Nonprofit · EIN 23-3023616
MERZ FAMILY FOUNDATION
Tax-exempt · DELRAY BEACH, FL 33483
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $513,284 | $688,234 | -$174,950 | $2,890,606 | $0 | $2,890,606 |
| December 31, 2024 | 990-PF | $16,463 | $579,474 | -$563,011 | $3,065,556 | $0 | $3,065,556 |
| December 31, 2023 | 990-PF | $500,810 | $362,544 | $138,266 | $3,732,312 | $0 | $3,732,312 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $143,289
- Net gain from sales of assets
- $364,543
- Other income
- $5,452
Expenses
- Grants and similar amounts paid
- $686,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $686,500
- Excise tax on investment income
- $7,035
Balance sheet and other
- Total assets, start of year
- $3,065,556
- Total assets, end of year
- $2,890,606
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,890,606
- Fair market value of assets
- $13,087,642
- Qualifying distributions
- $686,500
- Net investment income
- $507,832
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J FREDERICK MERZ JR 200 NO OCEAN BLVD APT S-4, DELRAY BEACH, FL 33483 | TRUSTEE | 0.5 | $0 |
| LYNNE MERZ 200 NO OCEAN BLVD APT 10 SOUTH, DELRAY BEACH, FL 33483 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J FREDERICK MERZ JR 200 NO OCEAN BLVD APT S-4, DELRAY BEACH, FL 33483 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J FREDERICK MERZ JR 200 NO OCEAN BLVD APT S-4, DELRAY BEACH, FL 33483 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 200 N OCEAN BLVD APT 10S, DELRAY BEACH, FL 33483-7179
- In care of
- % J FREDERICK MERZ JR
- Signed the 990-PF
- LYNNE MERZ, TRUSTEE
- Phone
- (484) 318-1073
- Return prepared by
- KREISCHER MILLER
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-3023616
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,890,606
- Income (IRS master file)
- $705,479
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $513,284 | $688,234 | $2,890,606 | IRS |
| 990-PF | December 2024 | $16,463 | $579,474 | $3,065,556 | XML |
| 990-PF | December 2023 | $500,810 | $362,544 | $3,732,312 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 23-3023616).
Questions about MERZ FAMILY FOUNDATION
- What is the EIN of MERZ FAMILY FOUNDATION?
- The employer identification number (EIN) of MERZ FAMILY FOUNDATION is 23-3023616.
- Is MERZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MERZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERZ FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MERZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MERZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $513,284, expenses of $688,234 and total assets of $2,890,606 at year end.
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All nonprofits in DELRAY BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations