013-11-13 2014-06-18
784.553 VANGUARD INFLTN PRTCTD SEC FD #5119   2010-11-23 2014-06-26
765.518 VANGUARD SHORT-TERM FED-ADM #549   2014-02-19 2014-06-26
50. AETNA U S HEALTHCARE INC   2013-11-13 2014-06-30
6. VERITIV CORP   2013-11-13 2014-07-10
.309 VERITIV CORP   2013-11-13 2014-07-21
70. DAVITA INC   2013-11-13 2014-07-24
60. EXXON MOBIL CORP COM   2007-04-20 2014-07-25
70. DAVITA INC   2013-11-13 2014-08-01
70. AETNA U S HEALTHCARE INC   2013-11-13 2014-08-12
25000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2013-06-21 2014-08-13
100. DELPHI AUTOMOTIVE PLC   2013-11-13 2014-08-27
70. DELPHI AUTOMOTIVE PLC   2013-11-13 2014-08-28
10000. SBC COMMUNICATIONS 5.10% 09/15/2014 DTD 10/27/2004   2010-03-15 2014-09-15
5000. US TREASURY BOND 2.5% 08/15/2023 DTD 08/15/2013   2014-05-20 2014-09-15
40. AETNA U S HEALTHCARE INC   2013-11-13 2014-10-15
40. TIME WARNER INC   2013-11-13 2014-10-16
130. AETNA U S HEALTHCARE INC   2013-11-13 2014-10-28
20000. FED NATL MTG ASSN .375% 03/16/2015 DTD 02/06/2012   2013-06-21 2014-11-10
10000. PFIZER INC NOTES 5.35% 3/15/2015 DTD 03/24/2009   2012-08-21 2014-11-10
200. KEYSIGHT TECHNOLOGIES INC   2013-11-13 2014-11-24
25000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2011-04-08 2014-12-10
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,154   3,536 618
b 19,197   16,520 2,677
c 5,770   5,743 27
d 5,721   6,057 -336
e 15,917   15,698 219
5,776   5,496 280
5,777   5,758 19
6,508   5,942 566
4,589   4,069 520
3,404   2,906 498
51,369   54,421 -3,052
8,427   9,846 -1,419
2,912   4,090 -1,178
3,903   5,513 -1,610
3,580   5,158 -1,578
777   748 29
513   476 37
721   633 88
551   509 42
4,100   3,126 974
526   481 45
1,120   1,028 92
758   701 57
2,987   2,952 35
1,323   1,319 4
422   487 -65
749   639 110
654   546 108
696   629 67
944   983 -39
670   312 358
731   533 198
704   605 99
674   605 69
287   263 24
1,029   788 241
546   490 56
846   816 30
834   707 127
1,495   1,177 318
356   303 53
916   959 -43
1,107   1,152 -45
487   462 25
1,182   1,112 70
798   823 -25
465   419 46
948   962 -14
824   699 125
1,307   1,238 69
970   1,068 -98
376   477 -101
1,164   1,238 -74
916   836 80
1,353   1,329 24
751   705 46
480   409 71
595   538 57
503   509 -6
2,898   4,090 -1,192
4,298   3,420 878
6,442   4,999 1,443
5,101   5,277 -176
20,404   21,748 -1,344
5,155   5,165 -10
15,466   15,771 -305
2,091   2,163 -72
923   843 80
16,970   10,187 6,783
7,570   10,806 -3,236
20,955   20,657 298
8,229   8,222 7
4,066   3,164 902
218   199 19
12   10 2
5,039   4,069 970
6,184   4,727 1,457
4,974   4,069 905
5,279   4,430 849
25,317   25,889 -572
6,956   5,532 1,424
4,849   3,872 977
10,000   10,875 -875
5,003   5,029 -26
2,911   2,532 379
3,000   2,552 448
9,999   8,227 1,772
19,919   19,885 34
10,166   11,201 -1,035
6,566   5,303 1,263
26,037   27,663 -1,626
      24,081
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       618
b       2,677
c       27
d       -336
e       219
      280
      19
      566
      520
      498
      -3,052
      -1,419
      -1,178
      -1,610
      -1,578
      29
      37
      88
      42
      974
      45
      92
      57
      35
      4
      -65
      110
      108
      67
      -39
      358
      198
      99
      69
      24
      241
      56
      30
      127
      318
      53
      -43
      -45
      25
      70
      -25
      46
      -14
      125
      69
      -98
      -101
      -74
      80
      24
      46
      71
      57
      -6
      -1,192
      878
      1,443
      -176
      -1,344
      -10
      -305
      -72
      80
      6,783
      -3,236
      298
      7
      902
      19
      2
      970
      1,457
      905
      849
      -572
      1,424
      977
      -875
      -26
      379
      448
      1,772
      34
      -1,035
      1,263
      -1,626
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 34,182
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 117,596 2,354,640 0.049942
2012 112,558 2,269,341 0.049599
2011 112,610 2,274,660 0.049506
2010 109,604 2,170,452 0.050498
2009 115,269 1,964,843 0.058666
2 Total of line 1, column (d) ...................... 2 0.258211
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.051642
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,441,357
5 Multiply line 4 by line 3....................... 5 126,077
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 623
7 Add lines 5 and 6......................... 7 126,700
8 Enter qualifying distributions from Part XII, line 4.............. 8 122,069
