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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Merrion Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-3374889
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,144,277J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 243,610
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,473 1,473  
4 Dividends and interest from securities... 139,994 139,994  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,228
b Gross sales price for all assets on line 6a 5,934,626
7 Capital gain net income (from Part IV, line 2)... 484,259
8 Net short-term capital gain.........  
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........ 409,305 625,726  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 73,678 73,678    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 39,100 2,529    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,898 3,250   31,648
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 147,676 79,457   31,648
25 Contributions, gifts, grants paid....... 634,175 634,175
26 Total expenses and disbursements. Add lines 24 and 25 781,851 79,457   665,823
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -372,546
b Net investment income (if negative, enter -0-) 546,269
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 222,458 469,194 469,194
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,388,559 Click to see attachment8,946,999 11,256,368
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 689,135 Click to see attachment511,413 418,715
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) 10,300,152 9,927,606 12,144,277
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 10,300,152 9,927,606
29 Total net assets or fund balances (see instructions)..... 10,300,152 9,927,606
30 Total liabilities and net assets/fund balances (see instructions). 10,300,152 9,927,606
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,300,152
2
Enter amount from Part I, line 27a .....................
2
-372,546
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,927,606
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,927,606
Form 990-PF (2020)
Form 990-PF (2020)
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 Publicly-traded Securities      
b SKYBRIDGE MULTI-ADSR HF SER G P   2020-01-31
c SKYBRIDGE MULTI-ADSR HF SER G P   2020-03-27
d
e
(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 5,631,272   5,139,471 491,801
b 288,186   296,001 -7,815
c 15,168   14,895 273
d
e
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       491,801
b       -7,815
c       273
d
e
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 2 484,259
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 7,593
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 7,593
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,593
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,840
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 10 247
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet247 RefundedBullet 11  
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 the instructions
for the 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)
    bulletDE
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
     
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Brittany KM Bleichrodt VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Samantha M Higgins VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Anne M Merrion VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Hannah J Merrion VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Molly J Merrion VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Ryan G Merrion VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Sara L Merrion VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    T Greg Merrion Pres, Dir, Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Tori M Walsh VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    Morgan Stanley Investment Mgmt 73,678
    3033 east 1st avenue suite 820
    DENVER,CO80206
    Total number of others receiving over $50,000 for professional services.............bullet  
    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  
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    9,649,710
    b
    Average of monthly cash balances.......................
    1b
    673,229
    c
    Fair market value of all other assets (see instructions)................
    1c
    444,640
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,767,579
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,767,579
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    161,514
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,606,065
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    530,303
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    530,303
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,593
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,593
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    522,710
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    522,710
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    522,710
    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
    665,823
    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
    665,823
    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
    665,823
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 522,710
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 418,717
    b From 2016...... 411,001
    c From 2017...... 270,982
    d From 2018...... 271,638
    e From 2019...... 166,820
    fTotal of lines 3a through e........ 1,539,158
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 665,823
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 522,710
    e Remaining amount distributed out of corpus 143,113
    5 Excess distributions carryover applied to 2020.    
