Nonprofit · EIN 35-1921800
MERVIS FAMILY FOUNDATION
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,140,522 | $195,769 | $1,944,753 | $1,534,822 | $0 | $1,534,822 |
| December 31, 2024 | 990-PF | $165,202 | $412,049 | -$246,847 | $889,721 | $0 | $889,721 |
| December 31, 2023 | 990-PF | $408,086 | $188,675 | $219,411 | $1,044,399 | $0 | $1,044,399 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,058,674
- Dividends
- $8,495
- Interest
- $31,156
- Net gain from sales of assets
- $42,197
Expenses
- Grants and similar amounts paid
- $179,238
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $179,238
- Excise tax on investment income
- $1,138
Balance sheet and other
- Total assets, start of year
- $889,721
- Total assets, end of year
- $1,534,822
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,534,822
- Fair market value of assets
- $3,052,719
- Qualifying distributions
- $179,238
- Net investment income
- $81,848
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 |
|---|---|---|---|
| MICHAEL J MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | PRESIDENT | 0 | $0 |
| SYBIL S MERVIS 2001 NORTH LOGAN AVENUE, DANVILLE, IL 61832 | SECRETARY | 0 | $0 |
| ROBERT L BATES 5252 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46208 | TREASURER | 0 | $0 |
| AUDRA MERVIS 3295 EAST MAIN STREET, DANVILLE, IL 61832 | DIRECTOR | 0 | $0 |
| JOSEPH MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | DIRECTOR | 0 | $0 |
| ISAAC MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | VICE PRESIDENT | 0 | $0 |
| ZOE MERVIS 10016 SUMMERLAKES DRIVE, CARMEL, IN 46032 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | PRESIDENT | 0 | $0 |
| SYBIL S MERVIS 2001 NORTH LOGAN AVENUE, DANVILLE, IL 61832 | SECRETARY | 0 | $0 |
| ROBERT L BATES 5252 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46208 | TREASURER | 0 | $0 |
| AUDRA MERVIS 3295 EAST MAIN STREET, DANVILLE, IL 61832 | DIRECTOR | 0 | $0 |
| JOSEPH MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | DIRECTOR | 0 | $0 |
| ISAAC MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | VICE PRESIDENT | 0 | $0 |
| ZOE MERVIS 10016 SUMMERLAKES DRIVE, CARMEL, IN 46032 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | PRESIDENT | 0 | $0 |
| SYBIL S MERVIS 2001 NORTH LOGAN AVENUE, DANVILLE, IL 61832 | SECRETARY | 0 | $0 |
| ROBERT L BATES 5252 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46208 | TREASURER | 0 | $0 |
| AUDRA MERVIS 3295 EAST MAIN STREET, DANVILLE, IL 61832 | DIRECTOR | 0 | $0 |
| JOSEPH MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | DIRECTOR | 0 | $0 |
| ISAAC MERVIS 10000 SUMMERLAKES DRIVE, CARMEL, IN 46032 | VICE PRESIDENT | 0 | $0 |
| ZOE MERVIS 10016 SUMMERLAKES DRIVE, CARMEL, IN 46032 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10000 SUMMERLAKES DR, CARMEL, IN 46032-9332
- In care of
- % MICHAEL J MERVIS
- Signed the 990-PF
- MICHAEL J MERVIS, PRESIDENT
- Phone
- (317) 255-6193
- Return prepared by
- WATERMARK CPA GROUP LLC
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
- 35-1921800
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,534,822
- Income (IRS master file)
- $2,391,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,140,522 | $195,769 | $1,534,822 | IRS |
| 990-PF | December 2024 | $165,202 | $412,049 | $889,721 | IRS |
| 990-PF | December 2023 | $408,086 | $188,675 | $1,044,399 | 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 35-1921800).
Questions about MERVIS FAMILY FOUNDATION
- What is the EIN of MERVIS FAMILY FOUNDATION?
- The employer identification number (EIN) of MERVIS FAMILY FOUNDATION is 35-1921800.
- Is MERVIS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MERVIS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERVIS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERVIS 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 MERVIS 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 MERVIS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MERVIS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,140,522, expenses of $195,769 and total assets of $1,534,822 at year end.
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