Nonprofit · EIN 26-2749281
RUTH AND WILLIAM MERKEY FOUNDATION INC
Tax-exempt · PLYMOUTH, MN 55446
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $196,423 | $197,049 | -$626 | $1,975,229 | $0 | $1,975,229 |
| May 31, 2025 | 990-PF | $216,577 | $189,605 | $26,972 | $1,975,855 | $0 | $1,975,855 |
| May 31, 2024 | 990-PF | $139,954 | $166,365 | -$26,411 | $1,948,883 | $0 | $1,948,883 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $182,700
- Interest
- $9
- Net gain from sales of assets
- $13,714
Expenses
- Grants and similar amounts paid
- $189,299
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $189,299
- Excise tax on investment income
- $2,477
Balance sheet and other
- Total assets, start of year
- $1,975,855
- Total assets, end of year
- $1,975,229
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,975,229
- Fair market value of assets
- $3,912,946
- Qualifying distributions
- $189,299
- Net investment income
- $182,864
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BOSS 4270 FOUNTAIN LANE NORTH, PLYMOUTH, MN 551462430 | DIRECTOR/PRESIDENT/TREAS | 4 | $0 |
| HELEN FISHER 967 S DOUGLAS AVE, STURGEON BAY, WI 54235 | DIRECTOR/SECRETARY | 1 | $0 |
| SR ROSE JOCHMAN 2422 GEMINI RD, GREEN BAY, WI 54311 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BOSS 4270 FOUNTAIN LANE NORTH, PLYMOUTH, MN 551462430 | DIRECTOR/PRESIDENT/TREAS | 4 | $0 |
| HELEN FISHER 967 S DOUGLAS AVE, STURGEON BAY, WI 54235 | DIRECTOR/SECRETARY | 1 | $0 |
| SR ROSE JOCHMAN 2422 GEMINI RD, GREEN BAY, WI 54311 | DIRECTOR | 1 | $0 |
| KATHY ROLLING 1955 SAGEBUSH WAY, GREEN BAY, WI 543115037 | DIRECTOR/VICE-PRESIDENT | 1 | $0 |
990-PF for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BOSS 4270 FOUNTAIN LANE NORTH, PLYMOUTH, MN 551462430 | DIRECTOR/PRESIDENT/TREAS | 4 | $0 |
| HELEN FISHER 967 S DOUGLAS AVE, STURGEON BAY, WI 54235 | DIRECTOR/SECRETARY | 1 | $0 |
| SR ROSE JOCHMAN 2422 GEMINI RD, GREEN BAY, WI 54311 | DIRECTOR | 1 | $0 |
| KATHY ROLLING 1955 SAGEBUSH WAY, GREEN BAY, WI 543115037 | DIRECTOR/VICE-PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4270 FOUNTAIN LN N, PLYMOUTH, MN 55446-2430
- Signed the 990-PF
- LINDA BOSS, SECR/TREAS
- Phone
- (763) 550-1962
- Return prepared by
- HAWKINS ASH CPAS 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-2749281
- 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
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,975,855
- Income (IRS master file)
- $241,382
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $196,423 | $197,049 | $1,975,229 | XML |
| 990-PF | May 2025 | $216,577 | $189,605 | $1,975,855 | XML |
| 990-PF | May 2024 | $139,954 | $166,365 | $1,948,883 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 26-2749281).
Questions about RUTH AND WILLIAM MERKEY FOUNDATION INC
- What is the EIN of RUTH AND WILLIAM MERKEY FOUNDATION INC?
- The employer identification number (EIN) of RUTH AND WILLIAM MERKEY FOUNDATION INC is 26-2749281.
- Is RUTH AND WILLIAM MERKEY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to RUTH AND WILLIAM MERKEY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTH AND WILLIAM MERKEY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH AND WILLIAM MERKEY FOUNDATION INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUTH AND WILLIAM MERKEY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of RUTH AND WILLIAM MERKEY FOUNDATION INC?
- The 990-PF for the year ended May 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does RUTH AND WILLIAM MERKEY FOUNDATION INC have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $196,423, expenses of $197,049 and total assets of $1,975,229 at year end.
Other nonprofits in PLYMOUTH
- CUMMINS FAMILY FOUNDATION EIN 41-1920226 · last filed 990-PF for 2025
- AMYS LEGACY FOUNDATION EIN 81-4184096 · last filed 990-PF for 2024
- KENDRICK B MELROSE FAMILY FOUNDATION EIN 41-1894134 · last filed 990-PF for 2025
- DOMINIUM FOUNDATION EIN 82-4434752 · last filed 990-PF for 2025
- MURPHY FAMILY FOUNDATION EIN 47-2524458 · last filed 990-PF for 2024
- HAROLD F GRIFFITHS FOUNDATION EIN 82-3381652 · last filed 990-PF for 2025
- MARBOB GROUP EIN 81-4732961 · last filed 990-PF for 2025
- GUARANI FOUNDATION EIN 26-1889324 · last filed 990-PF for 2025
All nonprofits in PLYMOUTH · Minnesota · Philanthropy, voluntarism and grantmaking foundations