    (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 1,682,271
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		418,717
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,263,554
    10 Analysis of line 9:
    a Excess from 2016.... 411,001
    b Excess from 2017.... 270,982
    c Excess from 2018.... 271,638
    d Excess from 2019.... 166,820
    e Excess from 2020.... 143,113
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GRANT APPLICATION TO PAMELA GARCIA
    610 REILLY AVENUE
    FARMINGTON,NM87401
    PGARCIA@MERRION.BZ
    bThe form in which applications should be submitted and information and materials they should include:
    PAPER APPLICATION THAT IS SUBMITTED VIA EMAIL AT PGARCIA@MERRION.BZ TO PAMELA GARCIA
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    4 THE CHILDREN
    129 COUNTY RD 250
    DURANGO,CO81301     		N/A PC General & Unrestricted 250
    AMERICAN RED CROSS
    7445 PAN AMERICAN W FWY NE
    ALBUQUERQUE,NM87109     		N/A PC Home Fire Campaign - San Juan County, New Mexico 1,000
    AZTEC BOYS AND GIRLS CLUB INC
    PO BOX 488
    AZTEC,NM87410     		N/A PC Annual Golf Tournament FUND - Hole in One 750
    BARROW NEUROLOGICAL FOUNDATION
    350 W THOMAS RD
    PHOENIX,AZ85013     		N/A PC General & Unrestricted 10,000
    BOYS & GIRLS CLUB OF FARMINGTON
    1925 POSITIVE WAY
    FARMINGTON,NM87401     		N/A PC Five For Five PROGRAM 5,000
    BOYS & GIRLS CLUB OF FARMINGTON
    1925 POSITIVE WAY
    FARMINGTON,NM87401     		N/A PC Charitable Event 1,500
    BOYS & GIRLS CLUB OF FARMINGTON
    1925 POSITIVE WAY
    FARMINGTON,NM87401     		N/A PC Mayors' Ball 2020 Prince Charming SPONSOR 5,000
    BOYS AND GIRLS CLUB OF LA PLATA COUNTY INC
    2750 MAIN AVE
    DURANGO,CO81301     		N/A PC General & Unrestricted 250
    CATHOLIC CHARITIES GALLUP INC
    PO BOX 3146
    GALLUP,NM87305     		N/A PC TO SUPPPORT San Juan Catholic Charities in Farmington, New Mexico 5,000
    CHILDHAVEN INC
    807 W APACHE ST
    FARMINGTON,NM87401     		N/A PC Charitable Event 2,500
    COLORADO SCHOOL OF MINES
    1500 ILLINOIS ST
    GOLDEN,CO80401     		N/A GOV General & Unrestricted 1,000
    COLORADO SCHOOL OF MINES FOUNDATION
    PO BOX 4005
    GOLDEN,CO80402     		N/A PC General & Unrestricted 2,000
    COMPETITIVE ENTERPRISE INSTITUTE
    1310 L ST NW 7TH FL
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 5,000
    DENVER CHILDRENS HOME
    1501 ALBION ST
    DENVER,CO80220     		N/A PC General & Unrestricted 500
    DESERT VIEW INC
    6100 E MAIN ST
    FARMINGTON,NM87402     		N/A PC Hope for Love: Strides Against Suicide PROGRAM 1,000
    DIOCESE OF GALLUP
    PO BOX 1338
    GALLUP,NM87305     		N/A PC Good Shepherd Priests' Retirement Fund 100,000
    DISABLED SPORTS USA - ADAPTIVE SPORTS ASSOCIATION
    125 E 32ND ST
    DURANGO,CO81301     		N/A PC Charitable Event 2,000
    DONT METH WITH US FOUNDATION INC
    PO BOX 6725
    FARMINGTON,NM87499     		N/A PC General & Unrestricted 1,000
    DREAMSPRING
    2000 ZEARING AVE NW
    ALBUQUERQUE,NM87104     		N/A PC San Juan County, New Mexico DIVISION 10,000
    DRUG FREE SAN JUAN COUNTY INC
    PO BOX 444
    FARMINGTON,NM87499     		N/A PC Project Graduation: Farmington High School, Piedra Vista High School, Aztec High School, Bloomfield High School, Kirtland High School and to San Juan College High School 1,350
    DURANGO EDUCATION CENTER
    701 CAMINO DEL RIO STE 301
    DURANGO,CO81301     		N/A PC General & Unrestricted 250
    FAMILY POLICY FOUNDATION
    8655 EXPLORER DR NO 112
    COLORADO SPRINGS,CO80920     		N/A PC General & Unrestricted 10,000
    FARMINGTON HIGH SCHOOL
    2200 NORTH SUNSET AVE
    FARMINGTON,NM87401     		N/A GOV Enhance Education 25,000
    FARMINGTON PUBLIC LIBRARY FOUNDATION
    PO BOX 1848
    FARMINGTON,NM87499     		N/A PC General & Unrestricted 1,000
    FILM FOUR CORNERS
    119 W MAIN ST
    FARMINGTON,NM87401     		N/A PC Charitable Event 25,000
    FOUR C INSPIRE
    PO BOX 1509
    AZTEC,NM87410     		N/A PC General & Unrestricted 3,000
    FOUR CORNERS CHAPTER OF THE AMERICAN PETROLEUM INS
    PO BOX 5395
    FARMINGTON,NM87499     		N/A PC COVID19 Tribal Relief FUND 5,000
    FOUR CORNERS ECONOMIC DEVELOPMENT FOUNDATION
    5101 COLLEGE BLVD
    FARMINGTON,NM87402     		N/A PC 4CED Website Development Cost 10,000
    FOUR CORNERS ECONOMIC DEVELOPMENT FOUNDATION
    5101 COLLEGE BLVD
    FARMINGTON,NM87402     		N/A PC General & Unrestricted 10,000
    FOUR CORNERS FAST PITCH ASSOCIATION
    PO BOX 3024
    FARMINGTON,NM87499     		N/A PC Thompson-Sting team 500
    FOUR CORNERS HOME FOR CHILDREN INC
    PO BOX 1230
    FARMINGTON,NM87499     		N/A PC General & Unrestricted 10,000
    GRACE PLACE FOR WOMEN INC
    4801 N BUTLER AVE STE 3102
    FARMINGTON,NM87401     		N/A PC Steps 4 Life PROGRAM 1,500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    PO BOX 324
    FARMINGTON,NM87499     		N/A PC General & Unrestricted 1,000
    IGW CHILDRENS HOPE FOUNDATION INC
    1503 SCHOFIELD LN
    FARMINGTON,NM87401     		N/A PC General & Unrestricted 7,500
    INSTITUTE FOR ENERGY RESEARCH
    1155 15TH ST NW STE 900
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 5,000
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS
    PO BOX 96105
    WASHINGTON,IL20090     		N/A PC General & Unrestricted 5,000
    INTERNATIONAL VOICE OF THE ORPHAN
    4611 E CHANDLER BLVD STE 112 107
    PHOENIX,AZ85048     		N/A PC General & Unrestricted 5,000
    ITS MY VERY OWN BAGS OF LOVE SAN JUAN CHAPTER
    7320 TUSCANY WAY
    FARMINGTON,NM87402     		N/A PC Bags of Love San Juan County, NM 1,000
    JEWISH VOICE MINISTRIES INTERNATIONAL
    PO BOX 31998
    PHOENIX,AZ85046     		N/A PC General & Unrestricted 5,000
    KIWANIS CLUB OF FARMINGTON RIO DEL SOL FOUNDATION
    PO BOX 843
