Nonprofit · EIN 03-0345055
GEORGE W MERGENS FOUNDATION
Tax-exempt · MILTON, VT 05468
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $590,805 | $1,446,691 | -$855,886 | $16,311,906 | $3,637 | $16,308,269 |
| August 31, 2024 | 990-PF | $501,903 | $1,123,403 | -$621,500 | $17,167,415 | $3,260 | $17,164,155 |
| August 31, 2023 | 990-PF | $429,223 | $1,173,295 | -$744,072 | $17,785,925 | $270 | $17,785,655 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $386,365
- Interest
- $950
- Net gain from sales of assets
- $203,490
Expenses
- Grants and similar amounts paid
- $1,000,230
- Compensation of officers, directors and key employees
- $375,000
- Disbursements for charitable purposes
- $1,322,535
- Excise tax on investment income
- $6,579
Balance sheet and other
- Total assets, start of year
- $17,167,415
- Total assets, end of year
- $16,311,906
- Total liabilities, end of year
- $3,637
- Net assets, end of year
- $16,308,269
- Fair market value of assets
- $26,604,749
- Qualifying distributions
- $1,322,535
- Net investment income
- $590,805
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL G MERGENS PO BOX 633, MILTON, VT 05468 | PRESIDENT & TREASURER | 40 | $150,000 | $22,593 |
| WILLIAM H WILTSHIRE PO BOX 633, MILTON, VT 05468 | VP; DIRECTOR OF OPERATIONS | 32 | $150,000 | $14,232 |
| RACHEL MERGENS PO BOX 633, MILTON, VT 05468 | VP; DIRECTOR OF FINANCE | 32 | $75,000 | $10,450 |
| MARY E MERGENS-LOUGHRAN PO BOX 633, MILTON, VT 05468 | VICE PRESIDENT | 5 | $0 | $0 |
| LENORA A MERGENS PO BOX 633, MILTON, VT 05468 | DIRECTOR | 5 | $0 | $0 |
990-PF for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL G MERGENS PO BOX 633, MILTON, VT 05468 | PRESIDENT & TREASURER | 40 | $150,000 | $15,146 |
| WILLIAM H WILTSHIRE PO BOX 633, MILTON, VT 05468 | VP; DIRECTOR OF OPERATIONS | 32 | $150,000 | $11,285 |
| RACHEL MERGENS PO BOX 633, MILTON, VT 05468 | VP; DIRECTOR OF FINANCE | 32 | $75,000 | $8,955 |
| MARY E MERGENS-LOUGHRAN PO BOX 633, MILTON, VT 05468 | VICE PRESIDENT | 5 | $0 | $0 |
| LENORA A MERGENS PO BOX 633, MILTON, VT 05468 | DIRECTOR | 5 | $0 | $0 |
990-PF for the year ended August 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL G MERGENS PO BOX 633, MILTON, VT 05468 | PRESIDENT & TREASURER | 40 | $150,000 | $18,193 |
| WILLIAM H WILTSHIRE PO BOX 633, MILTON, VT 05468 | VP; DIRECTOR OF OPERATIONS | 32 | $150,000 | $14,181 |
| RACHEL MERGENS PO BOX 633, MILTON, VT 05468 | VP; DIRECTOR OF FINANCE | 32 | $75,000 | $6,242 |
| MARY E MERGENS-LOUGHRAN PO BOX 633, MILTON, VT 05468 | VICE PRESIDENT | 5 | $0 | $0 |
| LENORA A MERGENS PO BOX 633, MILTON, VT 05468 | DIRECTOR | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 633, MILTON, VT 05468-0633
- In care of
- % PAUL MERGENS
- Signed the 990-PF
- PAUL MERGENS, PRESIDENT
- Phone
- (802) 655-6770
- Website
- WWW.MERGENSFOUNDATION.ORG
- Return prepared by
- AM PEISCH & COMPANY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 03-0345055
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A60Z)
- Assets (IRS master file)
- $16,311,906
- Income (IRS master file)
- $750,652
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $590,805 | $1,446,691 | $16,311,906 | XML |
| 990-PF | August 2024 | $501,903 | $1,123,403 | $17,167,415 | XML |
| 990-PF | August 2023 | $429,223 | $1,173,295 | $17,785,925 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0345055).
Questions about GEORGE W MERGENS FOUNDATION
- What is the EIN of GEORGE W MERGENS FOUNDATION?
- The employer identification number (EIN) of GEORGE W MERGENS FOUNDATION is 03-0345055.
- Is GEORGE W MERGENS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to GEORGE W MERGENS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE W MERGENS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE W MERGENS FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE W MERGENS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of GEORGE W MERGENS FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 5 people; 3 received compensation from the organization, the highest $150,000 (PAUL G MERGENS, PRESIDENT & TREASURER).
- How much revenue does GEORGE W MERGENS FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $590,805, expenses of $1,446,691 and total assets of $16,311,906 at year end.
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