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,245
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,245
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,245
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 6,524
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,524
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,279
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,248 RefundedBullet 11 4,031
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTD Bank NA Telephone no.bullet (603) 229-5990
    Located atbullet143 NORTH MAIN STREETCONCORDNH ZIP+4bullet03301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    TD Bank NA Trustee
    1
    25,276    
    PO Box 477
    Concord,NH033020477
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,439,805
    b
    Average of monthly cash balances.......................
    1b
    38,730
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,478,535
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,478,535
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    37,178
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,441,357
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    122,068
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    122,068
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,245
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,245
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    120,823
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    120,823
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    120,823
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    122,069
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    122,069
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    122,069
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 120,823
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 17,983
    b From 2010....... 5,061
    c From 2011....... 1,131
    d From 2012....... 0
    e From 2013....... 6,387
    fTotal of lines 3a through e......... 30,562
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 122,069
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 120,823
    e Remaining amount distributed out of corpus 1,246
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 31,808
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    17,983
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    13,825
    10 Analysis of line 9:
    a Excess from 2010.... 5,061
    b Excess from 2011.... 1,131
    c Excess from 2012.... 0
    d Excess from 2013.... 6,387
    e Excess from 2014.... 1,246
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    NEW LONDON HOSPITAL
    DONALD J GRIFFIN CFO
    273 COUNTY ROAD
    NEW LONDON,NH03257
    NONE 501(C)(3) DAILY OPERATIONS 85,448
    THE FIRST BAPTIST CHURCH
    ATTN PETER E HAGER
    NEW LONDON,NH03257
    NONE 501 (C)(3) DAILY OPERATIONS 36,621
    Total .................................bullet 3a 122,069
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 54,647  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 34,182  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   88,829  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1388,829
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    MERRIFIELD WOODIS IRRV TRUST XXX-XX-XXXX
    EIN: 02-6077231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 725 725    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    MERRIFIELD WOODIS IRRV TRUST XXX-XX-XXXX
    EIN: 02-6077231
    Name of Bond End of Year Book Value End of Year Fair Market Value
    10000 AT&T INC 4.45% 10,176 10,744
    20000 ANHEUSER-BUSCH 1.375% 20,195 19,982
    15000 BK OF NOVA SCOTIA 1.1% 15,013 15,010
    20000 BERKSHIRE HATHAWAY 5.40% 21,806 22,378
    20000 CATERPILLAR FINL SE 2.05 20,502 20,384
    10000 CISCO SYSTEMS INC 4.95% 10,894 11,176
    25000 COCA COLA CO 1.500% 24,032 25,245
    10000 COMCAST CORP 2.85% 9,977 9,933
    25000 GEN ELEC CAP CORP 27,167 27,751
    5000 GEN ELEC CAP CORP 1.625% 5,067 5,031
    20000 JPMORGAN CHASE & CO 6% 21,604 22,377
    25000 ONTARIO PROVINCE OF 1.65 24,891 24,712
    20000 PROVINCE OF QUEBEC 2.750 20,090 20,406
    10000 TOYOTA MOTOR CREDIT 2.00 10,280 10,181
    10000 US BANCORP 1.95% 10,012 10,030
    20000 WACHOVIA CORP 5.75% 22,373 22,396
    20000 WAL-MART STORES INC 1.50 20,423 20,185
    3526.821 FIDELITY HIGH INCOME 32,835 31,389
    2647.574 TDAM 5 TO 10 YEAR COR 27,603 27,217
    1559.951 TDAM 1 TO 5 CORP BD 15,796 15,662
    1695.303 VANGUARD INFLTN PRTCT 44,322 43,857
    3651.132 VANGUARD SHORT-TERM 39,259 39,286