    FARMINGTON,NM87499     		N/A PC Clothes for Kids Program 2,500
    LA PLATA COUNTY HUMANE SOCIETY
    1111 S CAMINO DEL RIO
    DURANGO,CO81303     		N/A PC General & Unrestricted 250
    LA PLATA FAMILY CENTERS COALITION
    10 TOWN PLZ 316
    DURANGO,CO81301     		N/A PC General & Unrestricted 250
    LA PLATA YOUTH SERVICES INC
    2490 MAIN AVE
    DURANGO,CO81301     		N/A PC General & Unrestricted 500
    LEADERSHIP NEW MEXICO
    320 GOLD AVE SW STE 300
    ALBUQUERQUE,NM87102     		N/A PC Environment and Natural Resources Session 1,000
    LEADERSHIP SAN JUAN INC
    4601 COLLEGE BLVD
    FARMINGTON,NM87402     		N/A PC Leadership San Juan Alumni - March Spring Social 250
    LIFEGUARD
    PO BOX 2095
    DURANGO,CO81302     		N/A PC Southwest Catholic Youth Conference 1,000
    LITTLE SISTERS OF THE POOR OF NEW MEXICO
    1900 MARK AVE
    GALLUP,NM87301     		N/A PC General & Unrestricted 500
    MAKE A WISH FOUNDATION OF VERMONT
    1702 E HIGHLAND AVE STE 400
    PHOENIX,AZ85016     		N/A PC General & Unrestricted 5,000
    MODERN CATHOLIC PILGRIM
    4227 ARGUELLO ST
    SAN DIEGO,CA92103     		N/A PC General & Unrestricted 2,500
    MOUNTAIN STATES LEGAL FOUNDATION
    2596 S LEWIS WAY
    LAKEWOOD,CO80227     		N/A PC General & Unrestricted 5,000
    NATIONAL KIDNEY FOUNDATION INC
    360 E CORONADO RD STE 180
    PHOENIX,AZ85004     		N/A PC General & Unrestricted 10,000
    NEW MEXICO INSTITUTE OF MINING & TECHNOLOGY
    801 LEROY PL
    SOCORRO,NM87801     		N/A PC President's Golf Tournament Fundraiser 1,000
    NEW MEXICO TECH FOUNDATION
    801 LEROY PL
    SOCORRO,NM87801     		N/A PC Aero Design Team - Model Airplane Project 1,000
    NORTHEAST ELEMENTARY
    1400 E 23RD
    FARMINGTON,NM87401     		N/A GOV Science Club 1,300
    NORTHWEST NEW MEXICO ARTS COUNCIL
    PO BOX 2235
    FARMINGTON,NM87499     		N/A PC Fine Arts Show tent rental at Riverfest 500
    OVARIAN CANCER RESEARCH FUND INC
    14 PENNSYLVANIA PLZ STE 2110
    NEW YORK,NY10122     		N/A PC General & Unrestricted 250
    PRESBYTERIAN MEDICAL SERVICES
    1422 PASEO DE PERALTA
    SANTA FE,NM87501     		N/A PC Festival of Trees 10,000
    REBOUND NEW MEXICO
    PO BOX 95735
    ALBUQUERQUE,NM87199     		N/A PC General & Unrestricted 10,000
    RIGHT TO LIFE COMMITTEE OF NEW MEXICO EDUCATIONAL
    2413 WYOMING BLVD NE
    ALBUQUERQUE,NM87112     		N/A PC Annual Fundraiser 2,500
    RIO GRANDE FOUNDATION INC
    400 GOLD AVE SW STE 909
    ALBUQUERQUE,NM87102     		N/A PC General & Unrestricted 2,500
    RIVER REACH FOUNDATION INC
    PO BOX 2056
    FARMINGTON,NM87499     		N/A PC Charitable Event 1,500
    RONALD MCDONALD HOUSE CHARITIES OF NEW MEXICO
    1011 YALE BLVD NE
    ALBUQUERQUE,NM87106     		N/A PC Highlands House, Room for Every Family 25,000
    SACRED HEART CATHOLIC SCHOOL
    404 N ALLEN AVE
    FARMINGTON,NM87401     		N/A PC Charitable Event 3,000
    SACRED HEART CATHOLIC SCHOOL
    404 N ALLEN AVE
    FARMINGTON,NM87401     		N/A PC General & Unrestricted 100,000
    SACRED HEART CATHOLIC CHURCH
    414 N ALLEN AVE
    FARMINGTON,NM87401     		N/A PC General & Unrestricted 5,000
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		N/A PC General & Unrestricted 5,000
    SAN JUAN COLLEGE FOUNDATION
    4601 COLLEGE BLVD
    FARMINGTON,NM87402     		N/A SO III FI Kick Start Scholarships FUND 30,000
    SAN JUAN COLLEGE FOUNDATION
    4601 COLLEGE BLVD
    FARMINGTON,NM87402     		N/A SO III FI Merrion Honors Program 25,000
    SAN JUAN COUNTY LIFE SKILLS FOUNDATION
    PO BOX 360
    KIRTLAND,NM87417     		N/A PC The First Tee Program 10,000
    SAN JUAN MEDICAL FOUNDATION INC
    PO BOX 110
    FARMINGTON,NM87499     		N/A PC Charitable Event 10,000
    SAN JUAN OPEN FOUNDATION
    5775 COUNTRY CLUB DR
    FARMINGTON,NM87402     		N/A PC General & Unrestricted 2,275
    SAN JUAN UNITED WAY
    PO BOX 323
    FARMINGTON,NM87499     		N/A PC General & Unrestricted 20,000
    SAN JUAN UNITED WAY
    PO BOX 323
    FARMINGTON,NM87499     		N/A PC COVID-19 Relief Fund 25,000
    SEXUAL ASSAULT SERVICES OF NORTHWEST NEW MEXICO IN
    622 W MAPLE ST STE F
    FARMINGTON,NM87401     		N/A PC The Sexual Assault Nurse Examiner (SANE) Program 5,000
    SEXUAL ASSAULT SERVICES ORGANIZATION
    PO BOX 2723
    DURANGO,CO81302     		N/A PC General & Unrestricted 500
    ST CECILIA CONGREGATION
    801 DOMINICAN DR
    NASHVILLE,TN37228     		N/A PC General & Unrestricted 1,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 1,000
    ST MARY'S CHURCH
    2100 E 20TH ST
    FARMINGTON,NM87401     		N/A PC General & Unrestricted 3,500
    ST MARY'S CHURCH
    2100 E 20TH ST
    FARMINGTON,NM87401     		N/A PC St. Mary's Youth Group 3,000
    ST PATRICK CATHOLIC CHURCH
    301 N SPRUCE ST
    TELLURIDE,CO81435     		N/A PC General & Unrestricted 5,000
    TELLURIDE ELKS YOUTH AND VETERANS FUND
    PO BOX 986
    TELLURIDE,CO81435     		N/A PC General & Unrestricted 5,000
    THEATER ENSEMBLE ARTS INC
    818 W ARRINGTON ST
    FARMINGTON,NM87401     		N/A PC Bronze Sponsor 2020 Season 250
    TRINITY LUTHERAN CHURCH OF DOUGLAS COUNTY
    4740 N HWY 83
    FRANKTOWN,CO80116     		N/A PC Trinity Lutheran ELC 2,000
    UNIVERSITY OF SAN DIEGO
    5998 ALCALA PARK
    SAN DIEGO,CA92110     		N/A PC General & Unrestricted 1,000
    VANDERBILT UNIVERSITY
    PMB 407727 2301 VANDERBILT PL
    NASHVILLE,TN37240     		N/A PC General & Unrestricted 500
    WOMEN AND FAMILY LIFE CENTER OF GUILFORD INCORPORA
    96 FAIR ST
    GUILFORD,CT06437     		N/A PC Tracy's Run/Walk: Running Through the Rain, Support One Another Level 1,000
    Total .................................bullet 3a 634,175
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 1,473  
    4 Dividends and interest from securities....     14 139,994  
    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 24,228  
