Nonprofit · EIN 46-1388787
MERLIN FOUNDATION INC
Tax-exempt · MISSOULA, MT 59802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $307,906 | $441,287 | -$133,381 | $7,028,236 | $1,000 | $7,027,236 |
| December 31, 2023 | 990-PF | $63,666 | $436,407 | -$372,741 | $7,161,617 | $1,000 | $7,160,617 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $128,069
- Interest
- $1,768
- Net gain from sales of assets
- $178,069
Expenses
- Grants and similar amounts paid
- $363,000
- Disbursements for charitable purposes
- $363,000
- Excise tax on investment income
- $4,315
Balance sheet and other
- Total assets, start of year
- $7,161,617
- Total assets, end of year
- $7,028,236
- Total liabilities, end of year
- $1,000
- Net assets, end of year
- $7,027,236
- Fair market value of assets
- $7,588,105
- Qualifying distributions
- $363,000
- Net investment income
- $310,462
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN E O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Chairman | 5 | $0 |
| ROY S O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Director | 0.5 | $0 |
| CHRISTOPHER C O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59803 | Director | 0.5 | $0 |
| MATHEW C O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Director | 0.5 | $0 |
| PHILIP E O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Treasurer | 0.5 | $0 |
| AMELIA J O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN E O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Chairman | 5 | $0 |
| ROY S O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Director | 0.5 | $0 |
| CHRISTOPHER C O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59803 | Director | 0.5 | $0 |
| MATHEW C O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Director | 0.5 | $0 |
| PHILIP E O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Treasurer | 0.5 | $0 |
| AMELIA J O'CONNOR 125 BANK ST SUITE 300, MISSOULA, MT 59802 | Secretary | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 125 BANK ST STE 300, MISSOULA, MT 59802-4413
- In care of
- % ROY S OCONNOR
- Signed the 990-PF
- SUSAN E O'CONNOR, Chairman
- Phone
- (406) 728-0864
- Return prepared by
- Boyle Deveny & Meyer 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 46-1388787
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,028,236
- Income (IRS master file)
- $1,962,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $307,906 | $441,287 | $7,028,236 | XML |
| 990-PF | December 2023 | $63,666 | $436,407 | $7,161,617 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 46-1388787).
Questions about MERLIN FOUNDATION INC
- What is the EIN of MERLIN FOUNDATION INC?
- The employer identification number (EIN) of MERLIN FOUNDATION INC is 46-1388787.
- Is MERLIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to MERLIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERLIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERLIN FOUNDATION INC 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 MERLIN FOUNDATION INC 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 MERLIN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does MERLIN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $307,906, expenses of $441,287 and total assets of $7,028,236 at year end.
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