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Nonprofit · EIN 20-8076628

MERISON FAMILY FOUNDATION

Tax-exempt · PINE PLAINS, NY 12567

Financials

$517$20K2022$95K$02023−$5K$25K2024
Revenue Expenses · by fiscal year end
Financials of MERISON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF-$5,206$25,000-$30,206$75,115$0$75,115
November 30, 2024990-PF$95,248$0$95,248$105,321$0$105,321
November 30, 2023990-PF$517$20,000-$19,483$10,073$0$10,073
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$461
Net gain from sales of assets
-$5,667

Expenses

Grants and similar amounts paid
$25,000
Disbursements for charitable purposes
$25,000

Balance sheet and other

Total assets, start of year
$105,321
Total assets, end of year
$75,115
Total liabilities, end of year
$0
Net assets, end of year
$75,115
Fair market value of assets
$75,116
Qualifying distributions
$25,000

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JONATHAN MERISON
285 SILVERNAILS RD, PINE PLAINS, NY 12567
PRESIDENT0$0
CAROLINE MERISON
285 SILVERNAILS RD, PINE PLAINS, NY 12567
SECRETARY0$0
JDC PEELE
90 WILTSIE BRIDGE ROAD, ANCRAMDALE, NY 12503
TREASURER0$0
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
JONATHAN MERISON
285 SILVERNAILS RD, PINE PLAINS, NY 12567
PRESIDENT0$0
CAROLINE MERISON
285 SILVERNAILS RD, PINE PLAINS, NY 12567
SECRETARY0$0
JDC PEELE
90 WILTSIE BRIDGE ROAD, ANCRAMDALE, NY 12503
TREASURER0$0
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
JONATHAN MERISON
285 SILVERNAILS RD, PINE PLAINS, NY 12567
PRESIDENT0$0
CAROLINE MERISON
285 SILVERNAILS RD, PINE PLAINS, NY 12567
SECRETARY0$0
JDC PEELE
90 WILTSIE BRIDGE ROAD, ANCRAMDALE, NY 12503
TREASURER0$0

Address and contacts

Address (IRS master file)
285 SILVERNAILS RD, PINE PLAINS, NY 12567-6111
In care of
% JONATHAN G MERISON
Signed the 990-PF
JONATHAN MERISON, PRESIDENT
Phone
(212) 536-8116
Return prepared by
MANELA & PRESSMAN 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
20-8076628
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
2009
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$75,115
Income (IRS master file)
$26,376

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025-$5,206$25,000$75,115XML
990-PFNovember 2024$95,248$0$105,321XML
990-PFNovember 2023$517$20,000$10,073XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 20-8076628).

Questions about MERISON FAMILY FOUNDATION

What is the EIN of MERISON FAMILY FOUNDATION?
The employer identification number (EIN) of MERISON FAMILY FOUNDATION is 20-8076628.
Is MERISON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to MERISON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MERISON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MERISON FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MERISON FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of MERISON FAMILY FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MERISON FAMILY FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of -$5,206, expenses of $25,000 and total assets of $75,115 at year end.

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