    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)..   165,695  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    165,695
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Merrion Family Foundation
     
    Employer identification number

    26-3374889
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Merrion Family Foundation
          		Employer identification number
    26-3374889
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Estate of Rita V Merrion
    T GREG MERRION 610 REILLY AVE
     
    Farmington, NM87401

    		$ 243,610


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ADOBE SYSTEMS, INC ADBE, 4 sh. $ 1,429 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CADENCE DESIGN SYSTEMS INC CDNS, 33 sh. $ 2,271 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 COLGATE-PALMOLIVE COMPANY CL, 19 sh. $ 1,411 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DAIWA HOUSE IND LTD DWAHY, 77 sh. $ 2,143 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ENERPLUS CORP ERF, 279 sh. $ 1,202 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GOODYEAR TIRE & RUBBER COMPANY GT, 28 sh. $ 258 2020-03-04
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NXP SEMICONDUCTORS NXPI, 18 sh. $ 2,150 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PACCAR INC PCAR, 6 sh. $ 412 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SYSCO CORP SYY, 9 sh. $ 623 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TOLL BROTHERS INC TOL, 7 sh. $ 279 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED TECHNOLOGIES CORP UTX, 5 sh. $ 681 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HOME DEPOT INC HD, 3 sh. $ 710 2020-03-04
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ICON PLC - AMERICAN DEPOSITARY SHARES ICLR, 15 sh. $ 2,451 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ELI LILLY & CO LLY, 16 sh. $ 2,191 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LOWES COMPANIES INC LOW, 18 sh. $ 2,008 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MAGNA INTERNATIONAL INC MGA, 45 sh. $ 2,134 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MICROSOFT CORP MSFT, 12 sh. $ 2,018 2020-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 APPLE INC AAPL, 8 sh. $ 2,364 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VERIZON COMMUNICATIONS VZ, 29 sh. $ 1,653 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WH GROUP LIMITED SPON ADR EACH REP 20OR WHGLY, 108 sh. $ 2,309 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 YUM BRANDS INC YUM, 9 sh. $ 822 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 YUM CHINA HOLDINGS INC YUMC, 50 sh. $ 2,213 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 YY INC YY, 33 sh. $ 1,907 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ZOETIS INC ZTS, 13 sh. $ 1,825 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED PARCEL SERVICE UPS, 11 sh. $ 1,024 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VEEVA SYSTEMS INC VEEV, 5 sh. $ 729 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VEOLIA ENVIRONN ADS VEOEY, 92 sh. $ 2,894 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VALERO ENERGY CORP VLO, 15 sh. $ 934 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VERTEX PHARMCTLS INC VRTX, 12 sh. $ 2,865 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VENTAS INC VTR, 15 sh. $ 782 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TRINSEO SA TSE, 10 sh. $ 210 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 41 sh. $ 2,289 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TIM PARTICIPACOES SA ADR TSU, 122 sh. $ 2,216 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TUPPERWARE CORP TUP, 7 sh. $ 18 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED CONTINENTAL HOLDINGS INC UAL, 8 sh. $ 432 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED OVRSEAS BK LTD ADR UOVEY, 61 sh. $ 2,064 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 STERIS PLC STE, 16 sh. $ 2,551 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 STEEL DYNAMICS INC STLD, 7 sh. $ 182 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SEVEN & I HOLDINGS C SVNDY, 108 sh. $ 1,899 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 STRYKER CORPORATION SYK, 14 sh. $ 2,681 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TARGET CORPORATION TGT, 12 sh. $ 1,282 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TRAVELERS COMPANIES INC TRV, 3 sh. $ 384 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 STARBUCKS CORP COM SBUX, 9 sh. $ 689 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SOFTBANK CP UNSP ADR SFTBY, 110 sh. $ 2,555 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SEATTLE GENETICS, INC SGEN100920, 1 sh. $ 116 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SHERWIN-WILLIAMS CO SHW, 2 sh. $ 1,115 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SONY CORP ADR SNE, 34 sh. $ 2,157 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SYNOPSYS, INC SNPS, 6 sh. $ 860 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EVEREST RE GROUP LTD RE, 4 sh. $ 1,036 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 REGENERON PHARMACEUTICALS INC REGN, 2 sh. $ 980 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ROCKWELL AUTOMATION INC ROK, 6 sh. $ 1,117 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SBA COMMUNICATIONS CORP SBAC, 9 sh. $ 2,698 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SCHNEIDER ELEC UNSP/ADR SBGSY, 119 sh. $ 2,539 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SBERBANK SPONSORED ADR SBRCY, 142 sh. $ 1,955 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 O'REILLY AUTOMOTIVE INC ORLY, 5 sh. $ 1,826 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PETROLEO BRASILEIRO SA- PETRO PBR-PA, 161 sh. $ 1,763 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PEPSICO INC PEP, 4 sh. $ 556 