Nonprofit · EIN 47-1097433
FREDERICK FOUNDATION
Tax-exempt · BEND, OR 97702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF (amended) | $454,853 | $339,078 | $115,775 | $1,139,847 | $0 | $1,139,847 |
| December 31, 2023 | 990-PF | $242,755 | $243,446 | -$691 | $1,024,072 | $0 | $1,024,072 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $142,863
- Dividends
- $51,311
- Net gain from sales of assets
- $260,679
Expenses
- Grants and similar amounts paid
- $290,000
- Disbursements for charitable purposes
- $290,000
- Excise tax on investment income
- $4,337
Balance sheet and other
- Total assets, start of year
- $1,024,072
- Total assets, end of year
- $1,139,847
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,139,847
- Fair market value of assets
- $5,748,531
- Qualifying distributions
- $290,000
- Net investment income
- $311,990
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 |
|---|---|---|---|
| CHARLOTTE H MERRITT 70 SW CENTURY DRSTE 100-200, BEND, OR 97702 | President | 1 | $0 |
| RICHARD R MERRITT 70 SW CENTURY DRSTE 100-200, BEND, OR 97702 | Vice President | 1 | $0 |
| STEPHANIE ABEL MERRITT 70 SW CENTURY DRSTE 100-200, BEND, OR 97702 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE H MERRITT 70 SW CENTURY DRSTE 100-200, BEND, OR 97702 | President | 1 | $0 |
| RICHARD R MERRITT 70 SW CENTURY DRSTE 100-200, BEND, OR 97702 | Vice President | 1 | $0 |
| STEPHANIE ABEL MERRITT 70 SW CENTURY DRSTE 100-200, BEND, OR 97702 | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 70 SW CENTURY DR STE 100 PMB 200, BEND, OR 97702-3558
- In care of
- % CHARLOTTE H MERRITT
- Signed the 990-PF
- CHARLOTTE H MERRITT, Director
- Phone
- (818) 262-2216
- Website
- www.guidestar.org
- Return prepared by
- TVN ADVISORS 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 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
- 47-1097433
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,139,847
- Income (IRS master file)
- $1,053,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $454,853 | $339,078 | $1,139,847 | IRS |
| 990-PF | December 2023 | $242,755 | $243,446 | $1,024,072 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 47-1097433).
Questions about FREDERICK FOUNDATION
- What is the EIN of FREDERICK FOUNDATION?
- The employer identification number (EIN) of FREDERICK FOUNDATION is 47-1097433.
- Is FREDERICK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to FREDERICK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FREDERICK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FREDERICK 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 FREDERICK 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 FREDERICK FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does FREDERICK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $454,853, expenses of $339,078 and total assets of $1,139,847 at year end.
Other nonprofits in BEND
- ANJULICIA FOUNDATION EIN 26-1234177 · last filed 990-PF for 2024
- PINETOPS FOUNDATION EIN 46-0477322 · last filed 990-PF for 2025
- TONIIC INSTITUTE EIN 46-4355039 · last filed 990 for 2024
- JOSEPH & ELIZABETH HOFFART CHARITABLE FOUNDATION EIN 81-3813601 · last filed 990-PF for 2025
- MICHAEL J TENNANT CHARITABLE FUND EIN 93-1246876 · last filed 990-PF for 2024
- CENTRAL OREGON FUSE INC EIN 83-3580853 · last filed 990 for 2024
- FRIENDS OF HAWAII CHARITIES INC EIN 99-0334032 · last filed 990 for 2025
- STORMS FAMILY FOUNDATION EIN 26-2020553 · last filed 990-PF for 2025
All nonprofits in BEND · Oregon · Philanthropy, voluntarism and grantmaking foundations