2024-08-05T09:11:50-07:00 2023-12-31 208257738 Cole & Company CPAs PC 2925 NW 156th St Edmond OK 73013 990PF 2023-01-01 736111622 THE MERRICK FOUNDATION MERR 4057555571 1024 E BRITTON ROAD 200 OKLAHOMA CITY OK 73131 ROSS M COE President 2024-08-01 true true R Brett Cole P00296047 4054184444 2023 2024-08-08 14:25:15Z X 11822427 X X 234582 234582 762535 2503812 762535 997117 997117 38000 38000 1929 1929 86524 28821 57703 11359 11359 951 951 8364 8364 147127 40180 106947 421000 421000 568127 40180 527947 428990 956937 53968 21489 21489 135316 159075 159075 6280837 7166270 7166270 4483539 4475593 4475593 10953660 11822427 11822427 0 X 10953660 11822427 10953660 11822427 10953660 11822427 10953660 428990 439777 11822427 11822427 BANCFIRST TRUST #0019 - S/T COVERED P 2023-12-31 2023-12-31 323817 315728 8089 8089 BANCFIRST TRUST #0019 - L/T COVERED P 2010-12-31 2023-12-31 2150368 1425549 724819 724819 Capital Gain Dividends 29627 762535 13301 13301 13301 7000 7000 X 437 6738 0 false false false false false false false false true OK true false false false false true N/A FOUNDATION MANAGEMENT INC 4057555571 1024 E BRITTON RD STE 200 OKLAHOMA CITY OK 73131 false false false false false false false false false false false false false false false false false false false false false false GERALD S BUCHANAN 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 VALDA M BUCHANAN 2932 NW 122ND ST STE D OKLAHOMA CITY OK 73131 Secretary 0.00 2000 ASHER COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 CHARLES R COE JR 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 CLAY COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 MERRICK FITZGERALD 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 ROSS M COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 President 0.00 2000 RYAN COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 WARD I COE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 GWEN GAINES 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 MERRICK MCSWIGGAN 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 FRANK W MERRICK 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Vice President 0.00 2000 ROBERT MERRICK 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 JONATHAN MERRICK 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 WARD S MERRICK III 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 JEFF MOEN 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 JESSIE NANCE 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 MIKE CAWLEY 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 WILL MERRICK 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Trustee 0.00 2000 NANCY GADEN 1024 E BRITTON RD 200 OKLAHOMA CITY OK 73131 Treasurer 0.00 0 NONE FOUNDATION MANAGEMENT INC 2932 NW 122ND ST STE D OKLAHOMA CITY OK 73120 MANAGEMENT SERVICES 57703 11350315 37729 0 11388044 0 11388044 170821 11217223 560861 560861 13301 13301 547560 547560 547560 527947 527947 547560 424797 527947 424797 0 103150 444410 FOUNDATION MANAGEMENT INC 1024 E BRITTON RD STE 200 OKLAHOMA CITY OK 73131 4057555571 KBLAKLEY@FMIOKC.COM ONLINE GRANT APPLICATION AT: FMIOKC.COM/CLIENTS/MERRICK JULY 5 / OCTOBER 11 SEE ANNUAL REPORT AND GRANT APPLICATION AT FMIOKC.COM/CLIENTS/MERRICK CHRIST CHURCH EPISCOPAL 10901 S YALE TULSA OK 74137 NONE 501(C)(3) DISCRETIONARY GRANT - GERALD BUCHANAN 4000 UNITED WAY OF CENTRAL OKLAHOMA PO BOX 248919 OKLAHOMA CITY OK 73124 NONE 501(C)(3) DISCRETIONARY GRANT - FRANK MERRICK 4000 OMRF 825 NE 13TH ST OKLAHOMA CITY OK 73104 NONE 501(C)(3) DISCRETIONARY GRANTS - WILL MERRICK, RICK COE 51000 UNIVERSITY OF OKLAHOMA FOUNDATION PO BOX 258856 OKLAHOMA CITY OK 73125 NONE 501(C)(3) DISCRETIONARY GRANT - MIKE CAWLEY 53500 TRANSFORMATION CHURCH PO BOX 1418 SEMINOLE OK 74818 NONE 501(C)(3) DISCRETIONARY GRANT - WARD S MERRICK III 2000 SOUTHEASTERN FOUNDATION INC 425 W UNIVERSITY BLVD DURANT OK 74701 NONE 501(C)(3) DISCRETIONARY GRANT - VALDA BUCHANAN 4000 SOUTHERN OKLAHOMA AMBULANCE SERVICE 517 GRAND AVE ARDMORE OK 73401 NONE 501(C)(3) DISCRETIONARY