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    MERRIFIELD WOODIS IRRV TRUST XXX-XX-XXXX
    EIN: 02-6077231
    Name of Stock End of Year Book Value End of Year Fair Market Value
    190 COMCAST CORP SPECIAL CL A 8,684 10,937
    120 GENUINE PARTS CO 9,795 12,788
    190 HOME DEPOT INC 15,192 19,944
    290 KOHLS CORP 16,705 17,702
    80 LAS VEGAS SANDS CORP COM 4,940 4,653
    180 MCDONALDS CORP 17,616 16,866
    330 TJX COMPANIES INC 17,470 22,631
    280 TIME WARNER INC 17,867 23,918
    300 CVS HEALTH CORPORATION 19,172 28,893
    170 COLGATE PALMOLIVE CO 5,303 11,762
    200 PEPSICO INCORPORATED 17,086 18,912
    90 SMUCKER J M CO NEW 9,609 9,088
    88 CALIFORNIA RESOURCES CORPOR 745 485
    200 CAMERON INTERNATIONAL CORP 10,917 9,990
    210 DEVON ENERGY CORPORATION 12,838 12,854
    180 EXXON MOBIL CORP 11,949 16,641
    260 NATIONAL-OILWELL INC 19,236 17,038
    220 OCCIDENTAL PETROLUEM CO 20,626 17,734
    170 AMERICAN EXPRESS CO 7,185 15,817
    390 AMERICAN INTL GROUP INC 19,066 21,844
    140 AMERIPRISE FINANCIAL INC 14,398 18,515
    90 BLACKROCK INC CL A 26,570 32,180
    420 CIT GROUP INC COM NEW 20,247 20,089
    300 CME GROUP INC 22,773 26,595
    390 CITIGROUP INC 19,396 21,103
    340 FIDELITY NATL INFORMATION 16,649 21,148
    400 MARSH & MCLENNAN CORP 18,466 22,896
    290 METLIFE INC 15,377 15,686
    480 MORGAN STANLEY 15,082 18,624
    250 NORTHERN TRUST CORP 15,274 16,850
    100 VISA INC - CL A 19,753 26,220
    430 ABBOTT LABS CO 11,934 19,359
    320 ABBVIE INC 15,229 20,941
    400 AGILENT TECHNOLOGIES INC 13,903 16,376
    150 AMERISOURCEBERGEN CORP 10,277 13,524
    270 UNITEDHEALTH GROUP INC 19,045 27,294
    250 INGERSOLL-RAND PLC 13,443 15,848
    240 BOEING CO 25,737 31,195
    310 DANAHER CORP SHE BEN INT 16,378 26,570
    220 ROCKWELL COLLINS INC 16,067 18,586
    150 UNITED TECHNOLOGIES 16,064 17,250
    270 SEAGATE TECHNOLOGY PLC 13,127 17,955
    230 CHECK POINT SOFTWARE TECH 13,532 18,071
    430 APPLE COMPUTER INC 24,698 47,463
    830 APPLIED MATERIALS 14,544 20,684
    260 CITRIX SYS INC 15,027 16,588
    860 MICROSOFT CORPORATION 25,695 39,947
    640 ORACLE CORPORATION 19,620 28,781
    460 TEXAS INSTRUMENTS 19,235 24,594
    260 E I DUPONT DE NEMOURS INC 15,741 19,224
    40 ECOLAB INC 1,909 4,181
    330 INTERNATIONAL PAPER CO 15,016 17,681
    160 PRAXAIR INCORPORATED COMMO 19,807 20,730
    480 CENTURYLINK INC COM 15,103 18,998
    320 NORTHEAST UTILITIES CORP 13,408 17,126
    370 WISCONSIN ENERGY CORP 15,135 19,514
    3810.943 INVESCO INTERNATIONAL 102,095 124,580
    1230.011 BUFFALO SMALL CAP FD 33,082 38,881
    1823.505 HARBOR INTERNATIONAL 105,052 118,127
    1590.910 HARTFORD MUT FDS INC 37,500 45,898
    1715.129 PERKINS MID CAP VALUE 38,406 34,303
    1720.968 ROYCE SPECIAL EQUITY 36,419 39,341

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    MERRIFIELD WOODIS IRRV TRUST XXX-XX-XXXX
    EIN: 02-6077231
    US Government Securities - End of Year Book Value:

    505,822
    US Government Securities - End of Year Fair Market Value:

    504,200
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 OtherDecreasesSchedule
    Name:
    MERRIFIELD WOODIS IRRV TRUST XXX-XX-XXXX
    EIN: 02-6077231
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    MERRIFIELD WOODIS IRRV TRUST XXX-XX-XXXX
    EIN: 02-6077231
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 38 38   0
    OTHER NON-ALLOCABLE EXPENSE - 38 38   0


    TY 2014 TaxesSchedule
    Name:
    MERRIFIELD WOODIS IRRV TRUST XXX-XX-XXXX
    EIN: 02-6077231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 150 150   0
    FEDERAL TAX PAYMENT - PRIOR YE 6,127 0   0
    FEDERAL ESTIMATES - INCOME 3,262 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,262 0   0
    FOREIGN TAXES ON QUALIFIED FOR 213 213   0
    FOREIGN TAXES ON NONQUALIFIED 134 134   0