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PROGRESSIVE CORP OHIO PGR, 8 sh. $ 638 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PING AN INSURANCE GROUP ADR PNGAY, 100 sh. $ 2,249 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PRUDENTIAL FINCL INC PRU, 16 sh. $ 1,164 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MOTOROLA SOLUTIONS INC MSI, 7 sh. $ 1,258 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NINTENDO CO LTD ADR UNSPON NTDOY, 47 sh. $ 2,046 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NIPPON TELEGRAPH & TELEPHONE CORP NTTYY, 94 sh. $ 2,218 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NVIDIA CORP NVDA, 2 sh. $ 555 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NOVARTIS AG ADR NVS, 26 sh. $ 2,228 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ONE GAS INC OGS, 10 sh. $ 869 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MCKESSON CORP MCK, 6 sh. $ 877 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MEDTRONIC PLC MDT, 17 sh. $ 1,716 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 METLIFE INC MET, 19 sh. $ 781 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MANULIFE FIN CORP MFC, 114 sh. $ 1,896 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 THE MOSAIC CO MOS, 17 sh. $ 279 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MSG NETWORKS INC MSGN, 40 sh. $ 495 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LENOVO GROUP LTD ADR LNVGY, 173 sh. $ 2,231 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LAM RESEARCH CORP LRCX, 4 sh. $ 1,211 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 OIL CO LUKOIL PJSC SPON ADR REP 1 ORD R LUKOY, 24 sh. $ 2,080 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LIVE NATION INC COM LYV, 4 sh. $ 224 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MACY'S INC M, 14 sh. $ 168 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MASTERCARD INC MA, 12 sh. $ 3,522 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KDDI CP UNSP ADR KDDIY, 160 sh. $ 2,406 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KEYSIGHT TECHNOLOGIES INC KEYS, 13 sh. $ 1,260 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KIRKLAND LAKE GOLD LTD KL, 56 sh. $ 2,001 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KLA TENCOR CORP KLAC, 10 sh. $ 1,567 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KIMBERLY CLARK CORP KMB, 21 sh. $ 3,033 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LOCKHEED MARTIN CORP LMT, 9 sh. $ 3,510 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INFINEON TECH ADS IFNNY, 101 sh. $ 2,015 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INTEL CORP INTC, 9 sh. $ 519 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INTUIT INTU, 8 sh. $ 2,261 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JAZZ PHARMACEUTICALS INC JAZZ, 17 sh. $ 2,094 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JP MORGAN CHASE JPM, 6 sh. $ 687 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KOOKMIN BANK KB, 63 sh. $ 2,012 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HCA INC HCA, 17 sh. $ 2,190 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HD SUPPLY HLDGS INC HDS, 18 sh. $ 691 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HEICO CORP HEI, 4 sh. $ 453 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HOLLYFRONTIER CORP HFC, 12 sh. $ 380 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HP INC HPQ, 26 sh. $ 555 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HUMANA INC HUM, 3 sh. $ 1,112 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FACEBOOK INC FB, 10 sh. $ 1,864 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FORTINET INC FTNT, 18 sh. $ 1,897 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GEELY AUTOMBL HL UNSP ADR GELYY, 59 sh. $ 2,129 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CGI INC GIB, 28 sh. $ 1,999 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GILDAN ACTIVEWEAR INC GIL, 82 sh. $ 1,973 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALPHABET INC CL A GOOGL, 2 sh. $ 2,655 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EBAY INC EBAY, 28 sh. $ 1,054 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EDISON INTL EIX, 8 sh. $ 558 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ESTEE LAUDER COMPANIES INC EL, 12 sh. $ 2,284 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EASTMAN CHEMICAL CO EMN, 3 sh. $ 181 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EOG RESOURCES INC EOG, 23 sh. $ 1,431 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EXELON CORPORATION EXC, 32 sh. $ 1,467 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SALESFORCE.COM CRM, 7 sh. $ 1,196 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CARNIVAL CORP PLC CUK, 52 sh. $ 1,442 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHEVRON CORP CVX, 6 sh. $ 577 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GROUPE DANONE ADS DANOY, 150 sh. $ 2,086 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DU PONT DE NEMOURS DD, 34 sh. $ 1,462 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ENI S.P.A E, 74 sh. $ 1,805 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHINA UNICOM (HONG KONG) LTD CHU, 254 sh. $ 2,040 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BANCOLOMBIA SA CIB, 45 sh. $ 2,018 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CANADIAN NATL RAILWAY CO CNI, 27 sh. $ 2,317 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 COSTCO WHOLESALE CORPORATION COST, 2 sh. $ 638 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CANADIAN PACIFIC RAILWAY LTD CP, 9 sh. $ 2,257 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CRH PLC - AMERICAN DEPOSITARY SHARES CRH, 61 sh. $ 2,173 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CITIZENS FINANCIAL GROUP, INC CFG, 44 sh. $ 1,322 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CAP GEMINI SA