GRANT - JEFFREY S MOEN 3000 TRAVELIN TIGERS FUND INC 130 D ST NW ARDMORE OK 73401 NONE 501(C)(3) DISCRETIONARY GRANT - JEFFREY S MOEN 1000 CHRISTIAN COMMUNITY FOUNDATION 4515 POPLAR AVE STE 324 MEMPHIS TN 38117 NONE 501(C)(3) DISCRETIONARY GRANT - CHARLES COE 4000 CROSS AND CROWN MISSION INC 1008 N MCKINLEY OKLAHOMA CITY OK 73106 NONE 501(C)(3) DISCRETIONARY GRANT - RICK COE 750 OAKDALE SCHOOL FOUNDATION INC 10901 N SOONER RD EDMOND OK 73013 NONE 501(C)(3) DISCRETIONARY GRANT - JONATHAN MERRICK 1000 THE HOMELESS ALLIANCE INC 1724 NW 4TH ST OKLAHOMA CITY OK 73106 NONE 501(C)(3) DISCRETIONARY GRANTS - RICK COE, MERRICK FITZGERALD 2250 CENTENARY COLLEGE 2911 CENTENARY BLVD SHREVEPORT LA 71104 NONE 501(C)(3) DISCRETIONARY GRANT - MERRICK MCSWIGGAN 1000 KIDS ACROSS AMERICA 2036 TIMBERLAKE BRANSON MO 65616 NONE 501(C)(3) DISCRETIONARY GRANT - MERRICK MCSWIGGAN 1000 BECAUSE BASEBALL 2311 18TH ST ARLINGTON VA 22201 NONE 501(C)(3) DISCRETIONARY GRANT - MERRICK MCSWIGGAN 1000 GUTS CHURCH 9120 E BROKEN ARROW EXPY TULSA OK 74145 NONE 501(C)(3) DISCRETIONARY GRANT - GWEN GAINES 4000 PI BETA PHI FOUNDATION OF OKC 3124 BROOKHOLLOW RD OKLAHOMA CITY OK 73120 NONE 501(C)(3) DISCRETIONARY GRANT - MERRICK FITZGERALD 1500 OSU FOUNDATION 400 S MONROE STILLWATER OK 74076 NONE 501(C)(3) OSU-OKC CENTER FOR SOCIAL INNOVATION 100000 THE DRAGONFLY HOME PO BOX 94613 OKLAHOMA CITY OK 73143 NONE 501(C)(3) HUMAN TRAFFICKING CRISIS CENTER 12000 GRACE CENTER OF SOUTHERN OK INC 11 A ST NW ARDMORE OK 73401 NONE 501(C)(3) GENERAL SUPPORT 10000 OKLAHOMA CONTEMPORARY ARTS CENTER 3000 GENERAL PERSHING BLVD OKLAHOMA CITY OK 73107 NONE 501(C)(3) ARTS FOR THE UNDERSERVED 5000 SPECIAL CARE INC 12201 N WESTERN AVE OKLAHOMA CITY OK 73114 NONE 501(C)(3) DISCRETIONARY GRANT - JONATHAN MERRICK 1000 CHARLES B GODDARD CENTER FOR THE VI 401 1ST SW ARDMORE OK 73401 NONE 501(C)(3) CAPITAL CAMPAIGN 100000 INFANT CRISIS SERVICES 4224 N LINCOLN BLVD OKLAHOMA CITY OK 73105 NONE 501(C)(3) DISCRETIONARY GRANTS - RICK COE, CLAY COE, BABYMOBILE ARDMORE EXPANSION 750 BECAUSE WE CARE PHILANTHROPY INC 1024 E BRITTON RD STE 200 OKLAHOMA CITY OK 73131 NONE 501(C)(3) ARDMORE MENTAL HEALTH PROJECT FISCAL SPONSORSHIP FUND 4000 REGIONAL FOOD BANK OF OKLAHOMA PO BOX 270968 OKLAHOMA CITY OK 73137 NONE 501(C)(3) DISCRETIONARY GRANT - RICK COE 750 REMERGE PO BOX 2845 OKLAHOMA CITY OK 73101 NONE 501(C)(3) GENERAL OPERATIONS 2000 COMMUNITY YOUTH SERVICES 15 MONROE ST ARDMORE OK 73401 NONE 501(C)(3) CAPITAL CAMPAIGN 4000 CRUCAMPUS CRUSADE FOR CHRIST 100 LAKE HART DR ORLANDO FL 32832 NONE 501(C)(3) DISCRETIONARY GRANT - WARD S MERRICK III 1000 LIGHTHOUSE BEHAVIORAL WELLNESS CENT PO BOX 189 ARDMORE OK 73402 NONE 501(C)(3) ARDMORE BEHAVIORAL HEALTH CHAUFFER SERVICES 25000 POSSIBILITIES INC 4301 N CLASSEN STE C OKLAHOMA CITY OK 73118 NONE 501(C)(3) DISCRETIONARY GRANT - RYAN COE 500 HOPEHOUSE OKC 6608 N WESTERN AVE PMB 178 OKLAHOMA CITY OK 73116 501(C)(3) GENERAL OPERATIONAL SUPPORT 1000 LIVE ACTION 2200 WILSON BLVD STE 102 ARLINGTON VA 22201 501(C)(3) UNRESTRICTED SUPPORT 4000 ELIJAH LIST MINISTRIES INC 525 2ND AVE STE 626 ALBANY OR 97321 NONE 501(C)(3) DISCRETIONARY GRANT 1000 FAITHWORKS OF THE INNER CITY INC PO BOX 95106 OKLAHOMA CITY OK 73143 NONE 501(C)(3) DISCRETIONARY GRANT 4000 HIGHLAND PARK PRESBYTERIAN CHURCH 3821 UNIVERSITY BLVD DALLAS TX 75205 NONE 501(C)(3) DISCRETIONARY GRANT 4000 VIETNAMESE BOAT PEOPLE 572 VALLEY RD 43634 MONTCLAIR NJ 07043 NONE 501(C)(3) DISCRETIONARY GRANT 1000 WARRIORS REST FOUNDATION 755 W COVELL RD STE 200 EDMOND OK 73003 NONE 501(C)(3) DISCRETIONARY GRANT 1000 421000 14 234582 18 762535 997117 997117 false false false false false false false false false false ACCOUNTING FEES 1929 0 0 1929 HUMPHREYS FUND I LLC FMV 2734991 2734991 OTHER INVESTMENTS FMV 1740602 1740602 BANK CHARGES 258 258 INSURANCE 1464 1464 MEETINGS 3714 3714 TRAINING 2928 2928 WASH SALE LOSS DISALLOWED 1574 INVESTMENT FEES 28821 28821 0 0 MANAGEMENT FEES 57703 0 0 57703 FEDERAL EXCISE TAXES 4720 4720 FOREIGN TAXES 6639 6639