2024-07-27T20:42:11-04:00 2024-05-31 TOM MARINO CPA 17 ILIAU WAY UNIT 17B WAILUKU HI 967933122 990PF 2023-06-01 260272154 PAUL & IRENE BUEHNER AND JOAN B MERRILL FAMILY FOUNDATION PAUL 8082802607 50 PUU ANOANO STREET APT 1201 LAHAINA HI 967611956 JOAN B MERRILL OFFICER/DIR. 2024-07-22 true true THOMAS A MARINO P00419639 6196638297 2024-07-16 X 2023 2024-08-08 14:25:15Z X 729891 X X 60 60 10506 10506 1316 44672 11882 10566 10000 5000 5000 4928 4928 2245 2245 7346 7346 22 22 2000 1000 1000 26541 15613 10928 33150 33150 59691 15613 44078 -47809 0 12199 7766 7766 810 810 810 291674 247951 721315 304683 256527 729891 12000 12000 12000 12000 X 2319054 2319054 -2026371 -2074527 292683 244527 304683 256527 292683 -47809 244874 347 244527 0 810 810 810 810 false false false false false false false true true UT false false false false true N/A JOAN B MERRILL 8082802607 50 PUU ANOANO STREET 1201 LAHAINA HI 96761 false false false false false false false false false false false false false false false false false false false false JOAN B MERRILL 50 PUU ANOANO STREET APT 1201 LAHAINA HI 967611956 OFFICER/DIR. 4.00 10000 0 2000 TAYLOR MERRILL 3488 SO MURLO WAY MERIDIAN ID 83642 DIRECTOR 0.10 0 0 0 SCOTT B MERRILL 367 EAST 2950 NORTH LEHI UT 84043 DIRECTOR 0.10 0 0 0 NONE NONE CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES. CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES. CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES. CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES. N/A 610359 12537 810 623706 623706 9356 614350 30718 30718 30718 30718 30718 44078 44078 30718 13794 3866 14533 32193 44078 30718 13360 45553 0 13794 31759 3866 14533 13360 JOAN B MERRILL 50 PUU ANOANO STREET 1201 LAHAINA HI 96761 8086676608 MAUISUN1201@GMAIL.COM APPLICATIONS MUST BE SUBMITTED IN WRITING AND MUST CONTAIN CERTIFICATION OF IRC 501(C)(3) STATUS. NOT SPECIFIED DISCRETIONARY CHURCH OF JESUS CHRIST OF LDS HIGHLAND 26 WARD 9600 N 6800 WEST HIGHLAND UT 84062 N/A PC SUPPORT PROSELYTIZING MISSION ABROAD 1800 BRIGHAM YOUNG UNIVERSITY RESEARCH BUILDING PROVO UT 84602 N/A PC SUPPORT UNIVERSITY RESEARCH PROGRAMS 2000 BRIGHAM YOUNG UNIVERSITY RESEARCH BUILDING PROVO UT 84602 N/A PC SUPPORT UNIVERSITY RESEARCH PROGRAMS 3500 HELP HOPE LIVE 2 RADNOR CORPORATE CENTER SUITE 100 RADNOR PA 19087 N/A PC SUPPORT SVCS - CATASTROPHIC INJURIES 6000 HELP HOPE LIVE 2 RADNOR CORPORATE CENTER SUITE 100 RADNOR PA 19087 N/A PC SUPPORT SVCS - CATASTROPHIC INJURIES 7000 MAUI PREPARATORY ACADEMY 4910 HWY 30 LAHAINA HI 96761 N/A PC EXPAND CURRICULUM, FACILITIES MAINT. 7500 TETON REGIONAL LAND TRUST 1520 S 500 WEST ID-33 SCENIC DRIGGS ID 83422 N/A PC PRESERVE AG LANDS, FISH & WILDLIFE 5000 LAHAINA YACHT CLUB FOUNDATION 835 FRONT STREET LAHAINA HI 96761 N/A PC REBUILD LAHAINA AFTER WILDFIRE 350 33150 14 60 14 10506 18 1316 11882 11882 false false false false false false false false false false YEAR-END ACCTING & TAX PREPARATI 2245 2245 JOAN B MERRILL OFFICER JOAN MERRILL WORKED AN AVERAGE OF 4 HOURS PER WEEK ON FOUNDATION BUSINESS, FOR 50 WEEKS DURING THE YEAR. THE DIRECTORS APPROVED A NON- EMPLOYEE COMPENSATION RATE OF 50/HOUR. MS. MERRILL ABSTAINED FROM VOTING ON THE ISSUE OF HER COMPENSATION. 813 SHS GLADSTONE LAND CORP. 2022-10 PURCHASE 2023-06 13171 16277 -3106 187 SHS GLADSTONE LAND CORP. 2022-10 PURCHASE 2023-06 3028 3744 -716 1,300 SHS FORD MOTOR CO NEW 2022-09 PURCHASE 2023-10 15682 19305 -3623 150 SHS RTX 2008-10 PURCHASE 2024-01 12791 4030 8761 ABBOTT LABS - 320 SHS 8147 32701 ABBVIE INC - 220 SHS 6074 35473 ARCHER DANIELS MIDLAND CO. - 350 SHS 25476 21854 BOEING COMPANY - 200 SHS 35100 35522 CARRIER GLOBAL CORP- 300 SHS 7375 18957 CATERPILLAR INC - 180 SHS 7209 60933 CONOCOPHILLIPS CORP-410 SHS 14970 47757 COSTCO WHLSALE CORP-50 SHS 25115 40494 EMERSON ELEC CO-250 SHS 8329 28040 FORD MOTOR CO. - SOLD 1,300 SHS GLADSTONE LAND CORP - SOLD 1,000 SHS HOME DEPOT INC - 100 SHS 28353 33487 MICROSOFT CORP - 125 SHS 19917 51891 NVIDIA-2065 SHS (SPLIT 10 FOR 1) 13975 235711 OCCIDENTAL PETROLEUM CORP - 400 SHS 24536 25000 RAYTHEON TECH CORP - SOLD 150 SHS UNION PACIFIC CORP - 150 SHS 11765 34923 ZIONS BANCORP-430 SHS 11610 18572 KIRTON MCCONKIE P.C. 3928 3928 ISLAND LEGAL GROUP 1000 1000 MISCELLANEOUS DECREASE IN NET ASSETS 347 OFFICER/DIRECTOR FEES PAYABLE 10000 10000 TRAVEL & MEETINGS EXPENSE REIMBURSE- MENT PAYABLE TO OFFICER/DIRECTOR 2000 2000 INVESTMENT ADVISORY FEES 7346 7346 FEDERAL EXCISE TAX - PRIOR YEAR 22 22