UNSP/ADR CGEMY, 100 sh. $ 2,074 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHUGAI PHARMACEUTICAL CO., LTD. CHGCY, 13 sh. $ 2,724 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 22 sh. $ 2,223 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 C H ROBINSON WORLDWIDE INC CHRW, 4 sh. $ 271 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHARTER COMMUNICATIONS, INC CHTR, 6 sh. $ 3,072 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PT BANK RAKYAT ADR BKRKY, 153 sh. $ 2,214 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 POPULAR, INC. BPOP, 15 sh. $ 709 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BURLINGTON STORES, INC BURL, 5 sh. $ 1,111 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CITIGROUP INC C, 28 sh. $ 1,794 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CROWN CASTLE INTL CCI, 6 sh. $ 973 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CNOOC LTD ADS CEO, 14 sh. $ 1,950 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMERICAN EXPRESS CO AXP, 14 sh. $ 1,556 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALIBABA GROUP HOLDING LTD BABA, 10 sh. $ 2,121 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BANK OF AMERICA CORP BAC, 47 sh. $ 1,263 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CREDICORP LTD BAP, 12 sh. $ 2,322 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BAXTER INTERNATIONAL INC BAX, 4 sh. $ 353 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BIOGEN INC BIIB, 2 sh. $ 641 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMAZON COM AMZN, 1 sh. $ 1,935 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ABERCROMBIE & FITCH ANF, 8 sh. $ 100 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ANSYS INC ANSS, 10 sh. $ 2,507 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ARKEMA S/ADR ARKAY, 24 sh. $ 2,184 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ASHLAND GLOBAL HOLDINGS ASH, 7 sh. $ 483 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ATHENE HOLDING LTD ATH, 8 sh. $ 323 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALLIANZ SE ALIZY, 105 sh. $ 2,280 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALLSTATE CORP ALL, 28 sh. $ 3,068 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ASTELLAS PHARMA INC ALPMY, 143 sh. $ 2,257 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALLISON TRANMISSION HOLDINGS ALSN, 49 sh. $ 1,933 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALEXION PHARMACEUTICALS, INC ALXN, 6 sh. $ 567 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMERICAN TOWER REIT INC AMT, 5 sh. $ 1,236 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ARCH CAPITAL GROUP LTD ACGL, 56 sh. $ 2,323 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ACS ACTIVIDADES CO UNSP ADR ACSAY, 317 sh. $ 1,820 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AUTOMATIC DATA PROCESSING INC ADP, 9 sh. $ 1,449 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ADVANCED ENERGY IND INC AEIS, 10 sh. $ 619 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AERCAP HOLDING N.V AER, 40 sh. $ 1,930 2020-03-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMER INTERNATIONAL GROUP INC AIG, 40 sh. $ 1,638 2020-03-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ACS ACTIVIDADES CO UNSP ADR ACSAY, 4 sh. $ 21 2020-05-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Merrion Family Foundation
          		Employer identification number

    26-3374889
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Merrion Family Foundation
    EIN:
    26-3374889
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Merrion Family Foundation
    EIN:
    26-3374889
    Name of Stock End of Year Book Value End of Year Fair Market Value
    21VIANET GROUP INC 40,099 74,410
    AAON, INC 7,598 10,061
    ABB LTD 36,389 38,725
    ABBOTT LABS 6,248 6,022
    ACCENTURE PLC 13,675 15,150
    ACTIVISION BLIZZARD INC 33,742 51,346
    ADIDAS AG 31,201 38,794
    ADOBE SYSTEMS, INC 93,966 144,035
    ADVANCE AUTO PARTS INC 50,613 48,986
    ADYEN-NV 24,597 72,257
    AGILENT TECHNOLOGIES INC 3,309 3,436
    AIR PRODS & CHEM INC 6,491 7,650
    AKAMAI TECH COM STK 40,621 50,500
    ALARM.COM HOLDINGS INC 7,379 18,207
    ALCON INC 49,582 58,920
    ALEXION PHARMACEUTICALS, INC 42,982 62,808
    ALIBABA GROUP HOLDING LTD 121,260 134,983
    ALLEGIANT TRAVEL CO 9,507 10,408
    ALLEGION PLC 26,487 26,186
    ALLSTATE CORP 13,629 16,380
    AMADEUS IT HLDS SA 7,045 11,271
    AMAZON COM 178,124 325,692
    AMEREN CORPORATION 8,563 7,962
    AMERICAN ELECTRIC POWER INC 8,437 7,661
    AMERIPRISE FINANCIAL INC 24,186 28,567
    AMGEN INC 102,322 107,603
    ANALOG DEVICES INC 12,851 14,625
    ANHEUSER BUSCH COS INC 44,519 40,548
    ANSYS INC 49,610 67,667
    AON PLC CL A 7,817 8,028
    APPLE INC 121,531 215,753
    APTIV PLC 26,358 44,950
    ARCH CAPITAL GROUP LTD 18,526 16,917
    ARGENX SE 57,809 97,932
    ARK INNOVATION ETF 39,463 111,668
    ASML HOLDING NV NY REG SHS 94,722 145,828
    ASTRAZENECA 75,886 78,934
    AT&T, INC 6,363 6,586
    ATLASSIAN CORP PLC 30,708 44,903
    AUTODESK, INC 20,701 35,725
    AUTOMATIC DATA PROCESSING INC 10,469 11,277
    AVALONBAY CMNTYS INC 3,132 3,369
    AVERY DENNISON CORP 5,195 5,429
    AXOS FINANCIAL INC 4,653 6,005
    B&M EUROPEAN VALUE RETAIL SA A 23,551 33,869
    BALCHEM CORP 10,351 11,868
    BANK OF AMERICA CORP 21,291 26,127
    BARNES GROUP INC 6,538 5,322
    BAXTER INTERNATIONAL INC 6,340 6,580
    BEST BUY INC 4,510 4,291
    BIO TECHNE CORPORATION 12,062 17,783
    BIOMARIN PHARMACEUTICAL INC 32,345 37,444
    BLACK KNIGHT, INC 21,421 30,039
    BLACKBAUD INC 6,561 4,835
    BLACKLINE INC 7,004 18,673
    BLACKROCK INC 15,402 16,595
    BLUE PRISM GROUP PLC 4,883 8,687
    BOOZT AB UNSPONSORED 5,070 21,513
    BOTTOMLINE TECHNOLOGIES, INC 7,624 8,122
    BRIGHT HORIZONS FAMILY SOLUTIO 17,682 20,932
