2024-05-28T02:47:23-00:00 2023-12-31 621813735 Foundation Group Inc 2451 Atrium Way Suite 300 Nashville TN 37214 990PF 2023-01-01 461507290 The Merriman Financial Education Foundation MERR 11563 Battle Point Road NE Bainbridge Island WA 98110 Paul Merriman President 2024-05-28 true Paul Merriman Andrew D Payne EA P02188892 6153619445 2024-05-28 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1270255 X 45765 36248 36248 0 6518 88531 36248 8100 8100 50084 5555 44529 380 1970 1970 21512 21512 82046 5555 76111 62500 62500 144546 5555 138611 -56015 30693 20862 21925 21925 41865 19887 19887 1125562 1228443 1228443 1188289 1270255 1270255 53 53 X 1188289 1270202 1188289 1270202 1188289 1270255 1188289 -56015 137928 1270202 1270202 427 427 427 427 427 427 false false false false false false false true true WA true true false false false true www.merrimanfinancialeducation.org Foundation Group Inc 6153619445 2451 Atrium Way Suite 300 Nashville TN 37214 false false false true true false false false false false false false false false false false false false false false false false false Paul Merriman 11563 Battle Point NE Bainbridge Island WA 98110 President/Treasurer 030.00 0 Christen Pedersen 11563 Battle Point NE Bainbridge Island WA 98110 Secretary 001.00 0 Paul Heys 11563 Battle Point NE Bainbridge Island WA 98110 Director 005.00 0 NONE NONE The management and administrative costs incurred to operate the foundation, directly support, and are necessary to carry out the charitable programs and activities conducted by the foundation. 76111 The organization gave contributions to Western Washington University and Wilamette University to help develop and implement instuctional curriculum consisting of investing tips, insights, skills, practices, and knowledge for non-finance major students at these universities. 62500 1183145 53053 0 1236198 1236198 18543 1217655 60883 60883 427 427 60456 60456 60456 138611 138611 60456 61259 74448 67776 72191 84147 359821 138611 60456 78155 437976 0 61259 376717 74448 67776 72191 84147 78155 2014-08-13 X 0 0 138611 140741 126338 120914 526604 138611 140741 126338 120914 526604 40589 37983 37240 35662 151474 Paul Merriman Not Applicable X Western Washington University 516 High Street Bellingham WA 98225 PC Donation to a domestically registered charitable organization. 62500 62500 14 36248 Royalties Publications 15 6518 42766 42766 false false false false false false false false false false X X 1 Omar Boulds Jr 530 1st Place SE Pacific WA 98047 10000 X Accounting Fees 8100 8100 Schwab Brokerage Account - 7402 766132 766132 Schwab Brokerage Account - 8451 462311 462311 Advertising Promotion 4248 4248 Bank Service Charges 398 398 Books, Subscriptions, References 1128 1128 Postage Shipping 66 66 Information Technology 1038 1038 Licenses, Fees, Dues 20 20 Office Supplies 168 168 Furniture 458 458 Book Purchases 1000 1000 Computer Equipment 3003 3003 Reimbursements 9974 9974 Miscellaneous 11 11 Royalties, Book Sales, Subscriptions 6518 Unrealized Gains on Investments 89470 The previously reported ending net asset balance was understated by 48,458. 48458 Website Contractors 33454 33454 Social Media Management 11075 11075 Management Fees 5555 5555 Excise Tax 380