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Nonprofit · EIN 25-6060860

MERWIN FOUNDATION

Tax-exempt · ERIE, PA 16506

Financials

$698K$454K2024
Revenue Expenses · by fiscal year end
Financials of MERWIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$697,753$453,708$244,045$6,496,853$0$6,496,853
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$145,107
Interest
$7,573
Net gain from sales of assets
$518,873
Other income
$26,200

Expenses

Grants and similar amounts paid
$398,500
Disbursements for charitable purposes
$398,500
Excise tax on investment income
$8,767

Balance sheet and other

Total assets, start of year
$6,252,808
Total assets, end of year
$6,496,853
Total liabilities, end of year
$0
Net assets, end of year
$6,496,853
Fair market value of assets
$8,470,256
Qualifying distributions
$398,500
Net investment income
$671,553

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
RICHARD A MERWIN
PO BOX 10608, ERIE, PA 16514
PRES./TREAS/1$0
JAMES R WALCZAK
100 STATE STREET STE 700, ERIE, PA 16501
ASST SEC/DIR0.5$0
JAMES E SPODEN
100 STATE STREET STE 700, ERIE, PA 16501
SEC/DIR0.5$0

Address and contacts

Address (IRS master file)
2200 ASBURY RD, ERIE, PA 16506-1402
In care of
% RICHARD MERWIN
Signed the 990-PF
RICHARD A MERWIN, PRES./TREAS/DIR
Phone
(814) 833-9881
Return prepared by
SCHAFFNER KNIGHT MINNAUGH & CO PC

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
25-6060860
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
1957
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,496,853
Income (IRS master file)
$2,519,284

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$391,344$434,096$6,252,808IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 MERWIN FOUNDATION

What is the EIN of MERWIN FOUNDATION?
The employer identification number (EIN) of MERWIN FOUNDATION is 25-6060860.
Is MERWIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to MERWIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MERWIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MERWIN 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 MERWIN 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 MERWIN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MERWIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $697,753, expenses of $453,708 and total assets of $6,496,853 at year end.

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