    BRISTOL-MYERS SQUIBB CO 14,755 14,329
    BROADCOM INC 23,511 27,147
    BROOKFIELD ASSET MANAGEMENT CL 43,377 48,038
    BROOKFIELD INFRASTRUCTURE ORD 8,547 16,195
    BROOKFIELD PROPERTY REIT INC 2,914 2,375
    BROOKFIELD RENEWABLE CORP CL A 1,011 1,748
    BROOKS AUTOMATION, INC 4,316 4,410
    BROWN & BROWN INC 12,973 15,882
    BROWN FORMAN CORP CL B 4,888 6,116
    CABOT OIL & GAS CORP 23,731 22,548
    CANNAE HOLDINGS INC 2,065 2,568
    CANTEL MEDICAL CORPORATION 6,636 6,940
    CAP GEMINI SA UNSP/ADR 10,807 14,675
    CAPITAL ONE FINANCIAL CORP 27,196 27,975
    CARMAX INC 29,685 31,833
    CARSALES.COM 24,106 35,320
    CBRE GROUP 20,625 22,454
    CELLNEX TELECOM ADR 22,803 21,951
    CEMEX SA DE CV A ADS 41,424 39,452
    CERENCE INC 4,330 8,541
    CHEMICAL AND MINING CO OF CHIL 42,410 45,310
    CHEVRON CORP 16,136 18,748
    CHUBB LIMITED 33,421 35,709
    CINCINNATI FINANCIAL CORP 11,818 15,290
    CISCO SYSTEMS INC 20,143 24,255
    CITRIX SYSTEMS INC 5,709 5,594
    CME GROUP, INC 9,526 11,469
    CMS ENERGY CP 6,340 5,918
    COGNEX CORPORATION 1,671 2,569
    COLFAX CORPORATION 4,085 4,283
    COMCAST CORP 73,951 87,980
    COMMERCE BANCSHARES, INC 15,552 16,228
    CONOCOPHILLIPS 4,064 5,319
    COPART INC 24,220 36,139
    CORTEVA INC 22,566 30,163
    COSTAR GROUP, INC 18,148 24,956
    COSTCO WHOLESALE CORPORATION 51,506 64,053
    CREDIT ACCEPTANCE CORPORATION 16,688 15,576
    CRH PLC - AMERICAN DEPOSITARY 37,211 40,451
    CROWN CASTLE INTL 6,376 6,208
    CSL LTD 30,374 33,816
    CULLEN FROST BANKERS INC 17,114 17,097
    CUMMINS INC 8,339 8,176
    DANAHER CORP 35,792 44,206
    DEERE CO 9,595 10,493
    DIGITAL RLTY TR INC 12,608 11,858
    DOLLAR GENERAL CORP 4,189 5,678
    DOMINOS PIZZA INC 11,494 14,955
    DONALDSON CO. INC 6,983 6,873
    DORMAN PRODUCTS INC 5,609 6,598
    DR. REDDY'S LAB LTD 30,781 47,836
    DTE ENERGY CO COM 5,202 4,978
    DUKE ENERGY CO 3,387 3,479
    EAST WEST BANCORP, INC 15,124 17,343
    EATON CORP PLC 8,448 9,251
    EBAY INC 11,969 12,060
    ECOLAB INC 42,512 48,681
    EDENRED SA 18,840 22,917
    ELANCO ANIMAL HEALTH INCORPORA 15,948 22,052
    ELI LILLY & CO 13,658 15,871
    ENEL SOCIETA PER AZI 28,471 41,300
    ENVESTNET INC 11,590 13,578
    EOG RESOURCES INC 5,697 5,486
    EPLUS, INC 8,146 8,531
    EQUINIX, INC 57,563 76,417
    EQUITY LIFESTYLE PRP 14,786 14,129
    ESCO TECH INC 9,154 10,632
    EVERSOURCE ENERGYINC 8,473 7,872
    EVO PAYMENTS INC 7,711 8,157
    EVOLUTION GAMING GROUP AB ADR 6,714 21,113
    EXLSERVICE HOLDINGS INC 8,341 10,216
    EXPERIAN GROUP LTD S/ADR 25,336 31,924
    EXPONENT, INC 12,957 17,736
    EXTRA SPACE STORAGE 6,313 6,372
    FACEBOOK INC 140,061 200,226
    FAIR ISSAC & CO INC 14,076 20,442
    FASTENAL COMPANY 11,453 15,186
    FERRARI NV 21,288 26,395
    FIDELITY NATIONAL FINANCIAL IN 17,685 14,659
    FIDELITY NATIONAL INFORMATION 67,238 71,154
    FIRST REPUBLIC BANK 7,457 9,550
    FOX FACTORY HOLDING CORPORATIO 11,743 19,028
    FRESENIUS MED CAR AG 24,019 27,305
    GARTNER INC 19,679 20,024
    GEN DYNAMICS CP 21,371 19,049
    GENMAB A/S SPON 28,544 36,594
    GILEAD SCIENCES INC 4,229 4,136
    GLOBUS MEDICAL INC 8,413 9,522
    GOLD FIELDS LTD ADS 48,675 68,218
    GRAINGER W W INC 51,552 66,151
    GUIDEWIRE SOFTWARE INC 14,628 17,893
    HDFC BANK LTD ADR 41,556 43,356
    HEALTHEQUITY INC 8,461 8,644
    HEICO CP CL A 10,295 14,164
    HILTON WORLDWIDE HOLDINGS, INC 25,745 28,816
    HOME DEPOT INC 79,035 84,998
    HONEYWELL INTL 20,209 23,397
    HOWARD HUGHES CORPORATION 12,216 8,998
    HUAZHU GROUP LTD 42,222 37,870
    HUYA INC 5,977 6,577
    HYATT HOTELS CORP 8,865 8,242
    I3 VERTICALS, INC 5,467 7,304
    ICON PLC - AMERICAN DEPOSITARY 39,549 46,600
    IDEXX CORP 8,433 16,496
    IHS MARKIT LTD 62,157 80,128
    INPHI CORPORATION 4,485 9,628
    INTERNATIONAL BUSINESS MACHINE 19,047 20,644
    J & J SNACK FOODS CORP 12,230 10,876
    JAPAN EXCHANGE GROUP INC 20,423 28,958
    JINKOSOLAR HOLDING CO LTD 34,992 34,214
    JOHNSON & JOHNSON 34,966 39,188
    JOHNSON CONTROLS INTERNATIONAL 23,696 26,090
    JP MORGAN CHASE 54,190 62,010
    JUST EAT TAKEAWAY COM NV 23,425 22,888
    KENNEDY WILSON HOLDINGS INC 7,135 6,333
    KERRY GROUP PLC 24,862 29,337
    KIMBERLY CLARK CORP 10,570 10,517
    KINSALE CAPITAL GROUP INC 10,114 21,014
    KKR & CO INC 22,946 31,623
    KLA TENCOR CORP 16,008 18,383
    KONINKLIJKE PHILIPS ELECTRONIC 28,119 32,502
    KOOKMIN BANK 41,628 38,808
    L'AIR LIQUIDE ADR OTC 12,656 13,419
    LAM RESEARCH CORP 19,074 22,669
    LEMAITRE VASCULAR, INC 5,626 6,399
    LENNAR CORP 34,164 45,357
    LHC GROUP 8,769 14,079
    LIBERTY BROADBAND CORPORATION 4,749 6,303
    LIBERTY BROADBAND CORP K 22,084 28,823
    LIBERTY MEDIA CORP - SER A 1,152 1,064
    LIBERTY MEDIA CORP - SER C 10,915 10,352
    LIBERTY SIRIUS XM CORP - SER C 7,783 8,049
    LIBERTY SIRIUS XM GROUP - SER 3,261 3,023
    LIVE NATION INC COM 10,959 16,680
    LOCKHEED MARTIN CORP 24,022 23,074
    LOGITECH INTERNATIONAL 26,825 51,899
    LONZA GROUP AG UNSP/ADR 25,486 45,689
    LVMH MOET HENN UNSP 70,354 99,659
    M&T BANK CORP 5,048 3,819
    MARKEL CORP 29,202 26,866
    MARSH AND MCLENNAN COMPANIES I 15,807 16,965
    MARTEN TRANSPORT, LTD 7,370 8,787
    MARTIN MARIETTA MATLS INC 37,625 40,608
    MASIMO CORPORATION 9,803 16,908
    MASTERCARD INC 22,080 27,484
    MCDONALD'S CORP 9,503 9,442
    MEDTRONIC PLC 43,703 46,505
    MERCADOLIBRE, INC 54,278 149,095
    MERCK & CO INC 27,403 27,648
    METTLER-TOLEDO INTL 11,653 17,095
    MICHELIN CIE GEN UNSP/ADR 23,110 24,974
    MICROCHIP TECHNOLOGY INC 41,658 55,106
    MICRON TECHNOLOGY 21,655 32,102
    MICROSOFT CORP 197,470 271,351
    MITSUBISHI UFJ FINANCIAL GROUP 13,537 12,594
    MONDELEZ INTERNATIONAL INC 6,378 6,666
    MONOLITHIC POWER SYSTEMS, INC 7,579 16,114
