Nonprofit · EIN 27-4113304
ANN A MERGENS FOUNDATION INC
Tax-exempt · JUPITER, FL 33469
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $512,728 | $466,424 | $46,304 | $6,213,154 | $28,890 | $6,184,264 |
| August 31, 2024 | 990-PF | $235,973 | $394,340 | -$158,367 | $6,137,960 | $0 | $6,137,960 |
| August 31, 2023 | 990-PF | $102,686 | $363,256 | -$260,570 | $6,296,327 | $0 | $6,296,327 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $122,244
- Interest
- $44
- Net gain from sales of assets
- $390,440
Expenses
- Grants and similar amounts paid
- $345,000
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $429,687
- Excise tax on investment income
- $6,681
Balance sheet and other
- Total assets, start of year
- $6,137,960
- Total assets, end of year
- $6,213,154
- Total liabilities, end of year
- $28,890
- Net assets, end of year
- $6,184,264
- Fair market value of assets
- $9,048,424
- Qualifying distributions
- $429,687
- Net investment income
- $512,728
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY MERGENS-LOUGHRAN PO BOX 662, SHELBURNE, VT 05482 | PRESIDENT/TREAS. & EXEC. DIRECTOR | 7.5 | $30,000 |
| PAUL G MERGENS PO BOX 662, SHELBURNE, VT 05482 | VICE PRESIDENT | 2 | $0 |
| WILLIAM H WILTSHIRE PO BOX 662, SHELBURNE, VT 05482 | SECRETARY | 2 | $0 |
990-PF for the year ended August 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY MERGENS-LOUGHRAN PO BOX 662, SHELBURNE, VT 05482 | PRESIDENT/TREAS. & EXEC. DIRECTOR | 7.5 | $30,000 |
| PAUL G MERGENS PO BOX 662, SHELBURNE, VT 05482 | VICE PRESIDENT | 2 | $0 |
| WILLIAM H WILTSHIRE PO BOX 662, SHELBURNE, VT 05482 | SECRETARY | 2 | $0 |
990-PF for the year ended August 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY MERGENS-LOUGHRAN PO BOX 662, SHELBURNE, VT 05482 | PRESIDENT/TREAS. & EXEC. DIRECTOR | 7.5 | $30,000 |
| PAUL G MERGENS PO BOX 662, SHELBURNE, VT 05482 | VICE PRESIDENT | 2 | $0 |
| WILLIAM H WILTSHIRE PO BOX 662, SHELBURNE, VT 05482 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3031, JUPITER, FL 33469-1000
- Signed the 990-PF
- MARY MERGENS-LOUGHRAN, PRESIDENT
- Phone
- (802) 655-6770
- Return prepared by
- AM PEISCH & COMPANY 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 27-4113304
- 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
- 2012
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,213,154
- Income (IRS master file)
- $1,135,294
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $512,728 | $466,424 | $6,213,154 | XML |
| 990-PF | August 2024 | $235,973 | $394,340 | $6,137,960 | XML |
| 990-PF | August 2023 | $102,686 | $363,256 | $6,296,327 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | 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 27-4113304).
Questions about ANN A MERGENS FOUNDATION INC
- What is the EIN of ANN A MERGENS FOUNDATION INC?
- The employer identification number (EIN) of ANN A MERGENS FOUNDATION INC is 27-4113304.
- Is ANN A MERGENS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to ANN A MERGENS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN A MERGENS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN A MERGENS FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN A MERGENS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ANN A MERGENS FOUNDATION INC?
- The 990-PF for the year ended August 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $30,000 (MARY MERGENS-LOUGHRAN, PRESIDENT/TREAS. & EXEC. DIRECTOR).
- How much revenue does ANN A MERGENS FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $512,728, expenses of $466,424 and total assets of $6,213,154 at year end.
Other nonprofits in JUPITER
- JUPITER MEDICAL CENTER FOUNDATION INC EIN 65-0132406 · last filed 990 for 2025
- KOVNER FOUNDATION EIN 22-3468030 · last filed 990-PF for 2024
- MARNI & MORRIS PROPP II FAMILY FOUNDATION INC EIN 80-0057787 · last filed 990-PF for 2024
- ADMIRALS COVE FOUNDATION INC EIN 59-3786373 · last filed 990 for 2025
- BLAIR FAMILY FOUNDATION INC EIN 83-2638814 · last filed 990-PF for 2025
- NICKS KIDS FOUNDATION INC EIN 47-1540447 · last filed 990 for 2025
- FREEDOM START FOUNDATION EIN 81-5310418 · last filed 990 for 2024
- 776 FOUNDATION EIN 87-4537467 · last filed 990-PF for 2024
All nonprofits in JUPITER · Florida · Philanthropy, voluntarism and grantmaking foundations