Nonprofit · EIN 20-0527223
MERKIN FAMILY FOUNDATION
Also known as RICHARD MERKIN
Tax-exempt · MARINA DL REY, CA 90292
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $11,222,341 | $11,269,010 | -$46,669 | $228,648,321 | -$2,895 | $228,651,216 |
| November 30, 2023 | 990-PF | $5,459,799 | $12,323,764 | -$6,863,965 | $228,694,990 | -$2,895 | $228,697,885 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $1,726,597
- Dividends
- $4,128,717
- Net gain from sales of assets
- $1,435,510
- Other income
- $3,931,517
Expenses
- Grants and similar amounts paid
- $9,180,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $9,180,000
- Excise tax on investment income
- $104,475
Balance sheet and other
- Total assets, start of year
- $228,694,990
- Total assets, end of year
- $228,648,321
- Total liabilities, end of year
- -$2,895
- Net assets, end of year
- $228,651,216
- Fair market value of assets
- $309,793,991
- Qualifying distributions
- $9,180,000
- Net investment income
- $9,495,744
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MERKIN 3115 OCEAN FRONT WALK SUITE 301, MARINA DEL REY, CA 90292 | PRESIDENT | 4 | $0 |
| ANNE WYMER 3115 OCEAN FRONT WALK SUITE 301, MARINA DEL REY, CA 90292 | SECRETARY/TREASURER | 4 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MERKIN 3115 OCEAN FRONT WALK SUITE 301, MARINA DEL REY, CA 90292 | PRESIDENT | 4 | $0 |
| ANNE WYMER 3115 OCEAN FRONT WALK SUITE 301, MARINA DEL REY, CA 90292 | SECRETARY/TREASURER | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 3115 OCEAN FRONT WALK APT 301, MARINA DL REY, CA 90292-5142
- Signed the 990-PF
- RICHARD MERKIN, PRESIDENT
- Phone
- (661) 631-1171
- Return prepared by
- BARBICH HOOPER KING DILL HOFFMAN
California records
California keeps its own records of charities and corporations. Search them by EIN 20-0527223 or by the name MERKIN FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0527223
- 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
- 2004
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $228,648,321
- Income (IRS master file)
- $25,991,039
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $11,222,341 | $11,269,010 | $228,648,321 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $5,459,799 | $12,323,764 | $228,694,990 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 20-0527223).
Questions about MERKIN FAMILY FOUNDATION
- What is the EIN of MERKIN FAMILY FOUNDATION?
- The employer identification number (EIN) of MERKIN FAMILY FOUNDATION is 20-0527223.
- Is MERKIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to MERKIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERKIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERKIN FAMILY FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERKIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of MERKIN FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does MERKIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $11,222,341, expenses of $11,269,010 and total assets of $228,648,321 at year end.
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All nonprofits in MARINA DL REY · California · Philanthropy, voluntarism and grantmaking foundations