    MONOTARO CO., LTD 11,457 20,401
    MONSTER BEVERAGE CORP 35,677 52,251
    MOODYS CORP 9,252 11,319
    MOTOROLA SOLUTIONS INC 11,793 12,074
    MS INSTITUTIONAL FUND TRUST U 282,793 281,736
    MSCI INC 7,800 13,396
    NEOGEN CORPORATION 9,256 10,706
    NESTLE S.A 42,237 43,233
    NEW ORIENTAL ED & TECHNOLOGY G 37,776 54,071
    NEXTERA ENERGY, INC 10,567 10,801
    NICE SYSTEMS LTD 74,263 124,474
    NIHON M&A CENTER I 18,954 37,385
    NORTHERN TRUST CORPORATION 10,619 12,015
    NORTHROP GRUMMAN CORP 7,135 7,009
    NOVANTA INC 7,934 10,285
    NOVARTIS AG ADR 23,039 24,174
    NOVO NORDISK A S 38,207 44,914
    NUTANIX INC 12,494 17,369
    NVIDIA CORP 37,469 92,952
    NXP SEMICONDUCTORS 68,161 86,024
    O'REILLY AUTOMOTIVE INC 24,775 26,702
    OLLIES BARGAIN OUTLET HOLDINGS 8,646 10,139
    OMNICELL, INC 10,938 16,323
    PACIFIC PREMIER BANCORP INC 6,105 5,765
    PACKAGING CORP AMER 4,310 4,827
    PALO ALTO NETWORKS INC 46,518 73,566
    PALOMAR HOLDINGS 4,095 4,442
    PARKER HANNIFIN CP 32,914 41,134
    PAYPAL HOLDINGS, INC 16,026 28,572
    PEPSICO INC 14,707 15,720
    PERFICIENT INC 3,215 3,478
    PETLQ INC 5,065 7,998
    PHILIP MORRIS INTL 9,493 11,011
    PHILLIPS 66 24,878 21,262
    PINNACLE WEST CAPITAL CORP 3,390 3,518
    PIONEER NAT RES CO 12,877 14,692
    PNC FINANCIAL GROUP INC 33,990 43,657
    PROCTER GAMBLE CO 48,623 48,560
    PROGRESSIVE CORP OHIO 6,479 8,701
    PROSUS NV ADR 11,388 15,638
    PROTO LABS INC 5,324 8,284
    Q2 HOLDINGS INC 7,876 12,906
    QUALCOMM INC 73,962 128,423
    RAYTHEON TECHNOLOGIES CORP 48,894 52,417
    RBC BEARINGS INCORPORATED 12,315 12,712
    REALPAGE, INC 10,270 16,576
    RESTAURANT BRANDS INTL 20,750 19,127
    RIO TINTO PLC SPONSORED ADR 39,303 46,110
    ROCHE HOLDING AG GENUSSCHEIN ( 6,240 7,609
    ROPER INDUSTRIES 17,202 21,555
    ROSS STORES, INC 7,713 9,948
    RPM INTERNATIONAL INC 20,151 26,145
    RYANAIR HOLDINGS PLC-ADR COM 41,762 40,143
    S&P GLOBAL INC COM 4,660 5,588
    SALESFORCE.COM 75,151 96,801
    SBA COMMUNICATIONS CORP 26,739 31,881
    SCBGF 11,143 11,758
    SHOPIFY INC 29,694 33,959
    SIBANYE STILLWATER 39,909 66,436
    SIEMENS HEALTHINEERS AG 16,649 18,147
    SIKA AG BEARER SHS 12,675 13,506
    SITEONE LANDSCAPE SUPPLY INC 6,743 12,215
    SLACK TECHNOLOGIES CLASS A ORD 4,286 8,744
    SONOCO PRODUCTS COMPANY 5,373 5,984
    SONY CORP ADR 65,275 78,049
    SPLUNK INC 51,737 66,427
    SQUARE INC 2,158 7,182
    ST JAMES PLACE 15,802 17,923
    STAAR SURGICAL ORD SHS 7,024 14,893
    SUMMIT MATERIALS INC 6,058 5,482
    SUN COMMUNITIES INC 14,007 14,587
    T. ROWE PRICE GROUP 11,447 12,565
    TABULA RASA HEALTHCARE 6,658 6,983
    TACTILE SYSTEMS TECHNOLOGY INC 14,349 10,336
    TAIWAN SEMICONDUCTOR MFG CO LT 30,319 58,227
    TAL EDUCATION GROUP 57,954 82,952
    TARGET CORPORATION 23,945 26,480
    TCG BDC INC 430,514 228,458
    TE CONNECTIVITY LTD 6,323 7,264
    TENCENT HOLDINGS LIMITED 73,377 105,894
    TEXAS CAPITAL BANCSHARES, INC 4,053 3,927
    TEXAS INSTRUMENTS INC 51,503 67,622
    TEXAS ROADHOUSE, INC 6,608 9,145
    THE COCA-COLA CO 28,312 29,175
    THE DESCARTES SYSTEMS GROUP 8,354 11,871
    THE HERSHEY COMPANY 5,243 5,484
    THERMO FISHER SCIENTIFIC INC 62,384 98,745
    THOMSON REUTERS CORPORATION 29,418 32,756
    TRANE TECHNOLOGIES PLC 16,769 17,129
    TRANSDIGM GRP INC 42,152 51,365
    TRANSUNION COM USD0.01 14,815 17,165
    TREX CO INC 8,562 16,242
    TWITTER INC 20,741 30,486
    TYLER TECHNOLOGIES, INC 14,147 19,643
    TYSON FOODS INC CL A 24,330 20,170
    UBER 48,717 74,256
    UBISOFT ENTERTAIN UNSP ADR EAC 28,076 38,173
    ULTA SALON, COSMETICS & FRAGRA 46,077 60,878
    UNION PACIFIC 26,478 28,526
    UNITED PARCEL SERVICE 70,320 95,651
    UNITEDHEALTH GROUP INC 89,726 121,686
    US BANCORP 10,172 11,508
    VAIL RESORTS INC 17,431 20,922
    VERISIGN INC 18,926 21,856
    VERISK ANALYTICS, INC 12,423 17,438
    VERIZON COMMUNICATIONS 15,170 15,099
    VIPSHOP HOLDINGS LTD 24,077 45,229
    VISA INC 153,673 186,358
    VMWARE INC 49,878 45,865
    VOCERA COMMUNICATIONS, INC. 6,311 12,002
    VORNADO RLTY TR 3,528 2,614
    VULCAN MATERIALS CO 25,176 27,141
    WAL-MART STORES INC 13,504 13,550
    WALGREENS BOOTS ALLIANCE 13,007 11,366
    WALT DISNEY HOLDINGS CO 60,226 78,632
    WASTE MANAGEMENT INC 11,634 11,439
    WD-40 COMPANY 4,301 6,642
    WEC ENERGY GROUP, INC 9,419 8,467
    WIX COM LTD 14,628 26,746
    WOLTERS KLUWER S/ADR 12,991 12,339
    WORKDAY INC 18,949 20,127
    XCEL ENERGY INC 9,509 8,534
    XYLEM INC 23,848 28,399
    YANDEX N V 19,976 33,329
    ZOETIS INC 69,077 95,659

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Merrion Family Foundation
    EIN:
    26-3374889
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE REAL ESTATE INCOME   325,059 263,321
    N HAVEN PRIV EQ ASIA V TEI FEE   83,997 67,909
    PE PREMIER BEP III OFFSHORE   71,815 58,057
    PE PREMIER BX LIFE SCIENCES V   30,542 29,428

    TY 2020 OtherExpensesSchedule
    Name:
    Merrion Family Foundation
    EIN:
    26-3374889
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 31,623     31,623
    PLACEMENT FEES 3,250 3,250    
    State or Local Filing Fees 25     25


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Merrion Family Foundation
    EIN:
    26-3374889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 73,678 73,678    


    TY 2020 SubstantialContributorsSch
    Name:
    Merrion Family Foundation
    EIN:
    26-3374889
    Name Address
    Estate of Rita V Merrion T GREG MERRION 610 REILLY AVE
    Farmington,NM87401


    TY 2020 TaxesSchedule
    Name:
    Merrion Family Foundation
    EIN:
    26-3374889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 3,000      
    990-PF Excise Tax for 2019 177      
    990-PF Extension for 2019 33,394      
    Foreign Tax Paid 2,529 2,529