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Nonprofit · EIN 20-5374661

MERION FOUNDATION

Tax-exempt · MERION STA, PA 19066

Financials

$138K$169K2023$573K$171K2024
Revenue Expenses · by fiscal year end
Financials of MERION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$573,159$170,600$402,559$1,747,128$319,902$1,427,226
December 31, 2023990-PF (amended)$138,003$168,577-$30,574$1,174,436$149,769$1,024,667
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Net rental income
-$68,740
Net gain from sales of assets
$543,833
Other income
$880

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$7,500
Disbursements for charitable purposes
$18,155

Balance sheet and other

Total assets, start of year
$1,174,436
Total assets, end of year
$1,747,128
Total liabilities, end of year
$319,902
Net assets, end of year
$1,427,226
Fair market value of assets
$1,747,128
Qualifying distributions
$18,155
Net investment income
$28,446

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAMES ETTELSON
625 HAZELHURST AVE, MERION, PA 19066
PRESIDENT1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JAMES ETTELSON
625 HAZELHURST AVE, MERION, PA 19066
PRESIDENT1$0

Address and contacts

Address (IRS master file)
625 HAZELHURST AVE, MERION STA, PA 19066-1439
In care of
% COLETTE SPEAKMAN BANNAN MGR
Signed the 990-PF
JAMES ETTELSON, PRESIDENT
Phone
(610) 664-1267
Return prepared by
WOOLARD KRAJNIK MASCIANGELO 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-5374661
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,747,128
Income (IRS master file)
$1,829,326

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$131,403$168,577$1,174,436IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MERION FOUNDATION

What is the EIN of MERION FOUNDATION?
The employer identification number (EIN) of MERION FOUNDATION is 20-5374661.
Is MERION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to MERION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MERION FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MERION FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MERION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MERION FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does MERION FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $573,159, expenses of $170,600 and total assets of $1,747,128 at year end.

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